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PocketSmith Complete Access
ChatGPTClaudePartnerby PocketSmith
Manage personal finances
Details
ProductivityFinancial ServicesData AnalyticsOther
Listed Aug 24, 2026
by PocketSmith
Version 1.0.0
MCP endpoint:
https://mcp.pocketsmith.com/mcp · streamable-httpLifecycle
- First seenAug 24, 2026created Aug 24, 2026
- PublishedLive in ChatGPTlast changed Sep 7, 2026
- Visible in app store•
- Featured•
Content updated · Sep 7, 2026
Available tools (66)
assign_transaction_attachmentcash_flow_forecastcreate_accountcreate_attachmentcreate_categorycreate_category_rulecreate_eventcreate_institutioncreate_transactiondelete_accountdelete_attachmentdelete_categorydelete_eventdelete_forecast_cachedelete_institutiondelete_transactionfinancial_health_snapshotfind_recurring_expensesforecast_accuracyget_accountget_attachmentget_budgetget_budget_summaryget_categoryget_currencyget_current_userget_data_feeds_connection_statusget_eventget_institutionget_transactionget_transaction_accountget_trend_analysislist_accountslist_attachmentslist_categorieslist_category_ruleslist_currencieslist_eventslist_institutionslist_labelslist_saved_searcheslist_time_zoneslist_transaction_accountslist_transactionsmonth_end_reviewnavigate_to_account_summarynavigate_to_budgetnavigate_to_calendarnavigate_to_cashflowsnavigate_to_income_expensenavigate_to_net_worthnavigate_to_transactionsnavigate_to_trendsnet_worth_forecastrefresh_data_feeds_connectionspending_comparisonunassign_transaction_attachmentupdate_accountupdate_account_display_orderupdate_attachmentupdate_categoryupdate_eventupdate_institutionupdate_transactionupdate_transaction_accountupdate_user