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ajanderson1

pocketsmith-mcp

by ajanderson1
OverviewSchemaRelated ServersScoreDiscussions
Python
Remote

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: Pocketsmith MCP Server

Quick Start

Installation

# Run directly with uvx (recommended)
uvx pocketsmith-mcp

# Or install with pip
pip install pocketsmith-mcp

Getting Your API Key

  1. Navigate to Security & Integrations - Click your profile icon, then select "Security & integrations"

  1. Create a Developer Key - Go to "Manage developer keys" and click "Create Key"

Configuration

  1. Set your environment variable:

export POCKETSMITH_API_KEY=your_api_key_here

  1. Run the server:

uvx pocketsmith-mcp

Claude 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_current_user

Get authenticated user info

get_user

Get user by ID

update_user

Update user settings

Tool

Description

list_accounts

List all accounts

get_account

Get account details

update_account

Update account

delete_account

Delete account

Tool

Description

list_transaction_accounts

List transaction accounts

get_transaction_account

Get transaction account details

update_transaction_account

Update transaction account

Tool

Description

list_transactions

List transactions with filters

get_transaction

Get transaction details

create_transaction

Create new transaction

update_transaction

Update transaction

delete_transaction

Delete transaction

Tool

Description

list_categories

List all categories

get_category

Get category details

create_category

Create new category

update_category

Update category

delete_category

Delete category

Tool

Description

get_budget

Get budget data

get_budget_summary

Get budget summary

get_trend_analysis

Get spending trends

clear_forecast_cache

Clear forecast cache

Tool

Description

list_institutions

List financial institutions

get_institution

Get institution details

create_institution

Create institution

update_institution

Update institution

delete_institution

Delete institution

Tool

Description

list_events

List budget events

get_event

Get event details

create_event

Create budget event

update_event

Update event

delete_event

Delete event

Tool

Description

list_attachments

List attachments

get_attachment

Get attachment details

create_attachment

Upload attachment

update_attachment

Update attachment

delete_attachment

Delete attachment

Tool

Description

list_labels

List all labels

list_saved_searches

List saved searches

Tool

Description

list_currencies

List supported currencies

list_time_zones

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 fixtures

Coverage

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.html

Development

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 key

Architecture

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 tests

API 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

POCKETSMITH_API_KEY

Yes

-

Your PocketSmith API key

DEBUG

No

false

Enable debug logging

API_TIMEOUT

No

30

Request timeout (seconds)

MAX_RETRIES

No

3

Retry attempts for failed requests

RATE_LIMIT_PER_MINUTE

No

60

API rate limit

License

This project is licensed under the MIT License - see the LICENSE file for details.

This server cannot be installed

A
license - permissive license
-
quality - not tested
B
maintenance

How are these scores calculated?

Maintenance

–Maintainers
–Response time
–Release cycle
–Releases (12mo)
Commit activity

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