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Finance

PocketSmith

auto-generated
swirls add pocketsmith
actionPOSTv1.0.0

Create an account in user

Creates and returns an account belonging to the user by their ID.

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actionDELETEv1.0.0

Delete account

Deletes an account and all its data by ID, optionally merge scenarios into another account.

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actionDELETEv1.0.0

Delete attachment

Deletes a particular attachment by its ID.

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actionDELETEv1.0.0

Delete category

Deletes a particular category by its ID. This will delete all budgets within the category, and uncategorize all transactions assigned to the category.

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actionDELETEv1.0.0

Delete event

Deletes an event by its ID.

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actionDELETEv1.0.0

Delete institution

Deletes an institution and all data within. Alternatively, another institution can be provided to merge the data into to avoid losing it.

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actionDELETEv1.0.0

Delete transaction

Deletes a transaction and all its data by ID.

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actionGETv1.0.0

Get account

Gets an account by its ID.

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actionGETv1.0.0

Get attachment

Gets a particular attachment by its ID.

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actionGETv1.0.0

Get currency

Gets a particular currency by its ID.

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actionGETv1.0.0

Get institution

Gets an institution by its ID.

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actionGETv1.0.0

Get user

Gets a user by ID. You must be authorised as the target user in order to make this request.

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actionGETv1.0.0

List accounts in user

Lists all accounts belonging to the user by their ID.

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actionGETv1.0.0

List currencies

Lists currencies supported by PocketSmith.

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actionGETv1.0.0

List labels in user

Lists labels belonging to a user by their ID.

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actionDELETEv1.0.0

Unassigns attachment in transaction

Unassigns a particular attachment by its ID from the transaction ID. This does not delete the attachment, it only removes its association from the transaction.

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actionPUTv1.0.0

Update account

Updates and returns an account by its ID.

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actionPUTv1.0.0

Update attachment

Updates the title of the attachment.

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actionPUTv1.0.0

Update institution

Updates the title and currency code for an institution.

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actionPUTv1.0.0

Update user

Updates the user by their ID. You must be authorised as the target user in order to make this request.

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Beyond the catalog

Any provider, on request.

01

Request it

Tell us which provider you need, and we will ship it in the registry.

02

Generate it

Point swirls add at an OpenAPI or GraphQL spec. Typed actions for any API you hold credentials for, today.

acme · integrations
terminal
~/acme $swirls add linear
✓ 12 typed actions · scopes and schemas included
 
~/acme $swirls add https://api.acme.dev/openapi.json
◆ Fetched spec · 38 operations
✓ 6 typed actions · generated from spec