Integration
Connect PocketSmith and Readwise
When New transaction fires in PocketSmith, your agent runs Add Document (Readwise Reader) in Readwise, or Any Document Created (Readwise Reader) in Readwise to Add category in PocketSmith. 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 Readwise 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 PocketSmith and Readwise can do together
From PocketSmith to Readwise
When New transaction in PocketSmith
then Add Document (Readwise Reader) in Readwise
When New transaction in PocketSmith
then Create Highlight (Readwise) in Readwise
From Readwise to PocketSmith
When Any Document Created (Readwise Reader) in Readwise
then Add category in PocketSmith
When Document Moved to Inbox (Readwise Reader) in Readwise
then Add transaction in PocketSmith
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 Readwise
Triggers and actions 12 triggers · 15 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).
Trigger
Any Document Created (Readwise Reader)Triggers when a new Document is created in Reader.
Trigger
Document Archived (Readwise Reader)Triggers when user archive Reader document.
Trigger
Document Finished (Readwise Reader)Triggers when user finishes reading the document in Reader (reaches 99% article done).
Trigger
Document Moved to Inbox (Readwise Reader)Triggers when user moves document to inbox.
Trigger
Document Moved to Later (Readwise Reader)Triggers when user moves Reader document to later section.
Trigger
Document Shortlisted (Readwise Reader)Triggers when user shortlists a document in Reader.
Trigger
Document Tags Updated (Readwise Reader)Triggers when user updates tags in a Reader document.
Trigger
Feed Document Created (Readwise Reader)Triggers when a new (feed) Document is created in Reader.
Trigger
Highlight Created (Readwise)Triggers when a new highlight has been created in Readwise.
Trigger
Highlight Tag Created (Readwise)Triggers when user added a tag to a highlight.
Trigger
Non Feed Document Created (Readwise Reader)Triggers when a new (non feed) Document is created in Reader.
Action
Add Document (Readwise Reader)Add Document to Reader
Action
Create Highlight (Readwise)Create a new highlight in Readwise.
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 Readwise, answered
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 Readwise when something happens in PocketSmith?
Any of Readwise's 2 actions, including Create Highlight (Readwise) and Add Document (Readwise Reader). Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Readwise to PocketSmith?
Yes. When something happens in Readwise, your agent can act in PocketSmith too. This page covers both directions: Readwise's triggers and PocketSmith's actions are listed here as well.
Do I have to build a connector for PocketSmith or Readwise?
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 Readwise 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.