Integration
Connect CallRail to Mercury Connect
When Outbound Call Completed fires in CallRail, your agent runs Create Person in Mercury Connect. 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 CallRail 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 CallRail can start in Mercury Connect
When Outbound Call Completed in CallRail
then Create Person in Mercury Connect
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 CallRail and Mercury Connect
Triggers and actions 12 triggers · 5 actions
- Form Captured
Triggers when a form is captured.
- Outbound Call Completed
Triggers after an outbound phone call has been completed and its recording and transcription have been completed and attached. It contains the full data about the call. This trigger should not be expected to be real-time and has a maximum delay of 20 minutes after the hangup before it fires.
- Phone Call Started
Triggers when an inbound phone call is started.
- SMS Received
Triggers when an SMS message is received.
- SMS Sent
Triggers when an SMS message is sent.
- 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 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 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
More from CallRail
CallRail to VercelVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
CallRail to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
CallRail to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
CallRail to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
CallRail to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
CallRail to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Mercury Connect
Google Calendar to Mercury ConnectGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Mercury ConnectGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to Mercury ConnectMailchimp marketing automation and email platform.
Questions
CallRail and Mercury Connect, answered
What can start an automation from CallRail?
Any of CallRail's 5 triggers in the catalog, including Outbound Call Completed, SMS Received, Form Captured and Phone Call Started. 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 CallRail?
Any of Mercury Connect's 5 actions, including Create Person, Update a Person, Attach a Person to an Opportunity and Find an Opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mercury Connect to CallRail?
Mercury Connect has no triggers in the catalog today, so automations start in CallRail. If you need the other direction, ask: your agent reads Mercury Connect's API documentation and adds it.
Do I have to build a connector for CallRail 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 CallRail and Mercury Connect without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in Mercury Connect 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.