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Connect PocketSmith to your AI

Add your PocketSmith key once and every AI you use can get users transactions, get users categories and post users categories through it.

Needs your API keyWorks today: paste the key from this app and your AI can use it. One-click sign-in is not built yet.

Not verified by us yet. Its actions come from PocketSmith's own documented API, and we have not run them here yet.

Connect PocketSmithHow ahel works

Use your own PocketSmith account. Credentials stay encrypted in ahel.

Tell me when ahel has verified PocketSmith

What your AI can do with PocketSmith

Choose a task and ask your AI.

User

  • Get users transactionsGET

    List transactions in user

    idrequired
    The unique identifier of the account.
    start_date
    Limit to transactions on or after this date.
    end_date
    Limit to transactions on or before this date.
    updated_since
    Limit to transactions updated since an ISO 8601 timestamp.
  • Get users categoriesGET

    List categories in user

    idrequired
    The unique identifier of the user.
  • Post users categoriesPOST

    Create category in user

    idrequired
    The unique identifier of the user.
    titlerequired
    A title for the category.
    colour
    A CSS-style hex colour for the category.
    is_bill
    Set the category as a bill category.
  • Get users accountsGET

    List accounts in user

    idrequired
    The unique identifier of the user.
  • Post users accountsPOST

    Create an account in user

    idrequired
    The unique identifier of the user.
    currency_coderequired
    A currency code for the account.
    institution_idrequired
    The ID of the institution to create this account in.
    titlerequired
    A title for the account.
    typerequired
    The type of the account.
  • Put users accountsPUT

    Update the display order of accounts in user

    idrequired
    The unique identifier of the user.
    accountsrequired
    List the account objects in their new display order.
  • Get users institutionsGET

    List institutions in user

    idrequired
    The unique identifier of the user
  • Post users institutionsPOST

    Create institution in user

    idrequired
    The unique identifier of the user
    currency_coderequired
    A currency code for the institution.
    titlerequired
    A title for the institution.
  • Get users transaction accountsGET

    List transaction accounts in user

    idrequired
    The unique identifier of the user.
  • Get users attachmentsGET

    Lists attachments in user

    idrequired
    The unique identifier of the user.
    unassigned
    If set, returns unassigned attachments, that are available for assigning to a transaction.
  • Post users attachmentsPOST

    Create attachment in user

    idrequired
    The unique identifier of the user.
    file_data
    The base64-encoded contents of the source file.
    file_name
    The file name of the attachment.
    title
    The title of the attachment.
  • Get users eventsGET

    List events in user.

    idrequired
    The unique identifier of the user.
    start_daterequired
    Return the events from and including this date.
    end_daterequired
    Return the events until and including this date.
  • Get usersGET

    Get user

    idrequired
    The unique identifier of the user.
  • Put usersPUT

    Update user

    idrequired
    The unique identifier of the user.
    always_show_base_currency
    Whether the user wishes to have all monetary values converted to their base currency.
    base_currency_code
    A new base currency code for the user.
    beta_user
    Whether the user is a beta user, and wishes to try out new features.
  • Get users budgetGET

    List budget for user

    idrequired
    The unique identifier of the account.
    roll_up
    Whether parent categories should have their children rolled up into them.
  • Get users budget summaryGET

    Get budget summary for user

    idrequired
    The unique identifier of the user.
    periodrequired
    The period to analyse in, one of weeks, months or years.
    intervalrequired
    The period interval, e.g.
    start_daterequired
    The date to start analysing the budget from.
    end_daterequired
    The date to stop analysing the budget from.
  • Get users category rulesGET

    List category rules in user

    idrequired
    The unique identifier of the user.
  • Get users labelsGET

    List labels in user

    idrequired
    The unique identifier of the user.
  • Get users saved searchesGET

    List saved searches in user

    idrequired
    The unique identifier of the user.
  • Get users trend analysisGET

    Get trend analysis for user

    idrequired
    The unique identifier of the user.
    periodrequired
    The period to analyse in, one of weeks, months or years.
    intervalrequired
    The period interval, e.g.
    start_daterequired
    The date to start analysing the budget from.
    end_daterequired
    The date to stop analysing the budget from.
    categoriesrequired
    A comma-separated list of category IDs to analyse.
  • Delete users forecast cacheDELETE

    Delete forecast cache for user

    idrequired
    The unique identifier of the user.

Account

  • Get accounts transactionsGET

    List transactions in account

    idrequired
    The unique identifier of the account.
    start_date
    Limit to transactions on or after this date.
    end_date
    Limit to transactions on or before this date.
    updated_since
    Limit to transactions updated since an ISO 8601 timestamp.

Category

  • Get categories transactionsGET

    List transactions in categories

    idrequired
    A comma-separated list of category IDs.
    start_date
    Limit to transactions on or after this date.
    end_date
    Limit to transactions on or before this date.
    updated_since
    Limit to transactions updated since an ISO 8601 timestamp.

Currency

  • Get currenciesGET

    List currencies

Ask your AI

Try one of these requests with a connected AI.

  • Show me the user transaction in PocketSmith
  • Show me the user category in PocketSmith
  • Post a user category in PocketSmith
  • Show me the user account in PocketSmith
  • Post a user account in PocketSmith
  • Show me the user institution in PocketSmith

Works with

All apps

Use PocketSmith alongside your other connected apps.

Billingo24 actionsCodat24 actionsRamp24 actionsStorecove24 actionsGitHub14 actionsSlack6 actionsNotion5 actionsGmail6 actionsAuth0Connect your own keyBaserowConnect your own keyBrandfetchMarketingBrowserbaseDeveloper tools

PocketSmith MCP server, hosted by ahel

One hosted endpoint serves PocketSmith. There is nothing to install and no local server to run.

Connect PocketSmith to Claude, Claude Code, Cursor or Codex

  1. Add your PocketSmith key. ahel stores it encrypted.
  2. Paste one link into your AI: https://mcp.ahel.ai (once, for every app).
  3. Ask for the work. Your AI picks the action and ahel runs it with your key.

Documentation

About PocketSmith

PocketSmith is a finance service. Connect your own key and your AI can get users transactions, get users categories and post users categories.

PocketSmith over MCP: ahel serves PocketSmith to Claude, Claude Code, Cursor and Codex as one hosted MCP endpoint. There is no local server to run. Add your PocketSmith key once, paste one link into your AI, and the actions above are there.

Finance

Similar apps

Questions

Is my PocketSmith key safe?

Your PocketSmith key is sealed in ahel and added to the request server-side when your AI calls PocketSmith. It never crosses the MCP link, no tool can read it back, and you can turn the app off or remove the key at any time.

Which AIs can use PocketSmith through ahel?

Any MCP-capable AI: Claude, Claude Code, Codex, Cursor, VS Code and others. Paste one link, https://mcp.ahel.ai, into the AI once and everything in your gateway arrives through it.

What can my AI do with PocketSmith?

24 actions today, covering users, accounts and categories. Ask in plain language; your AI picks the action and ahel runs it with your key.

Does connecting PocketSmith cost anything?

Connecting apps is free during ahel's early access. Free, Pro and Team all cost nothing today, and the pricing page lists what each one includes. PocketSmith may bill you for API use under its own terms.