Manage PocketSmith transactions, categories, and financial data via the API
数据来源：ClawHub。 在 ClawSkills 查看
选择你使用的 Agent
方法一：命令行安装（推荐）
推荐（无需提前安装 clawhub）
npx clawhub@latest --dir ~/.claude/skills install pocketsmith-skill或使用 clawhub CLI（需提前安装）
clawhub --dir ~/.claude/skills install pocketsmith-skill⚠️ 需要 Node.js 18+，没有 Node？请使用下方方法二直接下载 ZIP。 安装 Node.js →
方法二：手动下载安装（无需 Node）
下载 ZIP，解压后将文件夹放到以下路径，重启 Agent 即可：
安装路径
~/.claude/skills/pocketsmith-skill/💡解压后将文件夹放到上方路径，重启 Agent 即可生效
--- name: pocketsmith description: Manage PocketSmith transactions, categories, and financial data via the API metadata: {"openclaw": {"category": "finance", "requires": {"env": ["POCKETSMITH_DEVELOPER_KEY"]}, "optional_env": ["POCKETSMITH_ALLOW_WRITES"]}} ---
Manage PocketSmith transactions and categories. Supports listing, searching, creating, updating, and deleting financial data.
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)All commands should be run from the skill directory using uv run pocketsmith.
# Check authentication status and get user info
pocketsmith auth status
# Get current user details
pocketsmith me# 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 <transaction_id> --payee "New Payee" --note "Updated note"
pocketsmith transactions update <transaction_id> --labels "groceries,essential"
# Delete a transaction (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith transactions delete <transaction_id># Get a single category
pocketsmith categories get <category_id>
# List all categories for a user
pocketsmith categories list <user_id>
# Create a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories create <user_id> --title "New Category"
pocketsmith categories create <user_id> --title "Subcategory" --parent-id 123
pocketsmith categories create <user_id> --title "Bills" --colour "#ff0000" --is-bill true
# Update a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories update <category_id> --title "Renamed Category"
pocketsmith categories update <category_id> --parent-id 456
pocketsmith categories update <category_id> --no-parent # Make top-level
pocketsmith categories update <category_id> --colour "#00ff00"
# Delete a category (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith categories delete <category_id># List all labels for a user
pocketsmith labels list <user_id># List budget for a user (per-category budget analysis)
pocketsmith budget list <user_id>
pocketsmith budget list <user_id> --roll-up true
# Get budget summary for a user
pocketsmith budget summary <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31
# Get trend analysis (requires category and scenario IDs)
pocketsmith budget trend <user_id> --period months --interval 1 --start-date 2024-01-01 --end-date 2024-12-31 --categories "123,456" --scenarios "1,2"
# Refresh forecast cache (requires POCKETSMITH_ALLOW_WRITES=true)
pocketsmith budget refresh <user_id>When listing transactions, these filters are available:
--start-date - Filter from date (YYYY-MM-DD)--end-date - Filter to date (YYYY-MM-DD)--updated-since - Only transactions updated after this datetime--uncategorised - Only uncategorised transactions--type - Filter by type: debit or credit--needs-review - Only transactions needing review--search - Search term for payee/memo--page - Page number for paginationWhen creating/updating categories:
--title - Category name--colour - CSS hex colour (e.g., #ff0000)--parent-id - Parent category ID for subcategories--no-parent - Make category top-level (update only)--is-transfer - Mark as transfer category (true/false)--is-bill - Mark as bill category (true/false)--roll-up - Roll up to parent category (true/false)--refund-behaviour - debit_only or credit_onlyAll commands output JSON. Example transaction:
{
"id": 1234567,
"payee": "Coffee Shop",
"amount": -5.50,
"date": "2024-01-15",
"category": {
"id": 123,
"title": "Eating Out"
},
"transaction_account": {
"id": 456,
"name": "Checking Account"
}
}All dates use YYYY-MM-DD format (e.g., 2024-01-15).
Write operations (create, update, delete) are disabled by default for safety. To enable them:
export POCKETSMITH_ALLOW_WRITES=trueWithout this, write commands will fail with:
{"error": "Write operations are disabled by default. Set POCKETSMITH_ALLOW_WRITES=true to enable create, update, and delete operations.", "hint": "export POCKETSMITH_ALLOW_WRITES=true"}# Find uncategorised transactions
pocketsmith transactions list-by-user 123456 --uncategorised
# Search for specific transactions
pocketsmith transactions list-by-user 123456 --search "Netflix"
# Categorize a transaction
pocketsmith transactions update 789012 --category-id 456# List existing categories
pocketsmith categories list 123456
# Create a new subcategory
pocketsmith categories create 123456 --title "Streaming" --parent-id 789
# Move a category under a different parent
pocketsmith categories update 101112 --parent-id 789# Find transactions needing review
pocketsmith transactions list-by-user 123456 --needs-review
# Mark as reviewed by updating
pocketsmith transactions update 789012 --needs-review false安装 Manage PocketSmith transactions, categories, budgets and financial data 后，可以对 AI 说这些话来触发它
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将技能文件夹放到 ~/.claude/skills/pocketsmith-skill/ 目录（个人级，所有项目可用），或 .claude/skills/pocketsmith-skill/（项目级）。重启 AI 客户端后，用 /pocketsmith-skill 主动调用，或让 AI 根据上下文自动发现并使用。
Manage PocketSmith transactions, categories, budgets and financial data 支持 Claude、Cursor、OpenClaw，可与这些 AI 平台无缝集成，扩展其能力。
Manage PocketSmith transactions, categories, budgets and financial data 可免费安装使用。请查阅仓库了解许可证信息。
Manage PocketSmith transactions, categories, and financial data via the API
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Manage PocketSmith transactions, categories, budgets and financial data 属于「Finance & Investment」分类，该分类的技能帮助 AI 智能体在此领域执行专业任务。