Integration
Connect LiveSwitch to Mercury
When New Contact Matching Filter fires in LiveSwitch, your agent runs Add customer in Mercury. 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 LiveSwitch and Mercury 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 LiveSwitch can start in Mercury
When New Contact Matching Filter in LiveSwitch
then Add customer in Mercury
When New Conversation Matching Filter in LiveSwitch
then Add invoice in Mercury
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 LiveSwitch and Mercury
Triggers and actions 5 triggers · 40 actions
Trigger
New Contact Matching FilterTriggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter.
Trigger
New Conversation Matching FilterTriggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter.
Trigger
New Guided InstructionsTriggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps.
Trigger
New ProjectTriggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID.
Trigger
New TagTriggers when a new tag is created in LiveSwitch.
Action
Create ConversationCreates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links.
Action
Create ProjectCreates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links.
Action
Create TagCreates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag.
Action
Find All TagsReturns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose.
Action
Find Contact by IDReturns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values.
Action
Find Contact by PhoneReturns the LiveSwitch contact that has the given phone number, including its custom attributes.
Action
Find Conversation by IDReturns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes.
Action
Find ConversationsReturns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order.
Action
Find Document by IDReturns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links.
Action
Find Form by IDReturns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects.
Action
Find Form Submission by IDReturns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given.
Action
Find Guided InstructionsReturns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type.
Action
Find Project by IDReturns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes.
Action
Find ProjectsReturns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter.
Action
Find Recording by IDReturns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags.
Action
Find Recordings by ConversationReturns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags.
Action
Find Recordings by ProjectReturns the recordings that belong to the specified project, including their public links, status, type and tags.
Action
Get Current User (Me)Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization.
Action
Get Organization SettingsReturns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled.
Action
Update ConversationUpdates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation.
Action
Update TagUpdates the name or display color of an existing tag and returns the updated tag.
Action
Add customerCreates a new Accounts Receivable customer in Mercury that you can invoice.
Action
Add internal transferTransfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.
Action
Add invoiceCreates an invoice in Mercury for one of your customers, with line items, due date and payment options.
Action
Add recipientCreates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.
Action
Get accountReturns a Mercury bank account by its ID, including its name, status, account and routing numbers, and current and available balances.
Action
Get invoiceReturns the details of a Mercury invoice, including its customer, amount, status, dates and line items.
Action
Get organizationReturns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.
Action
Get recipientReturns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.
Action
Get transactionReturns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.
Action
List accountsReturns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.
Action
List account statementsReturns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.
Action
List categoriesReturns the organization's custom expense categories used to classify transactions.
Action
List customersReturns the accounts receivable customers on your Mercury account (up to 1000).
Action
List invoicesReturns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.
Action
List recipientsReturns the payment recipients saved in your Mercury account (up to 1000).
Action
List transactionsReturns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.
Action
Send moneySends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.
Action
Update recipientUpdates an existing payment recipient's name, contact details and payment routing information.
Action
Update transactionUpdates the note and/or category of an existing Mercury transaction.
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 LiveSwitch
LiveSwitch to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
LiveSwitch to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
LiveSwitch to MailchimpMailchimp marketing automation and email platform.
LiveSwitch to StripeStripe is a payment processing platform for online businesses.
LiveSwitch to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
LiveSwitch to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Mercury
HubSpot to MercuryHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to MercurySalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to MercurySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to MercuryGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to MercuryGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to MercuryGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
LiveSwitch and Mercury, answered
What can start an automation from LiveSwitch?
Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mercury when something happens in LiveSwitch?
Any of Mercury's 19 actions, including Send money, Update recipient, Update transaction and Add customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mercury to LiveSwitch?
Mercury has no triggers in the catalog today, so automations start in LiveSwitch. If you need the other direction, ask: your agent reads Mercury's API documentation and adds it.
Do I have to build a connector for LiveSwitch or Mercury?
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 LiveSwitch and Mercury 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.