What you can do with Merge
Every task in plain language. Pick one, and we can help you get access.
640 things you can do
Merge
Merge is the connective infrastructure for production AI. The Merge Unified API offers one API surface across HRIS, ATS, Accounting, CRM, Ticketing, File Storage, Knowledge Base, and Chat. Merge Agent Handler exposes pre-built enterprise connectors to AI agents via REST + MCP. Merge Gateway provides a unified LLM API across OpenAI, Anthropic, Google, Mistral, Cohere, and xAI with routing, caching,
19 multi-step recipesRecipes: multi-step jobs
ATS Add a Candidate and ApplicationCreate a candidate and submit an application to an open job.ATS Advance an Application Stage
Move a candidate's application into a named interview stage.ATS Link an Account
Link a new end user to an ATS platform and obtain a usable account token.Accounting Bill a Customer
Create a customer contact and raise an invoice against it.Accounting Bulk Create Expenses and Poll the Batch
Asynchronously create a batch of expenses and poll until the batch completes.Accounting Link an Account
Link a new end user to an accounting platform and obtain a usable account token.CRM Create an Account with a Contact
Create a CRM account and attach a primary contact to it.CRM Link an Account
Link a new end user to a CRM platform and obtain a usable account token.CRM Log an Engagement on a Contact
Log an engagement against a contact resolved by email.CRM Open an Opportunity
Create a CRM opportunity for an account at a named pipeline stage.Cross-Category Sync Health Check
Read sync status and open issues for an HRIS and a CRM linked account.File Storage Browse and Download a File
List files, read one file's metadata, and download its contents.File Storage Link an Account
Link a new end user to a file storage provider and obtain a usable account token.HRIS Employee Directory with Time Off
List HRIS employees and pull one employee's record and time off requests.HRIS Link an Account
Link a new end user to an HRIS platform and obtain a usable account token.HRIS Submit a Time Off Request
Submit a time off request for a named employee on a linked HRIS account.Knowledge Base Link and Browse Articles
Link a knowledge base account and browse its containers and articles.Ticketing Link an Account
Link a new end user to a ticketing platform and obtain a usable account token.Ticketing Open a Ticket with a First Comment
Create a ticket and post an opening comment onto it.
AI Model Services
List available public modelsAccounts Payable Management
Create a vendor creditUpdate a vendor creditApply a vendor credit to an invoiceList vendor creditsGet a vendor creditGet editable fields for a vendor creditGet fields for creating vendor creditsAccounts Receivable Management
Create a credit noteUpdate a credit noteApply a credit note to an invoiceList credit notesGet a credit noteGet editable fields for a credit noteGet fields for creating credit notesArtificial Intelligence Management
Create text embeddingsCompensation & Benefits Management
List employee benefit enrollmentsGet an employee benefit enrollmentList benefit plans the employer offersGet an employer benefit planFinancial Management
Record a single expenseCreate many expenses in one batchSubmit an expense reportCreate an invoiceUpdate an existing invoiceCreate many invoices in one batchRecord a paymentUpdate an existing paymentList expenses from the accounting systemGet one expenseList custom field definitions for expense linesSee which fields creating an expense takesList custom field definitions for expensesCheck the status of an expense bulk batchList expense reportsList the lines on an expense reportGet an expense reportList custom field definitions for expense linesSee which fields an expense report needsList custom field definitions for expense reportsList invoicesGet an invoiceList custom field definitions for invoice line itemsSee which invoice fields can be updatedSee which fields creating an invoice needsList custom field definitions for invoicesCheck an invoice bulk create batchList paymentsGet a paymentList custom field definitions for payment line itemsSee which payment fields can be updatedSee which fields recording a payment needsList custom field definitions for paymentsList accounting transactionsGet an accounting transactionFinancial Reporting Management
List income statementsGet an income statementList cash flow statementsGet a cash flow statementList balance sheetsGet a balance sheetGeneral Ledger Management
