--- title: "Connect Playbook Creative to Modern Treasury - APIANT.ai" description: "When \"Asset Added\" fires in Playbook Creative, your agent runs \"Add invoice\" in Modern Treasury." canonical: "https://apiant.ai/connect/playbook-creative-to-modern-treasury" --- # Connect Playbook Creative to Modern Treasury When **Asset Added** fires in [Playbook Creative](https://apiant.ai/connections/playbook-creative), 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. Playbook Creative **2** triggers Playbook Creative **18** 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 Playbook Creative 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 Playbook Creative can start in Modern Treasury - When **Asset Added** in Playbook Creative then **Add invoice** in Modern Treasury - When **Asset Updated in Board** in Playbook Creative 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 Playbook Creative and Modern Treasury ## Triggers and actions 2 triggers · 32 actions - Trigger **Asset Added** Triggers when a new asset is added to the chosen Playbook board. Returns the asset, the board and the organization it belongs to. - Trigger **Asset Updated in Board** Triggers when an asset on a chosen Playbook board is updated, returning the asset and what changed. - Action **Create Asset** Creates an asset in a Playbook workspace, either from a file URL (fetched by Playbook or saved as a link) or as a text note, optionally placing it on a board. - Action **Create Board** Creates a new board in a Playbook workspace, optionally nested under an existing board as a sub-board. - Action **Create Organization** Creates a new Playbook organization (workspace) with the given name and returns its id and slug. - Action **Delete asset** Deletes an asset from a Playbook workspace. - Action **Delete board** Deletes a board from a Playbook workspace. - Action **Find Asset** Searches a Playbook workspace for assets matching the words you enter, best match first, with optional filters for media type, boards, tags, statuses, uploader and more. - Action **Find Board** Returns the boards in a Playbook workspace whose title matches the text you search for. - Action **Get asset** Returns one asset from a Playbook workspace, including its title, media type, tags, status, custom field values and preview URLs. - Action **Get board** Returns one Playbook board, including its title, description, asset count, published-page state and preview assets. - Action **List assets** Returns the assets in a Playbook workspace, optionally limited to one board, one uploader, or assets uploaded after a given time. - Action **List boards** Returns the boards in a Playbook workspace, optionally filtered by title and sorted by title or creation date. - Action **List organizations** Returns every Playbook organization (workspace) the connected user belongs to, with each one's name, slug, plan and usage limits. - Action **List users** Returns the members of a Playbook workspace, optionally narrowed to those whose name or email matches a search. - Action **Move Asset** Moves one or more assets into a different board in a Playbook workspace. - Action **Update Asset** Updates an existing Playbook asset's title, board placement, status, tags or custom field values, and can save a new version of it. - Action **Update Asset Status** Sets the status of an asset in a Playbook workspace and returns the updated asset. - Action **Update asset tags** Adds and/or removes tags on a Playbook asset, leaving its other tags untouched, and returns the updated asset. - Action **Update board** Updates a board's title, description, or parent board in a Playbook workspace and returns the updated board. - 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 - [ **Playbook Creative** Playbook Creative is a digital asset management tool that helps you organize and collaborate on your assets.](https://apiant.ai/connections/playbook-creative) - [ **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 Playbook Creative - [ **Playbook Creative to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/playbook-creative-to-salesforce) - [ **Playbook Creative to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/playbook-creative-to-slack) - [ **Playbook Creative to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/playbook-creative-to-stripe) - [ **Playbook Creative to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/playbook-creative-to-shopify) - [ **Playbook Creative to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/playbook-creative-to-quickbooks-online) - [ **Playbook Creative to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/playbook-creative-to-trello) ## 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 ## Playbook Creative and Modern Treasury, answered ### ### What can start an automation from Playbook Creative? Any of Playbook Creative's 2 triggers in the catalog, including Asset Added and Asset Updated in Board. 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 Playbook Creative? 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 Playbook Creative? Modern Treasury has no triggers in the catalog today, so automations start in Playbook Creative. 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 Playbook Creative 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 Playbook Creative 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.