All connectors

PocketSmith

14 tools Accounting Analytics

PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.

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Connect PocketSmith

  1. Open Slashspace and go to Settings, then Connectors.
  2. On Discover, search for PocketSmith and click Connect.
  3. Sign in to PocketSmith in your browser. Slashspace updates when the account is connected.
  4. Then ask for what you need in any Agent mode chat. PocketSmith is on in every chat unless you switch it off.

What your chats can do

14 tools from PocketSmith.

  • Create CategoryCreate one category for a PocketSmith user with optional hierarchy and budgeting behavior.
  • Create TransactionCreate one transaction in a specified transaction account and return the created financial record.
  • Get BudgetReturn a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp and the forecast start date also changing; PocketSmith may therefore refresh derived forecast-cache metadata while serving it, although the probe did not establish that every call does so.
  • Get Budget SummaryAnalyze the user's combined income and expense budget over a required date range and period interval.
  • Get Current UserReturn the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
  • Get TransactionReturn one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
  • List AccountsReturn all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
  • List CategoriesReturn all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
  • List Transaction AccountsReturn the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
  • List TransactionsReturn one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.
  • Update AccountUpdate selected metadata on one financial account without deleting it or changing transaction-account balances.
  • Update CategoryUpdate selected hierarchy, display, and budgeting fields on one category without deleting it.
  • Update TransactionUpdate selected fields on one existing transaction without deleting or splitting it.
  • Update TransactionsUpdate 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, permission, rate-limit, server, unexpected-response, or ambiguous transport failure.