--- title: "Connect Waitwhile to Mercury - APIANT.ai" description: "When \"New customer\" fires in Waitwhile, your agent runs \"Add customer\" in Mercury." canonical: "https://apiant.ai/connect/waitwhile-to-mercury" --- # Connect Waitwhile to Mercury When **New customer** fires in [Waitwhile](https://apiant.ai/connections/waitwhile), 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. Waitwhile **1** trigger Waitwhile **19** actions Mercury **19** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Waitwhile 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 Waitwhile can start in Mercury - When **New customer** in Waitwhile then **Add customer** in Mercury - When **New customer** in Waitwhile 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 Waitwhile and Mercury ## Triggers and actions 1 trigger · 38 actions - Trigger **New customer** Triggered when a new customer is created in Waitwhile. - Action **Add customer note** Adds a note entry to a Waitwhile customer, optionally tied to a location or visit. - Action **Add location** Creates a new Waitwhile location, optionally copying users, resources, services, data fields and labels from an existing location, and returns the new location record. - Action **Add resource** Creates a resource, such as a staff member or room, at one or more Waitwhile locations and returns the new resource. - Action **Add service** Creates a new service in Waitwhile and makes it available at the locations you choose. Returns the service that was created. - Action **Create Customer** Creates a customer in Waitwhile from their name and contact details, and returns the new customer record. - Action **Create or Update a Visit** Creates a new visit at a Waitwhile location, or updates an existing visit when its id is supplied, and returns the resulting visit. - Action **Delete a Visit** Deletes a visit by its ID. - Action **Delete customer** Deletes a Waitwhile customer by ID. - Action **Fetch Customer** Returns one Waitwhile customer by id, including contact details, tags, locations, last visit information and metadata. - Action **Fetch Location** Returns a single Waitwhile location, with its address, hours, contact details and settings, by its id or short name. - Action **Fetch Resource** Returns one Waitwhile resource, such as a staff member or room, with its availability settings, locations and supported services. - Action **Fetch Service** Returns one Waitwhile service with its name, price, duration, availability settings, hours and locations. - Action **Fetch Visit** Returns a single Waitwhile visit by its id, including the customer's details, its state, timing and any custom data fields. - Action **Find User** Returns up to 100 Waitwhile users whose email address starts with the text you provide. - Action **Find visits by criteria** Returns the visits that match the criteria you specify, such as location, state, tag, customer, service, resource or date range. - Action **List booking slots** Returns the booking slots for a location within a date range, with the capacity, booked spots and available spots of each slot. - Action **Search for Customer** Returns the customers whose name, phone, email or customer identifier starts with the search text, optionally narrowed by location, visit state, tag or date range. - Action **Search for User** Returns the Waitwhile users whose email address starts with the text you provide, up to 100 users. - Action **Update customer** Updates an existing Waitwhile customer's name, contact details, tags, locations or metadata, and returns the updated customer. - 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 invoice** Creates an invoice in Mercury for one of your customers, with line items, due date and payment options. - Action **Add recipient** Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details. - Action **Get account** Returns a Mercury bank account by its ID, including its name, status, account and routing numbers, and current and available balances. - 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 - [ **Waitwhile** Waitwhile is a leading waitlist and scheduling service that helps you improve your lines and create a...](https://apiant.ai/connections/waitwhile) - [ **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 Waitwhile - [ **Waitwhile to Galileo** Galileo is a tool that turns text into beautiful UI designs instantly with Galileo AI—fast, smart, and ready...](https://apiant.ai/connect/waitwhile-to-galileo) - [ **Waitwhile to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/waitwhile-to-zoom) - [ **Waitwhile to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/waitwhile-to-webflow) - [ **Waitwhile to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/waitwhile-to-wix) - [ **Waitwhile to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/waitwhile-to-linkedin) - [ **Waitwhile to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/waitwhile-to-facebook) ## 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 ## Waitwhile and Mercury, answered ### ### What can start an automation from Waitwhile? Any of Waitwhile's 1 trigger in the catalog, including New customer. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mercury when something happens in Waitwhile? 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 Waitwhile? Mercury has no triggers in the catalog today, so automations start in Waitwhile. 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 Waitwhile 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 Waitwhile 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.