PocketSmith Complete Access on ChatGPT and Claude
Listings side by side
| Field | PocketSmith Complete AccessChatGPT · Apps SDK | PocketSmith Complete AccessClaude · Connector |
|---|---|---|
| Kind | Apps SDK | Connector |
| Best rank | #102 Finance | #429 Most popular · among connectors |
| Charts | 1 | 3 |
| Countries | 48/48 | Worldwide |
| Tools or skills | — | 66 |
| MCP server | mcp.pocketsmith.com | mcp.pocketsmith.com |
| Developer | PocketSmith | PocketSmith Ltd |
| Website | pocketsmith.com | pocketsmith.com |
| Starter prompts | 3 | — |
| Created or launched | Created Aug 24, 2026 | Launched Aug 20, 2026 |
| Listing changes | — | — |
Gaps
ChatGPT · Apps SDK
- 66 tools not hereassign transaction attachment, cash flow forecast, create account, create attachment…
- No skill names
Claude · Connector
No gaps
Tool coverage
| Tool | ChatGPT · Apps SDK— | Claude · Connector66 tools |
|---|---|---|
| assign transaction attachment | – | assign_transaction_attachment |
| cash flow forecast | – | cash_flow_forecast |
| create account | – | create_account |
| create attachment | – | create_attachment |
| create category | – | create_category |
| create category rule | – | create_category_rule |
| create event | – | create_event |
| create institution | – | create_institution |
| create transaction | – | create_transaction |
| delete account | – | delete_account |
| delete attachment | – | delete_attachment |
| delete category | – | delete_category |
| delete event | – | delete_event |
| delete forecast cache | – | delete_forecast_cache |
| delete institution | – | delete_institution |
| delete transaction | – | delete_transaction |
| financial health snapshot | – | financial_health_snapshot |
| find recurring expenses | – | find_recurring_expenses |
| forecast accuracy | – | forecast_accuracy |
| get account | – | get_account |
| get attachment | – | get_attachment |
| get budget | – | get_budget |
| get budget summary | – | get_budget_summary |
| get category | – | get_category |
| get currency | – | get_currency |
| get current user | – | get_current_user |
| get data feeds connection status | – | get_data_feeds_connection_status |
| get event | – | get_event |
| get institution | – | get_institution |
| get transaction | – | get_transaction |
| get transaction account | – | get_transaction_account |
| get trend analysis | – | get_trend_analysis |
| list accounts | – | list_accounts |
| list attachments | – | list_attachments |
| list categories | – | list_categories |
| list category rules | – | list_category_rules |
| list currencies | – | list_currencies |
| list events | – | list_events |
| list institutions | – | list_institutions |
| list labels | – | list_labels |
| list saved searches | – | list_saved_searches |
| list time zones | – | list_time_zones |
| list transaction accounts | – | list_transaction_accounts |
| list transactions | – | list_transactions |
| month end review | – | month_end_review |
| navigate to account summary | – | navigate_to_account_summary |
| navigate to budget | – | navigate_to_budget |
| navigate to calendar | – | navigate_to_calendar |
| navigate to cashflows | – | navigate_to_cashflows |
| navigate to income expense | – | navigate_to_income_expense |
| navigate to net worth | – | navigate_to_net_worth |
| navigate to transactions | – | navigate_to_transactions |
| navigate to trends | – | navigate_to_trends |
| net worth forecast | – | net_worth_forecast |
| refresh data feeds connection | – | refresh_data_feeds_connection |
| spending comparison | – | spending_comparison |
| unassign transaction attachment | – | unassign_transaction_attachment |
| update account | – | update_account |
| update account display order | – | update_account_display_order |
| update attachment | – | update_attachment |
| update category | – | update_category |
| update event | – | update_event |
| update institution | – | update_institution |
| update transaction | – | update_transaction |
| update transaction account | – | update_transaction_account |
| update user | – | update_user |