Use PocketSmith with
Sokko.
Connect PocketSmith and tell Sokko what to do. It runs the actions you ask for and reacts to what happens. No workflows, no code.
Works with 1,000+ tools · No code required
Actions
Everything Sokko can do in PocketSmith
Every PocketSmith action Sokko can run. Ask for one in a sentence and it's done.
Create Category
Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
Create Transaction
Create one transaction in a specified transaction account and return the created financial record.
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.
Get Budget Summary
Analyze the user's combined income and expense budget over a required date range and period interval.
Get Current User
Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
Get Transaction
Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
List Accounts
Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
List Categories
Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
List Transaction Accounts
Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
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.
Update Account
Update selected metadata on one financial account without deleting it or changing transaction-account balances.
Update Category
Update selected hierarchy, display, and budgeting fields on one category without deleting it.
Update Transaction
Update selected fields on one existing transaction without deleting or splitting it.
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.
Get connected
Live in your Slack in two minutes.
No workflows to wire up. Turn on the tools you already use, and your agent gets to work.
Add to Slack
1
Add Sokko to Slack
One click from the Slack marketplace. Your whole team gets Sokko at once.
2
Connect your tools
Sokko works with 1,000+ apps and any MCP server.
Martin
9:53 AM
@Sokko
What can you do with PocketSmith?
3
Put Sokko to work
@mention Sokko in any channel and it gets going. Minutes, not a weekend.
Questions, answered.
Sokko is an AI assistant that lives in your Slack. Connect your apps, ask for what you need in plain language, and Sokko takes the work off your plate.
Sign up to Sokko, ask Sokko to connect to PocketSmith, and approve the connection when prompted. From then on you can ask Sokko to do things in PocketSmith whenever you need.
No. There's nothing to build or configure. You ask Sokko in Slack the same way you'd ask a colleague, and Sokko handles the rest.
Yes. Ask once and tell Sokko when to repeat it, like every Monday at 9am, and it becomes a routine that runs without you.
Read and act on data in PocketSmith, and trigger workflows when something changes there. Tell Sokko the outcome you want and it handles the rest.
Yes. Sokko connects to 1,000+ apps and any MCP server, so you can ask for tasks that span PocketSmith and the rest of your stack in a single request.