ajanderson1/mcp_pocketsmith

PocketSmith MCP Server

A production-ready MCP server for the PocketSmith personal finance API

Features • Quick Start • Tools • Testing • Development

---

Features

• 43 MCP Tools - Complete coverage of PocketSmith API v2 endpoints
• Production Ready - Rate limiting, retry with exponential backoff, circuit breaker
• Universal Compatibility - Works with Claude Desktop, Cursor, and any MCP-compatible client
• Type Safe - Pydantic models for all API entities

---

Quick Start

Installation

# Run directly with uvx (recommended)
uvx pocketsmith-mcp

# Or install with pip
pip install pocketsmith-mcp

Getting Your API Key

1. Navigate to Security & Integrations - Click your profile icon, then select “Security & integrations”

2. Create a Developer Key - Go to “Manage developer keys” and click “Create Key”

Configuration

1. Set your environment variable:

export POCKETSMITH_API_KEY=your_api_key_here

2. Run the server:

uvx pocketsmith-mcp

---

Claude Desktop Integration

Add to your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "pocketsmith": {
      "command": "uvx",
      "args": ["pocketsmith-mcp"],
      "env": {
        "POCKETSMITH_API_KEY": "your_api_key_here"
      }
    }
  }
}

---

Available Tools