Use the PocketSmith MCP server to connect your PocketSmith account to any AI assistant that supports the Model Context Protocol.
PocketSmith has an official MCP server, so you can connect your favourite AI tools to your PocketSmith account. You can either allow read-only access so that only financial insights and data can be retrieved, or give it full access to also make changes to your PocketSmith - including adding attachments, categorising transactions, and much more.
The documentation is on our Developer Hub where you can find all the details, including a list of all available tools and how to connect things up.
In time, this’ll be available as an “app” on more restrictive platforms like ChatGPT, but for now it’s ready to go for the more technically minded.
AI-generated responses disclaimer The PocketSmith MCP server brings your PocketSmith API data into your AI agents for information and guidance. AI responses may be incomplete or inaccurate, so always verify them.
MCP Directory listings
- Claude
- ChatGPT