PocketSmith

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

What agents can do

Create category
Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
Create transaction
Create one transaction in a specified transaction account and return the created financial record.
Get budget
Return a PocketSmith user's current category-level actual and forecast budget analysis.
Get budget summary
Analyze the user's combined income and expense budget over a required date range and period interval.
Get current user
Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
Get transaction
Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
List accounts
Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
List categories
Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.

6 more

List transaction accounts
Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
List transactions
Return one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.
Update account
Update selected metadata on one financial account without deleting it or changing transaction-account balances.
Update category
Update selected hierarchy, display, and budgeting fields on one category without deleting it.
Update transaction
Update selected fields on one existing transaction without deleting or splitting it.
Update transactions
Update 1-20 distinct transactions sequentially.

You paste an API key from PocketSmith on a page Composio hosts, so the key never passes through Definable.

Keep the connection to yourself or share it with your workspace. Any action that writes or sends can wait for your approval.