    servers/
        finance/
        pocketsmith
  

PO

PocketSmith

Unverified Claim & verify → Finance

Work with transactions, budgets, forecasts and insights from the PocketSmith personal finance tool.

Visit website ↗ Try Remote Server

Overview Installation

Overview

PocketSmith is an MCP server that connects your personal finance data to AI assistants. It lets you work with transactions, budgets, forecasts and insights from PocketSmith directly through Claude, Cursor, VS Code and other MCP clients, turning your financial information into actionable context for AI-powered conversations and analysis.

The server runs as a remote endpoint at https://mcp.pocketsmith.com/mcp with no local installation required. Simply point your MCP client to that address and start using it immediately. The current release is v0.1.0, and no authentication credentials are needed to connect.

PocketSmith is listed in the Finance category on mcp.site and works with MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed and others. If you maintain this server, claim your listing to earn the Verified badge and keep information up to date.

▸Hosted endpoint — Streamable HTTP · https://mcp.pocketsmith.com/mcp

Installation

Settings → Connectors → Add custom connector
Name: PocketSmith
URL:  https://mcp.pocketsmith.com/mcp

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