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.