--- title: "Connect Wufoo to Mercury - APIANT.ai" description: "When \"New Form\" fires in Wufoo, 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/wufoo-to-mercury" --- # Connect Wufoo to Mercury When **New Form** fires in [Wufoo](https://apiant.ai/connections/wufoo), 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. Wufoo **2** triggers Wufoo **12** 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 Wufoo 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 Wufoo can start in Mercury - When **New Form** in Wufoo then **Add customer** in Mercury - When **New Form Entry** in Wufoo 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 Wufoo and Mercury ## Triggers and actions 2 triggers · 29 actions - Trigger **New Form** Polling trigger: fires when a new form is created on the account. - Trigger **New Form Entry** Polling trigger: fires when a new entry is submitted to the specified form. - Action **Count Form Comments** Return the number of comments on a form's entries. - Action **Count Form Entries** Return the number of entries submitted to a form. - Action **Get Form** Return a single form by its hash identifier. - Action **Get Form Fields** Return the field definitions for a form. - Action **Get Report** Return a single report by its hash identifier. - Action **Get Report Widgets** Return the widgets (charts/graphs) of a report. - Action **List Form Entries** Return entries submitted to a form. - Action **List Forms** Return all forms on the Wufoo account. - Action **List Report Entries** Return entries included in a report. - Action **List Reports** Return all reports on the Wufoo account. - Action **List Users** Return the users on the Wufoo account. - Action **Submit Form Entry** Submit a new entry to a form. Field values are passed as a map keyed by field id (e.g. Field1). - 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 - [ **Wufoo** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connections/wufoo) - [ **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 Wufoo - [ **Wufoo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/wufoo-to-slack) - [ **Wufoo to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/wufoo-to-stripe) - [ **Wufoo to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/wufoo-to-pipedrive) - [ **Wufoo to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/wufoo-to-trello) - [ **Wufoo to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/wufoo-to-twilio) - [ **Wufoo to MySQL** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/wufoo-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 ## Wufoo and Mercury, answered ### ### What can start an automation from Wufoo? Any of Wufoo's 2 triggers in the catalog, including New Form and New Form Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Mercury when something happens in Wufoo? 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 Wufoo? Mercury has no triggers in the catalog today, so automations start in Wufoo. 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 Wufoo 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 Wufoo 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.