Pocketsmith

Provides access to PocketSmith data including accounts, budgets, transactions, categories, and recurring events through an MCP interface.

python

0

GitHub Stars

python

Language

2 months ago

First Indexed

3 weeks ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "dannyshaw-pocketsmith-mcp": {
      "command": "uvx",
      "args": [
        "pocketsmith-mcp"
      ],
      "env": {
        "POCKETSMITH_API_KEY": "YOUR_API_KEY_HERE"
      }
    }
  }
}

You can run the PocketSmith MCP Server locally to access accounts, budgets, transactions, and more from the PocketSmith API. This server lets your AI assistant manage your financial data through a secure, configurable MCP interface, enabling practical workflows like viewing balances, tracking budgets, logging transactions, and forecasting cash flow.

How to use

Install and run the MCP server, then connect your MCP client or Claude extension using a local process. You will configure your client to start the MCP server and supply your API key via environment variables. Once running, you can ask your assistant to list accounts, review budgets, create or modify transactions, categorize expenses, and explore recurring transactions. Use the provided clippings to load the server into your preferred Claude setup and start issuing natural language questions like, “Show my current balances” or “Log a new cash purchase.” No coding is required beyond the initial setup.

Notes on usage patterns

Start the MCP server using your preferred method (uvx or direct Python execution) and ensure the API key is available in the environment. - Use the client’s available tools to query accounts, budgets, transactions, categories, and recurring events. - When you perform actions, the server will reflect changes in your PocketSmith data and keep budgets and forecasts up to date.

Available tools

pocketsmith_list_accounts

List all accounts with balances across checking, savings, credit cards, and investments.

pocketsmith_get_account

Get detailed information for a single account, including its transaction history.

pocketsmith_list_transaction_accounts

List transaction accounts with detailed information.

pocketsmith_get_budget_summary

Retrieve a budget summary for a specified date range.

pocketsmith_list_budget

Show per-category budget analysis and comparisons.

pocketsmith_get_trend_analysis

Analyze spending trends across categories.

pocketsmith_list_transactions

List transactions with filters such as account, category, and date range.

pocketsmith_list_transactions_by_account

Filter transactions by a specific account.

pocketsmith_list_transactions_by_category

Filter transactions by category.

pocketsmith_get_transaction

Get detailed information for a specific transaction.

pocketsmith_create_transaction

Create a new transaction entry.

pocketsmith_update_transaction

Update details of an existing transaction.

pocketsmith_delete_transaction

Delete a transaction.

pocketsmith_search_transactions

Search transactions by keywords.

pocketsmith_categorize_transaction

Quickly categorize a transaction.

pocketsmith_list_categories

List all spending categories.

pocketsmith_create_category

Create a new category or subcategory.

pocketsmith_list_category_rules

List automatic categorization rules.

pocketsmith_create_category_rule

Create a new categorization rule.

pocketsmith_list_events

List recurring transactions or events.

pocketsmith_create_event

Create a recurring transaction or event.

pocketsmith_list_labels

List all transaction labels.

pocketsmith_get_status

Check the current connection status of the MCP server.