Integration
Connect Formester and Mercury Connect
When New Submission fires in Formester, your agent runs Create Person in Mercury Connect, or New Opportunity in Mercury Connect to Get Form in Formester. 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 Formester 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)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 Formester and Mercury Connect can do together
From Formester to Mercury Connect
When New Submission in Formester
then Create Person in Mercury Connect
From Mercury Connect to Formester
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 Formester and Mercury Connect
Triggers and actions 8 triggers · 16 actions
- New Submission
Triggers when a form receives a new submission.
- Delete Prefill
Deletes a prefill from a form.
- Delete Submission
Deletes a form submission.
- Delete Unique Link
Deletes a unique link and its prefill.
- Get Form
Returns one form with its fields and their element IDs.
- Get Prefill
Returns one prefill with its prefilled values.
- Get Submission
Returns one form submission and its answers.
- Get Unique Link
Returns one unique link and its submission status.
- List Forms
Returns the forms in your Formester organization, 20 per page.
- List Prefills
Returns the prefills (pre-populated form links) of a form.
- List Submissions
Returns the submissions of a form, newest first by default, 20 per page.
- List Unique Links
Returns the per-recipient unique links of a form and their submission status.
- 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 Formester
Formester to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Formester to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Formester to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Formester to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Formester to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Formester to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Mercury Connect
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
Formester and Mercury Connect, answered
What can start an automation from Formester?
Any of Formester's 1 trigger in the catalog, including New Submission. 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 Formester?
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 Formester?
Yes. When something happens in Mercury Connect, your agent can act in Formester too. This page covers both directions: Mercury Connect's triggers and Formester's actions are listed here as well.
Do I have to build a connector for Formester 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 Formester 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.