Connect Skyvern to Modern Treasury

Both apps 30Skyvern 16Modern Treasury 14

• Trigger
  New or Updated Skyvern Workflow

  Triggers when a Skyvern workflow (agent) is created or a new version of it is saved.

• Action
  Add browser session

  Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.

• Action
  Add credential

  Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.

• Action
  Add workflow

  Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.

• Action
  Cancel run

  Cancels a running Skyvern task run or workflow run by its id.

• Action
  Create and Run a Task

  Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.

• Action
  Create and Run Task V2

  Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.

• Action
  Delete workflow

  Deletes a Skyvern workflow (agent) by its ID.

• Action
  Get a Browser Session

  Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.

• Action
  Get a Task

  Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.

• Action
  Get a Task V2

  Returns the status, output, recording and screenshots of a Skyvern task run.

• Action
  Get a Workflow

  Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.

• Action
  List credentials

  Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.

• Action
  List runs

  Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.

• Action
  List workflows

  Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.

• Action
  Run a Workflow

  Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.

• 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.

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