Integration
Connect Prospect CRM to Modern Treasury
When New contact fires in Prospect 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 Prospect 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)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 Prospect CRM can start in Modern Treasury
When New contact in Prospect 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 Prospect CRM and Modern Treasury
Triggers and actions 2 triggers · 33 actions
- New contact
Triggers when a new contact is added in Prospect CRM.
- New lead
Triggers when a new lead is created in Prospect CRM.
- Add booking
Creates a booking (a scheduled appointment or reservation) in Prospect CRM.
- Add contact
Creates a new contact in Prospect CRM and returns the created contact record.
- Add enquiry
Creates a new enquiry in Prospect CRM with the person's name, contact details, company, address and marketing source details.
- Add lead
Creates a new lead in Prospect CRM, optionally linked to a contact, and returns the created lead.
- Create Customer
Creates a customer (company) record in Prospect CRM and returns the new company.
- Create Entity
Creates a new record of any kind in Prospect CRM, such as a contact, company, lead or enquiry, and returns the created record.
- Find companies
Returns the companies in Prospect CRM that match a filter, such as a company name.
- Find contacts
Returns the contacts that match a filter, such as an email address or surname.
- Find Entity
Finds Prospect CRM records of any kind (contacts, companies, leads, enquiries and more) that match a filter condition.
- Find leads
Finds leads in Prospect CRM that match a filter condition and returns the matching lead records.
- Get company
Returns a single company record by its ID.
- Get contact
Returns a single Prospect CRM contact by its contact ID.
- List webhook actions
Returns the webhook event types Prospect CRM can subscribe to.
- Update company
Updates an existing company in Prospect CRM, changing only the fields you fill in.
- Update contact
Updates an existing contact in Prospect CRM. Only the fields you fill in are changed.
- Update Entity
Updates any Prospect CRM record (contact, company, lead, enquiry and so on) by changing the fields you supply.
- Update lead
Updates an existing lead in Prospect CRM. Only the fields you fill in are changed.
- Update Opportunity Status
Changes the status of an opportunity (lead) in Prospect CRM.
- Update Problem Status
Updates the status of an existing problem (support case) in Prospect CRM.
- 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
Prospect CRM and Modern Treasury, answered
What can start an automation from Prospect CRM?
Any of Prospect CRM's 2 triggers in the catalog, including New contact and New lead. 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 Prospect 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 Prospect CRM?
Modern Treasury has no triggers in the catalog today, so automations start in Prospect 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 Prospect 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 Prospect 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.