PocketSmith Read-Only Access

PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management.

This connector lets Claude have read-only secure access to your PocketSmith data, so that you can work with your finances in plain language, but not allow Claude to make any changes to your data.

Understand your money: search and filter your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches.

Go beyond "what did I spend?": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life.

Get answers to questions like: "why does my cash flow dip next month?", "what changed our net worth most this year?" and "what does our spending suggest we valued, and which choices bought us the most joy, ease or security?"

Keep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots.

Plan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future.

Seamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith.

Claude connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. This is a read-only connector - if you want Claude to be able to modify your data, a Complete Access connector is also available.