PocketSmith MCP Server (full access)

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This is the full-access connection to PocketSmith, meaning Neotask isn't limited to just looking at your finances — it can act on them. With it connected, the agent can view your accounts, transactions, budgets, and forecasts, and it can also make changes: adjusting budgets, editing transactions, or updating the scenarios you use to model different financial futures. It's the version to use when you want the agent doing real financial admin, not just reporting on it.

• Views accounts, transactions, budgets, and forecasts in full detail
• Can make changes to financial data, not just read it
• Supports editing forecast scenarios directly

What you can automate

PocketSmith MCP Server (full access)

View and manage your PocketSmith accounts, transactions, budgets, and forecasts, including making changes to your financial data and scenarios.

Real workflows

Adjust a budget after a spending shift

Tell Neotask a category is running over and ask it to adjust the budget in PocketSmith accordingly — it makes the change directly rather than just flagging the overage.

Update a forecast scenario

Ask the agent to tweak a savings or spending scenario in PocketSmith to reflect a new assumption, and it updates the scenario rather than requiring you to open the app.

Frequently asked questions

Does this version only view data, or can it change things too?

It has full access — it can make changes to your financial data and scenarios in PocketSmith, not just view them.

What's the difference from the read-only version?

The read-only PocketSmith connection can view accounts, transactions, budgets, and forecasts but cannot make any changes; this full-access version can.