Pocketsmith MCP Server

List transactions from Pocketsmith with optional filters. Returns transactions as JSON.

Get details of a specific transaction by ID

Update a transaction's category, payee, note, labels, or review status

List all categories. Returns a flat list with full category paths for easy lookup.

Search transactions by keyword (payee, category, notes). Shortcut for list_transactions with search parameter.

Categorize a transaction by setting its category. This is a convenience wrapper around update_transaction.

Create a rule to automatically categorize future transactions matching a payee pattern

Get connection status and authenticated user info

List all accounts with balances and details

Get details of a specific account by ID

Get budget summary for a period and date range

List per-category budget analysis

Get trend analysis across categories and scenarios

Create a new transaction

List all labels used in transactions

List transactions for a specific account with optional filters

List transactions for one or more categories

Create a new category

List events (recurring transactions) for a date range

Create a new event (recurring transaction)

Delete a transaction by ID

List all transaction accounts with balances and details

List all category rules (automatic categorization rules)