Integration
Connect Beamer and PocketSmith
When New Idea Comment fires in Beamer, your agent runs Add category in PocketSmith, or New transaction in PocketSmith to Create Idea Comment in Beamer. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Beamer and PocketSmith to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Beamer and PocketSmith can do together
From Beamer to PocketSmith
When New Idea Comment in Beamer
then Add category in PocketSmith
From PocketSmith to Beamer
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Beamer and PocketSmith
Triggers and actions 3 triggers · 19 actions
- New Idea Comment
Triggers when a new comment is sent for an idea.
- New Idea Vote
Triggers when a new vote is sent for an idea.
- Create Idea
Creates a new Feedback idea.
- Create Idea Comment
Creates a new idea comment.
- Create Idea Vote
Creates a new idea vote.
- Create Post
Creates a new post.
- Get Post
Fetches a post by ID, with its per-language title and content, category, publication state, and engagement counts. An error occurs if the post is not found. Reading a post through this action does not count as a view in your Beamer analytics.
- List Posts
Returns all posts from your Beamer feed, each with its per-language title and content, category, publication state, and engagement counts. Reading posts through this action does not count as a view in your Beamer analytics.
- New transaction
Fires when a new transaction appears in the authorised user's PocketSmith accounts.
- Add category
Create a new category for the authorised user.
- Add transaction
Create a new transaction in a PocketSmith transaction account.
- Delete category
Delete a category by id.
- Delete transaction
Delete a transaction by id.
- Get account
Retrieve a single account by id.
- Get category
Retrieve a single category by id.
- Get transaction
Retrieve a single transaction by id.
- List accounts
List all bank/investment accounts for the authorised user.
- List categories
List all categories for the authorised user.
- List transaction accounts
List the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
- List transactions
List transactions for the authorised user, with filters for date range, category, account, type and search text.
- Update category
Update an existing category's title, colour or parent.
- Update transaction
Update fields on an existing transaction (amount, payee, date, category, note, labels).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Beamer
Beamer to ESPYESPY is a comprehensive tool for validating phone numbers, verifying customer identities, and leveraging API...
Beamer to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Beamer to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Beamer to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Beamer to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Beamer to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into PocketSmith
HubSpot to PocketSmithHubSpot is your all-in-one stop for all of your marketing software needs.
Google Drive to PocketSmithGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PocketSmithMailchimp marketing automation and email platform.
Questions
Beamer and PocketSmith, answered
What can start an automation from Beamer?
Any of Beamer's 2 triggers in the catalog, including New Idea Comment and New Idea Vote. Describe the moment in plain language and your agent picks the right one.
What can your agent do in PocketSmith when something happens in Beamer?
Any of PocketSmith's 13 actions, including Update category, Update transaction, Add category and Add transaction. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from PocketSmith to Beamer?
Yes. When something happens in PocketSmith, your agent can act in Beamer too. This page covers both directions: PocketSmith's triggers and Beamer's actions are listed here as well.
Do I have to build a connector for Beamer or PocketSmith?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Beamer and PocketSmith without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.