--- title: "Connect Agiled to Mercury - APIANT.ai" description: "When \"Invoice Created\" fires in Agiled, your agent runs \"Get invoice\" in Mercury." canonical: "https://apiant.ai/connect/agiled-to-mercury" --- # Connect Agiled to Mercury When **Invoice Created** fires in [Agiled](https://apiant.ai/connections/agiled), your agent runs **Get invoice** in [Mercury](https://apiant.ai/connections/mercury). Describe the whole flow and it is built, tested on every scenario and kept running. Agiled **6** triggers Agiled **31** actions Mercury **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Agiled and Mercury 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 Agiled can start in Mercury - When **Invoice Created** in Agiled then **Get invoice** in Mercury - When **New CRM Stage** in Agiled then **Add customer** in Mercury 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 Agiled and Mercury ## Triggers and actions 6 triggers · 48 actions - Trigger **Invoice Created** Triggers when an invoice is created in Agiled. - Trigger **New CRM Stage** Triggers when a new deal pipeline stage is added to any CRM pipeline in Agiled. - Trigger **Product Created** Triggers when a product is created in Agiled. - Trigger **Project Created** Triggers when a new project is created in Agiled. - Trigger **Task Created** Triggers when a new task is created in Agiled. - Trigger **Ticket Created** Triggers when a ticket is created in Agiled. - Action **Add Invoice** Creates an invoice in Agiled. - Action **Add Product** Creates a product in Agiled's catalog. - Action **Add Project** Creates a project in Agiled. - Action **Create Contact** Creates a contact in Agiled CRM with a name, email and phone number. - Action **Create Estimate** Creates a new estimate (quote) in Agiled. - Action **Create Expense** Creates an expense in Agiled. - Action **Create Task** Creates a task in Agiled. - Action **Create Ticket** Creates a support ticket in Agiled. - Action **Delete Contact** Deletes a contact from Agiled by its id. - Action **Delete Contract** Deletes a contract (an Agiled document) by its id. - Action **Delete Estimate** Deletes an estimate in Agiled by its id. - Action **Delete Expense** Deletes an expense from Agiled by its id. - Action **Delete Product** Deletes a product from your Agiled catalog by its id. - Action **Delete Project** Deletes a project in Agiled by its id. - Action **Delete Task** Deletes a task in Agiled by its id. - Action **Delete Ticket** Deletes a support ticket in Agiled by its id. - Action **Edit Contact** Updates an existing contact's name, email or phone in Agiled. - Action **Edit Contract** Updates an existing contract document in Agiled, such as renaming it. - Action **Edit Estimate** Updates an existing estimate in Agiled, such as its name. - Action **Edit Expense** Updates an existing expense in Agiled. - Action **Edit Invoice** Updates an existing invoice in Agiled. - Action **Edit Product** Updates an existing product's name, SKU or price in Agiled. - Action **Edit Project** Updates an existing project's name, status or dates in Agiled. - Action **Edit Task** Updates an existing task's name, status or due date. - Action **Edit Ticket** Updates an existing ticket in Agiled. Only the fields you fill in are changed. - Action **Get Contacts** Returns contacts from your Agiled CRM, optionally filtered by email or full name. - Action **Get Contract** Returns one contract document by its id. - Action **Get Estimate** Returns one estimate by its id, with optional related records. - Action **Get Product** Returns one product by its id. - Action **Get Projects** Returns projects in your Agiled workspace, optionally filtered by name or status. - Action **Get Ticket** Returns one support ticket by its id, with optional related records. - Action **Add customer** Creates a new Accounts Receivable customer in Mercury that you can invoice. - Action **Add internal transfer** Transfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions. - Action **Add recipient** Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details. - Action **Get invoice** Returns the details of a Mercury invoice, including its customer, amount, status, dates and line items. - Action **Get organization** Returns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier. - Action **Get recipient** Returns the details of a Mercury payment recipient, including name, emails, default payment method and routing information. - Action **Get transaction** Returns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions. - Action **List accounts** Returns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status. - Action **List account statements** Returns the monthly statements for a Mercury checking or savings account, optionally limited to a date range. - Action **List categories** Returns the organization's custom expense categories used to classify transactions. - Action **List customers** Returns the accounts receivable customers on your Mercury account (up to 1000). - Action **List invoices** Returns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time. - Action **List recipients** Returns the payment recipients saved in your Mercury account (up to 1000). - Action **List transactions** Returns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text. - Action **Send money** Sends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction. - Action **Update recipient** Updates an existing payment recipient's name, contact details and payment routing information. - Action **Update transaction** Updates the note and/or category of an existing Mercury transaction. ## Each app on its own - [ **Agiled** Agiled is an all in one business management platform designed to help you manage employees, projects...](https://apiant.ai/connections/agiled) - [ **Mercury** Mercury is an online financial platform that helps startups grow and manage their capital.](https://apiant.ai/connections/mercury) Reviews ## What our customers say ## More from Agiled - [ **Agiled to ProcurementExpress.com** ProcurementExpress.com is a purchase order management app that eliminates company spending mistakes and...](https://apiant.ai/connect/agiled-to-procurementexpress-com) - [ **Agiled to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/agiled-to-hubspot) - [ **Agiled to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/agiled-to-salesforce) - [ **Agiled to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/agiled-to-slack) - [ **Agiled to Google Sheets** Google Sheets](https://apiant.ai/connect/agiled-to-google-sheets) - [ **Agiled to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/agiled-to-gmail) ## More into Mercury - [ **HubSpot to Mercury** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mercury) - [ **Salesforce to Mercury** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mercury) - [ **Slack to Mercury** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mercury) - [ **Google Sheets to Mercury** Google Sheets](https://apiant.ai/connect/google-sheets-to-mercury) - [ **Gmail to Mercury** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mercury) - [ **Google Calendar to Mercury** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mercury) Questions ## Agiled and Mercury, answered ### ### What can start an automation from Agiled? Any of Agiled's 6 triggers in the catalog, including Invoice Created, New CRM Stage, Product Created and Project Created. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mercury when something happens in Agiled? Any of Mercury's 17 actions, including Send money, Update recipient, Update transaction and Add customer. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Mercury to Agiled? Mercury has no triggers in the catalog today, so automations start in Agiled. If you need the other direction, ask: your agent reads Mercury's API documentation and adds it. ### ### Do I have to build a connector for Agiled or Mercury? 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 Agiled and Mercury 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.