A comprehensive interface for programmatically managing PocketSmith transactions, categories, and financial budget data.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install pocketsmith
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install pocketsmith using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is PocketSmith Skill?
The PocketSmith Skill is a specialized tool designed for Openclaw Skills that enables seamless interaction with the PocketSmith financial platform. It allows users and AI agents to programmatically list, search, create, update, and delete financial data, providing a bridge between raw banking information and actionable financial management. By leveraging the PocketSmith API, this skill empowers developers to build automated workflows for transaction categorization and budget tracking.
Built with security in mind, the skill features a safety-first write protection mechanism, ensuring that financial records are only modified when explicitly authorized. Whether you are auditing expenses or organizing a complex category hierarchy, this skill provides the technical foundation needed for modern personal finance automation.
PocketSmith Skill Use Cases
- Automating the categorization of uncategorized transactions to maintain clean financial records.
- Generating detailed budget summaries and trend analysis reports for specific time periods.
- Bulk updating transaction labels and notes for better searchability and tax preparation.
- Organizing complex category hierarchies, including subcategories and parent-level roll-ups.
- Filtering and reviewing transactions that require manual intervention or verification.
How PocketSmith Skill Works
- The skill authenticates with the PocketSmith API using a secure developer key provided via environment variables.
- It retrieves user-specific metadata to identify accounts, categories, and transaction histories.
- Users execute commands to query specific financial data points, applying filters like date ranges, payees, or transaction types.
- For write-heavy operations, the skill checks for a specific safety flag to permit data modification.
- All retrieved data is formatted into structured JSON, making it easy for other Openclaw Skills or AI agents to process the information.
PocketSmith Skill Setup
To integrate this into your collection of Openclaw Skills, you must first configure your environment variables:
# Required: Your PocketSmith developer key
export POCKETSMITH_DEVELOPER_KEY='your_api_key_here'
# Optional: Enable create, update, and delete operations
export POCKETSMITH_ALLOW_WRITES=true
Once configured, you can verify your authentication status by running:
uv run pocketsmith auth status
PocketSmith Skill Data Schema & Taxonomy
The skill produces structured JSON output for all financial entities. Below is the primary data organization:
| Entity | Key Data Points |
|---|---|
| Transaction | ID, payee name, amount, date, category details, and associated transaction account. |
| Category | ID, title, hex colour, parent category ID, and flags for bills or transfers. |
| Budget | Category IDs, period intervals (e.g., months), start/end dates, and trend scenarios. |
| Label | Plaintext labels associated with specific user transactions. |
PocketSmith Skill Advanced Features
- Multi-dimensional transaction filtering by update timestamps, review status, and debit/credit types.
- Deep budget trend analysis supporting multiple category and scenario IDs for comparative reporting.
- Forecast cache refreshing to ensure financial projections reflect the most recent data.
- Hierarchical category management with support for moving subcategories and toggling parent roll-ups.
- Safety-lock mechanism that prevents accidental deletions or modifications unless explicitly enabled via environment configuration.
SKILL.md
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