Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| POCKETSMITH_API_KEY | Yes | Your Pocketsmith API key. Generate this in your Pocketsmith account under Settings > API & Developers. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| pocketsmith_list_transactions | List transactions from Pocketsmith with optional filters. Returns transactions as JSON. |
| pocketsmith_get_transaction | Get details of a specific transaction by ID |
| pocketsmith_update_transaction | Update a transaction's category, payee, note, labels, or review status |
| pocketsmith_list_categories | List all categories. Returns a flat list with full category paths for easy lookup. |
| pocketsmith_search_transactions | Search transactions by keyword (payee, category, notes). Shortcut for list_transactions with search parameter. |
| pocketsmith_categorize_transaction | Categorize a transaction by setting its category. This is a convenience wrapper around update_transaction. |
| pocketsmith_create_category_rule | Create a rule to automatically categorize future transactions matching a payee pattern |
| pocketsmith_get_status | Get connection status and authenticated user info |
| pocketsmith_list_accounts | List all accounts with balances and details |
| pocketsmith_get_account | Get details of a specific account by ID |
| pocketsmith_get_budget_summary | Get budget summary for a period and date range |
| pocketsmith_list_budget | List per-category budget analysis |
| pocketsmith_get_trend_analysis | Get trend analysis across categories and scenarios |
| pocketsmith_create_transaction | Create a new transaction |
| pocketsmith_list_labels | List all labels used in transactions |
| pocketsmith_list_transactions_by_account | List transactions for a specific account with optional filters |
| pocketsmith_list_transactions_by_category | List transactions for one or more categories |
| pocketsmith_create_category | Create a new category |
| pocketsmith_list_events | List events (recurring transactions) for a date range |
| pocketsmith_create_event | Create a new event (recurring transaction) |
| pocketsmith_delete_transaction | Delete a transaction by ID |
| pocketsmith_list_transaction_accounts | List all transaction accounts with balances and details |
| pocketsmith_list_category_rules | List all category rules (automatic categorization rules) |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |