Integration
Connect Mercury Connect and Pipeliner
When New Opportunity fires in Mercury Connect, your agent runs Add opportunity in Pipeliner, or New account in Pipeliner 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 Pipeliner 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 Pipeliner can do together
From Mercury Connect to Pipeliner
When New Opportunity in Mercury Connect
then Add opportunity in Pipeliner
From Pipeliner 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 Pipeliner
Triggers and actions 12 triggers · 25 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 account
Fires when a new Account is created in Pipeliner.
- New contact
Fires when a new Contact is created in Pipeliner.
- New lead
Fires when a new Lead is created in Pipeliner.
- New opportunity
Fires when a new Opportunity is created in Pipeliner.
- Updated opportunity
Fires when an Opportunity is updated in Pipeliner.
- Add account
Adds a new account
- Add contact
Create a new Contact record.
- Add lead
Create a new Lead record.
- Add note
Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.
- Add opportunity
Create a new Opportunity record.
- Add product
Create a new Product record.
- Delete account
Deletes a Pipeliner account by its id.
- Delete contact
Remove Contact with given id.
- Find accounts by name
Returns up to 30 accounts whose name matches the specified name.
- Find contacts by email
Returns up to 30 contacts whose primary email matches the specified email.
- Get account
Retrieves a single account by its id.
- Get contact
Return Contact with given id.
- Get lead
Return Lead with given id.
- Get opportunity
Return Opportunity with given id.
- Update account
Update an existing Account record.
- Update contact
Update an existing Contact record.
- Update lead
Update an existing Lead record.
- Update opportunity
Update an existing Opportunity record.
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 Mercury Connect
Mercury Connect to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Mercury Connect to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Mercury Connect to StripeStripe is a payment processing platform for online businesses.
Mercury Connect to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Mercury Connect to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Mercury Connect to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Pipeliner
HubSpot to PipelinerHubSpot is your all-in-one stop for all of your marketing software needs.
Gmail to PipelinerGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to PipelinerGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to PipelinerGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to PipelinerMailchimp marketing automation and email platform.
Questions
Mercury Connect and Pipeliner, 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 Pipeliner when something happens in Mercury Connect?
Any of Pipeliner's 18 actions, including Update account, Update contact, Update lead and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipeliner to Mercury Connect?
Yes. When something happens in Pipeliner, your agent can act in Mercury Connect too. This page covers both directions: Pipeliner's triggers and Mercury Connect's actions are listed here as well.
Do I have to build a connector for Mercury Connect or Pipeliner?
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 Pipeliner 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.