Integration
Connect Mercury Connect and Rocketlane
When New Opportunity fires in Mercury Connect, your agent runs Create Task in Rocketlane, or Account Created in Rocketlane 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 Rocketlane 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 Rocketlane can do together
From Mercury Connect to Rocketlane
When New Opportunity in Mercury Connect
then Create Task in Rocketlane
From Rocketlane 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 Rocketlane
Triggers and actions 13 triggers · 19 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.
- Account Created
Triggers when a new account is created.
- Account Updated
Triggers when a account is updated.
- Project Created
Triggers when a new project is created.
- Project Updated
Triggers when a project is updated.
- Task Created
Triggers when a new task is created.
- Task Updated
Triggers when a new task is updated.
- Archive Project
Archives a project.
- Create Account
Creates an account.
- Create Project
Creates a project.
- Create Task
Creates a Task.
- Delete Project
Deletes a project.
- List Templates
Returns the templates available in your Rocketlane account, with the template id needed to import a template into a project.
- Post Task Message
Creates a new Task message.
- Search Project
Search Project By Id.
- Search Task
Search Task By Id.
- Update Project
Updates a project.
- Update Task
Updates a Task.
- User
Search User By Email Id.
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 Rocketlane, 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 Rocketlane when something happens in Mercury Connect?
Any of Rocketlane's 12 actions, including Create Account, Create Project, Create Task and Post Task Message. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Rocketlane to Mercury Connect?
Yes. When something happens in Rocketlane, your agent can act in Mercury Connect too. This page covers both directions: Rocketlane's triggers and Mercury Connect's actions are listed here as well.
Do I have to build a connector for Mercury Connect or Rocketlane?
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 Rocketlane 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.