PocketSmith MCP Server

An MCP (Model Context Protocol) server for the PocketSmith personal finance API. Enables Claude Desktop, Claude Code, and other MCP clients to manage accounts, transactions, budgets, categories, and financial analysis.

Features

• Accounts & Institutions: Manage bank accounts and financial institutions

• Transactions: Create, search, update, and categorize transactions

• Budgets & Analysis: View budget summaries and trend analysis

• Categories & Rules: Organize transactions with categories and auto-categorization rules

• Events & Forecasting: Manage recurring events and clear forecast caches

• Attachments: Attach files to transactions

Related MCP server: Lunch Money MCP Server

Installation

From Source

1. Clone this repository

2. Install dependencies:

   npm install

3. Build the project:

   npm run build

Configuration

Environment Variables

Create a .env file or set these in your shell environment.

To generate an API token: PocketSmith Settings > Security > Manage Developer Keys.

Usage with Claude Desktop

Add to your claude_desktop_config.json:

{
  "mcpServers": {
    "pocketsmith": {
      "command": "node",
      "args": ["/path/to/pocketsmith-mcp/build/index.js"],
      "env": {
        "POCKETSMITH_API_TOKEN": "your-api-token"
      }
    }
  }
}

Usage with Claude Code

claude mcp add pocketsmith -- node /path/to/pocketsmith-mcp/build/index.js

Available Tools

Users

get_me, get_user, update_user

Institutions

list_institutions, create_institution, get_institution, update_institution, delete_institution

Accounts

list_accounts, create_account, get_account, update_account, delete_account, reorder_accounts, list_institution_accounts

Transaction Accounts

list_transaction_accounts, get_transaction_account, update_transaction_account

Transactions

list_transactions, list_account_transactions, list_category_transactions, list_transaction_account_transactions, create_transaction, get_transaction, update_transaction, delete_transaction

Categories

list_categories, create_category, get_category, update_category, delete_category

Category Rules

list_category_rules, create_category_rule

Budgets & Analysis

list_budget, get_budget_summary, get_trend_analysis, delete_forecast_cache

Events

list_events, list_scenario_events, create_event, get_event, update_event, delete_event

Attachments

list_attachments, list_transaction_attachments, create_attachment, assign_attachment, unassign_attachment, get_attachment, update_attachment, delete_attachment

Reference

list_currencies, get_currency, list_time_zones, list_labels, list_saved_searches

Development

• npm run dev — Watch mode with TypeScript compilation

• npm run build — Build the project

• npm start — Start the built server

License

MIT