pocketsmith

What This Skill Does

The PocketSmith skill for OpenClaw provides a robust interface for interacting with your PocketSmith financial data via the command line and agent workflows. It enables users to perform comprehensive financial management, including listing, searching, creating, updating, and deleting transactions. By integrating directly with the PocketSmith API, it allows for automated categorization of expenses, budget tracking, and account oversight without needing to manually log into the web dashboard for every minor adjustment. Whether you are reconciling accounts, bulk-labeling transactions, or automating data entry for recurring expenses, this skill streamlines your financial workflows.

Installation

To integrate this skill into your OpenClaw environment, ensure you have the necessary environment variables set up, specifically your POCKETSMITH_DEVELOPER_KEY. If you intend to modify data, you must also set POCKETSMITH_ALLOW_WRITES=true. Install the skill by running the following command in your terminal:

clawhub install openclaw/skills/skills/lextoumbourou/pocketsmith-skill

Use Cases

This skill is ideal for power users who want to manage personal or small business finances programmatically. Common use cases include:

• Automated Categorization: Using an AI agent to search for uncategorized transactions and assign them based on payee matching rules.
• Expense Auditing: Quickly filtering for transactions that need review or listing all debits within a specific date range for monthly financial health checks.
• Data Synchronization: Creating transactions based on external input sources like email receipts or invoice parsing.
• Bulk Management: Applying labels to groups of transactions or updating category assignments for better reporting and budgeting accuracy.

Example Prompts

1. "Check for any uncategorized transactions in my account for the last month and categorize those matching 'coffee' as 'Dining Out'."
2. "List all transactions for the current year in the 'Bills' category and tell me the total sum."
3. "Create a new transaction for $150.00 to 'City Utilities' dated today and assign it to the 'Utilities' category."

Tips & Limitations

• Safety First: By default, write operations are disabled. Use the POCKETSMITH_ALLOW_WRITES environment variable sparingly and only in environments where you trust the agent’s execution path.
• Category IDs: Many commands require specific IDs. Use the categories list command first to build a mapping of your category names to their respective IDs for easier reference.
• Data Integrity: Always verify transactions before performing bulk deletes or updates to avoid irreversible data loss in your PocketSmith account.