pocketsmith-skillManage PocketSmith transactions, categories, and financial data via the API
Install via ClawdBot CLI:
clawdbot install lextoumbourou/pocketsmith-skillManage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data.
Set these environment variables:
POCKETSMITH_DEVELOPER_KEY - Your PocketSmith developer key (from Settings > Security > Manage Developer Keys)POCKETSMITH_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)All commands should be run from the skill directory using uv run pocketsmith.
# Check authentication status and get user info
pocketsmith auth status
# Get current user details
pocketsmith me# Get a single transaction
pocketsmith transactions get <transaction_id>
# List transactions for a user
pocketsmith transactions list-by-user <user_id>
pocketsmith transactions list-by-user <user_id> --start-date 2024-01-01 --end-date 2024-12-31
pocketsmith transactions list-by-user <user_id> --search "coffee"
pocketsmith transactions list-by-user <user_id> --uncategorised
pocketsmith transactions list-by-user <user_id> --needs-review
pocketsmith transactions list-by-user <user_id> --type debit
# List transactions by account
pocketsmith transactions list-by-account <account_id>
# List transactions by category
pocketsmith transactions list-by-category <category_ids> # comma-separated
# List transactions by transaction account
pocketsmith transactions list-by-transaction-account <transaction_account_id>
# Create a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions create <transaction_account_id> --payee "Store Name" --amount -50.00 --date 2024-01-15
pocketsmith transactions create <transaction_account_id> --payee "Salary" --amount 5000.00 --date 2024-01-01 --category-id 123
# Update a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions update <transaction_id> --category-id 456
pocketsmith transactions update <transaction_id> --payee "New Payee" --note "Updated note"
pocketsmith transactions update <transaction_id> --labels "groceries,essential"
# Delete a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions delete <transaction_id># Get a single category
pocketsmith categories get <category_id>
# List all categories for a user
pocketsmith categories list <user_id>
# Create a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories create <user_id> --title "New Category"
pocketsmith categories create <user_id> --title "Subcategory" --parent-id 123
pocketsmith categories create <user_id> --title "Bills" --colour "#ff0000" --is-bill true
# Update a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories update <category_id> --title "Renamed Category"
pocketsmith categories update <category_id> --parent-id 456
pocketsmith categories update <category_id> --no-parent # Make top-level
pocketsmith categories update <category_id> --colour "#00ff00"
# Delete a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories delete <category_id># List all labels for a user
pocketsmith labels list <user_id># List budget for a user (per-category budget analysis)
pocketsmith budget list <user_id>
pocketsmith budget list <user_id> --roll-up true
# Get budget summary for a user
pocketsmith budget summary <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31
# Get trend analysis (requires category and scenario IDs)
pocketsmith budget trend <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31 --categories "123,456" --scenarios "1,2"
# Refresh forecast cache (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith budget refresh <user_id>When listing transactions, these filters are available:
--start-date - Filter from date (YYYY-MM-DD)--end-date - Filter to date (YYYY-MM-DD)--updated-since - Only transactions updated after this datetime--uncategorised - Only uncategorised transactions--type - Filter by type: debit or credit--needs-review - Only transactions needing review--search - Search term for payee/memo--page - Page number for paginationWhen creating/updating categories:
--title - Category name--colour - CSS hex colour (e.g., #ff0000)--parent-id - Parent category ID for subcategories--no-parent - Make category top-level (update only)--is-transfer - Mark as transfer category (true/false)--is-bill - Mark as bill category (true/false)--roll-up - Roll up to parent category (true/false)--refund-behaviour - debit_only or credit_onlyAll commands output JSON. Example transaction:
{
"id": 1234567,
"payee": "Coffee Shop",
"amount": -5.50,
"date": "2024-01-15",
"category": {
"id": 123,
"title": "Eating Out"
},
"transaction_account": {
"id": 456,
"name": "Checking Account"
}
}All dates use YYYY-MM-DD format (e.g., 2024-01-15).
Write operations (create, update, delete) are disabled by default for safety. To enable them:
export POCKETSMITH_ALLOW_WRITES=trueWithout this, write commands will fail with:
{"error": "Write operations are disabled by default. Set POCKETSMITH_ALLOW_WRITES=true to enable create, update, and delete operations.", "hint": "export POCKETSMITH_ALLOW_WRITES=true"}# Find uncategorised transactions
pocketsmith transactions list-by-user 123456 --uncategorised
# Search for specific transactions
pocketsmith transactions list-by-user 123456 --search "Netflix"
# Categorize a transaction
pocketsmith transactions update 789012 --category-id 456# List existing categories
pocketsmith categories list 123456
# Create a new subcategory
pocketsmith categories create 123456 --title "Streaming" --parent-id 789
# Move a category under a different parent
pocketsmith categories update 101112 --parent-id 789# Find transactions needing review
pocketsmith transactions list-by-user 123456 --needs-review
# Mark as reviewed by updating
pocketsmith transactions update 789012 --needs-review falseGenerated Mar 1, 2026
Individuals use the skill to track daily spending by listing transactions, categorizing expenses like groceries or dining, and updating categories for better budgeting. They can search for specific purchases, filter by date, and manage uncategorized transactions to maintain accurate financial records.
Small business owners leverage the skill to monitor business transactions by creating and updating categories for expenses such as supplies or travel. They list transactions by account, use filters for date ranges and types, and generate budget summaries to analyze cash flow and control costs.
Financial advisors employ the skill to manage client data by listing transactions, categorizing them into budgets, and providing trend analysis. They use budget summary and trend commands with scenarios to forecast financial health and offer personalized advice based on categorized spending patterns.
Freelancers utilize the skill to track income and expenses by creating transactions for payments received and bills paid. They categorize items under custom categories, filter by needs-review for discrepancies, and use budget list to assess per-category spending against earnings for tax planning.
Non-profit organizations use the skill to manage donations and expenditures by listing transactions, creating categories for programs, and updating budgets. They filter transactions by type and date, generate budget summaries for reporting, and ensure accurate categorization for grant compliance and transparency.
Offer a premium service where users pay a monthly fee to access advanced features like automated transaction categorization, detailed budget trend analysis, and personalized financial insights. Revenue is generated through tiered subscriptions, with higher tiers enabling more write operations and integrations.
Provide the skill as an API service for businesses, such as banks or fintech apps, to integrate PocketSmith functionality into their platforms. Charge based on API call volume or through licensing fees, with revenue streams from enterprise clients needing scalable financial data management solutions.
Develop a free app with basic read-only features like transaction listing and budget summaries, then monetize through in-app purchases for write operations, advanced filters, and premium support. Revenue comes from upgrades, ads in the free version, and partnerships with financial institutions.
š¬ Integration Tip
Ensure environment variables are securely set and test write operations in a sandbox first; use the optional POCKETSMITH_ALLOW_WRITES flag to prevent accidental data modifications in production.
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