--- title: "Connect Todoist to Modern Treasury - APIANT.ai" description: "When \"New Completed Task\" fires in Todoist, your agent runs \"Add invoice\" in Modern Treasury." canonical: "https://apiant.ai/connect/todoist-to-modern-treasury" --- # Connect Todoist to Modern Treasury When **New Completed Task** fires in [Todoist](https://apiant.ai/connections/todoist), 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. Todoist **3** triggers Todoist **30** 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 Todoist 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 Todoist can start in Modern Treasury - When **New Completed Task** in Todoist then **Add invoice** in Modern Treasury - When **New Incomplete Task** in Todoist 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 Todoist and Modern Treasury ## Triggers and actions 3 triggers · 44 actions - Trigger **New Completed Task** Triggers when a task is completed, optionally filtered by project. - Trigger **New Incomplete Task** Triggers when a new active (incomplete) task is added, optionally filtered by project. - Trigger **New Project** Triggers when a new project is created. - Action **Close Task** Completes (closes) a task. - Action **Create Comment** Adds a comment to a task or project. - Action **Create Label** Creates a new personal label. - Action **Create Project** Creates a new project. - Action **Create Section** Creates a new section within a project. - Action **Create Task** Creates a new task. - Action **Delete comment** Deletes a comment on a Todoist task or project by its ID. - Action **Delete label** Deletes a personal label in Todoist and removes it from all tasks. - Action **Delete Project** Deletes a project. - Action **Delete section** Deletes a section and all of its tasks. - Action **Delete Task** Deletes a task. - Action **Find tasks by filter** Returns the active tasks that match a Todoist filter query, such as "today | overdue". - Action **Get comment** Returns a single Todoist comment by its ID. - Action **Get label** /api/v1/labels/{label_id} - retrieve one personal label. - Action **Get Project** Returns a single project by ID. - Action **Get section** Returns a single Todoist section by its ID. - Action **Get Task** Returns a single active task by ID. - Action **List comments** Returns all comments on a Todoist task or project. - Action **List Labels** Returns all personal labels. - Action **List project collaborators** Lists everyone who has access to a Todoist project, with their name and email. - Action **List Projects** Returns all active projects. - Action **List Sections** Returns all sections, optionally filtered by project. - Action **List Tasks** Returns active tasks, optionally filtered by project, label, or filter query. - Action **Move task** Moves a task to another project, section or parent task. - Action **Reopen Task** Reopens a previously completed task. - Action **Update comment** Updates the text of an existing Todoist comment and returns the updated comment. - Action **Update label** Update a personal label's name, color, order or favorite status. Fields left blank keep their current values. - Action **Update Project** Updates an existing project. - Action **Update section** /api/v1/sections/{section_id} - rename a section. - Action **Update Task** Updates an existing task. - 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 - [ **Todoist** Todoist task and project management. Create, update, complete, and organize tasks and projects, manage...](https://apiant.ai/connections/todoist) - [ **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 Todoist - [ **Todoist to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/todoist-to-trello) - [ **Todoist to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/todoist-to-zoom) - [ **Todoist to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/todoist-to-twilio) - [ **Todoist to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/todoist-to-typeform) - [ **Todoist to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/todoist-to-webflow) - [ **Todoist to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/todoist-to-wix) ## 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 ## Todoist and Modern Treasury, answered ### ### What can start an automation from Todoist? Any of Todoist's 3 triggers in the catalog, including New Completed Task, New Incomplete Task and New Project. 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 Todoist? 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 Todoist? Modern Treasury has no triggers in the catalog today, so automations start in Todoist. 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 Todoist 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 Todoist 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.