PocketSmith | Operate As Docs

Connect your client's PocketSmith with a sign-in, and call its API through Operate As.

Website: pocketsmith.com
Connects by: Signing in with PocketSmith
Category: Accounting
Services: 1
Tools: 56

Service	Key	Base URL
PocketSmith	`pocketsmith`	`https://api.pocketsmith.com/v2`

Connecting

Your client presses Connect on their link and approves on PocketSmith's own screen. Operate As never sees their password.

Check they're connected

curl https://api.operate.as/v1/me/clients \
  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

curl https://api.operate.as/v1/me/clients \  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

Response

[
  {
    "id": "6f1c2a7e-...",
    "name": "Miller Dental",
    "services": [
      "pocketsmith"
    ]
  }
]

[  {    "id": "6f1c2a7e-...",    "name": "Miller Dental",    "services": [      "pocketsmith"    ]  }]

Permissions

What the client reads	Permission it asks for
Access to list and view transaction accounts	`accounts.read`
Access to update and delete transaction accounts	`accounts.write`
Access to view attachments	`attachments.read`
Ability to create, update and delete attachments	`attachments.write`
Access to view categories	`categories.read`
Ability to edit and delete categories	`categories.write`
Access to view events	`events.read`
Ability to create, update and delete events	`events.write`
Access to list and view accounts and transactions	`transactions.read`
Access to create, update and delete transactions	`transactions.write`
Access the user's details and preferences	`user.read`
Access to change the user's details and preferences	`user.write`

Tools

Install PocketSmith's typed package for your language:

pip install operate-as-pocketsmith

pip install operate-as-pocketsmith

Run pocketsmith.delete_accounts_id

curl -X POST https://api.operate.as/v1/actions/pocketsmith.delete_accounts_id \
  -H "Authorization: Bearer $OPERATE_AS_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "clientId": "6f1c2a7e-...",
    "input": {
      "id": "<id>"
    }
  }'

curl -X POST https://api.operate.as/v1/actions/pocketsmith.delete_accounts_id \  -H "Authorization: Bearer $OPERATE_AS_API_KEY" \  -H "Content-Type: application/json" \  -d '{    "clientId": "6f1c2a7e-...",    "input": {      "id": "<id>"    }  }'

Shows the required inputs. Every input, with its JSON Schema: GET /v1/actions/pocketsmith.delete_accounts_id

Response

{
  "status": 200,
  "data": {
    "…": "the service's own response"
  },
  "encoding": "json"
}

{  "status": 200,  "data": {    "…": "the service's own response"  },  "encoding": "json"}

Pass-through

Paths continue from https://api.pocketsmith.com/v2. Your Operate As key goes in Authorization; the client's access is added for you.

See Pass-through requests for the full request and response format.

Call any endpoint

curl "https://api.operate.as/v1/clients/6f1c2a7e-.../pocketsmith/..." \
  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

curl "https://api.operate.as/v1/clients/6f1c2a7e-.../pocketsmith/..." \  -H "Authorization: Bearer $OPERATE_AS_API_KEY"

Response

{
  "status": 200,
  "data": {
    "…": "the service's own response"
  },
  "encoding": "json"
}

{  "status": 200,  "data": {    "…": "the service's own response"  },  "encoding": "json"}

When access ends

Operate As renews the sign-in before it runs out and checks it daily. If PocketSmith refuses to renew it, the service shows Expired, you're alerted, and your client reconnects from the same link.

See Keeping access alive and Removing access.

Calls answer

HTTP/1.1 409 Conflict
Content-Type: application/json

{
  "detail": "Miller Dental's PocketSmith access ended. Send them their link to reconnect."
}

HTTP/1.1 409 ConflictContent-Type: application/json{  "detail": "Miller Dental's PocketSmith access ended. Send them their link to reconnect."}

Your webhook receives

{
  "id": "evt_3f9a1c…",
  "type": "connection.expired",
  "createdAt": "2026-10-16T08:00:00+00:00",
  "data": {
    "clientId": "6f1c2a7e-...",
    "clientName": "Miller Dental",
    "provider": "pocketsmith",
    "services": [
      "pocketsmith"
    ],
    "reconnectUrl": "https://…"
  }
}

{  "id": "evt_3f9a1c…",  "type": "connection.expired",  "createdAt": "2026-10-16T08:00:00+00:00",  "data": {    "clientId": "6f1c2a7e-...",    "clientName": "Miller Dental",    "provider": "pocketsmith",    "services": [      "pocketsmith"    ],    "reconnectUrl": "https://…"  }}