pocketsmith-mcp
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@pocketsmith-mcpshow my recent transactions"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Features
43 MCP Tools - Complete coverage of PocketSmith API v2 endpoints
Production Ready - Rate limiting, retry with exponential backoff, circuit breaker
Universal Compatibility - Works with Claude Desktop, Cursor, and any MCP-compatible client
Type Safe - Pydantic models for all API entities
Related MCP server: Monarch Money MCP Server
Quick Start
Installation
# Run directly with uvx (recommended)
uvx pocketsmith-mcp
# Or install with pip
pip install pocketsmith-mcpGetting Your API Key
Navigate to Security & Integrations - Click your profile icon, then select "Security & integrations"
Create a Developer Key - Go to "Manage developer keys" and click "Create Key"
Configuration
Set your environment variable:
export POCKETSMITH_API_KEY=your_api_key_hereRun the server:
uvx pocketsmith-mcpClaude Desktop Integration
Add to your Claude Desktop config:
macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json
{
"mcpServers": {
"pocketsmith": {
"command": "uvx",
"args": ["pocketsmith-mcp"],
"env": {
"POCKETSMITH_API_KEY": "your_api_key_here"
}
}
}
}Available Tools
Tool | Description |
| Get authenticated user info |
| Get user by ID |
| Update user settings |
Tool | Description |
| List all accounts |
| Get account details |
| Update account |
| Delete account |
Tool | Description |
| List transaction accounts |
| Get transaction account details |
| Update transaction account |
Tool | Description |
| List transactions with filters |
| Get transaction details |
| Create new transaction |
| Update transaction |
| Delete transaction |
Tool | Description |
| List all categories |
| Get category details |
| Create new category |
| Update category |
| Delete category |
Tool | Description |
| Get budget data |
| Get budget summary |
| Get spending trends |
| Clear forecast cache |
Tool | Description |
| List financial institutions |
| Get institution details |
| Create institution |
| Update institution |
| Delete institution |
Tool | Description |
| List budget events |
| Get event details |
| Create budget event |
| Update event |
| Delete event |
Tool | Description |
| List attachments |
| Get attachment details |
| Upload attachment |
| Update attachment |
| Delete attachment |
Tool | Description |
| List all labels |
| List saved searches |
Tool | Description |
| List supported currencies |
| List supported time zones |
Testing
Running Tests
# Run all tests
uv run pytest
# Run with coverage report
uv run pytest --cov=src/pocketsmith_mcp --cov-report=term-missing
# Run specific test file
uv run pytest tests/unit/tools/test_transactions.py
# Run tests by marker
uv run pytest -m unit # Unit tests only
uv run pytest -m integration # Integration tests only
uv run pytest -m e2e # End-to-end tests (requires API key)Test Structure
tests/
├── unit/ # Fast, isolated tests with mocked API
│ ├── test_api_client.py
│ ├── test_errors.py
│ ├── test_rate_limiter.py
│ ├── test_circuit_breaker.py
│ ├── test_user_context.py
│ └── tools/ # Tool-specific unit tests
├── integration/ # Tests with mocked HTTP responses
│ ├── test_server.py
│ └── test_tools.py
└── conftest.py # Shared fixturesCoverage
The project maintains a 70% coverage threshold. Coverage reports are generated automatically:
uv run pytest --cov=src/pocketsmith_mcp --cov-report=html
open htmlcov/index.htmlDevelopment
Setup
# Clone the repository
git clone https://github.com/ajanderson1/mcp_pocketsmith.git
cd pocketsmith-mcp
# Install dependencies (including dev)
uv sync --dev
# Copy environment template
cp .env.example .env
# Edit .env and add your API keyArchitecture
pocketsmith-mcp/
├── src/pocketsmith_mcp/
│ ├── __main__.py # Entry point
│ ├── server.py # FastMCP server setup
│ ├── config.py # Environment configuration
│ ├── client/ # API client with resilience patterns
│ │ ├── api_client.py # HTTP client wrapper
│ │ ├── rate_limiter.py # Token bucket algorithm
│ │ ├── circuit_breaker.py # Fault tolerance
│ │ └── retry.py # Exponential backoff
│ ├── models/ # Pydantic data models
│ └── tools/ # MCP tool implementations
└── tests/ # Unit and integration testsAPI Resilience
The client includes production-grade resilience:
Rate Limiting - Token bucket algorithm (60 req/min default)
Retry Logic - Exponential backoff with jitter for transient failures
Circuit Breaker - Prevents cascade failures during outages
Environment Variables
Variable | Required | Default | Description |
| Yes | - | Your PocketSmith API key |
| No |
| Enable debug logging |
| No |
| Request timeout (seconds) |
| No |
| Retry attempts for failed requests |
| No |
| API rate limit |
License
This project is licensed under the MIT License - see the LICENSE file for details.
This server cannot be installed
Maintenance
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