PocketSmith Complete Access agent skills for Claude Code, Cursor and RevampKey

4 ready-made playbooks that teach an AI agent how to do real PocketSmith Complete Access work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect PocketSmith Complete Access

Connect PocketSmith Complete Access once and all 4 skills install themselves and stay up to date. Mac, Windows and Linux.

All 4 PocketSmith Complete Access skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereAsks before writing10 PocketSmith Complete Access tools

Use PocketSmith with AI safely

Connects your AI assistant to your PocketSmith data, checks the right account and access mode first, and asks before changing or deleting anything.

Use it when

You have just connected PocketSmith and want to know what the assistant can do
A PocketSmith question returned nothing or seems to be about the wrong account
You want to read your data without risking any changes

Tools it uses

get_account
financial_health_snapshot
get_budget_summary
get_budget
get_category
get_attachment
create_attachment
assign_transaction_attachment
cash_flow_forecast
forecast_accuracy

Example

Before you look at anything, check which PocketSmith account I'm connected to and whether I can make changes.

You're connected in full access mode to your Everyday account. I can read and change data, but I'll show you each change and wait for your yes before writing anything. Which period should I look at, for example March 2025?

Use in RevampKeyRead the full skill →

Asks before writing7 PocketSmith Complete Access tools

Plan budget events for a known expense with AI

Turns an upcoming cost such as a holiday or large purchase into budget events, netting out what is already budgeted. It drafts the plan and asks for approval before creating any event.

Use it when

Saving for a holiday or trip over several months
Planning for a known annual renewal or large purchase
Checking whether an upcoming cost fits the current budget

Tools it uses

get_account
get_budget_summary
get_budget
get_category
create_event
create_category
delete_event

Example

I'm booking a $2,400 trip in October with the first payment due in August. Can you plan budget events for it so it doesn't blow my travel budget?

Your travel budget has $400 a month already set aside, so I've netted that off. The remaining $2,000 spreads across August to October as $700, $700 and $600, plus a $240 buffer. Nothing is created yet: shall I add these three events?

Use in RevampKeyRead the full skill →

Asks before writing4 PocketSmith Complete Access tools

Check your forecast and cash flow with AI

Runs your PocketSmith cash flow projection, checks how accurate past forecasts have been, and flags the dates your balance could dip below a safety buffer. It asks before changing any forecast data.

Use it when

You want to know if you can afford a purchase in a particular month
Your balance looks fine on average but you suspect a dip before payday
You want to know whether the forecast has been reliable

Tools it uses

get_account
cash_flow_forecast
forecast_accuracy
delete_forecast_cache

Example

Will my current account stay above $1,500 over the next 90 days, and can I trust the forecast?

Your projected low point is $1,820 on 14 March, just above your $1,500 buffer, so there is little margin. The forecast has been about 6% optimistic over the last three months, so treat the low point as roughly $1,700. The dip is a timing gap between rent and payday. Moving the gym payment to the 20th would widen the margin; I have not rerun the forecast with that change yet.

Use in RevampKeyRead the full skill →

Read-only4 PocketSmith Complete Access tools

Review your PocketSmith spending and find subscriptions to cancel

Compares this month's spending with your budget, finds recurring charges and subscriptions, and returns a prioritised list of what to keep, check or cancel. It only reads your data and never changes anything.

Use it when

You want to know if you are on track with your budget this month
You suspect you are paying for subscriptions you have forgotten
You want the true annual cost of your recurring payments

Tools it uses

financial_health_snapshot
get_budget_summary
get_budget
find_recurring_expenses

Example

How am I tracking against my budget this month, and which subscriptions should I look at cutting?

You are 14 days into the month and have spent 58% of your dining budget, so you are on track. Dining is the only category at risk. Recurring charges total $1,240 a year, and two streaming services are billed separately under different payee names, so they look like two small charges but are one service. The largest saving is a $389 annual software renewal you may not use.

Use in RevampKeyRead the full skill →

Get all 4 without copying a file

RevampKey adds the skills when you connect PocketSmith Complete Access, updates them for you and removes them when you disconnect.

