Integration
Connect KanbanFlow and Mercury Connect
When New Board Event fires in KanbanFlow, your agent runs Create Opportunity in Mercury Connect, or New Opportunity in Mercury Connect to Create Task in KanbanFlow. 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 KanbanFlow 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 KanbanFlow and Mercury Connect can do together
From KanbanFlow to Mercury Connect
When New Board Event in KanbanFlow
then Create Opportunity in Mercury Connect
From Mercury Connect to KanbanFlow
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 KanbanFlow and Mercury Connect
Triggers and actions 9 triggers · 24 actions
- New Board Event
Triggers when something changes on the board, such as a task being created, changed, moved or deleted.
- New Task
Triggers when a new task appears in a column of the board.
- Add Comment
Adds a comment to a task.
- Add Label
Adds a label to a task.
- Create Subtask
Adds a subtask to the end of a task's checklist.
- Create Task
Creates a new task in a column of the board.
- Delete Comment
Deletes a comment from a task.
- Delete Label
Removes a label from a task by the label's name (case-sensitive).
- Delete Task
Deletes a task from the board.
- Get Board
Returns the board your token belongs to, with its columns, swimlanes and colors.
- Get Task
Returns one task by its ID.
- List Comments
Returns all comments on a task.
- List Labels
Returns all labels on a task, with each label's name and whether it is pinned.
- List Members
Returns the people who are members of the board.
- List Subtasks
Returns all subtasks of a task, with their name, finished state, assigned user and due date.
- List Tasks
Returns the tasks on the board, grouped by column, optionally limited to one column or swimlane.
- Search Tasks
Finds tasks on the board whose name or description matches your search text, most relevant first.
- Update Comment
Updates the text or details of an existing comment on a KanbanFlow task.
- Update Task
Updates an existing task; only the fields you supply change.
- 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
KanbanFlow and Mercury Connect, answered
What can start an automation from KanbanFlow?
Any of KanbanFlow's 2 triggers in the catalog, including New Board Event and New Task. 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 KanbanFlow?
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 KanbanFlow?
Yes. When something happens in Mercury Connect, your agent can act in KanbanFlow too. This page covers both directions: Mercury Connect's triggers and KanbanFlow's actions are listed here as well.
Do I have to build a connector for KanbanFlow 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 KanbanFlow 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.