--- title: "Connect kvCORE to ActiveMerge - APIANT.ai" description: "When \"New Lead\" fires in kvCORE, your agent runs \"Generate Document\" in ActiveMerge." canonical: "https://apiant.ai/connect/kvcore-to-activemerge" --- # Connect kvCORE to ActiveMerge When **New Lead** fires in [kvCORE](https://apiant.ai/connections/kvcore), your agent runs **Generate Document** in [ActiveMerge](https://apiant.ai/connections/activemerge). Describe the whole flow and it is built, tested on every scenario and kept running. kvCORE **1** trigger ActiveMerge **6** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want kvCORE and ActiveMerge 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 kvCORE can start in ActiveMerge - When **New Lead** in kvCORE then **Generate Document** in ActiveMerge - When **New Lead** in kvCORE then **Merge documents** in ActiveMerge 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 kvCORE and ActiveMerge ## Triggers and actions 1 trigger · 6 actions - Trigger **New Lead** Triggers when a new lead (contact) is registered in kvCORE. - Action **Add signature request** /api/signature-requests. Sends an existing document for signing. - Action **Generate Document** Generate a document based on the provided data - Action **Get document generation job** /api/document-generation/status/{job_id}. Returns job status and temporary download URL. - Action **Get template placeholders** /api/templates/{id}/placeholders. Returns placeholders of a template. - Action **List templates** /api/templates. Lists all templates for the authenticated user. - Action **Merge documents** /api/document-merge/merge. Merges multiple documents into one file; returns temporary URL (72h). ## Each app on its own - [ **kvCORE** KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one...](https://apiant.ai/connections/kvcore) - [ **ActiveMerge** ActiveMerge is a service that allows users to generate different types of documents from data sources and...](https://apiant.ai/connections/activemerge) Reviews ## What our customers say ## More from kvCORE - [ **kvCORE to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/kvcore-to-hubspot) - [ **kvCORE to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/kvcore-to-salesforce) - [ **kvCORE to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/kvcore-to-slack) - [ **kvCORE to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/kvcore-to-google-sheets) - [ **kvCORE to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/kvcore-to-gmail) - [ **kvCORE to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/kvcore-to-google-calendar) ## More into ActiveMerge - [ **Google Calendar to ActiveMerge** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-activemerge) - [ **HubSpot to ActiveMerge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-activemerge) - [ **Salesforce to ActiveMerge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-activemerge) - [ **Slack to ActiveMerge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-activemerge) - [ **Google Sheets to ActiveMerge** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-activemerge) - [ **Gmail to ActiveMerge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-activemerge) Questions ## kvCORE and ActiveMerge, answered ### ### What can start an automation from kvCORE? Any of kvCORE's 1 trigger in the catalog, including New Lead. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ActiveMerge when something happens in kvCORE? Any of ActiveMerge's 6 actions, including Add signature request, Generate Document, Get document generation job and Get template placeholders. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ActiveMerge to kvCORE? ActiveMerge has no triggers in the catalog today, so automations start in kvCORE. If you need the other direction, ask: your agent reads ActiveMerge's API documentation and adds it. ### ### Do I have to build a connector for kvCORE or ActiveMerge? 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 kvCORE and ActiveMerge without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in ActiveMerge 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.