Requirements
- Target platform
- OpenClaw
- Install method
- Manual import
- Extraction
- Extract archive
- Prerequisites
- OpenClaw
- Primary doc
- SKILL.md
Tencent SkillHub ยท Developer Tools
Manage PocketSmith transactions, categories, budgets and financial data
Manage PocketSmith transactions, categories, and financial data via the API
skill openclawclawhub Free
Manage PocketSmith transactions, categories, and financial data via the API
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Install for OpenClaw
Quick setup
- Download the package from Yavira.
- Extract the archive and review SKILL.md first.
- Import or place the package into your OpenClaw setup.
Package facts
- Download mode
- Yavira redirect
- Package format
- ZIP package
- Source platform
- Tencent SkillHub
- What's included
- pyproject.toml, README.md, SKILL.md, IMPLEMENTATION_NOTES.md, src/pocketsmith/auth.py, src/pocketsmith/client.py
Validation
- Use the Yavira download entry.
- Review SKILL.md after the package is downloaded.
- Confirm the extracted package contains the expected setup assets.
Install with your agent
Agent handoff
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
- Download the package from Yavira.
- Extract it into a folder your agent can access.
- Paste one of the prompts below and point your agent at the extracted folder.
New install
I downloaded a skill package from Yavira. Read SKILL.md from the extracted folder and install it by following the included instructions. Then review README.md for any prerequisites, environment setup, or post-install checks. Tell me what you changed and call out any manual steps you could not complete.
Upgrade existing
I downloaded an updated skill package from Yavira. Read SKILL.md from the extracted folder, compare it with my current installation, and upgrade it while preserving any custom configuration unless the package docs explicitly say otherwise. Then review README.md for any prerequisites, environment setup, or post-install checks. Summarize what changed and any follow-up checks I should run.
Trust & source
Release facts
- Source
- Tencent SkillHub
- Verification
- Indexed source record
- Version
- v1.0.0
Provenance
- Publisher
- lextoumbourou
- Source page
- View original listing
- Canonical URL
- Open canonical page
Documentation
PocketSmith Skill
Manage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data.
Prerequisites
Set these environment variables: POCKETSMITH_DEVELOPER_KEY - Your PocketSmith developer key (from Settings > Security > Manage Developer Keys) POCKETSMITH_ALLOW_WRITES - Set to true to enable create, update, and delete operations (disabled by default for safety)
Commands
All commands should be run from the skill directory using uv run pocketsmith.
Authentication
# Check authentication status and get user info pocketsmith auth status # Get current user details pocketsmith me
Transactions
# Get a single transaction pocketsmith transactions get <transaction_id> # List transactions for a user pocketsmith transactions list-by-user <user_id> pocketsmith transactions list-by-user <user_id> --start-date 2024-01-01 --end-date 2024-12-31 pocketsmith transactions list-by-user <user_id> --search "coffee" pocketsmith transactions list-by-user <user_id> --uncategorised pocketsmith transactions list-by-user <user_id> --needs-review pocketsmith transactions list-by-user <user_id> --type debit # List transactions by account pocketsmith transactions list-by-account <account_id> # List transactions by category pocketsmith transactions list-by-category <category_ids> # comma-separated # List transactions by transaction account pocketsmith transactions list-by-transaction-account <transaction_account_id> # Create a transaction (requires POCKETSMITH_ALLOW_WRITES=true) pocketsmith transactions create <transaction_account_id> --payee "Store Name" --amount -50.00 --date 2024-01-15 pocketsmith transactions create <transaction_account_id> --payee "Salary" --amount 5000.00 --date 2024-01-01 --category-id 123 # Update a transaction (requires POCKETSMITH_ALLOW_WRITES=true) pocketsmith transactions update <transaction_id> --category-id 456 pocketsmith transactions update <transaction_id> --payee "New Payee" --note "Updated note" pocketsmith transactions update <transaction_id> --labels "groceries,essential" # Delete a transaction (requires POCKETSMITH_ALLOW_WRITES=true) pocketsmith transactions delete <transaction_id>
Categories
