Claude PocketSmith Complete Access connectorWhat Claude can do in your PocketSmith Complete Access account.

Projects account balances forward and adds what PocketSmith calls danger-zone alerts, the points where a projected balance gives reason for concern. PocketSmith ties it to its forecasting engine, which it presents as the way to predict future cashflow.

Returns an at-a-glance check-up in four parts, as PocketSmith lists them: net worth, spending pace, traffic lights per budget and action items. PocketSmith names these financial health snapshots among the ways the connector keeps your budget in check.

Detects subscriptions and recurring bills in your data and totals what they cost per year. PocketSmith lists finding recurring expenses among the budget tasks the connector covers, next to reviewing budget performance.

Sets actual balances against forecast balances, which PocketSmith presents as a way to evaluate how reliable your budget is. It looks back at forecasts already made, where the projection tools look ahead.

Opens one account in detail, including its balance and any child accounts under it. Checking balances is one of the things PocketSmith says the connector lets you do across all your accounts; this tool does it for a single one.

Retrieves one receipt or document attachment stored in PocketSmith. PocketSmith describes it, together with the listing tool, as the way to view attachments; this one returns a single item rather than the whole list.

Returns budget analysis per category for the forecast period. It differs from the summary tool, which sets actuals against the budget over a date range you choose; here the period is the forecast one.

Sets expense and income actuals against what was budgeted, for a date range. The comparison covers both sides of the ledger, and PocketSmith counts reviewing budget performance among the main uses of the connector.

Looks up a single category in your hierarchy. PocketSmith groups it with the tool that lists categories, under the heading of viewing your category hierarchy, and mentions reviewing categories among the connector's uses.

Returns the reference data for one currency. PocketSmith classes it as currency reference data rather than your own financial records, and its description of the product mentions multi-currency support.

Shows your PocketSmith user profile and settings. PocketSmith documents it on a shared line about the user profile; this one stays on the viewing side and returns what is configured.

Reports the sync status of your bank feeds along with provider details. Triggering a sync is a different tool, listed in the other group of this page; this one only reports on where each feed stands.

Opens one budget forecast event. PocketSmith describes these events as recurring or one-off, and as the items that map out your future in its forecasting engine; this tool returns a single one.

Retrieves one financial institution from your PocketSmith setup. PocketSmith describes it, together with the listing tool, as viewing financial institutions; this one returns a single institution instead of all of them.

Brings up the full details of a single transaction. Where the search tool returns many lines matching a filter, this one returns everything PocketSmith records about one transaction.

Shows one transaction account. PocketSmith documents it on a shared line about viewing transaction accounts; this tool returns the details of one, where the listing tool returns all of them.

Analyses spending trends over time, category by category. PocketSmith lists analysing spending trends across periods among the ways the connector helps keep a budget in check.

Lists every account, either for your user or for one institution. It is the inventory the other account questions start from, and PocketSmith describes investigating patterns across all your accounts as one of the connector's uses.

Enumerates the receipt and document attachments stored in PocketSmith. PocketSmith describes it, together with the single-item tool, as viewing attachments; this one returns the whole list.

Returns your category hierarchy as a whole. PocketSmith pairs it with the single-category tool under the heading of viewing your category hierarchy, and reviewing categories is among the uses it names.

Shows the auto-categorisation rules already set up in your account. PocketSmith documents it on a shared line about categorisation rules; this one returns the existing rules and nothing more.

Returns the full list of currencies PocketSmith uses as reference data, as opposed to the tool that looks up one currency. It is reference material, not part of your own financial records.

Lists the budget forecast events in your account. PocketSmith treats recurring and one-off events as the items that map out your future, so this list shows what the forecast is built on.

Lists the financial institutions in your PocketSmith setup, as opposed to the tool that opens a single one. PocketSmith describes both as viewing financial institutions, the level under which accounts sit.

Returns all the transaction labels in your account. PocketSmith mentions reviewing labels, alongside categories and saved searches, among what the connector lets you do.

Shows the transaction search filters you saved in PocketSmith. It returns the list of saved searches, which PocketSmith names among the items the connector lets you review.

Returns PocketSmith's time zone reference data. Like the currency list, it is reference material rather than your own records, and PocketSmith gives it no other purpose in its table.

Lists your transaction accounts. PocketSmith documents it on a shared line about transaction accounts; this tool returns all of them, where the single-item tool opens one.

Searches and filters transactions by date, category, keyword or status. PocketSmith puts searching and filtering transactions in plain language first among the connector's uses, before any analysis.

Produces a full review of a period: income and expenses, savings rate, budget variance and top payees, the four elements PocketSmith lists. PocketSmith refers to these monthly reviews among the connector's budget features.

Builds a deep link to the Account Summary page in PocketSmith for a given account and month. PocketSmith presents these links as a way to jump straight to the report you describe.

Prepares a link to PocketSmith's budget page, with date settings and other toggles controlled through the link. PocketSmith presents these deep links as a way to jump to the exact report you describe.

Generates a link to the calendar of scheduled and forecast budget events and balances, with the date range carried by the link. It opens the calendar in PocketSmith itself.

Hands you a link to the Cashflows statement, the month-by-month table in PocketSmith. The link leads to the report; the figures themselves are read in PocketSmith, not in the conversation.

Points you, through a link, to the Income & Expense report, PocketSmith's profit and loss statement, with filtering, date ranges and other options set by the link.

Returns a link to the Net Worth page, with all filtering and other options available through the link. It is the deep-link counterpart of the net worth tools in the conversation.

Produces a link to a transactions search pre-filtered by account, category, keyword or date. It is the deep-link counterpart of the search tool, opening the result inside PocketSmith.

Opens the way to the Trends report for a category's spending or earning over time, with all toggles available through the link. The report itself is read in PocketSmith.

Charts the net worth trajectory in three parts: the historical trend, the forecast and milestone projections. It uses PocketSmith's forecasting engine.

Places two date periods side by side, broken down by category and by payee. PocketSmith's description stops at that comparison of two periods.