--- title: "Connect Smartsheet via API Token to Modern Treasury - APIANT.ai" description: "When \"New favorite\" fires in Smartsheet via API Token, your agent runs \"Add invoice\" in Modern Treasury." canonical: "https://apiant.ai/connect/smartsheet-via-api-token-to-modern-treasury" --- # Connect Smartsheet via API Token to Modern Treasury When **New favorite** fires in [Smartsheet via API Token](https://apiant.ai/connections/smartsheet-via-api-token), 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. Smartsheet via API Token **9** triggers Smartsheet via API Token **94** 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 Smartsheet via API Token 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. 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[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Smartsheet via API Token can start in Modern Treasury - When **New favorite** in Smartsheet via API Token then **Add invoice** in Modern Treasury - When **New row** in Smartsheet via API Token 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 Smartsheet via API Token and Modern Treasury ## Triggers and actions 9 triggers · 108 actions - Trigger **List contacts** List contacts - Trigger **List dashboards** List dashboards - Trigger **List org groups** List org groups - Trigger **List reports** List reports - Trigger **List sheets** List sheets - Trigger **List workspaces** List workspaces - Trigger **New favorite** Triggers when a new item is added to your favorites. - Trigger **New row** Polling trigger: fires when a new row is added to the specified sheet. Each row carries a stable id for deduplication. - Trigger **New search result** Triggers when a new item matches your search query. - Action **Add columns** Add columns - Action **Add favorites** Add favorites - Action **Add image to cell** Add image to cell - Action **Add rows** Add one or more rows to a sheet. Provide an array of row objects with cells. - Action **Add summary fields** Add summary fields - Action **Attach file or URL to comment** Attach file or URL to comment - Action **Attach file or URL to row** Attach file or URL to row - Action **Attach file or URL to sheet** Attach file or URL to sheet - Action **Attach new version** Attach new version - Action **Copy folder** Copy folder - Action **Copy rows to another sheet** Copy rows to another sheet - Action **Copy sheet** Copy sheet - Action **Copy workspace** Copy workspace - Action **Create a comment** Create a comment - Action **Create a discussion on a row** Create a discussion on a row - Action **Create an update request** Create an update request - Action **Create cross-sheet references** Create cross-sheet references - Action **Create discussion** Create discussion - Action **Create folder** Create a folder in the user's Home. - Action **Create folder in workspace** Create folder in workspace - Action **Create proof** Create proof - Action **Create proof discussion** Create proof discussion - Action **Create proof request** Create proof request - Action **Create sheet** Creates a new sheet with the given name and columns in the user's home "Sheets" area. To create a sheet inside a specific folder or workspace, use Create sheet in folder or Create sheet in workspace. - Action **Create sheet in folder** Create sheet in folder - Action **Create sheet in workspace** Create sheet in workspace - Action **Create workspace** Create workspace - Action **Delete a comment** Delete a comment - Action **Delete a discussion** Delete a discussion - Action **Delete an update request** Delete an update request - Action **Delete attachment** Delete attachment - Action **Delete column** Delete column - Action **Delete favorites** Removes one or more objects of a given type from the user's Smartsheet favorites. Accepts a single object ID or a comma-separated list. - Action **Delete folder** Delete folder - Action **Delete report** Delete report - Action **Delete rows** Delete rows - Action **Delete sent update request** Delete sent update request - Action **Delete sheet** Delete a sheet by id. - Action **Delete summary fields** Delete summary fields - Action **Delete workspace** Delete workspace - Action **Edit a comment** Edit a comment - Action **Get a comment** Get a comment - Action **Get an update request** Get an update request - Action **Get attachment** Get attachment - Action **Get column** Get column - Action **Get contact** Get contact - Action **Get cross-sheet reference** Get cross-sheet reference - Action **Get discussion** Get discussion - Action **Get folder metadata** Get folder metadata - Action **Get proof** Get proof - Action **Get report** Get report - Action **Get row** Get a single row from a sheet by row id. - Action **Get sent update request** Get sent update request - Action **Get sheet** Get a sheet by id, including its rows and columns. - Action **Get sheet summary** Get sheet summary - Action **Get summary fields** Get summary fields - Action **Get user** Get user - Action **Get workspace** Retrieves a Smartsheet workspace by ID, including its sheets, folders, reports, sights, templates, permalink, and access level. - Action **Is favorite** Is favorite - Action **List attachments** List attachments - Action **List columns** List all columns of a sheet. - Action **List contents** List contents - Action **List cross-sheet references** List cross-sheet references - Action **List discussion attachments** List discussion attachments - Action **List discussions** List discussions - Action **List discussions with a row** List discussions with a row - Action **List folder children** List folder children - Action **List folders** List the folders in the user's Home. - Action **List proof attachments** List proof attachments - Action **List proofs** List proofs - Action **List row attachments** List row attachments - Action **List sheet rows** Convenience read: returns the rows of a sheet (the full sheet object with rows and columns). - Action **List sheets** List all sheets the user has access to. - Action **Lists sent update requests** Lists sent update requests - Action **List update requests** List update requests - Action **List workspace children** List workspace children - Action **List workspaces** List all workspaces the user has access to. - Action **Move folder** Move folder - Action **Move rows to another sheet** Move rows to another sheet - Action **Move sheet** Move sheet - Action **Search** Search across all sheets the user can access for the given text. - Action **Search sheet** Search a specific sheet for the given text. - Action **Send report via email** Send report via email - Action **Send rows via email** Send rows via email - Action **Send sheet via email** Send sheet via email - Action **Sort rows in sheet** Sort rows in sheet - Action **Update an update request** Update an update request - Action **Update column** Update column - Action **Update folder** Update folder - Action **Update proof status** Update proof status - Action **Update rows** Update one or more existing rows in a sheet. Provide an array of row objects each with an id and cells. - Action **Update sheet** Update sheet - Action **Update summary fields** Update summary fields - Action **Update workspace** Update workspace - 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 - [ **Smartsheet via API Token** Smartsheet is a work management and collaboration platform.](https://apiant.ai/connections/smartsheet-via-api-token) - [ **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 Smartsheet via API Token - [ **Smartsheet via API Token to ProxyCrawl** Scraping and crawling anticaptcha service](https://apiant.ai/connect/smartsheet-via-api-token-to-proxycrawl) - [ **Smartsheet via API Token to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/smartsheet-via-api-token-to-slack) - [ **Smartsheet via API Token to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/smartsheet-via-api-token-to-gmail) - [ **Smartsheet via API Token to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/smartsheet-via-api-token-to-google-calendar) - [ **Smartsheet via API Token to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/smartsheet-via-api-token-to-stripe) - [ **Smartsheet via API Token to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/smartsheet-via-api-token-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 ## Smartsheet via API Token and Modern Treasury, answered ### ### What can start an automation from Smartsheet via API Token? Any of Smartsheet via API Token's 9 triggers in the catalog, including New favorite, New row, New search result and List contacts. 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 Smartsheet via API Token? 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 Smartsheet via API Token? Modern Treasury has no triggers in the catalog today, so automations start in Smartsheet via API Token. 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 Smartsheet via API Token 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 Smartsheet via API Token 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.