--- title: "Connect Twilio to Mercury - APIANT.ai" description: "When \"New Call\" fires in Twilio, your agent runs \"Add customer\" in Mercury. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/twilio-to-mercury" --- # Connect Twilio to Mercury When **New Call** fires in [Twilio](https://apiant.ai/connections/twilio), your agent runs **Add customer** in [Mercury](https://apiant.ai/connections/mercury). Describe the whole flow and it is built, tested on every scenario and kept running. Twilio **4** triggers Twilio **11** actions Mercury **17** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Twilio and Mercury to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Twilio can start in Mercury - When **New Call** in Twilio then **Add customer** in Mercury - When **New Incoming Call** in Twilio then **Get 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 Twilio and Mercury ## Triggers and actions 4 triggers · 28 actions - Trigger **New Call** Polls for voice calls on your Twilio account. - Trigger **New Incoming Call** Fires instantly when the selected Twilio phone number receives a call. - Trigger **New Message Received** Polls for inbound SMS/MMS messages received by your Twilio account. - Trigger **New SMS received** Fires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it. - Action **Delete Message** Deletes a message from your Twilio account's message logs. - Action **Find available phone numbers by criteria** Returns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location). - Action **Get Call** Retrieves details of a single voice call by its Call SID. - Action **Get Message** Retrieves a single SMS/MMS message by its Message SID. - Action **List Calls** Lists voice calls on the account, optionally filtered by To, From, or status. - Action **List Messages** Lists SMS/MMS messages on the account, optionally filtered by To, From, or date sent. - Action **List Phone Numbers** Lists the Twilio phone numbers (incoming phone numbers) owned by your account. - Action **Lookup Phone Number** Looks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API. - Action **Schedule Message** Schedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent. - Action **Update Message** Updates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet. - Action **Update Phone Number** Update settings (voice/SMS URLs, friendly name) of an owned incoming phone number. - Action **Add customer** Creates a new Accounts Receivable customer in Mercury that you can invoice. - Action **Add internal transfer** Transfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions. - Action **Add recipient** Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details. - Action **Get invoice** Returns the details of a Mercury invoice, including its customer, amount, status, dates and line items. - Action **Get organization** Returns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier. - Action **Get recipient** Returns the details of a Mercury payment recipient, including name, emails, default payment method and routing information. - Action **Get transaction** Returns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions. - Action **List accounts** Returns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status. - Action **List account statements** Returns the monthly statements for a Mercury checking or savings account, optionally limited to a date range. - Action **List categories** Returns the organization's custom expense categories used to classify transactions. - Action **List customers** Returns the accounts receivable customers on your Mercury account (up to 1000). - Action **List invoices** Returns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time. - Action **List recipients** Returns the payment recipients saved in your Mercury account (up to 1000). - Action **List transactions** Returns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text. - Action **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. - Action **Update recipient** Updates an existing payment recipient's name, contact details and payment routing information. - Action **Update transaction** Updates the note and/or category of an existing Mercury transaction. ## Each app on its own - [ **Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connections/twilio) - [ **Mercury** Mercury is an online financial platform that helps startups grow and manage their capital.](https://apiant.ai/connections/mercury) Reviews ## What our customers say ## More from Twilio - [ **Twilio to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/twilio-to-slack) - [ **Twilio to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/twilio-to-zoom) - [ **Twilio to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/twilio-to-webflow) - [ **Twilio to OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/twilio-to-openai) - [ **Twilio to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/twilio-to-anthropic) - [ **Twilio to MySQL** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/twilio-to-mysql) ## More into Mercury - [ **HubSpot to Mercury** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mercury) - [ **Salesforce to Mercury** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mercury) - [ **Slack to Mercury** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mercury) - [ **Google Sheets to Mercury** Google Sheets](https://apiant.ai/connect/google-sheets-to-mercury) - [ **Gmail to Mercury** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mercury) - [ **Google Calendar to Mercury** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mercury) Questions ## Twilio and Mercury, answered ### ### What can start an automation from Twilio? Any of Twilio's 4 triggers in the catalog, including New Call, New Incoming Call, New Message Received and New SMS received. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mercury when something happens in Twilio? Any of Mercury's 17 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 Twilio? Mercury has no triggers in the catalog today, so automations start in Twilio. 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 Twilio 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 Twilio 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.