{
  "info": {
    "name": "PocketSmith — mcp.ai",
    "description": "REST API for the PocketSmith MCP. Set {{apiKey}} to a workspace key (sk_live_…) created at https://mcp.ai/settings/api-keys.",
    "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json"
  },
  "auth": {
    "type": "bearer",
    "bearer": [
      {
        "key": "token",
        "value": "{{apiKey}}",
        "type": "string"
      }
    ]
  },
  "variable": [
    {
      "key": "baseUrl",
      "value": "https://api.mcp.ai/api/pocketsmith",
      "type": "string"
    },
    {
      "key": "apiKey",
      "value": "sk_live_...",
      "type": "string"
    }
  ],
  "item": [
    {
      "name": "pocketsmith_create_category",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/create/category",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "create",
            "category"
          ]
        },
        "description": "Create one category for a PocketSmith user with optional hierarchy and budgeting behavior.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"color\": \"\",\n  \"title\": \"\",\n  \"is_bill\": false,\n  \"roll_up\": false,\n  \"user_id\": 0,\n  \"is_transfer\": false,\n  \"refund_behavior\": \"\",\n  \"parent_category_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_create_transaction",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/create/transaction",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "create",
            "transaction"
          ]
        },
        "description": "Create one transaction in a specified transaction account and return the created financial record.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"date\": \"\",\n  \"memo\": \"\",\n  \"note\": \"\",\n  \"payee\": \"\",\n  \"amount\": 0,\n  \"labels\": \"\",\n  \"category_id\": 0,\n  \"is_transfer\": false,\n  \"needs_review\": false,\n  \"cheque_number\": \"\",\n  \"transaction_account_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_get_budget",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/get/budget",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "get",
            "budget"
          ]
        },
        "description": "Return a PocketSmith user's current category-level actual and forecast budget analysis. During probing, this read coincided with forecast cache access/update timestamps changing to the call timestamp ",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"roll_up\": false,\n  \"user_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_get_budget_summary",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/get/budget/summary",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "get",
            "budget",
            "summary"
          ]
        },
        "description": "Analyze the user's combined income and expense budget over a required date range and period interval.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"period\": \"\",\n  \"user_id\": 0,\n  \"end_date\": \"\",\n  \"interval\": 0,\n  \"start_date\": \"\"\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_get_current_user",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/get/current/user",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "get",
            "current",
            "user"
          ]
        },
        "description": "Return the PocketSmith user authorized by the connected developer key, including the user ID needed by user-scoped tools.",
        "body": {
          "mode": "raw",
          "raw": "{}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_get_transaction",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/get/transaction",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "get",
            "transaction"
          ]
        },
        "description": "Return one PocketSmith transaction by ID with its amount, date, payee, category, labels, and review state.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"transaction_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_list_accounts",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/list/accounts",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "list",
            "accounts"
          ]
        },
        "description": "Return all financial accounts belonging to a PocketSmith user, including account, primary transaction-account, and scenario IDs.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"user_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_list_categories",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/list/categories",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "list",
            "categories"
          ]
        },
        "description": "Return all categories belonging to a PocketSmith user, including hierarchy and budgeting flags.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"user_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_list_transaction_accounts",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/list/transaction/accounts",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "list",
            "transaction",
            "accounts"
          ]
        },
        "description": "Return the transaction accounts belonging to a PocketSmith user, including IDs and balances needed to create and query transactions.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"user_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_list_transactions",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/list/transactions",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "list",
            "transactions"
          ]
        },
        "description": "Return one page of a user's transactions with optional date, state, type, and keyword filters, plus a cursor for the next page.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"search\": \"\",\n  \"user_id\": 0,\n  \"end_date\": \"\",\n  \"per_page\": 0,\n  \"start_date\": \"\",\n  \"next_cursor\": \"\",\n  \"needs_review\": false,\n  \"uncategorized\": false,\n  \"updated_since\": \"\",\n  \"transaction_type\": \"\"\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_update_account",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/update/account",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "update",
            "account"
          ]
        },
        "description": "Update selected metadata on one financial account without deleting it or changing transaction-account balances.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"title\": \"\",\n  \"account_id\": 0,\n  \"account_type\": \"\",\n  \"is_net_worth\": false,\n  \"currency_code\": \"\"\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_update_category",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/update/category",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "update",
            "category"
          ]
        },
        "description": "Update selected hierarchy, display, and budgeting fields on one category without deleting it.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"color\": \"\",\n  \"title\": \"\",\n  \"is_bill\": false,\n  \"roll_up\": false,\n  \"category_id\": 0,\n  \"is_transfer\": false,\n  \"refund_behavior\": \"\",\n  \"parent_category_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_update_transaction",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/update/transaction",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "update",
            "transaction"
          ]
        },
        "description": "Update selected fields on one existing transaction without deleting or splitting it.",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"date\": \"\",\n  \"memo\": \"\",\n  \"note\": \"\",\n  \"payee\": \"\",\n  \"amount\": 0,\n  \"labels\": \"\",\n  \"category_id\": 0,\n  \"is_transfer\": false,\n  \"needs_review\": false,\n  \"cheque_number\": \"\",\n  \"clear_category\": false,\n  \"transaction_id\": 0\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    },
    {
      "name": "pocketsmith_update_transactions",
      "request": {
        "method": "POST",
        "header": [
          {
            "key": "Content-Type",
            "value": "application/json"
          }
        ],
        "url": {
          "raw": "{{baseUrl}}/update/transactions",
          "host": [
            "{{baseUrl}}"
          ],
          "path": [
            "update",
            "transactions"
          ]
        },
        "description": "Update 1-20 distinct transactions sequentially. The operation is not atomic: successful updates are not rolled back, each item has an explicit outcome, and processing stops after an authentication, pe",
        "body": {
          "mode": "raw",
          "raw": "{\n  \"updates\": \"\"\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        }
      }
    }
  ]
}