--- title: "Connect LeanKit to Modern Treasury - APIANT.ai" description: "When \"New board\" fires in LeanKit, your agent runs \"Add invoice\" in Modern Treasury." canonical: "https://apiant.ai/connect/leankit-to-modern-treasury" --- # Connect LeanKit to Modern Treasury When **New board** fires in [LeanKit](https://apiant.ai/connections/leankit), your agent runs **Add invoice** in [Modern Treasury](https://apiant.ai/connections/modern-treasury). Describe the whole flow and it is built, tested on every scenario and kept running. LeanKit **3** triggers LeanKit **37** actions Modern Treasury **14** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LeanKit and Modern Treasury to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What LeanKit can start in Modern Treasury - When **New board** in LeanKit then **Add invoice** in Modern Treasury - When **New card** in LeanKit 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 LeanKit and Modern Treasury ## Triggers and actions 3 triggers · 51 actions - Trigger **New board** Polling trigger: fires when a new board is created. - Trigger **New card** Polling trigger: fires when a new card is added to the specified board. - Trigger **New card in lane** Polling trigger: fires when a new card is added to the specified lane in the specified board. - Action **Add Card Connections** Create parent and child connections — LeanKit AgilePlace v2 API (connections/create) - Action **Add Comment** Create a comment — LeanKit AgilePlace v2 API (comment/create) - Action **Archive a board** Archive a board — LeanKit AgilePlace v2 API (board/archive) - Action **Assign or unassign one or more users or teams to cards** Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members) - Action **Create a card** Create a card — LeanKit AgilePlace v2 API (card/create) - Action **Create an attachment** Create an attachment — LeanKit AgilePlace v2 API (attachment/create) - Action **Create a new board** Create a new board — LeanKit AgilePlace v2 API (board/create) - Action **Create a new planning increment** Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment) - Action **Create a new planning series** Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series) - Action **Create a team** Create a team — LeanKit AgilePlace v2 API (team/create) - Action **Create dependencies** Create dependencies — LeanKit AgilePlace v2 API (dependencies/create) - Action **Delete a board** Delete a board — LeanKit AgilePlace v2 API (board/delete) - Action **Delete an attachment** Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete) - Action **Delete a planning increment by id** Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment) - Action **Delete a team** Delete a team — LeanKit AgilePlace v2 API (team/delete) - Action **Delete Card** Delete a card by id — LeanKit AgilePlace v2 API (card/delete) - Action **Delete multiple cards** Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many) - Action **Get a list of attachments for a card** Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list) - Action **Get a list of cards** Get a list of cards — LeanKit AgilePlace v2 API (card/list) - Action **Get a list of leaf lanes for a board (lanes that can hold cards)** Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes) - Action **Get a list of parent cards** Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents) - Action **Get a list of planning series for an account** Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series) - Action **Get a list of tags on a board** Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list) - Action **Get a list of task cards for a card** Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks) - Action **Get an attachment's contents** Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get) - Action **Get a specified planning series** Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series) - Action **Get Board** Retrieve a board by ID, including its lanes. - Action **Get Card** Get card details by card id — LeanKit AgilePlace v2 API (card/get) - Action **Get User** Retrieve a user by ID. - Action **List Boards** List boards on the account. - Action **List Board Users** List board users — LeanKit AgilePlace v2 API (board/user-roles) - Action **List Comments** List comments on a card. - Action **List Users** List users on the account. - Action **Move Card** Move a card — LeanKit AgilePlace v2 API (card/move) - Action **Search Cards** Search cards on a board with filters. - Action **Unarchive a board** Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive) - Action **Update Card** Update a card — LeanKit AgilePlace v2 API (card/update) - Action **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. - Action **Add expected payment** Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives. - Action **Add external account** Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information. - Action **Add invoice** Creates an invoice for a counterparty, payable to one of your internal accounts. - Action **Add ledger transaction** Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts. - Action **Add payment order** Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account. - Action **Delete counterparty** Deletes a counterparty from your Modern Treasury organization. - Action **Get counterparty** Returns a single counterparty, including its accounts, contact details and metadata. - Action **Get invoice** Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details. - Action **Get ledger transaction** Returns one ledger transaction, including its ledger entries, status and metadata. - Action **Get payment order** Returns the details of a single payment order, including its amount, status, direction and accounts. - Action **List internal accounts** Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability. - Action **Update counterparty** Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty. - Action **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. ## Each app on its own - [ **LeanKit** LeanKit is a Kanban-style project and work management platform. Manage boards, cards, lanes, and users.](https://apiant.ai/connections/leankit) - [ **Modern Treasury** API platform for money movement and ledgering, including payment orchestration, bank connectivity, and...](https://apiant.ai/connections/modern-treasury) Reviews ## What our customers say ## More from LeanKit - [ **LeanKit to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/leankit-to-salesforce) - [ **LeanKit to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/leankit-to-slack) - [ **LeanKit to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/leankit-to-mailchimp) - [ **LeanKit to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/leankit-to-stripe) - [ **LeanKit to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/leankit-to-shopify) - [ **LeanKit to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/leankit-to-quickbooks-online) ## More into Modern Treasury - [ **HubSpot to Modern Treasury** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-modern-treasury) - [ **Salesforce to Modern Treasury** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-modern-treasury) - [ **Slack to Modern Treasury** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-modern-treasury) - [ **Google Sheets to Modern Treasury** Google Sheets](https://apiant.ai/connect/google-sheets-to-modern-treasury) - [ **Gmail to Modern Treasury** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-modern-treasury) - [ **Google Calendar to Modern Treasury** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-modern-treasury) Questions ## LeanKit and Modern Treasury, answered ### ### What can start an automation from LeanKit? Any of LeanKit's 3 triggers in the catalog, including New board, New card and New card in lane. 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 LeanKit? 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 LeanKit? Modern Treasury has no triggers in the catalog today, so automations start in LeanKit. 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 LeanKit 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 LeanKit 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.