PocketSmith Complete Access

Data and Analytics · by PocketSmith Ltd · Verified

Connector Search and categorise transactions, track your budgets and analyse spending trends, forecast your net worth and monitor your cashflow! Work with your live PocketSmith data in plain language.

Install

In Claude, open Settings, then Connectors.
Find PocketSmith Complete Access in the directory, or choose Add custom connector and paste the URL below.
Sign in to PocketSmith Ltd and review what it asks to reach.

Connector URL

https://mcp.pocketsmith.com/mcp

Claude Code

claude mcp add --transport http pocketsmith-complete-access https://mcp.pocketsmith.com/mcp

Run in a terminal, then run /mcp in Claude Code to sign in.

Add in Claude Open on claude.com

About

PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management.

This connector lets Claude have full secure access to your PocketSmith data, so that you can work with your finances in plain language.

Understand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches.

Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life.

Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?"

Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots.

Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future.

Keep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds.

Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith.

Claude connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.

Tools

assign_transaction_attachment
cash_flow_forecast
create_account
create_attachment
create_category
create_category_rule
create_event
create_institution
create_transaction
delete_account
delete_attachment
delete_category
delete_event
delete_forecast_cache
delete_institution
delete_transaction
financial_health_snapshot
find_recurring_expenses
forecast_accuracy
get_account
get_attachment
get_budget
get_budget_summary
get_category

24 of 66 tools. claude.com lists the rest. The maker decides what the tools do and can change them. Add connectors only from makers you trust.

From the maker

Facts

Kind: Connector
Category: Data and Analytics
Made by: PocketSmith Ltd
Runs: Remote server
Works in: Claude, Claude API, Claude Code, Claude Desktop
Sign-in: Required
Added: 2026-08-20
Source: Verified