The PocketSmith MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your PocketSmith account. It provides structured and secure access to your accounts, transactions, categories, and budgets, so your agent can review spending, record transactions, organize finances, update account details, and analyze budgets on your behalf.
- Account and balance overview: Have your agent list your financial and transaction accounts, check their balances, and gather the details needed to manage your finances.
- Transaction tracking and updates: Let the agent find transactions by date, state, type, or keyword, review individual records, create new transactions, and update existing ones.
- Spending categorization: Direct your agent to list, create, and update categories, including category hierarchy and budgeting behavior.
- Budget analysis: Instruct your agent to review current category-level actual and forecast budgets or summarize income and expenses across a chosen date range and interval.
- Account organization: Have your agent update selected details on your financial accounts while leaving balances and transactions unchanged.