Integration
Connect Intervals to Modern Treasury
When New client fires in Intervals, 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 Intervals 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 Intervals can start in Modern Treasury
When New client in Intervals
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 Intervals and Modern Treasury
Triggers and actions 6 triggers · 52 actions
- New client
Polling trigger: fires when a new client is created in Intervals.
- New invoice
Polling trigger: fires when a new invoice is created in Intervals.
- New milestone
Polling trigger: fires when a new milestone is created in Intervals.
- New person
Polling trigger: fires when a new person is added in Intervals.
- New project
Polling trigger: fires when a new project is created in Intervals.
- New task
Polling trigger: fires when a new task is created in Intervals.
- Add client
Create a new client.
- Add expense
Create a new expense.
- Add invoice
Create a new invoice.
- Add milestone
Create a new milestone.
- Add person
Create a new person (team member).
- Add project
Create a new project.
- Add task
Create a new task.
- Add time entry
Log a new time entry against a task.
- Add timer
Start a new timer for a task.
- Delete client
Delete a client.
- Delete expense
Delete an expense.
- Delete invoice
Delete an invoice.
- Delete milestone
Delete a milestone.
- Delete person
Delete a person.
- Delete project
Delete a project.
- Delete task
Delete a task.
- Delete time entry
Delete a logged time entry.
- Delete timer
Delete a timer.
- Get client
Retrieve a single client by id.
- Get expense
Retrieve a single expense by id.
- Get invoice
Retrieve a single invoice by id.
- Get milestone
Retrieve a single milestone by id.
- Get person
Retrieve a single person by id.
- Get project
Retrieve a single project by id.
- Get task
Retrieve a single task by id.
- Get time entry
Retrieve a single logged time entry by id.
- Get timer
Retrieve a single timer by id.
- List milestones
Retrieve all milestones in the Intervals account.
- List tasks
Retrieve all tasks in the Intervals account.
- Update client
Update an existing client's details.
- Update expense
Update an existing expense.
- Update invoice
Update an existing invoice.
- Update milestone
Update an existing milestone.
- Update person
Update an existing person's details.
- Update project
Update an existing project's details.
- Update task
Update an existing task's details.
- Update time entry
Update an existing logged time entry.
- Update timer
Update a timer (e.g. stop or adjust it).
- 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
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Questions
Intervals and Modern Treasury, answered
What can start an automation from Intervals?
Any of Intervals's 6 triggers in the catalog, including New client, New invoice, New milestone and New person. 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 Intervals?
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 Intervals?
Modern Treasury has no triggers in the catalog today, so automations start in Intervals. 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 Intervals 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 Intervals 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.