Integration
Connect CATS to Modern Treasury
When Candidate Updated fires in CATS, 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 CATS and Modern Treasury to do together?
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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 CATS can start in Modern Treasury
When Candidate Updated in CATS
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 CATS and Modern Treasury
Triggers and actions 14 triggers · 36 actions
- Candidate Updated
Triggers when a candidate is updated in CATS.
- Company Status Changed
Triggers when a company's status is changed in CATS.
- Company Updated
Triggers when a company is updated in CATS.
- Contact Status Changed
Triggers when a contact's status changes in CATS.
- Contact Updated
Triggers when a contact is updated in CATS.
- Custom Trigger
Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user).
- Job Status Changed
Triggers when a job's status changes in CATS, returning the job with its previous and new status ids.
- New Activity
Triggers when a new activity (call, email, meeting, note) is logged in CATS.
- New Candidate
Triggers when a new candidate is created in CATS.
- New Company
Triggers when a new company is created in CATS.
- New Contact
Triggers when a new contact is created in CATS.
- New Job
Triggers when a new job order is created in CATS.
- New Pipeline
Triggers when a candidate is added to a job's pipeline in CATS.
- Pipeline Updated
Triggers when a pipeline (a candidate's placement on a job) is updated in CATS.
- Add Candidate to Pipeline
Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id.
- Change Company Status
Changes the status of a company in CATS, optionally choosing which status-change triggers fire.
- Change Contact Status
Changes the status of a contact in CATS, optionally choosing which status triggers fire.
- Change Job Status
Changes the status of a job in CATS, optionally choosing which status triggers fire.
- Create a Candidate
Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values.
- Create a Company
Creates a new company record in CATS and returns its ID.
- Create a Contact
Creates a contact in CATS linked to a company and owner, and returns the new contact's ID.
- Create a Job
Creates a new job order in CATS and returns its ID.
- Create a Task
Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user.
- Find a Candidate
Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records.
- Find a Company
Searches CATS companies by text and returns the matching companies.
- Find a Contact
Searches CATS contacts by text and returns the matching contacts.
- Find a Job
Searches CATS jobs by text and returns the matching jobs.
- Find a User
Finds CATS users whose email, username or name matches the search term.
- Get Activity
Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against.
- Get Pipeline
Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating.
- Get Task
Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns.
- Log Candidate Activity
Logs an activity (call, email, meeting or other) against a candidate in CATS.
- Update Candidate
Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values.
- Update Company
Updates an existing company in CATS, including its name, owner, contact details, address and custom field values.
- Update Contact
Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values.
- Update Pipeline
Updates the rating of a candidate's pipeline record on a job in CATS.
- 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.
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Questions
CATS and Modern Treasury, answered
What can start an automation from CATS?
Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. 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 CATS?
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 CATS?
Modern Treasury has no triggers in the catalog today, so automations start in CATS. 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 CATS 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 CATS 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.