PocketSmith (read-only)

Overview

PocketSmith (read-only) is a Model Context Protocol server that gives AI assistants direct access to your PocketSmith personal finance data. You can query transactions, budgets, forecasts, and financial insights from any MCP-compatible AI tool — the assistant decides when and how to use these capabilities in your conversation.

It runs as a hosted remote service at https://mcp-readonly.pocketsmith.com/mcp with no local installation required. Authentication is not needed to connect. Version v0.1.0 is currently available.

PocketSmith (read-only) belongs in the Finance category on mcp.site and integrates with any MCP client including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed and others. If you maintain this server for pocketsmith.com, you can claim this listing to verify ownership and keep the information up to date.

Installation

Settings → Connectors → Add custom connector
Name: PocketSmith (read-only)
URL:  https://mcp-readonly.pocketsmith.com/mcp