PocketSmith Complete Access
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.
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.
AI platform support
Listing status and connection method are tracked independently per platform.
| Platform | Status | Method | Read | Write | Search | Publish | Verified |
|---|---|---|---|---|---|---|---|
| ChatGPT | No record — not known to be available | ||||||
| Claude | Listed in public directory (observed) | Not yet verified | ? | ? | ? | ? | Oct 31, 2026 |
| Gemini | |||||||
| Consumer | No record — not known to be available | ||||||
| Enterprise Business | No record — not known to be available | ||||||
| Enterprise Standard/Plus | No record — not known to be available | ||||||
| Copilot | |||||||
| Microsoft 365 Copilot | No record — not known to be available | ||||||
| Copilot Studio / Power Platform | No record — not known to be available | ||||||
| Perplexity | No record — not known to be available | ||||||
| Le Chat | No record — not known to be available | ||||||
| Muse | No record — not known to be available | ||||||
| Instinct | No record — not known to be available | ||||||
| Grok | No record — not known to be available | ||||||
| Google Workspace Marketplace | No record — not known to be available | ||||||
| Google Search AI Mode | No record — not known to be available | ||||||
| Poe | No record — not known to be available | ||||||
AI visibility
Measurement methodology| Platform / edition | Test status |
|---|---|
| ChatGPT | Not tested |
| Claude | Not tested |
| Gemini | |
| Consumer | Not tested |
| Enterprise Business | Not tested |
| Enterprise Standard/Plus | Not tested |
| Copilot | |
| Microsoft 365 Copilot | Not tested |
| Copilot Studio / Power Platform | Not tested |
| Perplexity | Not tested |
| Le Chat | Not tested |
| Muse | Not tested |
| Instinct | Not tested |
| Grok | Not tested |
| Google Workspace Marketplace | Not tested |
| Google Search AI Mode | Not tested |
| Poe | Not tested |
Setup & sources
PocketSmith Complete Access on Claude
Listed in public directory (observed)Not yet verified
Claude
- Official listing
- PocketSmith Complete Access
- Directory 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.
- Directory categories
- Data & analytics · Financial services · Other · Productivity
- Extension type
- Web
- Anthropic verified
- Verified by Anthropic in the directory
- Checked
- Oct 31, 2026
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