PocketSmith MCP Server (read-only)

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If you want Neotask looking at your finances without any risk of it changing anything, this is the connection for that. It gives the agent visibility into your PocketSmith accounts, transactions, budgets, and forecasts — enough to answer real questions about where your money stands and where it's headed — while keeping every change to your actual financial data firmly in your own hands.

• Views accounts, transactions, budgets, and forecasts
• Cannot make any changes to your financial data — strictly read-only
• Good fit when you want visibility without any write risk

What you can automate

PocketSmith MCP Server (read-only)

View your PocketSmith accounts, transactions, budgets, and forecasts without making changes to your financial data.

Real workflows

Get a quick spending summary

Ask Neotask what you've spent in a category this month, and it reads the relevant transactions straight from PocketSmith to answer — no edits, just the numbers.

Check a forecast before a decision

Before a purchase, ask the agent what your PocketSmith forecast looks like a few months out, so you decide with current data rather than a stale mental estimate.

Frequently asked questions

Can this connection change my budget or transactions?

No — it's read-only. It can view accounts, transactions, budgets, and forecasts but cannot make changes to your financial data.

Why would I pick read-only over full access?

If you only want the agent answering questions about your finances without any chance of it editing something, the read-only connection is the safer fit.