Integration
Connect Less Annoying CRM to Modern Treasury
When New Contact fires in Less Annoying CRM, 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 Less Annoying CRM 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 Less Annoying CRM can start in Modern Treasury
When New Contact in Less Annoying CRM
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 Less Annoying CRM and Modern Treasury
Triggers and actions 7 triggers · 24 actions
- Contact Deletion
Triggers when a contact is deleted.
- Form Submission
Triggers when a form submission is received.
- Group Membership Addition
Triggers when a contact is added to a group.
- Group Membership Deletion
Triggers when a contact is removed from a group.
- New Contact
Triggers when a new contact is created or a contact is updated.
- Pipeline Item Deletion
Triggers when a pipeline item is deleted.
- Pipeline Item Status Update
Triggers when a new pipeline item is added or its status is updated.
- Create Contact
Creates a new contact.
- Create Contact Note
Adds a note to a contact.
- Create Group Membership
Adds a contact to a group.
- Create Pipeline Item
Creates a new pipeline item.
- Create Task
Creates a new task.
- Delete Group Membership
Removes a contact from a group.
- Edit Contact
Edit an existing contact. Blank fields will not be updated.
- Edit Pipeline Item
Edit an existing pipeline item attached to a contact.
- Find Contact
Search for contact by email, name, or LACRM Contact Id.
- Find Pipeline Item
Search for a pipeline item.
- 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
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Questions
Less Annoying CRM and Modern Treasury, answered
What can start an automation from Less Annoying CRM?
Any of Less Annoying CRM's 7 triggers in the catalog, including New Contact, Form Submission, Group Membership Addition and Pipeline Item Status Update. 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 Less Annoying CRM?
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 Less Annoying CRM?
Modern Treasury has no triggers in the catalog today, so automations start in Less Annoying CRM. 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 Less Annoying CRM 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 Less Annoying CRM 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.