Integration
Connect Hubflo to Modern Treasury
When Company Updated fires in Hubflo, 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 Hubflo 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 Hubflo can start in Modern Treasury
When Company Updated in Hubflo
then Add invoice in Modern Treasury
When New Chatroom in Hubflo
then Add payment order 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 Hubflo and Modern Treasury
Triggers and actions 15 triggers · 62 actions
Trigger
Client Invited to PortalTriggers when a new invitation to the portal is created.
Trigger
Company UpdatedTriggers when a company is updated.
Trigger
Message SentTriggers when a message is sent in a chatroom
Trigger
New ChatroomTriggers when a new chatroom is created.
Trigger
New Comment on a TaskTriggers when a new comment is created on a task.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ContactTriggers when a new contact is created.
Trigger
New File UploadedTriggers when a new file is uploaded.
Trigger
New FolderTriggers when a new folder is created.
Trigger
New FormTriggers when a new form is created.
Trigger
New ProjectTriggers when a new project is created.
Trigger
New ProposalTriggers when a new proposal is created.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time LogTriggers when a new time log is created.
Trigger
New WorkspaceTriggers when a new workspace is created.
Action
Add a Participant to the ChatroomAdd a participant to the Chatroom.
Action
Add Comment to a TaskAdds a Comment to a Task.
Action
Add Embed to WorkspaceAdds embed to workspace
Action
Add Link to WorkspaceAdds link to workspace
Action
Add Project SectionAdd a section with tasks to a project
Action
Create a File for a TaskCreate a File for a Task.
Action
Create CompanyCreates a Company
Action
Create ContactCreates a Contact
Action
Create New Time EntryCreates a New Time Entry
Action
Create NoteCreates a Note
Action
Create ProjectCreate a Project
Action
Create ProposalCreates a proposal
Action
Create TaskCreates a Task
Action
Create WorkspaceCreates a Workspace
Action
Create Workspace FolderAdd a new folder to a workspace.
Action
Create Workspace NoteCreates a Note in a Workspace
Action
Delete WorkspaceDeletes a workspace - Irreversible
Action
Edit Time EntryEdits a Particular Time Entry
Action
Find a CompanyRetrieves a Company.
Action
Find a FormFinds a Desired Form
Action
Find an Form AssignmentFinds an Assignment of a Form.
Action
Find ChatroomFind chatroom from contacts.
Action
Find ContactFinds a Contact by Email
Action
Find Content ItemsFinds Content Items in a Organization.
Action
Find ProjectReturns the projects matching a name, owner, client contact or workspace.
Action
Find Sections of a ProjectFinds Sections of a Projects.
Action
Find the Form AssignmentsFinds Assignments of a Form.
Action
Find the TasksFindsTasks or Subtasks.
Action
Find WorkspaceReturns the workspaces matching a title, a workspace id or a project.
Action
Find Workspace FolderFinds a Folder by Title in a Workspace
Action
Get CompaniesReturns the companies in your account, optionally limited to a project, parent company, owner or contact. Use Find a Company to look one up by name.
Action
Get ContactsGet all your contacts
Action
Invite Contact to WorkspaceInvite contact to a workspace
Action
List Task CommentsLists all Comments of a Task.
Action
Retrieve a Comment of TaskRetrieves a Comment of Task.
Action
Retrieve a TaskRetrieves a Particular Task.
Action
Retrieve Chatroom ParticipantsRetrieve chatroom participants
Action
Retrieve MembersRetrieve members of an organization
Action
Retrieve Messages of a ChatroomRetrieves messages from a given Chatroom.
Action
Send Form to a ClientSends form to a client.
Action
Send Message in a ChatroomSends a Message in a Chatroom.
Action
Update CompanyUpdates a Company
Action
Update ContactUpdates a Contact
Action
Update Embed in WorkspaceUpdates embed in workspace
Action
Update ProjectUpdates a Project
Action
Update TaskUpdates a Task
Action
Update WorkspaceUpdates a workspace.
Action
Update Workspace FolderUpdates a Workspace folder.
Action
Add counterpartyCreates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.
Action
Add expected paymentCreates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.
Action
Add external accountCreates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.
Action
Add invoiceCreates an invoice for a counterparty, payable to one of your internal accounts.
Action
Add ledger transactionCreates a ledger transaction made of balanced debit and credit entries against your ledger accounts.
Action
Add payment orderCreates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.
Action
Delete counterpartyDeletes a counterparty from your Modern Treasury organization.
Action
Get counterpartyReturns a single counterparty, including its accounts, contact details and metadata.
Action
Get invoiceReturns a single invoice by its ID, including its amounts, status, counterparty and line-item details.
Action
Get ledger transactionReturns one ledger transaction, including its ledger entries, status and metadata.
Action
Get payment orderReturns the details of a single payment order, including its amount, status, direction and accounts.
Action
List internal accountsReturns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.
Action
Update counterpartyUpdates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.
Action
Update payment orderUpdates 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
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Questions
Hubflo and Modern Treasury, answered
What can start an automation from Hubflo?
Any of Hubflo's 15 triggers in the catalog, including Company Updated, New Chatroom, New Comment on a Task and New Company. 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 Hubflo?
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 Hubflo?
Modern Treasury has no triggers in the catalog today, so automations start in Hubflo. 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 Hubflo 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 Hubflo 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.