App

Mercury Connect integrations

Connect Mercury Connect to any other app, or use it from your AI client over MCP. Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

Connects with an API keyconnective.com.au
7 triggers5 actions

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 to automate with Mercury Connect?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

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)
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)
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)

Popular

Mercury Connect with the apps people pair it with most

Pair it

Connect Mercury Connect with another app

What your agent can do with Mercury Connect

Triggers and actions 7 triggers · 5 actions

  • Trigger
    Deleted Opportunity

    Triggers when an opportunity is deleted in Mercury.

  • Trigger
    Deleted Person

    Triggers when a person is deleted in Mercury.

  • Trigger
    New Opportunity

    Triggers when a new opportunity is created in Mercury.

  • Trigger
    New Person

    Triggers when a new person is created in Mercury.

  • Trigger
    Opportunity Status Updated

    Triggers when an opportunity's status changes in Mercury.

  • Trigger
    Updated Opportunity

    Triggers when an opportunity is updated in Mercury.

  • Trigger
    Updated Person

    Triggers when a person is updated in Mercury.

  • Action
    Attach a Person to an Opportunity

    Attaches an existing person to an opportunity as a related party, such as the primary applicant.

  • Action
    Create Person

    Creates a new person (contact) in Mercury and returns the new person's ID.

  • Action
    Find an Opportunity

    Finds the first opportunity in Mercury whose name matches.

  • Action
    Find a Person

    Finds the first person in Mercury whose name matches.

  • Action
    Update a Person

    Updates an existing person (contact) in Mercury.

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What our customers say

Questions

Mercury Connect, answered

Is there a Mercury Connect MCP server?

APIANT's MCP server at https://mcp.apiant.ai works with Mercury Connect. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Mercury Connect actions on demand, or have APIANT build, test and run automations that use Mercury Connect. Nothing to install.

What can start an automation from Mercury Connect?

Any of Mercury Connect's 7 triggers in the catalog, including New Opportunity, New Person, Opportunity Status Updated and Updated Opportunity. Describe the moment in plain language and your agent picks the right one.

What can your agent do in Mercury Connect?

Any of Mercury Connect's 5 actions, including Create Person, Update a Person, Attach a Person to an Opportunity and Find an Opportunity. Your agent maps the data both ways and tests every scenario before it ships.

Can I use Mercury Connect directly from Claude, ChatGPT or Cursor?

Yes. Connect your AI client to APIANT once and it works with Mercury Connect two ways. Ask it to do something in Mercury Connect 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 on its own. A one-off action uses your plan's tasks the same way an automation step does.

Do I need to write code against the Mercury Connect API?

No. APIANT connects to the Mercury Connect API for you, with your Mercury Connect API key. Describe what you want in plain language and your agent builds it on the Mercury Connect triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Mercury Connect API documentation and adds it.

Which apps can Mercury Connect connect to?

Any app in the catalog; the list on this page pairs Mercury Connect with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.