PocketSmith MCP Server: Install & Setup

Install PocketSmith in Claude Code

Claude Code

claude mcp add --transport http pocketsmith https://mcp.pocketsmith.com/mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "pocketsmith": {
      "url": "https://mcp.pocketsmith.com/mcp"
    }
  }
}

Frequently asked questions

What does the PocketSmith MCP server do?

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

Is the PocketSmith MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does PocketSmith run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add PocketSmith to Claude Code?

Run: claude mcp add --transport http pocketsmith https://mcp.pocketsmith.com/mcp

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