Best Claude Apps

PocketSmith Complete Access Claude 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.

Add PocketSmith Complete Access to Claude

Add to Claude
URL https://mcp.pocketsmith.com/mcp
$ claude mcp add --transport http pocketsmith-complete-access https://mcp.pocketsmith.com/mcp

Needs a PocketSmith Complete Access account All setup steps

PocketSmith Complete Access in Claude at a glance

Reads
26 tools
Accounts, attachments, categories and 15 more
Creates & edits
17 tools
Accounts, attachments, categories and 8 more
Deletes
8 tools
Accounts, attachments, categories and 5 more
Acts as
Your account
Claude works through your own PocketSmith Complete Access sign-in

Counts come from the tool names in the official listing. See every tool

How a request travels Illustration, not a screenshot

  1. 1 · You ask

    “Find PocketSmith Complete Access recurring expenses about [a topic].”

  2. 2 · Claude calls

    find_recurring_expenses

    Finds recurring expenses that match what you ask for

  3. 3 · Server runs it

    mcp.pocketsmith.com

    As your PocketSmith Complete Access account

  4. 4 · Answer

    Reply in the chat

    Write tools can be set to ask you first

The prompt is our example and the tool is one from PocketSmith Complete Access’s list. Claude chooses tools itself, so real calls can differ.

Works in Claude on the web Claude Desktop Claude mobile apps Claude Code Other remote MCP clients

How to add PocketSmith Complete Access to Claude

PocketSmith Complete Access docs

Claude app web · desktop · mobile

  1. 1 Click Add to Claude or open Settings → Connectors and search for PocketSmith Complete Access.
  2. 2 Click Connect. Sign in to PocketSmith Complete Access and approve access.
  3. 3 In a chat, check PocketSmith Complete Access is on in the tools menu under the message box. Then ask.

On Team and Enterprise plans an owner may need to allow it first.

Claude Code terminal

  1. 1
    Add the server: 
    claude mcp add --transport http pocketsmith-complete-access https://mcp.pocketsmith.com/mcp
    Add --scope user to use it in every project.
  2. 2 Run /mcp, pick pocketsmith-complete-access and sign in.
  3. 3 Check with claude mcp list.

Custom connector or any MCP client

In Claude: Settings → Connectors → Add custom connector. Other clients that support remote (streamable HTTP) servers take the same URL.

PocketSmith Complete Access MCP server URL

https://mcp.pocketsmith.com/mcp

PocketSmith Complete Access MCP tools

66

26 read, 17 write, 8 delete, 15 unclear. The official listing gives tool names only, so the text beside each name is our summary of it, not the developer’s wording.

  • Accounts 5 tools

    • get_account Opens one account with its details (our summary)
    • list_accounts Pulls up a list of accounts (our summary)
    • create_account Writes Adds a new account (our summary)
    • delete_account Deletes Deletes an account (our summary)
    • update_account Writes Edits an existing account (our summary)

  • Attachments 5 tools

    • get_attachment Opens one attachment with its details (our summary)
    • list_attachments Pulls up a list of attachments (our summary)
    • create_attachment Writes Adds a new attachment (our summary)
    • delete_attachment Deletes Deletes an attachment (our summary)
    • update_attachment Writes Edits an existing attachment (our summary)

  • Categories 5 tools

    • get_category Opens one category with its details (our summary)
    • list_categories Pulls up a list of categories (our summary)
    • create_category Writes Adds a new category (our summary)
    • delete_category Deletes Deletes a category (our summary)
    • update_category Writes Edits an existing category (our summary)
Show 34 more groups · 51 tools, 31 that change data · events, institutions, transactions, transaction accounts, category rules, transaction attachments, account display orders, cash flow forecasts, financial health snapshots, forecast accuracies, forecast caches, month end reviews, navigate account summaries, navigate budgets, navigate calendars, navigate cashflows, navigate income expenses, navigate net worths, navigate transactions, navigate trends, net worth forecasts, refresh data feeds connections, spending comparisons, users, currencies, budget summaries, budgets, data feeds connection statuses, labels, recurring expenses, saved searches, time zones, trend analysis, your account

