Data & Analytics14 toolsPaste one API key
PocketSmith integration for AI agents
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
Use it from your agent
One ClawLink account serves every agent you run. Pick the guide for yours, or connect PocketSmith once and call the same tools from all of them.
PocketSmith for OpenClawInstall, pair, connect, first prompt
PocketSmith for Hermes AgentInstall, pair, connect, first promptMCPClaude Code, Cursor, any MCP clientCLI login or the remote MCP serverSetup
Connect PocketSmith through ClawLink's hosted setup.
- Auth: Paste one API key. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
- Where: the ClawLink dashboard, or ask your agent to connect it.
What your agent can do
PocketSmith exposes 14 tools through ClawLink.
| Tool | What it does | Kind |
|---|---|---|
pocketsmith_get_budget | Return a PocketSmith user's current category-level actual and forecast budget analysis | Read |
pocketsmith_get_budget_summary | Analyze the user's combined income and expense budget over a required date range and period | Read |
pocketsmith_get_current_user | Return the PocketSmith user authorized by the connected developer key, including the user ID | Read |
pocketsmith_get_transaction | Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and | Read |
pocketsmith_list_accounts | Return all financial accounts belonging to a PocketSmith user, including account, primary | Read |
pocketsmith_list_categories | Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags | Read |
pocketsmith_list_transaction_accounts | Return the transaction accounts belonging to a PocketSmith user, including IDs and balances | Read |
pocketsmith_list_transactions | Return one page of a user's transactions with optional date, state, type, and keyword filters | Read |
pocketsmith_create_category | Create one category for a PocketSmith user with optional hierarchy and budgeting behavior | Write |
pocketsmith_create_transaction | Create one transaction in a specified transaction account and return the created financial | Write |
pocketsmith_update_account | Update selected metadata on one financial account without deleting it or changing | Write |
pocketsmith_update_category | Update selected hierarchy, display, and budgeting fields on one category without deleting it | Write |
pocketsmith_update_transaction | Update selected fields on one existing transaction without deleting or splitting it | Write |
pocketsmith_update_transactions | Update 1-20 distinct transactions sequentially | Write |
