PocketSmith

com.pocketsmithPublished by pocketsmith.comOfficial publisherv0.1.0Updated Oct 31, 2026

Work with transactions, budgets, forecasts and insights from the PocketSmith personal finance tool.

VerifiedStreamable HTTPWeb executableFinance

Overview

AI-generated overview

Remote MCP server for PocketSmith that lets an assistant work with personal finance transactions, budgets, forecasts and insights.

What you can do
  • Work with transactions, budgets, forecasts and insights from the PocketSmith personal finance tool.
  • No individual tools are listed in the manifest, so the exact set of actions is not documented here.
When to use it
Useful when you keep your personal finances in PocketSmith and want an assistant to help review transactions, budgets or forecasts without leaving the chat.
Requirements
A remote MCP endpoint at mcp.pocketsmith.com over streamable HTTP; OAuth authentication is required, so a PocketSmith account is needed. No environment variables or headers are declared.
Before you install
The server accesses personal financial data, so review what the OAuth grant allows before connecting. The manifest lists no write tools, but the scope of actions is undocumented; treat any changes to budgets or transactions with care.

Installation

In SourceWeft

  1. Open PocketSmith in the dashboard and add it to a workspace.
  2. Connect the required credentials. They are stored privately and never shown on public pages.
  3. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.pocketsmith%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config. The client completes OAuth sign-in on first connect.

{
  "mcpServers": {
    "pocketsmith": {
      "type": "http",
      "url": "https://mcp.pocketsmith.com/mcp"
    }
  }
}

Tools

0
This server asks you to sign in, so SourceWeft could not read its tools without an account and has not indexed them. What a connected account sees can depend on that account and its permissions.

Version history

1
  1. v0.1.0LatestOct 31, 2026

Score

67% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listed15 pts

    Answer tools/list without a credential, or ship a package that starts in a sandbox without one.

  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.

Other Pocketsmith integrations

PocketSmith (read-only)

com.pocketsmithOfficial publisher

Read-only MCP access to PocketSmith personal finance data, letting an assistant review transactions, budgets, forecasts and insights.

Streamable HTTPWeb executableAuth
FinanceCredential requiredOct 31, 2026