Integration
Connect Lead Forensics and Mercury Connect
When New Visit fires in Lead Forensics, your agent runs Create Opportunity in Mercury Connect, or New Opportunity in Mercury Connect to Find businesses by assigned user in Lead Forensics. 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 Lead Forensics 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 Lead Forensics and Mercury Connect can do together
From Lead Forensics to Mercury Connect
When New Visit in Lead Forensics
then Create Opportunity in Mercury Connect
From Mercury Connect to Lead Forensics
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 Lead Forensics and Mercury Connect
Triggers and actions 9 triggers · 16 actions
- New Visit
Triggers when a new visit to your website by an identified business is recorded in Lead Forensics.
- New Visit Filtered
Triggers when a new website visit matches one of your Lead Forensics trigger reports.
- Find businesses by assigned user
Returns the businesses assigned to a chosen Lead Forensics user that visited your website within a date range.
- Find businesses by category
Returns the businesses in a chosen Lead Forensics category that visited your website within a date range.
- Find pages by visit
Returns the pages viewed during a Lead Forensics visit, with the time, address, title and referring site of each page view.
- Find visits by business
Returns the website visits made by a given business, optionally limited to a date range.
- Find visits by conversion
Returns the website visits that reached the chosen conversion, optionally limited to a date range.
- Get business
Returns a business identified by Lead Forensics, including its address, phone, website, industry and size.
- Get visit
Returns a single website visit by its id, including the visiting business, start and end times, page count, keywords and referrer.
- List businesses
Returns every business that visited your website within the date range you choose.
- List visits
Returns the visits businesses made to your website, optionally limited to a date range.
- 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
More from Lead Forensics
Lead Forensics to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Lead Forensics to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Lead Forensics to MailchimpMailchimp marketing automation and email platform.
Lead Forensics to StripeStripe is a payment processing platform for online businesses.
Lead Forensics to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Lead Forensics to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Mercury Connect
HubSpot to Mercury ConnectHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to Mercury ConnectGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to Mercury ConnectGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to Mercury ConnectGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to Mercury ConnectGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Lead Forensics and Mercury Connect, answered
What can start an automation from Lead Forensics?
Any of Lead Forensics's 2 triggers in the catalog, including New Visit and New Visit Filtered. 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 Lead Forensics?
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 Lead Forensics?
Yes. When something happens in Mercury Connect, your agent can act in Lead Forensics too. This page covers both directions: Mercury Connect's triggers and Lead Forensics's actions are listed here as well.
Do I have to build a connector for Lead Forensics 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 Lead Forensics 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.