Integration
Connect Alegra and Mercury Connect
When New Contact fires in Alegra, your agent runs Create Opportunity in Mercury Connect, or New Opportunity in Mercury Connect to Create Contact in Alegra. Describe the whole flow and it is built, tested on every scenario and kept running.
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 Alegra and Mercury Connect to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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)Example flows
What Alegra and Mercury Connect can do together
From Alegra to Mercury Connect
When New Contact in Alegra
then Create Opportunity in Mercury Connect
From Mercury Connect to Alegra
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 Alegra and Mercury Connect
Triggers and actions 11 triggers · 23 actions
- New Contact
Triggers when a new contact is created in your Alegra account.
- New Estimate
Triggers when a new quote (estimate) is created in your Alegra account.
- New Invoice
Triggers when a new sales invoice is created in your Alegra account.
- New Item
Triggers when a new product or service is created in your Alegra account.
- Create Contact
Creates a contact (client or provider) in your Alegra account. Returns the created contact.
- Create Contact in Colombia
Creates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Returns the created contact.
- Create Tax
Creates a tax in your Alegra account that can then be applied to items and invoices. Returns the created tax.
- Find Contact
Searches the contacts in your Alegra account by name or identification. Returns the matching contacts.
- Find Contact in Argentina
Searches the contacts in an Alegra account on the Argentinian version by name or CUIT. Returns the matching contacts.
- Find Contact in Chile
Searches the contacts in an Alegra account on the Chilean version by name or RUT. Returns the matching contacts.
- Find Contact in Colombia
Searches the contacts in an Alegra account on the Colombian version by name or NIT. Returns the matching contacts.
- Find Contact in Costa Rica
Searches the contacts in an Alegra account on the Costa Rican version by name or identification. Returns the matching contacts.
- Find Contact in Mexico
Searches the contacts in an Alegra account on the Mexican version by name or RFC. Returns the matching contacts.
- Find Contact in Panama
Searches the contacts in an Alegra account on the Panamanian version by name or identification. Returns the matching contacts.
- Find Contact in Peru
Searches the contacts in an Alegra account on the Peruvian version by name or RUC. Returns the matching contacts.
- Find Invoice
Searches the sales invoices in your Alegra account by number, client, date or status. Returns the matching invoices.
- Find Item
Searches the products and services in your Alegra account. Returns the matching items.
- Find Tax
Finds a tax in your Alegra account by name. Returns the matching tax and its id.
- Update Contact
Updates a contact in your Alegra account. Only the values you supply are changed. Returns the updated contact.
- Update Contact in Colombia
Updates a contact in an Alegra account on the Colombian version, including its identification, regime and fiscal responsibilities. Only the values you supply are changed.
- Deleted Opportunity
Triggers when an opportunity is deleted in Mercury.
- Deleted Person
Triggers when a person is deleted in Mercury.
- New Opportunity
Triggers when a new opportunity is created in Mercury.
- New Person
Triggers when a new person is created in Mercury.
- Opportunity Status Updated
Triggers when an opportunity's status changes in Mercury.
- Updated Opportunity
Triggers when an opportunity is updated in Mercury.
- Updated Person
Triggers when a person is updated in Mercury.
- Attach a Person to an Opportunity
Attaches an existing person to an opportunity as a related party, such as the primary applicant.
- Create Opportunity
Creates a new opportunity (loan deal) in Mercury and returns its ID.
- Create Person
Creates a new person (contact) in Mercury and returns the new person's ID.
- Find an Opportunity
Finds the first opportunity in Mercury whose name matches.
- Find a Person
Finds the first person in Mercury whose name matches.
- Update an Opportunity
Updates an existing opportunity in Mercury.
- Update a Person
Updates an existing person (contact) in Mercury.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Alegra and Mercury Connect, answered
What can start an automation from Alegra?
Any of Alegra's 4 triggers in the catalog, including New Contact, New Estimate, New Invoice and New Item. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mercury Connect when something happens in Alegra?
Any of Mercury Connect's 7 actions, including Create Opportunity, Create Person, Update an Opportunity and Update a Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mercury Connect to Alegra?
Yes. When something happens in Mercury Connect, your agent can act in Alegra too. This page covers both directions: Mercury Connect's triggers and Alegra's actions are listed here as well.
Do I have to build a connector for Alegra or Mercury Connect?
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 Alegra and Mercury Connect 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.