--- title: "Connect OnceHub to Modern Treasury - APIANT.ai" description: "When \"Booking Completed\" fires in OnceHub, your agent runs \"Add invoice\" in Modern Treasury." canonical: "https://apiant.ai/connect/oncehub-to-modern-treasury" --- # Connect OnceHub to Modern Treasury When **Booking Completed** fires in [OnceHub](https://apiant.ai/connections/oncehub), 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. OnceHub **15** triggers OnceHub **17** 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 OnceHub 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 OnceHub can start in Modern Treasury - When **Booking Completed** in OnceHub then **Add invoice** in Modern Treasury - When **Contact Updated** in OnceHub 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 OnceHub and Modern Treasury ## Triggers and actions 15 triggers · 31 actions - Trigger **Booking Canceled** Triggers when a OnceHub booking is canceled by the customer or by someone on your team. - Trigger **Booking Cancelled and Rescheduled** Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page. - Trigger **Booking Completed** Triggers when a OnceHub booking's end time has passed and the meeting is marked completed. - Trigger **Booking Lifecycle Event** Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it. - Trigger **Booking No-Show** Triggers when a OnceHub booking is marked as a no-show. - Trigger **Booking Rescheduled** Triggers when a OnceHub booking is rescheduled to a new time. - Trigger **Booking Scheduled** Triggers when a new OnceHub booking is scheduled. - Trigger **Contact Captured** Triggers when a new contact is captured in OnceHub. - Trigger **Contact Lifecycle Event** Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place. - Trigger **Contact Updated** Triggers when an existing OnceHub contact is updated. - Trigger **Conversation Abandoned** Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned. - Trigger **Conversation Closed** Triggers when a OnceHub chatbot conversation is closed. - Trigger **Conversation Lifecycle Event** Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it. - Trigger **Conversation Started** Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts. - Trigger **Reassigned Booking** Triggers when a OnceHub booking is reassigned to a different host. - Action **Cancel Booking** Cancels a OnceHub booking, optionally with a reason and without emailing the customer. - Action **Create Contact** Creates a new contact in OnceHub. Give at least an email address or a mobile number. - Action **Create One-Time Booking Link** Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration. - Action **Delete Contact** Deletes a contact from OnceHub. - Action **Find Contact** Finds a OnceHub contact by email address. - Action **Get Available Time Slots** Returns the open meeting times on a OnceHub booking calendar for the window you choose. - Action **Get Booking Calendar** Returns one OnceHub booking calendar with its host, public link and meeting length. - Action **Get Booking Details** Returns one OnceHub booking with its time, customer details and booking form answers. - Action **Get Contact** Returns one OnceHub contact with its details and custom fields. - Action **Get Contact's Future Meetings** Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give. - Action **List Booking Calendars** Lists the booking calendars in your OnceHub account. - Action **List Bookings** Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range. - Action **List Contacts** Lists the contacts in your OnceHub account, with optional email and date filters. - Action **Mark Booking as No-Show** Marks a OnceHub booking as a no-show. - Action **Reassign Booking** Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use. - Action **Request Reschedule** Asks the customer to pick a new time for a OnceHub booking, optionally telling them why. - Action **Update Contact** Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value. - 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 - [ **OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connections/oncehub) - [ **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 OnceHub - [ **OnceHub to HeadshotPro** HeadshotPro is an AI Headshot Generator for Professional Headshots.](https://apiant.ai/connect/oncehub-to-headshotpro) - [ **OnceHub to Honeyhive** Observability and evaluation platform for tracing, testing, and monitoring AI agents in production.](https://apiant.ai/connect/oncehub-to-honeyhive) - [ **OnceHub to Powerlink** Cloud-based CRM platform (formerly Powerlink) for managing customer data, sales, and business workflows.](https://apiant.ai/connect/oncehub-to-powerlink) - [ **OnceHub to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/oncehub-to-hubspot) - [ **OnceHub to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/oncehub-to-salesforce) - [ **OnceHub to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/oncehub-to-slack) ## 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 ## OnceHub and Modern Treasury, answered ### ### What can start an automation from OnceHub? Any of OnceHub's 15 triggers in the catalog, including Booking Completed, Contact Updated, Booking Lifecycle Event and Booking No-Show. 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 OnceHub? 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 OnceHub? Modern Treasury has no triggers in the catalog today, so automations start in OnceHub. 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 OnceHub 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 OnceHub 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.