  • Events 5 tools

    • get_event Opens one event with its details (our summary)
    • list_events Pulls up a list of events (our summary)
    • create_event Writes Adds a new event (our summary)
    • delete_event Deletes Deletes an event (our summary)
    • update_event Writes Edits an existing event (our summary)

  • Institutions 5 tools

    • get_institution Opens one institution with its details (our summary)
    • list_institutions Pulls up a list of institutions (our summary)
    • create_institution Writes Adds a new institution (our summary)
    • delete_institution Deletes Deletes an institution (our summary)
    • update_institution Writes Edits an existing institution (our summary)

  • Transactions 5 tools

    • get_transaction Opens one transaction with its details (our summary)
    • list_transactions Pulls up a list of transactions (our summary)
    • create_transaction Writes Adds a new transaction (our summary)
    • delete_transaction Deletes Deletes a transaction (our summary)
    • update_transaction Writes Edits an existing transaction (our summary)

  • Transaction accounts 3 tools

    • get_transaction_account Opens one transaction account with its details (our summary)
    • list_transaction_accounts Pulls up a list of transaction accounts (our summary)
    • update_transaction_account Writes Edits an existing transaction account (our summary)

  • Category rules 2 tools

    • list_category_rules Pulls up a list of category rules (our summary)
    • create_category_rule Writes Adds a new category rule (our summary)

  • Transaction attachments 2 tools

    • No read tools
    • assign_transaction_attachment Writes Assigns a transaction attachment (our summary)
    • unassign_transaction_attachment Deletes Unassigns a transaction attachment (our summary)

  • Account display orders 1 tool

    • No read tools
    • update_account_display_order Writes Edits an existing account display order (our summary)

  • Cash flow forecasts 1 tool

    • No read tools
    • cash_flow_forecast Unclear

  • Financial health snapshots 1 tool

    • No read tools
    • financial_health_snapshot Unclear

  • Forecast accuracies 1 tool

    • No read tools
    • forecast_accuracy Unclear

  • Forecast caches 1 tool

    • No read tools
    • delete_forecast_cache Deletes Deletes a forecast cache (our summary)

  • Month end reviews 1 tool

    • No read tools
    • month_end_review Unclear

  • Navigate account summaries 1 tool

    • No read tools
    • navigate_to_account_summary Unclear

  • Navigate budgets 1 tool

    • No read tools
    • navigate_to_budget Unclear

  • Navigate calendars 1 tool

    • No read tools
    • navigate_to_calendar Unclear

  • Navigate cashflows 1 tool

    • No read tools
    • navigate_to_cashflows Unclear

  • Navigate income expenses 1 tool

    • No read tools
    • navigate_to_income_expense Unclear

  • Navigate net worths 1 tool

    • No read tools
    • navigate_to_net_worth Unclear

  • Navigate transactions 1 tool

    • No read tools
    • navigate_to_transactions Unclear

  • Navigate trends 1 tool

    • No read tools
    • navigate_to_trends Unclear

  • Net worth forecasts 1 tool

    • No read tools
    • net_worth_forecast Unclear

  • Refresh data feeds connections 1 tool

    • No read tools
    • refresh_data_feeds_connection Unclear

  • Spending comparisons 1 tool

    • No read tools
    • spending_comparison Unclear

  • Users 1 tool

    • No read tools
    • update_user Writes Edits an existing user (our summary)

  • Currencies 2 tools

    • get_currency Opens one currency with its details (our summary)
    • list_currencies Pulls up a list of currencies (our summary)
    • None

  • Budget summaries 1 tool

    • get_budget_summary Opens one budget summary with its details (our summary)
    • None

