Integration
Connect Sally to Mercury
When New Recording fires in Sally, 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 Sally 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 Sally can start in Mercury
When New Recording in Sally
then Add customer in Mercury
When New Summary for Appointment Created in Sally
then Add invoice 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 Sally and Mercury
Triggers and actions 3 triggers · 34 actions
Trigger
New RecordingTriggers when a new recording appears in a Sally directory.
Trigger
New Summary for Appointment CreatedTriggers when Sally finishes a new meeting summary.
Trigger
New TaskTriggers when a new task is created in a Sally directory.
Action
Create Recording from URLCreates a Sally recording from an audio or video file URL and starts transcription.
Action
Create TagCreates a tag in the Sally tag catalog (admins and owners only).
Action
Create TaskCreates a task in Sally.
Action
Create Vocabulary EntryAdds a vocabulary phrase that improves Sally transcription.
Action
Delete TaskDeletes a Sally task.
Action
Find SummariesSearches Sally recording summaries by words in their content.
Action
Find TasksSearches Sally tasks by text.
Action
Get RecordingReturns one Sally recording by id.
Action
Get Recording TranscriptReturns the transcript of a Sally recording with its time-coded segments and speakers.
Action
Get SummaryReturns one Sally recording summary with its sections.
Action
Get TaskReturns one Sally task by id.
Action
List DirectoriesReturns the Sally company accounts (directories) your token can access.
Action
List Recording SummariesReturns the AI summaries of a Sally recording, one per language.
Action
Toggle Task DoneMarks a Sally task done, or reopens it.
Action
Update TaskUpdates the fields you supply on a Sally task.
Action
Add customerCreates a new Accounts Receivable customer in Mercury that you can invoice.
Action
Add internal transferTransfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.
Action
Add invoiceCreates an invoice in Mercury for one of your customers, with line items, due date and payment options.
Action
Add recipientCreates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.
Action
Get accountReturns a Mercury bank account by its ID, including its name, status, account and routing numbers, and current and available balances.
Action
Get invoiceReturns the details of a Mercury invoice, including its customer, amount, status, dates and line items.
Action
Get organizationReturns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.
Action
Get recipientReturns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.
Action
Get transactionReturns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.
Action
List accountsReturns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.
Action
List account statementsReturns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.
Action
List categoriesReturns the organization's custom expense categories used to classify transactions.
Action
List customersReturns the accounts receivable customers on your Mercury account (up to 1000).
Action
List invoicesReturns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.
Action
List recipientsReturns the payment recipients saved in your Mercury account (up to 1000).
Action
List transactionsReturns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.
Action
Send moneySends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.
Action
Update recipientUpdates an existing payment recipient's name, contact details and payment routing information.
Action
Update transactionUpdates 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 Sally
Sally to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Sally to StripeStripe is a payment processing platform for online businesses.
Sally to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Sally to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
Sally to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Sally 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.
Slack to MercurySlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
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
Sally and Mercury, answered
What can start an automation from Sally?
Any of Sally's 3 triggers in the catalog, including New Recording, New Summary for Appointment Created and New Task. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mercury when something happens in Sally?
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 Sally?
Mercury has no triggers in the catalog today, so automations start in Sally. 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 Sally 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 Sally 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.