PocketSmith Skill

Manage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data.

Prerequisites

Set these environment variables:

• POCKETSMITH_DEVELOPER_KEY - Your PocketSmith developer key (from Settings > Security > Manage Developer Keys)
• POCKETSMITH_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)

Commands

All commands should be run from the skill directory using uv run pocketsmith.

Authentication

# Check authentication status and get user info
pocketsmith auth status

# Get current user details
pocketsmith me

Transactions

# Get a single transaction
pocketsmith transactions get <transaction_id>

# List transactions for a user
pocketsmith transactions list-by-user <user_id>
pocketsmith transactions list-by-user <user_id> --start-date 2024-01-01 --end-date 2024-12-31
pocketsmith transactions list-by-user <user_id> --search "coffee"
pocketsmith transactions list-by-user <user_id> --uncategorised
pocketsmith transactions list-by-user <user_id> --needs-review
pocketsmith transactions list-by-user <user_id> --type debit

# List transactions by account
pocketsmith transactions list-by-account <account_id>

# List transactions by category
pocketsmith transactions list-by-category <category_ids>  # comma-separated

# List transactions by transaction account
pocketsmith transactions list-by-transaction-account <transaction_account_id>

# Create a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions create <transaction_account_id> --payee "Store Name" --amount -50.00 --date 2024-01-15
pocketsmith transactions create <transaction_account_id> --payee "Salary" --amount 5000.00 --date 2024-01-01 --category-id 123

# Update a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions update <transaction_id> --category-id 456
pocketsmith transactions update <transaction_id> --payee "New Payee" --note "Updated note"
pocketsmith transactions update <transaction_id> --labels "groceries,essential"

# Delete a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions delete <transaction_id>

Categories

# Get a single category
pocketsmith categories get <category_id>

# List all categories for a user
pocketsmith categories list <user_id>

# Create a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories create <user_id> --title "New Category"
pocketsmith categories create <user_id> --title "Subcategory" --parent-id 123
pocketsmith categories create <user_id> --title "Bills" --colour "#ff0000" --is-bill true