# Get a single category pocketsmith categories get <category_id> # List all categories for a user pocketsmith categories list <user_id> # Create a category (requires POCKETSMITH_ALLOW_WRITES=true) pocketsmith categories create <user_id> --title "New Category" pocketsmith categories create <user_id> --title "Subcategory" --parent-id 123 pocketsmith categories create <user_id> --title "Bills" --colour "#ff0000" --is-bill true # Update a category (requires POCKETSMITH_ALLOW_WRITES=true) pocketsmith categories update <category_id> --title "Renamed Category" pocketsmith categories update <category_id> --parent-id 456 pocketsmith categories update <category_id> --no-parent # Make top-level pocketsmith categories update <category_id> --colour "#00ff00" # Delete a category (requires POCKETSMITH_ALLOW_WRITES=true) pocketsmith categories delete <category_id>
Labels
# List all labels for a user pocketsmith labels list <user_id>
Budget
# List budget for a user (per-category budget analysis) pocketsmith budget list <user_id> pocketsmith budget list <user_id> --roll-up true # Get budget summary for a user pocketsmith budget summary <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31 # Get trend analysis (requires category and scenario IDs) pocketsmith budget trend <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31 --categories "123,456" --scenarios "1,2" # Refresh forecast cache (requires POCKETSMITH_ALLOW_WRITES=true) pocketsmith budget refresh <user_id>
Transaction Filter Options
When listing transactions, these filters are available: --start-date - Filter from date (YYYY-MM-DD) --end-date - Filter to date (YYYY-MM-DD) --updated-since - Only transactions updated after this datetime --uncategorised - Only uncategorised transactions --type - Filter by type: debit or credit --needs-review - Only transactions needing review --search - Search term for payee/memo --page - Page number for pagination
Category Options
When creating/updating categories: --title - Category name --colour - CSS hex colour (e.g., #ff0000) --parent-id - Parent category ID for subcategories --no-parent - Make category top-level (update only) --is-transfer - Mark as transfer category (true/false) --is-bill - Mark as bill category (true/false) --roll-up - Roll up to parent category (true/false) --refund-behaviour - debit_only or credit_only
Output Format
All commands output JSON. Example transaction: { "id": 1234567, "payee": "Coffee Shop", "amount": -5.50, "date": "2024-01-15", "category": { "id": 123, "title": "Eating Out" }, "transaction_account": { "id": 456, "name": "Checking Account" } }
Date Format
All dates use YYYY-MM-DD format (e.g., 2024-01-15).
Write Protection
Write operations (create, update, delete) are disabled by default for safety. To enable them: export POCKETSMITH_ALLOW_WRITES=true Without this, write commands will fail with: {"error": "Write operations are disabled by default. Set POCKETSMITH_ALLOW_WRITES=true to enable create, update, and delete operations.", "hint": "export POCKETSMITH_ALLOW_WRITES=true"}
Search and Categorize Transactions
# Find uncategorised transactions pocketsmith transactions list-by-user 123456 --uncategorised # Search for specific transactions pocketsmith transactions list-by-user 123456 --search "Netflix" # Categorize a transaction pocketsmith transactions update 789012 --category-id 456
Organize Categories
# List existing categories pocketsmith categories list 123456 # Create a new subcategory pocketsmith categories create 123456 --title "Streaming" --parent-id 789 # Move a category under a different parent pocketsmith categories update 101112 --parent-id 789
Review Transactions
# Find transactions needing review pocketsmith transactions list-by-user 123456 --needs-review # Mark as reviewed by updating pocketsmith transactions update 789012 --needs-review false
Category context
Code helpers, APIs, CLIs, browser automation, testing, and developer operations.
Source: Tencent SkillHub
Largest current source with strong distribution and engagement signals.
Package contents
Included in package
3 Docs2 Scripts1 Files
- SKILL.md
- IMPLEMENTATION_NOTES.md
- README.md
- src/pocketsmith/auth.py
- src/pocketsmith/client.py
- pyproject.toml