All connectors
PocketSmith
14 tools · Accounting · Analytics
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
Connect PocketSmith
- Open Slashspace and go to Settings, then Connectors.
- On Discover, search for PocketSmith and click Connect.
- Sign in to PocketSmith in your browser. Slashspace updates when the account is connected.
- 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.
