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Connect PocketSmith

1 auth method · updated 2026-10-01

PocketSmith is a personal finance platform for tracking accounts and transactions, managing budgets, and forecasting financial outcomes.

www.pocketsmith.com/ ↗

API key

Uses your own credential — Verslay stores it encrypted

Connectable today
  1. 1
    Sign in to PocketSmith
    Open https://www.pocketsmith.com/ and sign in to the account you want to connect.
  2. 2
    Create the API key
    Open https://developers.pocketsmith.com/docs/introduction and generate a new API key.
  3. 3
    Copy it immediately
    PocketSmith usually shows the full API key only once, right after you create it. Store it somewhere safe before closing the page.
  4. 4
    Connect in Verslay
    In the Verslay Hub, open Connections, find PocketSmith, and paste the API key into the Developer Key field.
  5. 5
    Verify
    The connection flips to Connected. Run any read-only action once to confirm the credential has the right scopes.
  6. 6
    Rotate safely
    When you rotate later: connect the new credential first, confirm it works, then revoke the old one.

What you’ll paste into Verslay

Developer Key

In PocketSmith, open your profile menu, select Security & integrations, then Manage developer keys. Create or copy a developer key and keep it secret. Older PocketSmith guides label this location Settings > Security.

required · secret
Get your credential ↗PocketSmith website ↗

PocketSmith connection FAQ

How do I connect PocketSmith to Verslay?

Open Connections in the Verslay Hub, find PocketSmith, and use the API key method. The steps are: Sign in to PocketSmith, Create the API key, Copy it immediately, Connect in Verslay, Verify, Rotate safely.

What do I need before I connect PocketSmith?

You need Developer Key from your PocketSmith account. In PocketSmith, open your profile menu, select Security & integrations, then Manage developer keys. Create or copy a developer key and keep it secret. Older PocketSmith guides label this location Settings > Security.

Related connection guides

See also Verslay use cases and agents.

Connect PocketSmith once — every agent can use it

Verslay agents share your connections. Connect PocketSmith in the Hub and every use-case that needs it lights up — no per-agent setup.

Open the Hub →
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