Integration
Connect Salesloft to Mercury
When Call Created or Updated fires in Salesloft, 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 Salesloft 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)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 Salesloft can start in Mercury
When Call Created or Updated in Salesloft
then Add customer 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 Salesloft and Mercury
Triggers and actions 9 triggers · 30 actions
- Account Created, Updated or Deleted
Triggers when an account (company) is created or updated in Salesloft.
- Cadence Created, Updated or Deleted
Triggers when a cadence is created or updated in Salesloft.
- Call Created or Updated
Triggers when a call is created or updated in Salesloft.
- Meeting Created or Updated
Triggers when a meeting is created or updated in Salesloft.
- Note Created, Updated or Deleted
Triggers when a note is created or updated in Salesloft.
- Person Created, Updated or Deleted
Triggers when a person is created or updated in Salesloft.
- Step Created, Created/Updated or Deleted
Triggers when a cadence step is created or updated in Salesloft.
- Task Created, Completed or Deleted
Triggers when a task is created or updated in Salesloft.
- User Created or Updated
Triggers when a user is created or updated in Salesloft.
- Add note
Creates a note on a Salesloft person or account, optionally linked to a call.
- Add person to cadence
Adds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
- Add task
Creates a call, email or general task in Salesloft for a person, assigned to a user.
- Create Person
Creates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
- Delete person
Deletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
- Find accounts by criteria
Finds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
- Find Person
Finds people in Salesloft by email address. Returns the first match and the list of all matches.
- Find User
Finds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
- Get person
Returns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
- List cadences
Returns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
- Remove person from cadence
Removes a person from a cadence by deleting their cadence membership.
- Add customer
Creates a new Accounts Receivable customer in Mercury that you can invoice.
- Add internal transfer
Transfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.
- Add invoice
Creates an invoice in Mercury for one of your customers, with line items, due date and payment options.
- Add recipient
Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.
- Get account
Returns a Mercury bank account by its ID, including its name, status, account and routing numbers, and current and available balances.
- Get invoice
Returns the details of a Mercury invoice, including its customer, amount, status, dates and line items.
- Get organization
Returns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.
- Get recipient
Returns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.
- Get transaction
Returns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.
- List accounts
Returns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.
- List account statements
Returns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.
- List categories
Returns the organization's custom expense categories used to classify transactions.
- List customers
Returns the accounts receivable customers on your Mercury account (up to 1000).
- List invoices
Returns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.
- List recipients
Returns the payment recipients saved in your Mercury account (up to 1000).
- List transactions
Returns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.
- Send money
Sends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.
- Update recipient
Updates an existing payment recipient's name, contact details and payment routing information.
- Update transaction
Updates 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 Salesloft
Salesloft to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Salesloft to StripeStripe is a payment processing platform for online businesses.
Salesloft to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Salesloft to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Salesloft to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Salesloft to TwilioCloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...
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.
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
Salesloft and Mercury, answered
What can start an automation from Salesloft?
Any of Salesloft's 9 triggers in the catalog, including Account Created, Updated or Deleted, Cadence Created, Updated or Deleted, Call Created or Updated and Meeting Created or Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mercury when something happens in Salesloft?
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 Salesloft?
Mercury has no triggers in the catalog today, so automations start in Salesloft. 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 Salesloft 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 Salesloft 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.