--- title: "Connect Campaign Monitor to Mercury - APIANT.ai" description: "When \"New client\" fires in Campaign Monitor, your agent runs \"Add customer\" in Mercury." canonical: "https://apiant.ai/connect/campaign-monitor-to-mercury" --- # Connect Campaign Monitor to Mercury When **New client** fires in [Campaign Monitor](https://apiant.ai/connections/campaign-monitor), your agent runs **Add customer** in [Mercury](https://apiant.ai/connections/mercury). Describe the whole flow and it is built, tested on every scenario and kept running. Campaign Monitor **3** triggers Campaign Monitor **21** 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 Campaign Monitor 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 Campaign Monitor can start in Mercury - When **New client** in Campaign Monitor then **Add customer** in Mercury - When **New list** in Campaign Monitor then **Get invoice** 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 Campaign Monitor and Mercury ## Triggers and actions 3 triggers · 38 actions - Trigger **New client** Polling trigger. Fires when a new client is added to the account. - Trigger **New list** Polling trigger. Fires when a new list is added to the specified client. - Trigger **New subscriber** Polling trigger. Fires when a new active subscriber is added to the specified list. - Action **Add campaign** Create a draft campaign. - Action **Add custom field** Adds a custom field to the specified list. An error occurs if the custom field name already exists. - Action **Add or update subscriber** Adds a subscriber to the specified list if the email is not found, otherwise updates the existing subscriber. - Action **Create list** Creates a new subscriber list for the specified client. - Action **Delete custom field** Deletes a custom field from the specified list. - Action **Delete list** Delete a list. - Action **Delete subscriber** Delete a subscriber from a list. - Action **Get list** Get details of a list. - Action **Get subscriber** Retrieves a subscriber's details (including custom fields and state) by email from the specified list. - Action **List campaigns** List sent campaigns for a client. - Action **List clients** List clients in the account. - Action **List custom fields** Lists a list's custom fields: field name, key, data type, options and preference-center visibility. - Action **List draft campaigns** Lists a client's draft (unsent) campaigns. - Action **List lists** List all subscriber lists for a client. - Action **List segments** List segments for a list. - Action **List subscribers** List active subscribers of a list (paginated). - Action **Unsubscribe** Removes a subscriber from the specified list. - Action **Update custom field** Updates a custom field in the specified list. An error occurs if the custom field name is not found. - Action **Update custom field options** Updates a custom field's options in the specified list. An error occurs if the custom field name is not found. - Action **Update list** Update list settings. - Action **Update subscriber multi-select field** Updates a subscriber's multi-select custom field. Existing selected values can be retained or replaced. - 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 - [ **Campaign Monitor** Campaign Monitor email marketing — manage lists, subscribers, custom fields, send smart (transactional)...](https://apiant.ai/connections/campaign-monitor) - [ **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 Campaign Monitor - [ **Campaign Monitor to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/campaign-monitor-to-hubspot) - [ **Campaign Monitor to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/campaign-monitor-to-salesforce) - [ **Campaign Monitor to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/campaign-monitor-to-slack) - [ **Campaign Monitor to Google Sheets** Google Sheets](https://apiant.ai/connect/campaign-monitor-to-google-sheets) - [ **Campaign Monitor to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/campaign-monitor-to-gmail) - [ **Campaign Monitor to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/campaign-monitor-to-google-calendar) ## 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 ## Campaign Monitor and Mercury, answered ### ### What can start an automation from Campaign Monitor? Any of Campaign Monitor's 3 triggers in the catalog, including New client, New list and New subscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mercury when something happens in Campaign Monitor? 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 Campaign Monitor? Mercury has no triggers in the catalog today, so automations start in Campaign Monitor. 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 Campaign Monitor 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 Campaign Monitor 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.