Integration
Connect Membrain to Modern Treasury
When Account Growth Project Created fires in Membrain, your agent runs Add external account 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 Membrain 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 Membrain can start in Modern Treasury
When Account Growth Project Created in Membrain
then Add external account 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 Membrain and Modern Treasury
Triggers and actions 22 triggers · 54 actions
- Account Growth Project Archived
Triggers when a Account Growth Project reaches status Archived.
- Account Growth Project Created
Triggers when a new Account Growth Project is created.
- Account Growth Project Moved to Stage
Triggers when a Account Growth Project moves to a different stage of its process.
- Account Growth Project Won
Triggers when a Account Growth Project reaches status Won.
- Activity Created
Triggers when a new Activity (email, call, note, appointment or task) is created in Membrain.
- Company Created
Triggers when a new Company is created.
- Contact Created
Triggers when a new Contact is created.
- Flow Archived
Triggers when a Flow reaches status Archived.
- Flow Created
Triggers when a new Flow is created.
- Flow Moved to Stage
Triggers when a Flow moves to a different stage of its process.
- Flow Won
Triggers when a Flow reaches status Won.
- Prospect Created
Triggers when a new Prospect is created.
- Prospect Disqualified
Triggers when a Prospect reaches status Disqualified.
- Prospect Won
Triggers when a Prospect reaches status Qualified.
- Sales Project Archived
Triggers when a Sales Project reaches status Archived.
- Sales Project Created
Triggers when a new Sales Project is created.
- Sales Project Moved to Stage
Triggers when a Sales Project moves to a different stage of its process.
- Sales Project Won
Triggers when a Sales Project reaches status Won.
- Ticket Archived
Triggers when a Ticket reaches status Archived.
- Ticket Created
Triggers when a new Ticket is created.
- Ticket Moved to Stage
Triggers when a Ticket moves to a different stage of its process.
- Ticket Resolved
Triggers when a Ticket reaches status Resolved.
- Create Account Growth Project
Creates a new Account Growth Project in Membrain.
- Create Appointment
Creates an Appointment in Membrain.
- Create Call
Logs a Call in Membrain.
- Create Company
Creates a new Company in Membrain.
- Create Completed Task
Creates a Task in Membrain and marks it completed, so it shows as done in the activity stream.
- Create Contact
Creates a new Contact in Membrain.
- Create Flow
Creates a new Flow in Membrain.
- Create Note
Creates a Note in Membrain.
- Create Prospect
Creates a new Prospect in Membrain.
- Create Sales Project
Creates a new Sales Project in Membrain.
- Create Task
Creates a Task in Membrain.
- Create Ticket
Creates a new Ticket in Membrain.
- Find Account Growth Project by Id
Returns one Account Growth Project by its Id.
- Find Account Growth Project by Key
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Account Growth Project by Name
Finds the first Account Growth Project matching the given value; returns found=false when there is none.
- Find Company by External Identifier
Finds the first Company matching the given value; returns found=false when there is none.
- Find Company by Id
Returns one Company by its Id.
- Find Company by Name
Finds the first Company matching the given value; returns found=false when there is none.
- Find Contact by Company Name and Name
Finds the first Contact with the given full name.
- Find Contact by Id
Returns one Contact by its Id.
- Find Contact by Primary Email Address
Finds the first Contact matching the given value; returns found=false when there is none.
- Find Flow by Id
Returns one Flow by its Id.
- Find Flow by Key
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Flow by Name
Finds the first Flow matching the given value; returns found=false when there is none.
- Find Prospect by Id
Returns one Prospect by its Id.
- Find Prospect by Key
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Prospect by Name
Finds the first Prospect matching the given value; returns found=false when there is none.
- Find Sales Project by Id
Returns one Sales Project by its Id.
- Find Sales Project by Key
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Sales Project by Name
Finds the first Sales Project matching the given value; returns found=false when there is none.
- Find Ticket by Id
Returns one Ticket by its Id.
- Find Ticket by Key
Finds the first Ticket matching the given value; returns found=false when there is none.
- Find Ticket by Name
Finds the first Ticket matching the given value; returns found=false when there is none.
- Update Account Growth Project
Updates an existing Account Growth Project in Membrain.
- Update Company
Updates an existing Company in Membrain.
- Update Contact
Updates an existing Contact in Membrain.
- Update Flow
Updates an existing Flow in Membrain.
- Update Prospect
Updates an existing Prospect in Membrain.
- Update Sales Project
Updates an existing Sales Project in Membrain.
- Update Ticket
Updates an existing Ticket in Membrain.
- 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
Membrain and Modern Treasury, answered
What can start an automation from Membrain?
Any of Membrain's 22 triggers in the catalog, including Account Growth Project Created, Account Growth Project Moved to Stage, Activity Created and Company Created. 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 Membrain?
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 Membrain?
Modern Treasury has no triggers in the catalog today, so automations start in Membrain. 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 Membrain 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 Membrain 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.