A comprehensive financial management tool for interacting with the PocketSmith API to automate transaction tracking and category organization.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install pocketsmith-skill
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-skill 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 Financial Management?
The PocketSmith skill is a specialized tool designed to bridge the gap between your financial data and automated workflows within the Openclaw Skills framework. It enables users to perform complex financial operations including transaction auditing, category restructuring, and detailed budget analysis directly from the command line. By leveraging this skill, developers can build custom financial monitoring systems or simplify their personal accounting processes through high-performance API interactions.
This integration ensures that managing multiple accounts and thousands of transactions becomes a structured and efficient process. Whether you are tracking daily expenses or performing year-over-year trend analysis, this tool provides the necessary technical depth to maintain a clear picture of your financial health using Openclaw Skills.
PocketSmith Financial Management Use Cases
- Automating the categorization of uncategorized transactions to maintain clean financial records.
- Generating monthly budget summaries and trend analysis for long-term financial planning.
- Searching through years of financial history using specific filters like payee name or date ranges.
- Bulk updating transaction labels or categories for better organization and reporting.
- Reviewing transactions that require manual approval to ensure accounting accuracy.
How PocketSmith Financial Management Works
- The skill authenticates with the PocketSmith API using a secure developer key provided in the environment configuration.
- Users execute commands to fetch user, account, or transaction data based on specific query parameters such as date ranges or category IDs.
- For modification tasks like creating or deleting data, the skill checks for the explicit enablement of write permissions via environment variables.
- The requested data is processed and returned in a structured JSON format, making it compatible with other tools in the Openclaw Skills ecosystem.
- Advanced budget logic calculates trends and summaries by intervals to provide actionable insights into spending habits.
PocketSmith Financial Management Setup
To get started with this skill within Openclaw Skills, you need to configure your environment with your PocketSmith API credentials:
# Set your developer key (Required)
export POCKETSMITH_DEVELOPER_KEY="your_key_here"
# Enable write operations (Optional, disabled by default for safety)
export POCKETSMITH_ALLOW_WRITES=true
Commands are executed using the uv runner:
uv run pocketsmith auth status
PocketSmith Financial Management Data Schema & Taxonomy
The skill interacts with several core data entities from the PocketSmith API, returning them as structured JSON objects. Below is a summary of the data taxonomy:
| Entity | Key Fields | Description |
|---|---|---|
| Transaction | id, payee, amount, date, category_id | Individual financial entries with associated metadata. |
| Category | id, title, colour, parent_id, is_bill | Hierarchical organizational units for grouping transactions. |
| Budget | period, interval, categories, scenarios | Analytical data used for trend and summary reporting. |
| Label | name | Strings used to tag and filter transactions for granular tracking. |
PocketSmith Financial Management Advanced Features
- Safe-by-default write protection prevents accidental data loss unless explicitly enabled.
- Support for hierarchical category management, including subcategory nesting and parent-level roll-ups.
- Granular transaction filtering by review status, uncategorized flags, and specific credit/debit types.
- Advanced budget trend analysis across multiple categories and scenarios over custom time intervals.
- Automated forecast cache refreshing to ensure budget data is always up-to-date within the Openclaw Skills environment.
SKILL.md
Loading
Related Openclaw Skills
Feynman Coach
An AI-powered personal tutor that uses the Feynman Technique to help you achieve deep mastery of any subject through interactive teaching and gap analysis.
Rule Creation
Automatically formalizes and enforces AI behavioral constraints and policies through proactive Context Engineering.
qmd
A local hybrid search engine designed to index and retrieve Markdown notes and documents with lightning speed.
Context Engineering Skill
A comprehensive routing framework for optimizing AI agent context, memory management, and multi-agent system design.
Sharesight Skill
A comprehensive tool for managing Sharesight investment portfolios, tracking performance, and automating custom asset data.
Desktop Control for Windows
A comprehensive Windows automation skill for controlling applications, simulating user input, and managing system processes via PowerShell.
Featured*
