API_KEY
pocketsmith_api_key
Developer setup
No fields declared in this snapshot.
User connection
- Developer Keygeneric_api_key · stringRequired
All integrations
PO
Catalogue metadata onlyaccountingv00000000_00
POCKETSMITH
PocketSmith
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Attributed source 14
Action summaries
Display-only definitions
0
Trigger types
Not installed instances
1
Auth modes
Field names, never values
No
Execution
No runtime adapter
Authentication map
What setup is declared?
Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
API_KEY
Provider setup
Capability index
Actions and trigger definitions
Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Showing 1–14 of 14 actions
Create Category
POCKETSMITH_CREATE_CATEGORY
Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
Untrusted display-only summary
Create Transaction
POCKETSMITH_CREATE_TRANSACTION
Create one transaction in a specified transaction account and return the created financial record.
Untrusted display-only summary
Get Budget
POCKETSMITH_GET_BUDGET
Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp and the forecast start date also changing; PocketSmith may therefore refresh derived forecast-cache metadata while serv…
Untrusted display-only summary
Get Budget Summary
POCKETSMITH_GET_BUDGET_SUMMARY
Analyze the user's combined income and expense budget over a required date range and period interval.
Untrusted display-only summary
Get Current User
POCKETSMITH_GET_CURRENT_USER
Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
Untrusted display-only summary
Get Transaction
POCKETSMITH_GET_TRANSACTION
Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
Untrusted display-only summary
List Accounts
POCKETSMITH_LIST_ACCOUNTS
Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
Untrusted display-only summary
List Categories
POCKETSMITH_LIST_CATEGORIES
Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
Untrusted display-only summary
List Transaction Accounts
POCKETSMITH_LIST_TRANSACTION_ACCOUNTS
Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
Untrusted display-only summary
List Transactions
POCKETSMITH_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.
Untrusted display-only summary
Update Account
POCKETSMITH_UPDATE_ACCOUNT
Update selected metadata on one financial account without deleting it or changing transaction-account balances.
Untrusted display-only summary
Update Category
POCKETSMITH_UPDATE_CATEGORY
Update selected hierarchy, display, and budgeting fields on one category without deleting it.
Untrusted display-only summary
Update Transaction
POCKETSMITH_UPDATE_TRANSACTION
Update selected fields on one existing transaction without deleting or splitting it.
Untrusted display-only summary
Update Transactions
POCKETSMITH_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, permission, rate-limit, server, unexpected-response, or ambiguous transport failure.
Untrusted display-only summary
Provenance
Versioned facts, explicit trust.
The detail snapshot comes from an attributed MIT-licensed repository revision. Safe local icons use exact-match CC0 Simple Icons symbols; unmatched brands use monograms.
- Repository
- https://github.com/provider-directoryHQ/provider-directory
- Commit
- 85e33f6a81dfe987f6fc3637d48d45052cea8ca5
- Generated
- 2026-09-12
- Trust policy
- untrusted_display_only
Remote text is plain display metadata only. It must never become an agent prompt, execution policy, OAuth grant, or executable instruction.