Integration

PocketSmith integration

PocketSmith is a personal finance service that gathers bank accounts, categorises transactions and forecasts balances from budget events. Read the user, their institutions, accounts and transaction accounts with current balances; list, search, create, update, split and delete transactions; manage categories, category rules, attachments (receipts sent as base64 files) and the events that make up the budget in each scenario; read the budget, a budget summary or a trend analysis over a period; list labels, saved searches, currencies and time zones. Most collections belong to a user id: call get_me first to read it. Authentication is a developer key the PocketSmith user issues for their own account, sent in the X-Developer-Key header; it reaches that one account only.

Connect PocketSmith How integrations work

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Say what should happen.
The workflow builds itself.

When this happens, do that in PocketSmith.Built from the 56 PocketSmith tools below, on the connection you add once.

What you can do with PocketSmith

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Attachment, 8 operations

assign_transaction_attachmentAssign transaction attachmentPOSTAssigns an attachment to the transaction by their ID.
create_attachmentCreate attachmentPOSTCreates an attachment belonging to the user by their ID.
delete_attachmentDelete attachmentDELETEDeletes a particular attachment by its ID.
get_attachmentGet attachmentGETGets a particular attachment by its ID.
list_attachmentsList attachmentsGETLists attachments belonging to a user by their ID.
list_transaction_attachmentsList transaction attachmentsGETLists attachments belonging to a transaction by their ID.
unassign_transaction_attachmentUnassign transaction attachmentDELETEUnassigns a particular attachment by its ID from the transaction ID. This does not delete the attachment, it only removes its association from the transaction.
update_attachmentUpdate attachmentPUTUpdates the title of the attachment.

Transaction, 8 operations

create_transactionCreate transactionPOSTCreates a transaction in a transaction account by its ID.
delete_transactionDelete transactionDELETEDeletes a transaction and all its data by ID.
get_transactionGet transactionGETGets a transaction by its ID.
list_account_transactionsList account transactionsGETLists the transactions of one account (as returned by list_accounts), 30 per page by default (per_page from 10 to 1000, page for the next pages), with the same filters as list_transactions.
list_category_transactionsList category transactionsGETLists the transactions in one or more categories (comma-separated category ids from list_categories), 30 per page by default (per_page from 10 to 1000, page for the next pages), with the same filters as list_transactions.
list_transaction_account_transactionsList transaction account transactionsGETLists the transactions of one transaction account (as returned by list_transaction_accounts), 30 per page by default (per_page from 10 to 1000, page for the next pages), with the same filters as list_transactions.
list_transactionsList transactionsGETLists the user's transactions across all accounts, 30 per page by default (per_page from 10 to 1000, page for the next pages).
update_transactionUpdate transactionPUTUpdates a transaction by its ID.

Account, 7 operations

create_accountCreate accountPOSTCreates and returns an account belonging to the user by their ID.
delete_accountDelete accountDELETEDeletes an account and all its data, by its id (as returned by list_accounts).
get_accountGet accountGETGets an account by its ID.
list_accountsList accountsGETLists all accounts belonging to the user by their ID.
list_institution_accountsList institution accountsGETLists accounts belonging to an institution by its ID.
reorder_accountsReorder accountsPUTUpdates the display order of accounts belonging to the user, by accepting an array of accounts in their new display order.
update_accountUpdate accountPUTUpdates and returns an account by its ID.

Event, 6 operations

create_eventCreate eventPOSTCreates an event in a scenario by its ID.
delete_eventDelete eventDELETEDeletes an event by its ID.
get_eventGet eventGETGets a particular event by its ID.
list_eventsList eventsGETLists events belonging to a user by their ID.
list_scenario_eventsList scenario eventsGETLists events belonging to a scenario by their ID.
update_eventUpdate eventPUTUpdates an event by its ID.

Categorie, 5 operations

create_categoryCreate categoryPOSTCreates a category belonging to the user by their ID.
delete_categoryDelete categoryDELETEDeletes a particular category by its ID. This will delete all budgets within the category, and uncategorize all transactions assigned to the category.
get_categoryGet categoryGETGets a particular category by its ID.
list_categoriesList categoriesGETLists all categories belonging to a user by their ID.
update_categoryUpdate categoryPUTUpdates a category by its ID.

Institution, 5 operations

create_institutionCreate institutionPOSTCreates an institution belonging to a user.
delete_institutionDelete institutionDELETEDeletes an institution and all data within. Alternatively, another institution can be provided to merge the data into to avoid losing it.
get_institutionGet institutionGETGets an institution by its ID.
list_institutionsList institutionsGETLists all the institutions belonging to the user.
update_institutionUpdate institutionPUTUpdates the title and currency code for an institution.

Transaction account, 3 operations

get_transaction_accountGet transaction accountGETGets a transaction account by its ID.
list_transaction_accountsList transaction accountsGETList all transaction accounts belonging to a user.
update_transaction_accountUpdate transaction accountPUTUpdates the transaction account by its ID.

Category rule, 2 operations

create_category_ruleCreate category rulePOSTCreates a rule to allocate a category to transactions.
list_category_rulesList category rulesGETLists all category rules belonging to a user by their ID.

Currencie, 2 operations

get_currencyGet currencyGETGets a particular currency by its ID.
list_currenciesList currenciesGETLists currencies supported by PocketSmith.

User, 2 operations

get_userGet userGETGets a user by ID. You must be authorised as the target user in order to make this request.
update_userUpdate userPUTUpdates the user by their ID. You must be authorised as the target user in order to make this request.

Budget, 1 operation

list_budgetList budgetGETLists the user's budget, consisting of one or more budget analysis packages, one per category. Akin to the list on the Budget page in PocketSmith.

Budget summary, 1 operation

get_budget_summaryGet budget summaryGETGet the user's budget summary, containing an expense and income analysis for all categories (excluding transfer categories) for the given period and date range.

Forecast cache, 1 operation

recalculate_forecastRecalculate forecastDELETEDeletes the user's cached forecast so that PocketSmith recalculates it.

Label, 1 operation

list_labelsList labelsGETLists the labels the user has put on transactions, as plain strings (for example craftbeer or Trip to Auckland). Use them in the labels field of create_transaction or update_transaction.

Me, 1 operation

get_meGet meGETGets the user that corresponds to the access token used in the request.

Saved searche, 1 operation

list_saved_searchesList saved searchesGETLists saved searches belonging to a user by their ID.

Time zone, 1 operation

list_time_zonesList time zonesGETLists time zones.

Trend analysi, 1 operation

get_trend_analysisGet trend analysisGETGet an income and/or expense budget analysis for the given date range and period across any number of categories and scenarios. Akin to the Trends page in PocketSmith.

Use PocketSmith from Claude Code, Cursor or Codex

Connect PocketSmith in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its PocketSmith operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect PocketSmith

Create your workspace
Sign up free. Nothing to install.
Connect PocketSmith once
Add your PocketSmith connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.