# PocketSmith MCP Server

> Use this tool when you need to manage personal finances through a centralized server, enabling clients like Claude to access and analyze financial data, including accounts, transactions, and budgets. It solves problems related to financial organization and planning by providing a unified interface to the PocketSmith API. The server accepts client requests and returns financial data and analysis, making it ideal for use cases involving personal finance management and planning.

Canonical page: https://skillsregistry.net/skills/joeswann-pocketsmith-mcp  
JSON: https://api.skillsregistry.net/v1/skills/joeswann-pocketsmith-mcp

## Description

An MCP server that enables Claude and other clients to manage personal finances through the PocketSmith API, including accounts, transactions, budgets, categories, and financial analysis.

## Trust

- **Trust score (0–1):** 0.68
- **Verification tier:** scanned
- **Last scanned:** 2026-08-31

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** finance
- **Updated:** 2026-08-31

## Source

- **Source listing:** [Glama](https://glama.ai/mcp/servers/e96euk69cp)
- **Repository:** <https://github.com/joeswann/pocketsmith-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "joeswann-pocketsmith-mcp"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/joeswann-pocketsmith-mcp` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/joeswann-pocketsmith-mcp/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt