App

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 keymoderntreasury.com
14 actions

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 to automate with Modern Treasury?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)

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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.

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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.