{"@context": "https://schema.org", "@type": "WebAPI", "name": "PocketSmith API", "description": "The PocketSmith API", "provider": {"@type": "Organization", "name": "pocketsmith.com"}, "documentation": "https://raw.githubusercontent.com/pocketsmith/api/master/openapi.json"}
Index / APIs / pocketsmith.com

PocketSmith API

The PocketSmith API

Every row below was read from the vendor's own OpenAPI document. The summary text is theirs. What this registry adds is that each operation is indexed with its method, path, base URL and auth scheme, so a search for a capability can answer with a call rather than a name, and that the endpoint is probed on a schedule.

Specifications as held by the APIs.guru corpus, whose newest record is 2023-04-21. Operations the vendor has added since are not listed here; the origin links above are the vendor's own current documents.

base URLs: https://api.pocketsmith.com/v2

auth: a p i k e y

find it by capability: POST /search {"query":{"text":"..."}} returns these operations with their invocation detail. Connect any agent client.

PocketSmith v2.0

The PocketSmith API

methodpathwhat the vendor says it does
GET/accounts/{id}Get account Gets an account by its ID. Accounts
PUT/accounts/{id}Update account Updates and returns an account by its ID. Accounts
DELETE/accounts/{id}Delete account Deletes an account and all its data by ID, optionally merge scenarios into another account. Acc
GET/accounts/{id}/transactionsList transactions in account Lists transactions belonging to an account by its ID. Transactions
GET/attachments/{id}Get attachment Gets a particular attachment by its ID. Attachments
PUT/attachments/{id}Update attachment Updates the title of the attachment. Attachments
DELETE/attachments/{id}Delete attachment Deletes a particular attachment by its ID. Attachments
GET/categories/{id}Get category Gets a particular category by its ID. Categories
PUT/categories/{id}Update category Updates a category by its ID. Categories
DELETE/categories/{id}Delete category Deletes a particular category by its ID. This will delete all budgets within the category, and
POST/categories/{id}/category_rulesCreate category rule in category Creates a rule to allocate a category to transactions. Category Rules
GET/categories/{id}/transactionsList transactions in categories Lists transactions belonging to one or more categories by their IDs. Transacti
GET/currenciesList currencies Lists currencies supported by PocketSmith. Currencies
GET/currencies/{id}Get currency Gets a particular currency by its ID. Currencies
GET/events/{id}Get event Gets a particular event by its ID. Events
PUT/events/{id}Update event Updates an event by its ID. Events
DELETE/events/{id}Delete event Deletes an event by its ID. Events
GET/institutions/{id}Get institution Gets an institution by its ID. Institutions
PUT/institutions/{id}Update institution Updates the title and currency code for an institution. Institutions
DELETE/institutions/{id}Delete institution Deletes an institution and all data within. Alternatively, another institution can be provi
GET/institutions/{id}/accountsList accounts in institution Lists accounts belonging to an institution by its ID. Accounts
GET/meGet the authorised user Gets the user that corresponds to the access token used in the request. Users
GET/scenarios/{id}/eventsList events in scenario. Lists events belonging to a scenario by their ID. Events
POST/scenarios/{id}/eventsCreate event in scenario Creates an event in a scenario by its ID. Events
GET/time_zonesList time zones Lists time zones. Time Zones
GET/transaction_accounts/{id}Get transaction account Gets a transaction account by its ID. Transaction Accounts
PUT/transaction_accounts/{id}Update transaction account Updates the transaction account by its ID. Transaction Accounts
GET/transaction_accounts/{id}/transactionsList transactions in transaction account Lists transactions belonging to a transaction account by its ID. Tran
POST/transaction_accounts/{id}/transactionsCreate a transaction in transaction account Creates a transaction in a transaction account by its ID. Transact
GET/transactions/{id}Get a transaction Gets a transaction by its ID. Transactions
PUT/transactions/{id}Update a transaction Updates a transaction by its ID. Transactions
DELETE/transactions/{id}Delete transaction Deletes a transaction and all its data by ID. Transactions
GET/transactions/{id}/attachmentsList attachments in transaction Lists attachments belonging to a transaction by their ID. Attachments
POST/transactions/{id}/attachmentsAssigns attachment to transaction Assigns an attachment to the transaction by their ID. Attachments
DELETE/transactions/{transaction_id}/attachments/{attachment_id}Unassigns attachment in transaction Unassigns a particular attachment by its ID from the transaction ID. This
GET/users/{id}Get user Gets a user by ID. You must be authorised as the target user in order to make this request. Users
PUT/users/{id}Update user Updates the user by their ID. You must be authorised as the target user in order to make this requ
GET/users/{id}/accountsList accounts in user Lists all accounts belonging to the user by their ID. Accounts
POST/users/{id}/accountsCreate an account in user Creates and returns an account belonging to the user by their ID. Accounts
PUT/users/{id}/accountsUpdate the display order of accounts in user Updates the display order of accounts belonging to the user, by a

and 16 more operation(s) in this specification, all searchable.

specification origin: https://raw.githubusercontent.com/pocketsmith/api/master/openapi.json

nothing on this page is a rating, an endorsement or a claim about quality. Reachability is what our probes observed from one network; answering is a floor under usefulness, not a measure of it.