Integration
Connect Mercury Connect and NeetoInvoice
When New Opportunity fires in Mercury Connect, your agent runs Generate invoice in NeetoInvoice, or New Client in NeetoInvoice 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 NeetoInvoice 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 NeetoInvoice can do together
From Mercury Connect to NeetoInvoice
When New Opportunity in Mercury Connect
then Generate invoice in NeetoInvoice
From NeetoInvoice to 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 NeetoInvoice
Triggers and actions 8 triggers · 17 actions
- 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.
- New Client
Triggers when a new client is added to your NeetoInvoice workspace.
- Add client
Creates a new client in NeetoInvoice with a name, currency and status.
- Add project
Creates a project for a client in NeetoInvoice, with its billing method, tasks and assigned team members.
- Add time entry
Logs hours worked by a team member on a project task for a given date.
- Generate invoice
Generates an invoice for a client from unbilled time entries, services, expenses or fixed price projects, with optional taxes, and can email it to the client's recipients.
- Get client
Returns the details of a client, including its currency, status and invoice recipients.
- Get project
Returns the details of a project, including its client, billing method, rates, tasks and recurring invoice settings.
- List clients
Returns the workspace's clients ordered by name, optionally filtered by status or by name.
- List time entries
Returns the unbilled time entries logged against a client's project, optionally limited to a date range.
- Update client
Updates an existing client's details, such as its name, currency, status, notes or address.
- Update project
Updates an existing project's name, billing, time-rounding, autolock, approval settings and tasks.
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 NeetoInvoice, 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 NeetoInvoice when something happens in Mercury Connect?
Any of NeetoInvoice's 10 actions, including Update client, Update project, Add client and Add project. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from NeetoInvoice to Mercury Connect?
Yes. When something happens in NeetoInvoice, your agent can act in Mercury Connect too. This page covers both directions: NeetoInvoice's triggers and Mercury Connect's actions are listed here as well.
Do I have to build a connector for Mercury Connect or NeetoInvoice?
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 NeetoInvoice 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.