Integration
Connect Assembly.com to Modern Treasury
When Client Created fires in Assembly.com, your agent runs Add invoice in Modern Treasury. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Assembly.com and Modern Treasury to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Assembly.com can start in Modern Treasury
When Client Created in Assembly.com
then Add invoice in Modern Treasury
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Assembly.com and Modern Treasury
Triggers and actions 55 triggers · 41 actions
- Client Activated
Triggers when a client authenticates in the Assembly for the first time
- Client Created
Triggers when a new client is created.
- Client Updated
High-frequency trigger for each client user update.
- Company Created
Triggers when a company gets created in the Assembly for the first time
- Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
- Contract Requested
Triggers when a contract is assigned to a client.
- Contract Signed
Triggers when a contract is signed.
- File Created
Triggers when a file gets created within a file channel
- File Updated
Triggers when a file has been updated within a file channel
- Folder Created
Triggers when a folder gets created within a file channel
- Folder Deleted
Triggers when a folder gets deleted within a file channel
- Folder Updated
Triggers when a folder gets updated within a file channel
- Form Response Completed
Triggers when a form response has been completed by a recipient
- Internal User Created
Triggers when a new internal user is created.
- Invoice Created
Triggers when an invoice is created
- Invoice Deleted
Triggers when an invoice is deleted
- Invoice Paid
Triggers when an invoice is paid
- Invoice Sent
Triggers when an invoice is sent
- Invoice Updated
Triggers when an invoice is updated
- Invoice Voided
Triggers when an invoice is voided
- Link Created
Triggers when a link gets created within a file channel
- Link Updated
Triggers when a link gets updated within a file channel
- List Clients
Lists the clients.
- List Companies
Lists the companies.
- List Form Responses
List Form Responses for a specific form
- List Invoice Templates
Lists the invoice templates.
- List Message Channels
Lists the message channels.
- List Messages
Lists messages in a channel
- List Notes
Lists notes in a workspace.
- List Payments
Lists the payments.
- List Prices
Lists the prices.
- List Products
Lists the products.
- List Subscriptions
Lists the subscriptions.
- List Subscription Templates
Lists the subscription templates.
- List Task Comments
Lists task comments in a workspace.
- List Tasks
Lists tasks in a workspace.
- List Task Templates
Lists task templates in a workspace.
- Message Channel Created
Triggers when a new message channel is created.
- Message Channel Deleted
Triggers when a message channel is deleted.
- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
- Note Created
Triggers when a new note is created.
- Note Updated
Triggers when a note is updated.
- Notification Created
Triggers when a new notification is created.
- Payment Failed
Triggers when a payment is failed for an invoice
- Payment Succeeded
Triggers when a payment is successful for an invoice
- Price Created
Triggers when a price is created
- Product Created
Triggers when a product is created
- Product Updated
Triggers when a product is updated
- Subscription Canceled
Triggers when an subscription is canceled
- Subscription Created
Triggers when an subscription is created
- Task Archived
Triggers when a task gets archived in your workspace.
- Task Completed
Triggers when a task gets completed in your workspace.
- Task Created
Triggers when a task gets created in your workspace.
- Task Deleted
Triggers when a task gets deleted in your workspace.
- Task Updated
Triggers when a task gets updated in your workspace.
- Create Client
Creates a new client.
- Create Company
Creates a new company.
- Create File
Creates a file in a specified files channel.
- Create Folder
Creates a folder in a specified file channel.
- Create Link
Creates a link in a specified files channel.
- Create Message Channel
Creates a new message channel.
- Create Note
Creates a new note.
- Find a Client
Search for a client by ID, email, or company.
- Find a Company
Search for a company by ID or name.
- Find a File
Search for a file by ID.
- Find a Form
Search for a Form by ID.
- Find a Message Channel
Search for a message channel by ID or by filters
- Find an Internal User
Search for an internal user by ID.
- Find an Invoice
Search for an invoice by ID.
- Find a Note
Search for a note by ID or by filters
- Find a Price
Search for a Price by ID.
- Find a Product
Search for a Product by ID.
- Find a Subscription
Search for a Subscription by ID.
- Find a Task
Search for a task by ID or by filters
- Find a Task Comment
Search for a task comment by ID
- Find a Task Template
Search for a task template by ID or by filters
- Request Form Responses
Ask clients to fill out a form.
- Send Message
Create and send a message to a designated message channel.
- Update Client
Update a client
- Update Company
Update the name of a company
- Update Internal User
Update an internal user
- Update Note
Update the title and content of a note.
- Add counterparty
Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.
- Add expected payment
Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.
- Add external account
Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.
- Add invoice
Creates an invoice for a counterparty, payable to one of your internal accounts.
- Add ledger transaction
Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.
- Add payment order
Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.
- Delete counterparty
Deletes a counterparty from your Modern Treasury organization.
- Get counterparty
Returns a single counterparty, including its accounts, contact details and metadata.
- Get invoice
Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.
- Get ledger transaction
Returns one ledger transaction, including its ledger entries, status and metadata.
- Get payment order
Returns the details of a single payment order, including its amount, status, direction and accounts.
- List internal accounts
Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.
- Update counterparty
Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.
- Update payment order
Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Assembly.com
Assembly.com to Google SheetsGoogle Sheets
Assembly.com to LibreTranslateLibreTranslate is an open-source machine translation service.
Assembly.com to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Assembly.com to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Assembly.com to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Assembly.com to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Modern Treasury
Google Calendar to Modern TreasuryGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Assembly.com and Modern Treasury, answered
What can start an automation from Assembly.com?
Any of Assembly.com's 55 triggers in the catalog, including Client Created, Client Updated, Company Created and Company Custom Fields Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Modern Treasury when something happens in Assembly.com?
Any of Modern Treasury's 14 actions, including Update counterparty, Update payment order, Add counterparty and Add expected payment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Modern Treasury to Assembly.com?
Modern Treasury has no triggers in the catalog today, so automations start in Assembly.com. If you need the other direction, ask: your agent reads Modern Treasury's API documentation and adds it.
Do I have to build a connector for Assembly.com or Modern Treasury?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Assembly.com and Modern Treasury without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.