{"generated_at":"2026-09-18T12:54:00+00:00","item":{"added_at":"2026-08-20","analysis_method":"capability_triage","category":"Web Connector","description":"Search and categorise transactions, track your budgets and analyse spending trends, forecast your net worth and monitor your cashflow! Work with your live PocketSmith data in plain language.","did":"11ae9243-340e-4122-9a47-9c2555b52ff2","homepage_url":"https://www.pocketsmith.com/","icon":"https://pocketsmith-assets.s3.us-east-1.amazonaws.com/pocketsmith-device-square.png","id":"11ae9243-340e-4122-9a47-9c2555b52ff2","installs":0,"last_scanned":"","license":"","long_description":"PocketSmith is a leading personal finance software, trusted by over 380,000 users in 190 countries. We help Household CFOs around the world take control of their money and achieve their financial goals. With powerful forecasting, multi-currency support, and flexible budgeting tools, PocketSmith offers a highly customizable approach to money management.\n\nThis connector lets Claude have full secure access to your PocketSmith data, so that you can work with your finances in plain language.\n\nUnderstand your money: search, filter and categorize your transactions in plain language. Investigate patterns across all your accounts, check balances, and review your categories, labels and saved searches.\n\nGo beyond \"what did I spend?\": uncover unusual merchant and timing patterns, see what your spending reveals about your priorities and turn years of financial data into answers, stories and decisions that feel relevant to your life.\n\nGet answers to questions like: \"why does my cash flow dip next month?\", \"what changed our net worth most this year?\" and \"what does our spending suggest we valued, and which choices bought us the most joy, ease or security?\"\n\nKeep your budget in check: review budget performance, analyze spending trends across periods, find recurring expenses, plus access monthly reviews and financial health snapshots.\n\nPlan ahead: use PocketSmith's forecasting engine to predict future cashflow and net worth, and manage the budget events that map out your future.\n\nKeep things tidy: categorize your transactions, create new category rules, manage files and sync bank feeds.\n\nSeamlessly jump to PocketSmith: describe the report you need to see in PocketSmith, and you'll get a deep link to that exact report in PocketSmith.\n\nClaude connects to PocketSmith via OAuth - when you connect, you sign in with PocketSmith and can revoke access any time. A read-only version of this connector is also available, if you don't want Claude to ever modify your data.","name":"PocketSmith Complete Access","plutonium_url":"https://plutonium.pluto.security/detail.html?planet=claudesec&did=11ae9243-340e-4122-9a47-9c2555b52ff2&utm_source=plutonium_analysis_skill&utm_medium=claude_skill&utm_campaign=connector_risk_assessment","publisher":"PocketSmith Ltd","publisher_url":"https://www.pocketsmith.com/","repository_url":"","risk":"high","risk_severity":"high","security_risks":[{"description":"This connector can erase records, files, or accounts. Once deleted the data may be unrecoverable - even an accidental request can cause permanent loss.","evidence":"7 observed tool(s): delete_account, delete_attachment, delete_category, delete_event, delete_forecast_cache, delete_institution, ….","remediation":{"block_tool_categories":["destructive"],"steps":["In the tools list below, turn off any tool tagged Block - most workflows don't need Claude to delete anything.","If you really do need deletion, use a login that doesn't have delete permission and have a person handle removals manually.","Make sure the connected service has a trash / recycle bin enabled so accidental deletes can be recovered."]},"risk_type":"deletes_data","severity":"high","title":"Can permanently delete data"},{"description":"This connector can edit, rename, overwrite, or otherwise modify records in the connected service. If a request gets manipulated, your data could be altered without you noticing.","evidence":"16 observed tool(s): create_account, create_attachment, create_category, create_category_rule, create_event, create_institution, ….","remediation":{"block_tool_categories":["state_change"],"steps":["Try the connector on a test account first to see what it changes before letting it touch your real records.","Where the connected service supports it, give Claude read-only access and only allow writes for the specific things you need updated.","In the tools list below, turn off any tool you don't actively need - the ones tagged Block are the most important to disable."]},"risk_type":"modifies_data","severity":"medium","title":"Can change or update your information"},{"description":"This connector can read data the connected service holds about you - documents, messages, contact lists, source code, customer records, or saved profile details - and pass it back to the AI.","evidence":"26 observed tool(s): find_recurring_expenses, get_account, get_attachment, get_budget, get_budget_summary, get_category, ….","remediation":{"block_tool_categories":[],"steps":["Connect using an account that only has access to the information you actually want Claude to read - not your main admin login.","When you grant access, pick the smallest set of folders, mailboxes, or channels possible.","Check the connector's activity log every so often to make sure nothing unexpected is being read."]},"risk_type":"reads_private_data","severity":"low","title":"Reads your private information"},{"description":"Anything you share with this connector flows through one or more third-party services. Those companies see, store, and may use the data according to their own policies.","evidence":"1 observed tool(s): [remote publisher endpoint].","remediation":{"block_tool_categories":[],"steps":["Treat anything you tell this connector as if you sent it directly to the third-party company - because you did.","Check how long that company keeps your data and how to delete it.","Avoid putting health info, customer names, or payment details into this connector unless you have a written agreement with that company."]