pocketsmith

# PocketSmith Skill

Manage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data.

## Prerequisites

Set these environment variables:
- `POCKETSMITH_DEVELOPER_KEY` - Your PocketSmith developer key (from Settings > Security > Manage Developer Keys)
- `POCKETSMITH_ALLOW_WRITES` - Set to `true` to enable create, update, and delete operations (disabled by default for safety)

## Commands

All commands should be run from the skill directory using `uv run pocketsmith`.

### Authentication

```bash
# Check authentication status and get user info
pocketsmith auth status

# Get current user details
pocketsmith me
```

### Transactions

```bash
# Get a single transaction
pocketsmith transactions get <transaction_id>

# List transactions for a user
pocketsmith transactions list-by-user <user_id>
pocketsmith transactions list-by-user <user_id> --start-date 2024-01-01 --end-date 2024-12-31
pocketsmith transactions list-by-user <user_id> --search "coffee"
pocketsmith transactions list-by-user <user_id> --uncategorised
pocketsmith transactions list-by-user <user_id> --needs-review
pocketsmith transactions list-by-user <user_id> --type debit

# List transactions by account
pocketsmith transactions list-by-account <account_id>

# List transactions by category
pocketsmith transactions list-by-category <category_ids>  # comma-separated

# List transactions by transaction account
pocketsmith transactions list-by-transaction-account <transaction_account_id>

# Create a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions create <transaction_account_id> --payee "Store Name" --amount -50.00 --date 2024-01-15
pocketsmith transactions create <transaction_account_id> --payee "Salary" --amount 5000.00 --date 2024-01-01 --category-id 123

# Update a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions update <transaction_id> --category-id 456
pocketsmith transactions update <trans...

# PocketSmith Skill

> Manage PocketSmith transactions, categories, and financial data via the API.

**Repository:** https://github.com/lextoumbourou/pocketsmith-skill

## Features

- **Transactions** - List, view, create, update, and delete transactions
- **Categories** - Full CRUD for spending categories
- **User Info** - View authenticated user details
- **Write Protection** - Safe by default, write operations require explicit opt-in

## Installation

### Claude Code

Claude Code can automatically discover and use this skill. Install it as a personal skill (available across all projects) or a project skill (specific to one project).

**Personal skill** (recommended):

```bash
# Clone into your personal skills directory
mkdir -p ~/.claude/skills
cd ~/.claude/skills
git clone https://github.com/lextoumbourou/pocketsmith-skill.git pocketsmith

# Install dependencies
cd pocketsmith
uv sync
```

**Project skill** (for a specific project):

```bash
# Clone into your project's skills directory
mkdir -p .claude/skills
cd .claude/skills
git clone https://github.com/lextoumbourou/pocketsmith-skill.git pocketsmith

# Install dependencies
cd pocketsmith
uv sync
```

Once installed, Claude Code will automatically load the skill when relevant, or you can invoke it directly with `/pocketsmith`.

### OpenClaw

Install as a managed skill (available to all agents) or workspace skill (specific to one workspace).

**Managed skill** (recommended):

```bash
# Clone into your managed skills directory
mkdir -p ~/.openclaw/skills
cd ~/.openclaw/skills
git clone https://github.com/lextoumbourou/pocketsmith-skill.git pocketsmith

# Install dependencies
cd pocketsmith
uv sync
```

**Workspace skill** (for a specific workspace):

```bash
# Clone into your workspace's skills directory
mkdir -p ./skills
cd ./skills
git clone https://github.com/lextoumbourou/pocketsmith-skill.git pocketsmith

# Install dependencies
cd pocketsmith
uv sync
```

### Verify Installation

```bash
cd ~/.claude/skills...