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Finance & payments · Connects with an API key

An AI teammate for PocketSmith.

Connect PocketSmith and your Cicada agent works in it for you: 14 PocketSmith actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

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300 free credits. No card. Read-only if you want.

Things to ask about PocketSmith
  • Which PocketSmith invoices are overdue, and by how much?
  • Check this month's PocketSmith payments against the sheet and flag anything that doesn't match.
  • Send me money in and money out from PocketSmith every Monday.
  • Draft reminders for the customers more than 30 days late in PocketSmith.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in PocketSmith

14 PocketSmith actions, picked for what you ask.

About PocketSmith: PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.

Reads

8 in all · always allowed
  • Get Budget
    Return a PocketSmith user's current category-level actual and forecast budget analysis.
  • List Accounts
    Return all financial accounts belonging to a PocketSmith user, including account, primary…
  • Get Transaction
    Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review…
  • List Categories
    Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
  • Get Current User
    Return the PocketSmith user authorized by the connected developer key, including the user ID needed…
  • List Transactions
    Return one page of a user's transactions with optional date, state, type, and keyword filters, plus…
  • Get Budget Summary
    Analyze the user's combined income and expense budget over a required date range and period…
  • List Transaction Accounts
    Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed…

Changes

6 in all · off when PocketSmith is read-only
  • Update Account
    Update selected metadata on one financial account without deleting it or changing…
  • Create Category
    Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.
  • Update Category
    Update selected hierarchy, display, and budgeting fields on one category without deleting it.
  • Create Transaction
    Create one transaction in a specified transaction account and return the created financial record.
  • Update Transaction
    Update selected fields on one existing transaction without deleting or splitting it.
  • Update Transactions
    Update 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are…

Showing 14 of 14. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect PocketSmith

    Open Connections, find PocketSmith and paste an API key from your PocketSmith account settings. Cicada checks it works before saving it.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share PocketSmith with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a PocketSmith job on a schedule: every morning, every Friday.

Works with your other tools

PocketSmith, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

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Often used alongside

Gmail integrationSlack integrationGoogle Sheets integrationGoogle Calendar integration

See all 888 integrations

Questions

PocketSmith and Cicada, answered.

Does Cicada integrate with PocketSmith?

Yes. PocketSmith is one of the 888 apps with a page here, and it connects with an API key. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect PocketSmith?

Open Connections, find PocketSmith and paste an API key from your PocketSmith account settings. Cicada checks it works before saving it.

What can Cicada do in PocketSmith?

14 actions: 8 that read from PocketSmith and 6 that change things in it, for example get budget, list accounts, get transaction. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in PocketSmith?

Yes. In Connections, set PocketSmith to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about PocketSmith from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run PocketSmith jobs on a schedule, like every morning at 8.

Is my PocketSmith data safe?

Your PocketSmith login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

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