How to connect PocketSmith to Hermes Agent
Connect PocketSmith to Hermes with ClawLink: paste your PocketSmith key once and 14 tools work from chat. No MCP server to run, nothing stored on your machine.
PocketSmithAPI KEYMCPPocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.. Once connected, Hermes Agent can read and act on PocketSmith from chat — pairing, token refresh, and tool wiring handled for you.
Most guides for giving Hermes Agent PocketSmith access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical PocketSmith setup: pair once in the browser and your always-on Hermes agent can act on PocketSmith for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.
Setup
It takes three steps to connect Hermes to PocketSmith.
1Install and pair
Install the ClawLink plugin, then pair Hermes with a one-time browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable- 2
Connect PocketSmith
Paste your API key in the dashboard.
- 3
Use it from chat
Ask Hermes Agent: "What can you do with PocketSmith?"
Install by command
The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin # prints an approval link — open it and approve
hermes clawlink finish # after approving in the browser
hermes clawlink testThen connect PocketSmith in the ClawLink dashboard — paste your PocketSmith API key once.
Verify the connection by asking Hermes:
Pull the relevant data from PocketSmith, summarize it in plain English, and point out anything that needs attention.
Using a different agent?
The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:
npx -y @useclawlink/cli loginlogin opens the same browser approval and stores a credential locally. Once PocketSmith is connected in the dashboard, that agent calls the same 14 PocketSmith tools over MCP. Full setup for MCP clients and shell agents: connect apps to any AI agent.
PocketSmith MCP for Hermes
Looking for a PocketSmith MCP server for Hermes Agent? ClawLink connects PocketSmith to Hermes Agent and exposes 14 PocketSmith tools your agent can call over MCP, with hosted auth and nothing to run or maintain yourself. Using OpenClaw instead? The OpenClaw PocketSmith integration works the same way.
What the Hermes Agent PocketSmith integration can do
14 PocketSmith tools are ready for Hermes Agent once the account is connected.
All 14 PocketSmith tools for Hermes
| Tool | What it does |
|---|---|
Get budget pocketsmith_get_budget | Return a PocketSmith user's current category-level actual and forecast budget analysis |
Get budget summary pocketsmith_get_budget_summary | Analyze the user's combined income and expense budget over a required date range and period |
Get current user pocketsmith_get_current_user | Return the PocketSmith user authorized by the connected developer key, including the user ID |
Get transaction pocketsmith_get_transaction | Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and |
List accounts pocketsmith_list_accounts | Return all financial accounts belonging to a PocketSmith user, including account, primary |
List categories pocketsmith_list_categories | Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags |
List transaction accounts pocketsmith_list_transaction_accounts | Return the transaction accounts belonging to a PocketSmith user, including IDs and balances |
List transactions pocketsmith_list_transactions | Return one page of a user's transactions with optional date, state, type, and keyword filters |
Create category pocketsmith_create_category | Create one category for a PocketSmith user with optional hierarchy and budgeting behavior |
Create transaction pocketsmith_create_transaction | Create one transaction in a specified transaction account and return the created financial |
Update account pocketsmith_update_account | Update selected metadata on one financial account without deleting it or changing |
Update category pocketsmith_update_category | Update selected hierarchy, display, and budgeting fields on one category without deleting it |
Update transaction pocketsmith_update_transaction | Update selected fields on one existing transaction without deleting or splitting it |
Update transactions pocketsmith_update_transactions | Update 1-20 distinct transactions sequentially |
Try it: find the PocketSmith tool you need
Browse the 14 PocketSmith tools
Click any tool to see exactly what Hermes can do and copy a ready-to-use prompt.
Example prompts
Pull the relevant data from PocketSmith, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from PocketSmith, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from PocketSmith, summarize it in plain English, and point out anything that needs attention.
Pull the relevant data from PocketSmith, summarize it in plain English, and point out anything that needs attention.
ClawLink vs. building it yourself
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want PocketSmith working from chat.
| Manual | ClawLink | |
|---|---|---|
| Credential handling | Collect, validate, store, and rotate the PocketSmith API key yourself, then make sure every tool call uses the right account. | Users complete the hosted ClawLink setup once and the connected PocketSmith account becomes available to the agent without you building credential management. |
| Ongoing maintenance | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for PocketSmith. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| Agent usability | You still need to expose the right PocketSmith actions to the runtime in a format your agent can reliably use. | 14 tools for PocketSmith are already exposed through ClawLink, so the agent can read and act from chat immediately. |
ClawLink vs. Composio
Composio also exposes PocketSmith to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect PocketSmith in the browser, and the 14 tools above work from chat. There is no SDK and no config file, and the PocketSmith key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full Composio alternatives comparison.
Troubleshooting
Hermes paired but still can't use PocketSmith
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
Connection succeeds but no tools appear
Reconnect PocketSmith from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.
"Tool schema not loaded yet" error when calling PocketSmith tools
PocketSmith tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every PocketSmith call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.
PocketSmith returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.
API key setup works but results look incomplete
Double-check that the API key for PocketSmith has the right scopes or account access. A valid key can still be too limited for some reads or writes.
FAQ
Is there a Hermes Agent PocketSmith integration?
Yes. ClawLink is the fastest way to connect Hermes to PocketSmith: link your PocketSmith account once in the browser and Hermes Agent can call the PocketSmith API through 14 ready-made tools — no custom code or token handling.
How do I connect PocketSmith to Hermes with ClawLink?
Install the plugin with hermes plugins install ClawLink-HQ/hermes-plugin --enable, then pair once: run hermes clawlink begin, approve the link in your browser, and run hermes clawlink finish. Connect PocketSmith in the dashboard and Hermes can use it from the next message — no config files, and the PocketSmith key you paste is stored server-side instead of in your environment.
How long does it take to connect PocketSmith to Hermes Agent?
About two minutes. Sign in, click Connect next to PocketSmith in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.
Why use ClawLink instead of wiring PocketSmith up myself?
The alternative to ClawLink is usually manual API key setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want PocketSmith working from chat.
Hermes paired but still can't use PocketSmith
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