  • Budgets 1 tool

    • get_budget Opens one budget with its details (our summary)
    • None

  • Data feeds connection statuses 1 tool

    • get_data_feeds_connection_status Opens one data feeds connection status with its details (our summary)
    • None

  • Labels 1 tool

    • list_labels Pulls up a list of labels (our summary)
    • None

  • Recurring expenses 1 tool

    • find_recurring_expenses Finds recurring expenses that match what you ask for (our summary)
    • None

  • Saved searches 1 tool

    • list_saved_searches Pulls up a list of saved searches (our summary)
    • None

  • Time zones 1 tool

    • list_time_zones Pulls up a list of time zones (our summary)
    • None

  • Trend analysis 1 tool

    • get_trend_analysis Pulls up a list of trend analysis (our summary)
    • None

  • Your account 1 tool

    • get_current_user Checks which PocketSmith Complete Access account you are signed in as (our summary)
    • None

Read or write is our reading of each name. List checked 2026-10-20; developers can change tools at any time.

Things to ask Claude with PocketSmith Complete Access

Our suggestions, one for each kind of tool PocketSmith Complete Access offers. Not from PocketSmith Ltd or Anthropic. Fill in the [brackets].

  • Find PocketSmith Complete Access recurring expenses about [a topic].

    uses find_recurring_expenses

  • Create a PocketSmith Complete Access account for [what it is about].

    uses create_account

  • Update the PocketSmith Complete Access account [name or link]: [what to change].

    uses update_account

  • Turn these notes into PocketSmith Complete Access accounts, one per action item: [paste notes].

    uses create_account

  • Open the PocketSmith Complete Access account [name or link] and give me the key points.

    uses get_account

  • Create a PocketSmith Complete Access attachment for [what it is about].

    uses create_attachment

Security and access

Where requests go, whose account Claude uses, and what you control.

Server

mcp.pocketsmith.com

On the developer’s own domain (pocketsmith.com), not a third-party host. Claude sends requests here when it uses a tool.

Account

Your own PocketSmith Complete Access account

You sign in when you connect. Claude works through that account, so it reaches what the account can reach.

Control

You approve write tools

In Claude’s connector settings you can choose, tool by tool, whether Claude must ask before using it. Write tools are marked in the list above. See write tools

Policy

Privacy policy

Published by PocketSmith Ltd and linked from the official listing. Read it ↗

Anthropic’s directory notes that it does not control which tools a developer exposes and cannot guarantee they work as intended or stay the same. Connect connectors you trust.

Reviews

No reviews yet. Used PocketSmith Complete Access with Claude? Tell others how it went.

Honest reviews only. We never pay for or edit ratings.

    Questions people ask

    What does the PocketSmith Complete Access connector do in Claude?

    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.

    Is the PocketSmith Complete Access connector official?

    It is made by PocketSmith Ltd and carries the Anthropic verified mark in Anthropic’s directory. This site is independent and lists it from the official directory.

    What is the PocketSmith Complete Access MCP server URL?

    https://mcp.pocketsmith.com/mcp. It is a remote MCP server hosted at mcp.pocketsmith.com. Paste it into Claude as a custom connector, or add it to Claude Code with: claude mcp add --transport http pocketsmith-complete-access https://mcp.pocketsmith.com/mcp

    How do I add PocketSmith Complete Access to Claude Code?

    Run "claude mcp add --transport http pocketsmith-complete-access https://mcp.pocketsmith.com/mcp" in your terminal, then start Claude Code, type /mcp, choose pocketsmith-complete-access and sign in to PocketSmith Complete Access. Add "--scope user" to make it available in every project.

    Do I need a PocketSmith Complete Access account?

    Yes. You sign in to PocketSmith Complete Access when you connect it, and Claude works through that account.

    Can Claude change or delete my PocketSmith Complete Access data?

    Judging by tool names, 25 of its 66 tools can change data, including 8 that delete or remove things. The other 26 only read. In Claude you can choose, per tool, whether Claude must ask before using it.

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