pocketsmith - Manage PocketSmith transactions and financial data
Manage PocketSmith transactions, categories, labels, and budget data through CLI commands.
Tags
Updated: 2026-09-17Capabilities
Typical Inputs
Typical Outputs
What this skill does
- Check authentication status
- Get current user details
- List and filter transactions
- Get transaction details
- Create new transactions
- Update existing transactions
- Delete transactions
- List categories
- Get category details
- Create categories
- Update categories
- Delete categories
- List user labels
- List budget summaries
- Analyze budget trends
- Refresh forecast cache
Inputs
- PocketSmith developer key
- Write operations flag
- User, account, category, and transaction IDs
- Filtering parameters and category properties
Outputs
- JSON-formatted transaction and category details
- JSON-formatted budget and trend analysis
- Modified transactions and categories
Requirements
- POCKETSMITH_DEVELOPER_KEY environment variable
- POCKETSMITH_ALLOW_WRITES environment variable
- uv runner environment