PocketSmith integrations and automation

Describe what should happen in PocketSmith, and when, in plain words. Whenever builds the workflow and runs it on a schedule, on a webhook, or when another app sends an event.

Connection requirements, provider permissions and optional AI usage apply. Read the runtime limits.

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PocketSmith on Whenever

About PocketSmith

PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.

How Whenever connects

Through its API, using the credentials and permissions required by the provider.

Build it from your AI client

Connect Claude, Cursor or Codex to the Whenever MCP server and your coding agent can build and deploy the PocketSmith workflow. It runs on Whenever afterwards, on its schedule or webhook, with the chat closed.

Set up the Whenever MCP server