Koskamo

PocketSmith MCP

The PocketSmith MCP server allows AI assistants to read and manage financial data, including transactions, budgets, forecasts, and insights. It supports two access modes: full access for all 66 tools and read-only for 40 tools, enabling users to review spending, search transactions, and analyze trends via natural language.

Visit PocketSmith

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

PocketSmith MCP logo, by PocketSmithVendor evidenceStreamable HTTPOAuth sign-inEndpoint checked 2026-11-01Operated by PocketSmith
MCP endpoint (Streamable HTTP)
https://mcp-readonly.pocketsmith.com/mcp
Vendor documentation

What you can do with it

  • Review spending, budgets, and net worth
  • Search and categorise transactions
  • Analyse trends and compare spending across periods
  • Check bank feed sync status and trigger refreshes

Source and maintenance

Vendor evidenceRegistry 0.1.0
mcp-registry: com.pocketsmith/mcp-readonly@0.1.0Project website

Tools

Reported by the attributed source; not independently observed by Koskamo.

No tool definitions available.

30-day availability

Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.

Successful checks
1 of 1 (100%)
Average latency
243 ms
95th percentile latency
243 ms

Maintenance history

Public check and source-refresh events. Editorial and ownership records remain private.

  • · probe · passed · 243 ms · metadata changed · refuses unauthenticated initialize (HTTP 401)

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers the remote server. Use --scope project to write .mcp.json for the repo.
Claude Code configuration
claude mcp add --transport http pocketsmith-mcp https://mcp-readonly.pocketsmith.com/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).
Codex configuration
codex mcp add pocketsmith-mcp --url https://mcp-readonly.pocketsmith.com/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable pocketsmith-mcp in your MCP settings.
Cursor configuration
{
  "mcpServers": {
    "pocketsmith-mcp": {
      "url": "https://mcp-readonly.pocketsmith.com/mcp"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure).
Cline configuration
{
  "mcpServers": {
    "pocketsmith-mcp": {
      "type": "streamableHttp",
      "url": "https://mcp-readonly.pocketsmith.com/mcp",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start pocketsmith-mcp and inspect its tools.
VS Code configuration
{
  "servers": {
    "pocketsmith-mcp": {
      "type": "http",
      "url": "https://mcp-readonly.pocketsmith.com/mcp"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.
Gemini CLI configuration
gemini mcp add --transport http pocketsmith-mcp https://mcp-readonly.pocketsmith.com/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.
Claude Desktop configuration
{
  "mcpServers": {
    "pocketsmith-mcp": {
      "url": "https://mcp-readonly.pocketsmith.com/mcp"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.
Windsurf configuration
{
  "mcpServers": {
    "pocketsmith-mcp": {
      "serverUrl": "https://mcp-readonly.pocketsmith.com/mcp"
    }
  }
}

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