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Ask how this month's spending compares with your budget, or recategorize a batch of transactions in one go. ContextGate connects PocketSmith to Claude, ChatGPT and Cursor; switch off the edit tools to keep it read-only, and Activity shows every change.","vendor_mcp","oauth",[79],"https:\u002F\u002Fdevelopers.pocketsmith.com\u002Fdocs\u002Fpocketsmith-mcp-server","Finance & Payments",{"title":84,"description":85,"heading":86,"connect":87,"sections":102,"utmCampaign":117},"PocketSmith API via MCP for Claude & ChatGPT | ContextGate","PocketSmith API via MCP: ask Claude or ChatGPT about budgets and spending, or tidy up transactions. Switch off edits; every call is recorded.","PocketSmith MCP: your budget and transactions in chat",{"heading":88,"steps":89},"Add PocketSmith to Claude, ChatGPT or Cursor",[90,92,94,100],{"text":91},"Click Connect PocketSmith free and sign in with your PocketSmith account.",{"text":93},"For questions about spending, the read tools are enough. Switch off the tools that create or update transactions, categories and accounts if you'd rather make those changes yourself.",{"text":95,"link":96,"after":99},"Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on",{"label":97,"href":98},"the Works with page","\u002Fworks-with\u002F",".",{"text":101},"Ask your AI app how much you spent on groceries last month against your budget, then open Activity to see the calls.",[103,111],{"heading":104,"bullets":105},"Money questions for your AI app",[106,107,108,109,110],"Compare actual and forecast spending by category against your budget.","Summarize income and expenses over a date range by week or month.","Search transactions by date, type or keyword, and check one transaction's payee, category and labels.","Recategorize or relabel up to 20 transactions in one request.","Add a category or record a transaction in an account.",{"heading":112,"bullets":113},"Your finances, your edits",[114,115,116],"Switch off create and update tools to keep your AI app read-only.","Policies check every call and can hide personal data such as account details.","Activity records every lookup and every change to your PocketSmith data.","pocketsmith-mcp",[119,129,137,145,153,161,169,177,185,193,201,209,217,225],{"name":120,"description":121,"recordCount":122,"type":123,"requiredParams":124,"optionalParams":125,"exampleEndpoint":122,"docsUrl":81,"sampleFields":126,"sampleData":127},"Create Category","Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.","N\u002FA","tool",[],[],[],[128],{"endpoint":122,"docs":81},{"name":130,"description":131,"recordCount":122,"type":123,"requiredParams":132,"optionalParams":133,"exampleEndpoint":122,"docsUrl":81,"sampleFields":134,"sampleData":135},"Create Transaction","Create one transaction in a specified transaction account and return the created financial record.",[],[],[],[136],{"endpoint":122,"docs":81},{"name":138,"description":139,"recordCount":122,"type":123,"requiredParams":140,"optionalParams":141,"exampleEndpoint":122,"docsUrl":81,"sampleFields":142,"sampleData":143},"Get Budget","Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access\u002Fupdate timestamps changing to the call timestamp ",[],[],[],[144],{"endpoint":122,"docs":81},{"name":146,"description":147,"recordCount":122,"type":123,"requiredParams":148,"optionalParams":149,"exampleEndpoint":122,"docsUrl":81,"sampleFields":150,"sampleData":151},"Get Budget Summary","Analyze the user's combined income and expense budget over a required date range and period interval.",[],[],[],[152],{"endpoint":122,"docs":81},{"name":154,"description":155,"recordCount":122,"type":123,"requiredParams":156,"optionalParams":157,"exampleEndpoint":122,"docsUrl":81,"sampleFields":158,"sampleData":159},"Get Current User","Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.",[],[],[],[160],{"endpoint":122,"docs":81},{"name":162,"description":163,"recordCount":122,"type":123,"requiredParams":164,"optionalParams":165,"exampleEndpoint":122,"docsUrl":81,"sampleFields":166,"sampleData":167},"Get Transaction","Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.",[],[],[],[168],{"endpoint":122,"docs":81},{"name":170,"description":171,"recordCount":122,"type":123,"requiredParams":172,"optionalParams":173,"exampleEndpoint":122,"docsUrl":81,"sampleFields":174,"sampleData":175},"List Accounts","Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.",[],[],[],[176],{"endpoint":122,"docs":81},{"name":178,"description":179,"recordCount":122,"type":123,"requiredParams":180,"optionalParams":181,"exampleEndpoint":122,"docsUrl":81,"sampleFields":182,"sampleData":183},"List Categories","Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.",[],[],[],[184],{"endpoint":122,"docs":81},{"name":186,"description":187,"recordCount":122,"type":123,"requiredParams":188,"optionalParams":189,"exampleEndpoint":122,"docsUrl":81,"sampleFields":190,"sampleData":191},"List Transaction Accounts","Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.",[],[],[],[192],{"endpoint":122,"docs":81},{"name":194,"description":195,"recordCount":122,"type":123,"requiredParams":196,"optionalParams":197,"exampleEndpoint":122,"docsUrl":81,"sampleFields":198,"sampleData":199},"List Transactions","Return one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.",[],[],[],[200],{"endpoint":122,"docs":81},{"name":202,"description":203,"recordCount":122,"type":123,"requiredParams":204,"optionalParams":205,"exampleEndpoint":122,"docsUrl":81,"sampleFields":206,"sampleData":207},"Update Account","Update selected metadata on one financial account without deleting it or changing transaction-account balances.",[],[],[],[208],{"endpoint":122,"docs":81},{"name":210,"description":211,"recordCount":122,"type":123,"requiredParams":212,"optionalParams":213,"exampleEndpoint":122,"docsUrl":81,"sampleFields":214,"sampleData":215},"Update Category","Update selected hierarchy, display, and budgeting fields on one category without deleting it.",[],[],[],[216],{"endpoint":122,"docs":81},{"name":218,"description":219,"recordCount":122,"type":123,"requiredParams":220,"optionalParams":221,"exampleEndpoint":122,"docsUrl":81,"sampleFields":222,"sampleData":223},"Update Transaction","Update selected fields on one existing transaction without deleting or splitting it.",[],[],[],[224],{"endpoint":122,"docs":81},{"name":226,"description":227,"recordCount":122,"type":123,"requiredParams":228,"optionalParams":229,"exampleEndpoint":122,"docsUrl":81,"sampleFields":230,"sampleData":231},"Update Transactions","Update 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, pe",[],[],[],[232],{"endpoint":122,"docs":81},[234,237,240,243,246,249,252,255],{"id":235,"name":236},"pommersche_volksbank_genodef1hst","Volksbank Vorpommern",{"id":238,"name":239},"poppankki_popffi22","POP Pankki",{"id":241,"name":242},"postbank_pbnkdeffxxx","Postbank",{"id":244,"name":245},"poste_italiane_banco_posta_bppiitrrxxx","Poste Italiane - Banco Posta",{"id":247,"name":248},"poste_italiane_banco_posta_corporate_bppiitrrxxx","Poste Italiane - Banco Posta Corporate",{"id":250,"name":251},"poste_pay_bppiitrrxxx","PostePay",{"id":253,"name":254},"prader_bank_prrdit21xxx","Prader Bank ",{"id":256,"name":257},"psd_bank_braunschweig_genodef1p02","PSD Bank Braunschweig",1793790234490]