Integration
Connect Kustomer and Mercury Connect
When Conversation Created fires in Kustomer, your agent runs Create Opportunity in Mercury Connect, or New Opportunity in Mercury Connect to Add message in Kustomer. 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 Kustomer 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 Kustomer and Mercury Connect can do together
From Kustomer to Mercury Connect
When Conversation Created in Kustomer
then Create Opportunity in Mercury Connect
From Mercury Connect to Kustomer
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 Kustomer and Mercury Connect
Triggers and actions 13 triggers · 28 actions
- Conversation Created
Triggers when a new conversation is created in Kustomer.
- Conversation Updated
Triggers when a Kustomer conversation is created or updated.
- Customer Created
Triggers when a new customer is created in Kustomer.
- Customer Updated
Triggers when a Kustomer customer is created or updated.
- Message Created
Triggers when a new message is sent or received in Kustomer.
- Message Updated
Triggers when a Kustomer message is created or updated.
- Add custom object
Creates a new custom object (KObject) of the chosen custom object type in Kustomer.
- Add message
Adds a message to an existing Kustomer conversation; the message belongs to the conversation's customer.
- Create Company
Creates a company in Kustomer that customers can be linked to.
- Create Conversation
Creates a new conversation for a Kustomer customer, with an optional name, status and tags.
- Create Customer
Creates a new customer in Kustomer with a name, email, phone and optional external ID.
- Create Notes
Adds an internal note to a Kustomer conversation. Notes are visible to agents only, not the customer.
- Create User
Invites a new agent user to your Kustomer org by name and email.
- Delete Customer
Deletes a Kustomer customer by ID.
- Find Conversation
Finds a Kustomer conversation by the external ID your own system gave it.
- Find Customer
Finds a Kustomer customer by email address and returns their ID, name and phone.
- Find custom objects by criteria
Returns the custom objects (KObjects) of a chosen Klass, optionally only those after a given date, sorted and limited to selected fields.
- Find User
Finds a Kustomer agent user by email address.
- Get Company
Returns one Kustomer company by ID.
- Get Conversation
Returns one Kustomer conversation by ID, with its subject, status, customer and timestamps.
- Get Customer
Returns one Kustomer customer by ID, with name, emails, phones and timestamps.
- Get message
Returns a single Kustomer message by its ID, including its attributes and related conversation and customer.
- Get user
Returns a Kustomer user (agent) by their ID, including name, email and other profile attributes.
- List teams
Returns the teams in your Kustomer organization, optionally filtered by role group or deleted status.
- Update company
Updates an existing Kustomer company's name, external ID, emails, phones, tags and custom attributes.
- Update Conversation
Updates a Kustomer conversation's subject or status. Only the fields you fill in are changed.
- Update Customer
Updates an existing Kustomer customer's name, email, phone or external ID. Only the fields you fill in are changed.
- 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
Kustomer and Mercury Connect, answered
What can start an automation from Kustomer?
Any of Kustomer's 6 triggers in the catalog, including Conversation Created, Conversation Updated, Customer Created and Customer Updated. 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 Kustomer?
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 Kustomer?
Yes. When something happens in Mercury Connect, your agent can act in Kustomer too. This page covers both directions: Mercury Connect's triggers and Kustomer's actions are listed here as well.
Do I have to build a connector for Kustomer 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 Kustomer 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.