Integration
Connect Chaport to Mercury
When Chat Stage Updated (instant) fires in Chaport, your agent runs Add customer in Mercury. 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 Chaport and Mercury 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)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 Chaport can start in Mercury
When Chat Stage Updated (instant) in Chaport
then Add customer in Mercury
When New Chat Started in Chaport
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 Chaport and Mercury
Triggers and actions 8 triggers · 29 actions
Trigger
Chat Closed (instant)Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat FinishedTriggers when chat is finished.
Trigger
Chat Stage Updated (instant)Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
Trigger
Message Read (instant)Fires when a message is read. Webhook event: message.read.
Trigger
New Chat StartedTriggers when chat is started.
Trigger
New Message Sent (instant)Fires when a new message is sent in a chat. Webhook event: message.sent.
Trigger
New Visitor (instant)Fires when a new visitor is created. Webhook event: visitor.created.
Trigger
Visitor UpdatedTriggers when visitor data is updated.
Action
Create an OperatorAdds a new operator to your Chaport account and returns the created operator.
Action
Delete a MessageDeletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an OperatorRemoves an operator from your Chaport account.
Action
List OperatorsReturns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List VisitorsReturns the visitors in your Chaport account, one page at a time.
Action
Retrieve an OperatorReturns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a VisitorReturns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor ChatReturns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a MessagePosts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an OperatorUpdates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a VisitorUpdates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
Action
Update Operator StatusSets a Chaport operator's availability status, such as online or offline, optionally for a limited time.
Action
Add customerCreates a new Accounts Receivable customer in Mercury that you can invoice.
Action
Add internal transferTransfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.
Action
Add recipientCreates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.
Action
Get invoiceReturns the details of a Mercury invoice, including its customer, amount, status, dates and line items.
Action
Get organizationReturns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.
Action
Get recipientReturns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.
Action
Get transactionReturns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.
Action
List accountsReturns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.
Action
List account statementsReturns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.
Action
List categoriesReturns the organization's custom expense categories used to classify transactions.
Action
List customersReturns the accounts receivable customers on your Mercury account (up to 1000).
Action
List invoicesReturns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.
Action
List recipientsReturns the payment recipients saved in your Mercury account (up to 1000).
Action
List transactionsReturns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.
Action
Send moneySends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.
Action
Update recipientUpdates an existing payment recipient's name, contact details and payment routing information.
Action
Update transactionUpdates the note and/or category of an existing Mercury transaction.
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
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Questions
Chaport and Mercury, answered
What can start an automation from Chaport?
Any of Chaport's 8 triggers in the catalog, including Chat Stage Updated (instant), New Chat Started, New Message Sent (instant) and New Visitor (instant). Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mercury when something happens in Chaport?
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 Chaport?
Mercury has no triggers in the catalog today, so automations start in Chaport. 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 Chaport 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 Chaport 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.