Integration
Connect PocketSmith to Mistral AI
When New transaction fires in PocketSmith, your agent runs Extract text from document (OCR) in Mistral AI. 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 PocketSmith and Mistral AI 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)PocketSmith holds the transactions coming off your bank feeds, and Mistral AI can read, classify and describe text, documents and images. Joining them lets each new transaction in PocketSmith be checked, categorised or turned into readable or spoken text with Mistral AI, and the result written back onto the transaction record.
Example flows
What PocketSmith can start in Mistral AI
When New transaction in PocketSmith
then Extract text from document (OCR) in Mistral AI
When New transaction in PocketSmith
then Add file in Mistral AI
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 PocketSmith and Mistral AI
Triggers and actions 1 trigger · 23 actions
Trigger
New transactionFires when a new transaction appears in the authorised user's PocketSmith accounts.
Action
Add categoryCreate a new category for the authorised user.
Action
Add transactionCreate a new transaction in a PocketSmith transaction account.
Action
Delete categoryDelete a category by id.
Action
Delete transactionDelete a transaction by id.
Action
Get accountRetrieve a single account by id.
Action
Get categoryRetrieve a single category by id.
Action
Get transactionRetrieve a single transaction by id.
Action
List accountsList all bank/investment accounts for the authorised user.
Action
List categoriesList all categories for the authorised user.
Action
List transaction accountsList the transaction accounts (e.g. individual bank feeds) belonging to the authorised user, needed as the parent for creating transactions.
Action
List transactionsList transactions for the authorised user, with filters for date range, category, account, type and search text.
Action
Update categoryUpdate an existing category's title, colour or parent.
Action
Update transactionUpdate fields on an existing transaction (amount, payee, date, category, note, labels).
Action
Add fileUploads a file (for batch, fine-tuning, or OCR input) to Mistral storage.
Action
Analyze Image (Vision)Analyze an image with a vision-capable Mistral model via Chat Completions.
Action
Create EmbeddingsGenerate text embeddings using Mistral AI models
Action
Delete fileDeletes a previously uploaded file by id.
Action
Extract text from document (OCR)Runs OCR over a document/image and returns extracted markdown/text.
Action
Generate code completionFill-in-the-middle code completion given a prompt and suffix.
Action
Generate speechSynthesizes spoken audio from text using a selected voice.
Action
List modelsLists all models available to the account (base + fine-tuned).
Action
Moderate contentClassifies text (or chat) input for policy-violation categories via a moderation model.
Action
Transcribe audioTranscribes an audio file to text.
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
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Questions
PocketSmith and Mistral AI, answered
Can Mistral AI set the category on a PocketSmith transaction?
Mistral AI cannot write to PocketSmith itself, but the agent can list your PocketSmith categories, use Mistral AI embeddings to find the closest match, then call Update transaction in PocketSmith. The agent tests every scenario, including transactions that already carry a category.
What can start an automation from PocketSmith?
Any of PocketSmith's 1 trigger in the catalog, including New transaction. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mistral AI when something happens in PocketSmith?
Any of Mistral AI's 10 actions, including Analyze Image (Vision), Extract text from document (OCR), Generate speech and Moderate content. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mistral AI to PocketSmith?
Mistral AI has no triggers in the catalog today, so automations start in PocketSmith. If you need the other direction, ask: your agent reads Mistral AI's API documentation and adds it.
Do I have to build a connector for PocketSmith or Mistral AI?
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 PocketSmith and Mistral AI 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.