--- title: "Modern Treasury integrations and MCP server - APIANT.ai" description: "Connect Modern Treasury to any other app, or use it from your AI client over MCP. API platform for money movement and ledgering, including payment..." canonical: "https://apiant.ai/connections/modern-treasury" --- # Modern Treasury integrations Connect Modern Treasury to any other app, or use it from your AI client over MCP. API platform for money movement and ledgering, including payment orchestration, bank connectivity, and reconciliation. Connects with an API key [moderntreasury.com](https://moderntreasury.com/) **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 to automate with Modern Treasury? 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) Popular ## Modern Treasury with the apps people pair it with most - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) - [ **Google Drive to Modern Treasury** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-modern-treasury) - [ **Mailchimp to Modern Treasury** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-modern-treasury) Pair it ## Connect Modern Treasury with another app - [ **HubSpot to Modern Treasury**](https://apiant.ai/connect/hubspot-to-modern-treasury) - [ **Salesforce to Modern Treasury**](https://apiant.ai/connect/salesforce-to-modern-treasury) - [ **Slack to Modern Treasury**](https://apiant.ai/connect/slack-to-modern-treasury) - [ **Google Sheets to Modern Treasury**](https://apiant.ai/connect/google-sheets-to-modern-treasury) - [ **Gmail to Modern Treasury**](https://apiant.ai/connect/gmail-to-modern-treasury) - [ **Google Calendar to Modern Treasury**](https://apiant.ai/connect/google-calendar-to-modern-treasury) - [ **Google Drive to Modern Treasury**](https://apiant.ai/connect/google-drive-to-modern-treasury) - [ **Mailchimp to Modern Treasury**](https://apiant.ai/connect/mailchimp-to-modern-treasury) - [ **Stripe to Modern Treasury**](https://apiant.ai/connect/stripe-to-modern-treasury) - [ **Shopify to Modern Treasury**](https://apiant.ai/connect/shopify-to-modern-treasury) - [ **QuickBooks Online to Modern Treasury**](https://apiant.ai/connect/quickbooks-online-to-modern-treasury) - [ **Pipedrive to Modern Treasury**](https://apiant.ai/connect/pipedrive-to-modern-treasury) - [ **ActiveCampaign to Modern Treasury**](https://apiant.ai/connect/activecampaign-to-modern-treasury) - [ **Notion to Modern Treasury**](https://apiant.ai/connect/notion-to-modern-treasury) - [ **Airtable to Modern Treasury**](https://apiant.ai/connect/airtable-to-modern-treasury) - [ **Trello to Modern Treasury**](https://apiant.ai/connect/trello-to-modern-treasury) - [ **Asana to Modern Treasury**](https://apiant.ai/connect/asana-to-modern-treasury) - [ **JIRA to Modern Treasury**](https://apiant.ai/connect/jira-to-modern-treasury) - [ **ClickUp to Modern Treasury**](https://apiant.ai/connect/clickup-to-modern-treasury) - [ **Zoom to Modern Treasury**](https://apiant.ai/connect/zoom-to-modern-treasury) - [ **Discord to Modern Treasury**](https://apiant.ai/connect/discord-to-modern-treasury) - [ **Twilio to Modern Treasury**](https://apiant.ai/connect/twilio-to-modern-treasury) - [ **SendGrid to Modern Treasury**](https://apiant.ai/connect/sendgrid-to-modern-treasury) - [ **Outlook to Modern Treasury**](https://apiant.ai/connect/outlook-to-modern-treasury) - [ **Intercom to Modern Treasury**](https://apiant.ai/connect/intercom-to-modern-treasury) - [ **Freshdesk to Modern Treasury**](https://apiant.ai/connect/freshdesk-to-modern-treasury) - [ **Klaviyo to Modern Treasury**](https://apiant.ai/connect/klaviyo-to-modern-treasury) - [ **Brevo to Modern Treasury**](https://apiant.ai/connect/brevo-to-modern-treasury) - [ **Typeform to Modern Treasury**](https://apiant.ai/connect/typeform-to-modern-treasury) - [ **JotForm to Modern Treasury**](https://apiant.ai/connect/jotform-to-modern-treasury) - [ **Calendly to Modern Treasury**](https://apiant.ai/connect/calendly-to-modern-treasury) - [ **PandaDoc to Modern Treasury**](https://apiant.ai/connect/pandadoc-to-modern-treasury) - [ **Webflow to Modern Treasury**](https://apiant.ai/connect/webflow-to-modern-treasury) - [ **Wix to Modern Treasury**](https://apiant.ai/connect/wix-to-modern-treasury) - [ **Instagram to Modern Treasury**](https://apiant.ai/connect/instagram-to-modern-treasury) - [ **OpenAI to Modern Treasury**](https://apiant.ai/connect/openai-to-modern-treasury) - [ **OneDrive to Modern Treasury**](https://apiant.ai/connect/onedrive-to-modern-treasury) - [ **Google Docs to Modern Treasury**](https://apiant.ai/connect/google-docs-to-modern-treasury) - [ **Ontraport to Modern Treasury**](https://apiant.ai/connect/ontraport-to-modern-treasury) - [ **Freshworks CRM to Modern Treasury**](https://apiant.ai/connect/freshworks-crm-to-modern-treasury) - [ **GoHighLevel to Modern Treasury**](https://apiant.ai/connect/gohighlevel-to-modern-treasury) - [ **Capsule CRM to Modern Treasury**](https://apiant.ai/connect/capsule-crm-to-modern-treasury) - [ **Copper to Modern Treasury**](https://apiant.ai/connect/copper-to-modern-treasury) - [ **Streak to Modern Treasury**](https://apiant.ai/connect/streak-to-modern-treasury) - [ **NetHunt CRM to Modern Treasury**](https://apiant.ai/connect/nethunt-crm-to-modern-treasury) - [ **MINDBODY to Modern Treasury**](https://apiant.ai/connect/mindbody-to-modern-treasury) - [ **PostgreSQL to Modern Treasury**](https://apiant.ai/connect/postgresql-to-modern-treasury) - [ **MySQL to Modern Treasury**](https://apiant.ai/connect/mysql-to-modern-treasury) - [ **Vercel to Modern Treasury**](https://apiant.ai/connect/vercel-to-modern-treasury) - [ **PagerDuty to Modern Treasury**](https://apiant.ai/connect/pagerduty-to-modern-treasury) - [ **Gravity Forms to Modern Treasury**](https://apiant.ai/connect/gravity-forms-to-modern-treasury) - [ **HubSpot Enterprise to Modern Treasury**](https://apiant.ai/connect/hubspot-enterprise-to-modern-treasury) - [ **Google Forms to Modern Treasury**](https://apiant.ai/connect/google-forms-to-modern-treasury) - [ **Facebook Lead Ads to Modern Treasury**](https://apiant.ai/connect/facebook-lead-ads-to-modern-treasury) - [ **monday.com to Modern Treasury**](https://apiant.ai/connect/monday-com-to-modern-treasury) - [ **Google Ads to Modern Treasury**](https://apiant.ai/connect/google-ads-to-modern-treasury) - [ **Google Tasks to Modern Treasury**](https://apiant.ai/connect/google-tasks-to-modern-treasury) - [ **Telegram to Modern Treasury**](https://apiant.ai/connect/telegram-to-modern-treasury) - [ **MailerLite to Modern Treasury**](https://apiant.ai/connect/mailerlite-to-modern-treasury) - [ **Google Contacts to Modern Treasury**](https://apiant.ai/connect/google-contacts-to-modern-treasury) What your agent can do with Modern Treasury ## Triggers and actions 14 actions - 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. Reviews ## What our customers say Questions ## Modern Treasury, answered ### ### Is there a Modern Treasury MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Modern Treasury. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Modern Treasury actions on demand, or have APIANT build, test and run automations that use Modern Treasury. Nothing to install. ### ### What can your agent do in Modern Treasury? 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 I use Modern Treasury directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Modern Treasury two ways. Ask it to do something in Modern Treasury 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Modern Treasury API? No. APIANT connects to the Modern Treasury API for you, with your Modern Treasury API key. Describe what you want in plain language and your agent builds it on the Modern Treasury triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Modern Treasury API documentation and adds it. ### ### Which apps can Modern Treasury connect to? Any app in the catalog; the list on this page pairs Modern Treasury with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector. ### ### 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.