Download RevampKey

How PocketSmith Complete Access skills work

Connect PocketSmith Complete Access
The PocketSmith Complete Access MCP server gives the agent its tools.
Ask in plain words
“I'm booking a $2,400 trip in October with the first payment due in August. Can you plan budget events for it so it doesn't blow my travel budget?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install PocketSmith Complete Access skills

In RevampKey the skills install themselves when you connect PocketSmith Complete Access. In other tools each skill is one folder with a SKILL.md file, and you also need the PocketSmith Complete Access MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect PocketSmith Complete Access. All 4 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “I'm booking a $2,400 trip in October with the first payment due in August. Can you plan budget events for it so it doesn't blow my travel budget?”
Download RevampKeyConnect PocketSmith Complete Access · 1 click
Get RevampKey to connect PocketSmith Complete Access
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and PocketSmith Complete Access is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials budget-setup-and-event-planning forecast-and-cash-flow-check spending-review-and-recurring-audit; do curl -fsSL --create-dirs -o .claude/skills/pocketsmith-complete-access-$s/SKILL.md https://revampkey.com/marketplace/pocketsmith-complete-access/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the PocketSmith Complete Access MCP server in Claude Code.

Run this in your project folder to add all 4 skills:

for s in essentials budget-setup-and-event-planning forecast-and-cash-flow-check spending-review-and-recurring-audit; do
  curl -fsSL --create-dirs -o .claude/skills/pocketsmith-complete-access-$s/SKILL.md https://revampkey.com/marketplace/pocketsmith-complete-access/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm booking a $2,400 trip in October with the first payment due in August. Can you plan budget events for it so it doesn't blow my travel budget?”

Into the shared .agents/skills folder

Connect the PocketSmith Complete Access MCP server in Cursor.

Run this in your project folder to add all 4 skills:

for s in essentials budget-setup-and-event-planning forecast-and-cash-flow-check spending-review-and-recurring-audit; do
  curl -fsSL --create-dirs -o .agents/skills/pocketsmith-complete-access-$s/SKILL.md https://revampkey.com/marketplace/pocketsmith-complete-access/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm booking a $2,400 trip in October with the first payment due in August. Can you plan budget events for it so it doesn't blow my travel budget?”

Into the shared .agents/skills folder

Connect the PocketSmith Complete Access MCP server in Codex.

Run this in your project folder to add all 4 skills:

for s in essentials budget-setup-and-event-planning forecast-and-cash-flow-check spending-review-and-recurring-audit; do
  curl -fsSL --create-dirs -o .agents/skills/pocketsmith-complete-access-$s/SKILL.md https://revampkey.com/marketplace/pocketsmith-complete-access/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm booking a $2,400 trip in October with the first payment due in August. Can you plan budget events for it so it doesn't blow my travel budget?”

Into the shared .agents/skills folder

Connect the PocketSmith Complete Access MCP server in VS Code.

Run this in your project folder to add all 4 skills:

for s in essentials budget-setup-and-event-planning forecast-and-cash-flow-check spending-review-and-recurring-audit; do
  curl -fsSL --create-dirs -o .agents/skills/pocketsmith-complete-access-$s/SKILL.md https://revampkey.com/marketplace/pocketsmith-complete-access/skills/$s/SKILL.md
done

Ask in plain language, for example “I'm booking a $2,400 trip in October with the first payment due in August. Can you plan budget events for it so it doesn't blow my travel budget?”

RevampKey or copy the files?

In RevampKey

One click when you connect PocketSmith Complete Access
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the PocketSmith Complete Access MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

PocketSmith Complete Access skills FAQ

What is a PocketSmith Complete Access agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each PocketSmith Complete Access skill describes one job, which PocketSmith Complete Access tools to use in which order, what to check first and when to stop and ask you.

Do the PocketSmith Complete Access skills change anything on their own?

1 of the 4 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in PocketSmith Complete Access.

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect PocketSmith Complete Access; elsewhere you copy the folders into your project or skills directory.

Do I need the PocketSmith Complete Access MCP server too?

Yes. The skills tell the agent how to do the work; the PocketSmith Complete Access MCP server gives it the tools to do it. The PocketSmith Complete Access MCP setup guide covers every client.

PocketSmith Complete Access MCP server setup · This page as Markdown

Put PocketSmith Complete Access’s best workflows in your agent

Download RevampKey, connect PocketSmith Complete Access and ask your first question in about a minute.

Download RevampKey Connect PocketSmith Complete Access · 1 click

All 4 PocketSmith Complete Access skills

Use PocketSmith with AI safely

Use it when

Tools it uses

Plan budget events for a known expense with AI

Use it when

Tools it uses

Check your forecast and cash flow with AI

Use it when

Tools it uses

Review your PocketSmith spending and find subscriptions to cancel

Use it when

Tools it uses

Get all 4 without copying a file

How PocketSmith Complete Access skills work

How to install PocketSmith Complete Access skills

RevampKey or copy the files?

In RevampKey

Copy into your project

PocketSmith Complete Access skills FAQ

Put PocketSmith Complete Access’s best workflows in your agent

Skills for related tools