# Send Manage PocketSmith transactions, categories, budgets and financial data to your agent
Hand the extracted package to your coding agent with a concrete install brief instead of figuring it out manually.
## Fast path
- 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.
## Suggested prompts
### New install

```text
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

```text
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.
```
## Machine-readable fields
```json
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    "name": "Manage PocketSmith transactions, categories, budgets and financial data",
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    "sourceUrl": "https://clawhub.ai/lextoumbourou/pocketsmith-skill",
    "canonicalUrl": "https://clawhub.ai/lextoumbourou/pocketsmith-skill",
    "targetPlatform": "OpenClaw"
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    ],
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      "checkedAt": "2026-05-05T07:31:22.869Z",
      "expiresAt": "2026-05-12T07:31:22.869Z",
      "httpStatus": 200,
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      "contentType": "application/zip",
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      "details": {
        "probeUrl": "https://wry-manatee-359.convex.site/api/v1/download?slug=pocketsmith-skill",
        "contentDisposition": "attachment; filename=\"pocketsmith-skill-v1.0.0.zip\"",
        "redirectLocation": null,
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      },
      "scope": "item",
      "summary": "Item download looks usable.",
      "detail": "Yavira can redirect you to the upstream package for this item.",
      "primaryActionLabel": "Download for OpenClaw",
      "primaryActionHref": "/downloads/pocketsmith-skill"
    },
    "validation": {
      "installChecklist": [
        "Use the Yavira download entry.",
        "Review SKILL.md after the package is downloaded.",
        "Confirm the extracted package contains the expected setup assets."
      ],
      "postInstallChecks": [
        "Confirm the extracted package includes the expected docs or setup files.",
        "Validate the skill or prompts are available in your target agent workspace.",
        "Capture any manual follow-up steps the agent could not complete."
      ]
    }
  },
  "links": {
    "detailUrl": "https://openagent3.xyz/skills/pocketsmith-skill",
    "downloadUrl": "https://openagent3.xyz/downloads/pocketsmith-skill",
    "agentUrl": "https://openagent3.xyz/skills/pocketsmith-skill/agent",
    "manifestUrl": "https://openagent3.xyz/skills/pocketsmith-skill/agent.json",
    "briefUrl": "https://openagent3.xyz/skills/pocketsmith-skill/agent.md"
  }
}
```
## 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
## Trust
- Source: tencent
- Verification: Indexed source record
- Publisher: lextoumbourou
- Version: v1.0.0
## Source health
- Status: healthy
- Item download looks usable.
- Yavira can redirect you to the upstream package for this item.
- Health scope: item
- Reason: direct_download_ok
- Checked at: 2026-05-05T07:31:22.869Z
- Expires at: 2026-05-12T07:31:22.869Z
- Recommended action: Download for OpenClaw
## Links
- [Detail page](https://openagent3.xyz/skills/pocketsmith-skill)
- [Send to Agent page](https://openagent3.xyz/skills/pocketsmith-skill/agent)
- [JSON manifest](https://openagent3.xyz/skills/pocketsmith-skill/agent.json)
- [Markdown brief](https://openagent3.xyz/skills/pocketsmith-skill/agent.md)
- [Download page](https://openagent3.xyz/downloads/pocketsmith-skill)