PocketSmith Complete Access

Name: PocketSmith Complete Access MCP Server
Availability: InStock
Author: PocketSmith Complete Access

HIPAA CompliantSOC2 ReadyISO 27001 Ready

Productivity66 tools

Query transactions, budgets, forecasts and net worth in plain language. 66 tools — 40 read, 19 write, 7 delete — over OAuth. A separate read-only endpoint exists if you never want changes.

Verified connector

Listed by Anthropic as a partner connector in its Connectors Directory.

Connection checked by Agentman on 8 September 2026.

Anthropic states this reflects the level of review a connector received, not a security audit.

Connect PocketSmith Complete Access via MCP

https://mcp.pocketsmith.com/mcp

Works in any MCP-compatible client. In Agentman Studio it is one click — no config file to edit.

Use in Agentman

Connect PocketSmith Complete Access once and your agents call these tools on their own — on a schedule, in a workflow, with nobody at the keyboard.

Open in Agentman Studio

PocketSmith Complete Access Tools & Capabilities (66)

assign_transaction_attachment

cash_flow_forecast

create_account

create_attachment

create_category

create_category_rule

create_event

create_institution

create_transaction

delete_account

delete_attachment

delete_category

delete_event

delete_forecast_cache

delete_institution

delete_transaction

financial_health_snapshot

find_recurring_expenses

forecast_accuracy

get_account

get_attachment

get_budget

get_budget_summary

get_category

get_currency

get_current_user

get_data_feeds_connection_status

get_event

get_institution

get_transaction

get_transaction_account

get_trend_analysis

list_accounts

list_attachments

list_categories

list_category_rules

list_currencies

list_events

list_institutions

list_labels

list_saved_searches

list_time_zones

list_transaction_accounts

list_transactions

month_end_review

navigate_to_account_summary

navigate_to_budget

navigate_to_calendar

navigate_to_cashflows

navigate_to_income_expense

navigate_to_net_worth

navigate_to_transactions

navigate_to_trends

net_worth_forecast

refresh_data_feeds_connection

spending_comparison

unassign_transaction_attachment

update_account

update_account_display_order

update_attachment

update_category

update_event

update_institution

update_transaction

update_transaction_account

update_user

Tool names from Anthropic's directory listing. This server requires sign-in, so we could not read tool descriptions or parameter schemas.

Limits

Nothing separates read from write except the URL. Neither endpoint's OAuth metadata publishes a scope list, so the consent screen cannot distinguish a read grant from a write grant. The hostname in your connector config is the whole control surface.
Seven tools delete, and three of them cascade. Institution and account deletion remove all data within, per PocketSmith's API reference; category deletion removes the budgets inside it. Deletion is not undone by disconnecting the connector afterwards.
We could not read the tools' safety annotations. The endpoint is OAuth-gated and we did not authenticate, so this page carries no readOnlyHint or destructiveHint values. Every safety label here is documentation-derived.
Requires a paid AI plan on ChatGPT. PocketSmith's documentation states ChatGPT supports MCP connectors on paid plans only, with Developer mode enabled on personal accounts.
The docs disagree with themselves on one command. PocketSmith's Claude Code install line for read-only ends in /mcp-readonly while every other reference to that endpoint — including its own server URL table and its Codex line — ends in /mcp. Use the URL from the server table.
No rate limit is published for the MCP endpoint, and neither endpoint's refusal carried a rate-limit header when we checked on 2026-09-08. PocketSmith's REST API documents pagination instead: 30 records per page by default, adjustable between 10 and 1000.
Bank feed coverage and sync frequency are not documented here. The connector reports feed status and can trigger a refresh; which institutions are supported, how often they sync, and any plan gating on feeds are PocketSmith account questions, not connector questions.
This is not financial advice, and this page offers none. The tools return data and analysis from PocketSmith's engine. Nothing on this page characterises anyone's spending, budget or financial position.

Frequently asked questions

Yes. PocketSmith documents a second endpoint at mcp-readonly.pocketsmith.com carrying 40 read-only tools instead of 66. Its documentation says to choose read-only if you only want to ask questions about your finances, and full access if you also want the assistant to make changes. The two endpoints are separate hosts with separate OAuth issuers.

Yes, at the Complete Access endpoint. Seven of the 66 tools delete records: accounts, institutions, transactions, categories, budget events, attachments and the forecast cache. PocketSmith's API reference states that deleting an institution or an account removes all data within it, and deleting a category removes every budget inside it. Use the read-only endpoint to remove this capability entirely.

No. PocketSmith's MCP documentation states that authentication runs through OAuth, that the AI assistant receives a token scoped to your chosen access mode, and that it never sees your PocketSmith password. The docs add that tokens are encrypted with AES-256-GCM and stateless, so nothing is stored on the MCP server itself.

Revoke the connection from PocketSmith's authorised applications page at my.pocketsmith.com/security/manage_apps. PocketSmith's MCP documentation names this page as the place to revoke access at any time. Revoking there ends the grant at PocketSmith rather than only removing the connector from your AI client, which would leave the token live.

Yes, on paid plans. PocketSmith's documentation says personal Plus and Pro accounts add it under Settings, Apps and Connectors, after enabling Developer mode in advanced settings. On Business, Enterprise and Edu workspaces a workspace admin adds the connector first, then each user connects and authorises their own PocketSmith account individually.

Yes. PocketSmith's documentation publishes command-line install lines for both, using HTTP transport against the endpoint for your chosen mode, and says each will prompt for OAuth authorisation on first use. The same documentation also covers claude.ai and Claude Desktop, where the connector is added as a custom connector by URL.