# PocketSmith (pocketsmith.com)

Connects bank accounts and forecasts daily balances years ahead, with budgets, reports and document filing for personal finances.

- Atlas card: https://inite.ai/en/atlas/pocketsmith.com
- Site: https://pocketsmith.com
- For: individuals and households managing personal money and forecasting future account balances
- Categories: finance
- Use not measured/100 · alive 100/100

## Used for

- forecast daily account balances years ahead
- categorise bank transactions and track spending
- keep documents beside the transactions and budgets they explain

## Price

- from 9.99 USD/month (read 2026-10-31 on https://my.pocketsmith.com/plans)

## For developers

- API docs: https://developers.pocketsmith.com
- MCP server: com.pocketsmith/mcp (namespace; auth on 2026-10-31)
- MCP server: com.pocketsmith/mcp-readonly (namespace; auth on 2026-10-31)
- Read 2026-10-31

## MCP server, measured daily

Server: https://mcp.pocketsmith.com/mcp, checked every day since 2026-10-31 (2 checks).

- Answered: measuring, 2 daily checks so far
- Median first answer: 145 ms
- Sign-in: OAuth (the client signs the user in)
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-31

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Source: INITE Atlas, https://inite.ai/en/atlas/pocketsmith.com. JSON: https://inite.ai/api/atlas/pocketsmith.com. MCP: https://inite.ai/api/mcp (atlas_lookup).