PocketSmith Complete Access
Partner, reviewedSearch and categorise transactions, track your budgets and analyse spending trends, forecast your net worth and monitor your cashflow! Work with your live PocketSmith data in plain language.
A connector: add it in the Claude app under Settings, Connectors; Claude Code signed in to the same account can use it too. There is nothing to install from a terminal.
PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management. This connector lets Claude have full secure access to your PocketSmith data, so that you can work with your finances in plain language. Understand your money: search, filter and categorize your transactions in plain language. Investigate…
From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.