Integration
Connect Mercury Connect and Morgen
When New Opportunity fires in Mercury Connect, your agent runs Create a Task in Morgen, or Task Completed or Updated in Morgen to Create Opportunity in Mercury Connect. 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 Mercury Connect and Morgen 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 Mercury Connect and Morgen can do together
From Mercury Connect to Morgen
When New Opportunity in Mercury Connect
then Create a Task in Morgen
When New Person in Mercury Connect
then Update a Task in Morgen
From Morgen to Mercury Connect
When Task Completed or Updated in Morgen
then Create Opportunity in Mercury Connect
When Task Created in Morgen
then Create Person in Mercury Connect
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 Mercury Connect and Morgen
Triggers and actions 9 triggers · 12 actions
Trigger
Deleted OpportunityTriggers when an opportunity is deleted in Mercury.
Trigger
Deleted PersonTriggers when a person is deleted in Mercury.
Trigger
New OpportunityTriggers when a new opportunity is created in Mercury.
Trigger
New PersonTriggers when a new person is created in Mercury.
Trigger
Opportunity Status UpdatedTriggers when an opportunity's status changes in Mercury.
Trigger
Updated OpportunityTriggers when an opportunity is updated in Mercury.
Trigger
Updated PersonTriggers when a person is updated in Mercury.
Action
Attach a Person to an OpportunityAttaches an existing person to an opportunity as a related party, such as the primary applicant.
Action
Create OpportunityCreates a new opportunity (loan deal) in Mercury and returns its ID.
Action
Create PersonCreates a new person (contact) in Mercury and returns the new person's ID.
Action
Find an OpportunityFinds the first opportunity in Mercury whose name matches.
Action
Find a PersonFinds the first person in Mercury whose name matches.
Action
Update an OpportunityUpdates an existing opportunity in Mercury.
Action
Update a PersonUpdates an existing person (contact) in Mercury.
Trigger
Task Completed or UpdatedTriggers when a task is updated or marked as done in Morgen.
Trigger
Task CreatedTriggered when a new task is created in Morgen.
Action
Create a TaskCreates a task in Morgen, optionally assigning it to a task list.
Action
Delete a TaskDeletes a task in Morgen. The task is marked as deleted and stops appearing in task lists.
Action
Find a TaskReturns the Morgen tasks whose title matches the title you supply, newest first.
Action
Get a TaskRetrieve a single Morgen task by its ID.
Action
Update a TaskUpdate fields (title, due date, priority, status, notes, etc.) on an existing Morgen task.
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
Mercury Connect and Morgen, answered
What can start an automation from Mercury Connect?
Any of Mercury Connect's 7 triggers in the catalog, including New Opportunity, New Person, Opportunity Status Updated and Updated Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Morgen when something happens in Mercury Connect?
Any of Morgen's 5 actions, including Create a Task, Update a Task, Find a Task and Get a Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Morgen to Mercury Connect?
Yes. When something happens in Morgen, your agent can act in Mercury Connect too. This page covers both directions: Morgen's triggers and Mercury Connect's actions are listed here as well.
Do I have to build a connector for Mercury Connect or Morgen?
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 Mercury Connect and Morgen 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.