},"risk_type":"forwards_data_to_third_party","severity":"low","title":"Sends your data to outside companies"}],"signature_status":"unknown","source_code_reviewed":false,"tags":["deletes_data","forwards_data_to_third_party","modifies_data","network_access","reads_private_data","web_connector"],"tools":[{"description":"","name":"assign_transaction_attachment"},{"description":"","name":"cash_flow_forecast"},{"description":"","name":"create_account","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"create_attachment","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"create_category","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"create_category_rule","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"create_event","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"create_institution","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"create_transaction","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"delete_account","risk":{"category":"destructive","level":"high","recommendation":"Block by default. Only enable for read-only or sandbox accounts; require explicit human confirmation for any destructive action.","why":"Irreversibly removes data or resources. A prompt-injection or mistaken instruction could destroy production data with no recovery path."}},{"description":"","name":"delete_attachment","risk":{"category":"destructive","level":"high","recommendation":"Block by default. Only enable for read-only or sandbox accounts; require explicit human confirmation for any destructive action.","why":"Irreversibly removes data or resources. A prompt-injection or mistaken instruction could destroy production data with no recovery path."}},{"description":"","name":"delete_category","risk":{"category":"destructive","level":"high","recommendation":"Block by default. Only enable for read-only or sandbox accounts; require explicit human confirmation for any destructive action.","why":"Irreversibly removes data or resources. A prompt-injection or mistaken instruction could destroy production data with no recovery path."}},{"description":"","name":"delete_event","risk":{"category":"destructive","level":"high","recommendation":"Block by default. Only enable for read-only or sandbox accounts; require explicit human confirmation for any destructive action.","why":"Irreversibly removes data or resources. A prompt-injection or mistaken instruction could destroy production data with no recovery path."}},{"description":"","name":"delete_forecast_cache","risk":{"category":"destructive","level":"high","recommendation":"Block by default. Only enable for read-only or sandbox accounts; require explicit human confirmation for any destructive action.","why":"Irreversibly removes data or resources. A prompt-injection or mistaken instruction could destroy production data with no recovery path."}},{"description":"","name":"delete_institution","risk":{"category":"destructive","level":"high","recommendation":"Block by default. Only enable for read-only or sandbox accounts; require explicit human confirmation for any destructive action.","why":"Irreversibly removes data or resources. A prompt-injection or mistaken instruction could destroy production data with no recovery path."}},{"description":"","name":"delete_transaction","risk":{"category":"destructive","level":"high","recommendation":"Block by default. Only enable for read-only or sandbox accounts; require explicit human confirmation for any destructive action.","why":"Irreversibly removes data or resources. A prompt-injection or mistaken instruction could destroy production data with no recovery path."}},{"description":"","name":"financial_health_snapshot"},{"description":"","name":"find_recurring_expenses"},{"description":"","name":"forecast_accuracy"},{"description":"","name":"get_account"},{"description":"","name":"get_attachment"},{"description":"","name":"get_budget"},{"description":"","name":"get_budget_summary"},{"description":"","name":"get_category"},{"description":"","name":"get_currency"},{"description":"","name":"get_current_user"},{"description":"","name":"get_data_feeds_connection_status"},{"description":"","name":"get_event"},{"description":"","name":"get_institution"},{"description":"","name":"get_transaction"},{"description":"","name":"get_transaction_account"},{"description":"","name":"get_trend_analysis"},{"description":"","name":"list_accounts"},{"description":"","name":"list_attachments"},{"description":"","name":"list_categories"},{"description":"","name":"list_category_rules"},{"description":"","name":"list_currencies"},{"description":"","name":"list_events"},{"description":"","name":"list_institutions"},{"description":"","name":"list_labels"},{"description":"","name":"list_saved_searches"},{"description":"","name":"list_time_zones"},{"description":"","name":"list_transaction_accounts"},{"description":"","name":"list_transactions"},{"description":"","name":"month_end_review"},{"description":"","name":"navigate_to_account_summary"},{"description":"","name":"navigate_to_budget"},{"description":"","name":"navigate_to_calendar"},{"description":"","name":"navigate_to_cashflows"},{"description":"","name":"navigate_to_income_expense"},{"description":"","name":"navigate_to_net_worth"},{"description":"","name":"navigate_to_transactions"},{"description":"","name":"navigate_to_trends"},{"description":"","name":"net_worth_forecast"},{"description":"","name":"refresh_data_feeds_connection"},{"description":"","name":"spending_comparison"},{"description":"","name":"unassign_transaction_attachment"},{"description":"","name":"update_account","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_account_display_order","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_attachment","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_category","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_event","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_institution","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_transaction","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_transaction_account","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}},{"description":"","name":"update_user","risk":{"category":"state_change","level":"medium","recommendation":"Allow only for low-stakes resources; require approval for production data changes.","why":"Creates, modifies, or uploads data on the connected service. Hijacking the tool can pollute records, plant content, or create rogue resources that bill the user."}}],"tools_count":66,"type":"web_connector","url":"https://claude.ai/directory/11ae9243-340e-4122-9a47-9c2555b52ff2","uuid":"ffb63cc6-35ae-5a34-b066-c2e89b972dd7","version":""},"query_key":"pocketsmith ltd pocketsmith complete access","schema_version":1,"status":"match"}