Create Category
Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
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Integrate PocketSmith
with your AI CRM
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
Explore Triggers and Actions
Create Transaction
Create one transaction in a specified transaction account and return the created financial record.
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Get Budget
Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp and the forecast start date also changing; PocketSmith may therefore refresh derived forecast-cache metadata while serving it, although the probe did not establish that every call does so.
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Get Budget Summary
Analyze the user's combined income and expense budget over a required date range and period interval.
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Get Current User
Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
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Get Transaction
Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
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List Accounts
Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
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List Categories
Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
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List Transaction Accounts
Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
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List Transactions
Return one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.
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Update Account
Update selected metadata on one financial account without deleting it or changing transaction-account balances.
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Update Category
Update selected hierarchy, display, and budgeting fields on one category without deleting it.
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Update Transaction
Update selected fields on one existing transaction without deleting or splitting it.
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Update Transactions
Update 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, permission, rate-limit, server, unexpected-response, or ambiguous transport failure.
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How the PocketSmith integration works
The PocketSmith integration connects your Dench AI CRM directly to PocketSmith, so agents can read and act on your PocketSmith data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
14 actions are available for agents to invoke on your behalf. Every call runs through PocketSmith's own authorization, scoped to the account you connect.
Set up PocketSmith in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find PocketSmith and click Connect — you'll authorize access through PocketSmith's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use PocketSmith in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the PocketSmith integration work with Dench?
The Dench PocketSmith integration connects your AI CRM to PocketSmith, so AI agents can work with your PocketSmith data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with PocketSmith via Dench?
The PocketSmith integration currently exposes 14 actions, including Create Category, Create Transaction, Get Budget, Get Budget Summary, Get Current User, and Get Transaction. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect PocketSmith to Dench?
No. You connect PocketSmith from your Dench workspace using PocketSmith's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the PocketSmith integration secure?
Connections are authorized through PocketSmith's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the PocketSmith connection from your workspace settings at any time.