PocketSmith
for LuumenAI
PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.
Operate PocketSmith from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The PocketSmith toolbox
14 tools: 8 read, 6 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet BudgetReturn a PocketSmith user's current category-level actual and forecast budget analysis.
- ReadGet Budget SummaryAnalyze the user's combined income and expense budget over a required date range and period interval.
- ReadGet Current UserReturn the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.
- ReadGet TransactionReturn one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.
- ReadList AccountsReturn all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.
- ReadList CategoriesReturn all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.
- ReadList Transaction AccountsReturn the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.
- ReadList TransactionsReturn one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.
- WriteCreate CategoryCreate one category for a PocketSmith user with optional hierarchy and budgeting behavior. Approval by default
- WriteCreate TransactionCreate one transaction in a specified transaction account and return the created financial record. Approval by default
- WriteUpdate AccountUpdate selected metadata on one financial account without deleting it or changing transaction-account balances. Approval by default
- WriteUpdate CategoryUpdate selected hierarchy, display, and budgeting fields on one category without deleting it. Approval by default
- WriteUpdate TransactionUpdate selected fields on one existing transaction without deleting or splitting it. Approval by default
- WriteUpdate TransactionsUpdate 1-20 distinct transactions sequentially. Approval by default
Questions
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Read actions answer immediately. Anything that writes — create category, create transaction, update account, update category, and more — is shown as a plan and requires approval by default. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Every call to PocketSmith — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
Often connected alongside
All integrations
SAP BTPGateways, jobs, and subaccounts operated from one governed chat.
SalesforceRecords and integration jobs checked without a second console.
SAP S/4HANAJobs, queues, and records in SAP S/4HANA without a second console.
SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put PocketSmith to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.