Integration
Connect ServiceM8 to Modern Treasury
When New Job fires in ServiceM8, 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 ServiceM8 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 ServiceM8 can start in Modern Treasury
When New Job in ServiceM8
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 ServiceM8 and Modern Treasury
Triggers and actions 2 triggers · 37 actions
- Job Queued
Triggers when a Job is assigned to a Queue.
- New Job
Triggers when a new job is created.
- Add attachment
Uploads a file and attaches it to a job (or another ServiceM8 record), so it appears in that record's diary.
- Add company contact
Creates a new contact person on a ServiceM8 client (company), such as a billing or job contact.
- Add job allocation
Allocates a ServiceM8 job to a staff member, optionally with a scheduled date and allocation window.
- Add job material
Adds a material line item to a ServiceM8 job, with quantity, pricing and tax details.
- Add job payment
Records a payment against a ServiceM8 job, with its amount, method, date and optional note.
- Add note
Adds a note to a job, client or other ServiceM8 record.
- Create Client
Creates a new client (company) record in ServiceM8.
- Create Job
Creates a new job in ServiceM8, optionally linked to a client, category and queue, and returns the new job's UUID.
- Delete client
Deletes (archives) a client in ServiceM8.
- Delete job
Deletes (archives) a job in ServiceM8. The job is hidden in the app and can be restored later.
- Get attachment
Returns the details of a single file attachment (photo, PDF or other file) by its UUID.
- Get client
Returns one ServiceM8 client (company) record by its UUID, including its name, address and billing details.
- Get job
Returns a single ServiceM8 job by its UUID, including its status, client, address and totals.
- Get Job Allocation
Returns a single job allocation — which staff member a job is allocated to, its window, dates and status.
- List clients
Returns the clients (companies) in your ServiceM8 account, optionally narrowed by a filter.
- List job materials
Returns the materials (line items) recorded on jobs, optionally filtered, for example to a single job.
- List job payments
Returns the payments recorded against jobs, optionally filtered (for example to a single job).
- List Job Queues
Returns the job queues set up in the ServiceM8 account.
- List jobs
Returns the jobs in your ServiceM8 account, optionally narrowed by a filter.
- List notes
Returns the notes in your ServiceM8 account, optionally filtered and sorted.
- List staff members
Returns the staff members in your ServiceM8 account, optionally narrowed by a filter.
- Update client
Updates an existing client (company) in ServiceM8. Only the fields you fill in are changed.
- Update job
Updates an existing job in ServiceM8, changing only the fields you fill in.
- 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
More from ServiceM8
ServiceM8 to SmartsheetSmartsheet is a work execution platform for managing sheets, rows, and columns.
ServiceM8 to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
ServiceM8 to StripeStripe is a payment processing platform for online businesses.
ServiceM8 to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
ServiceM8 to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
ServiceM8 to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
More into Modern Treasury
HubSpot to Modern TreasuryHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to Modern TreasurySalesforce is a leading enterprise customer relationship management (CRM) platform.
Google Sheets to Modern TreasuryGoogle Sheets
Gmail to Modern TreasuryGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Modern TreasuryGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
ServiceM8 and Modern Treasury, answered
What can start an automation from ServiceM8?
Any of ServiceM8's 2 triggers in the catalog, including New Job and Job Queued. 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 ServiceM8?
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 ServiceM8?
Modern Treasury has no triggers in the catalog today, so automations start in ServiceM8. 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 ServiceM8 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 ServiceM8 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.