Post a journal entryList journal entriesGet one journal entryList custom field definitions for journal linesSee which fields posting a journal entry takesList custom field definitions for journal entriesList accounting periodsGet one accounting periodHR Operations Management
Record a timesheet entryStop syncing an HRIS employeeRequest time offList pay groupsGet a pay groupList employee bank accountsGet one employee bank accountList employmentsGet an employmentList employees' timesheet entriesGet a timesheet entryGet fields required to record a timesheet entryList employee time off balancesGet one time off balanceList employees recorded in the accounting systemGet one employee from the accounting systemList employees from the HR systemGet one employee from the HR systemSee which fields creating an HRIS employee takesList time off requestsGet a time off requestSee which fields a time off request needsList company payroll runsGet one company payroll runList employee payroll runs (paystubs)Get one employee payroll runModel Inference
Generate an LLM responseOpportunity & Pipeline Management
Create a CRM leadCreate a CRM opportunityUpdate a CRM opportunityList CRM leadsGet a CRM leadGet fields for creating leadsList custom field definitions for leadsList CRM pipeline stagesGet a CRM pipeline stageList custom field definitions for stagesList CRM opportunitiesGet a CRM opportunityGet fields allowed when updating an opportunityGet fields required to create an opportunityList custom field definitions on opportunitiesPurchase Order Management
Create a purchase orderList purchase ordersGet a purchase orderList custom field definitions for PO line itemsSee which fields a purchase order needsList custom field definitions for purchase ordersTalent Acquisition Management
Add a candidateUpdate a candidate's profileStop syncing a candidateSchedule an interviewSubmit a job applicationMove an application to another interview stageLog a recruiting activityList interview scorecardsGet an interview scorecardList jobsGet a jobList a job's screening questionsList candidatesGet a candidateSee which candidate fields can be updatedSee which fields creating a candidate needsList scheduled interviewsGet a scheduled interviewGet fields for scheduling interviewsList job applicationsGet a job applicationSee which fields a new application needsList interview stages for jobsGet one job interview stageList candidate rejection reasonsGet a candidate rejection reasonList job postingsGet a job postingList job offersGet a job offerList recruiting activitiesGet a recruiting activityGet fields required to log an activityOther things you can do
Create a CRM custom object recordCreate an accounting itemUpdate an accounting itemCreate a Link token for accounting integrationsCreate a connector link token for a registered userCreate a Link token for ATS integrationsCreate a Link token via the root pathCreate a Link token for CRM integrationsCreate a Link token for file storage integrationsCreate a Link token for HRIS integrationsCreate a Link token for knowledge base integrationsCreate a Link token for ticketing integrationsQueue an async passthrough to an accounting systemQueue an async passthrough to a recruiting systemQueue an async passthrough to a chat platformQueue an async passthrough to a CRMQueue an async passthrough to a file storage appQueue an async passthrough to an HRISQueue an async passthrough to a knowledge baseQueue an async passthrough to a ticketing systemForce a full resync of an accounting accountForce a full resync of a recruiting accountForce a full resync of a chat accountForce a full resync of a CRM accountForce a full resync of a file storage accountForce a full resync of an HRIS accountForce a full resync of a knowledge base accountForce a full resync of a ticketing accountBulk set or remove org tool descriptionsBulk set or remove a tool pack's tool descriptionsRotate an accounting linked account's tokenRotate a recruiting linked account's tokenRotate a chat linked account's tokenRotate a CRM linked account's tokenRotate a file storage linked account's tokenRotate an HRIS linked account's tokenRotate a knowledge base linked account's tokenRotate a ticketing linked account's tokenStop syncing a CRM userCreate a customer or vendor in accountingUpdate an accounting contactCreate a contact in the CRMUpdate a CRM contactStop syncing a CRM contactCreate a contact in the ticketing systemDelete a registered user's connector credentialsCreate a bank feed accountExchange remote keys (accounting path)Exchange remote keys (ATS path)Exchange remote keys (root path)Exchange remote keys (CRM path)Exchange remote keys (file storage path)Exchange remote keys (HRIS path)Exchange remote keys (knowledge base path)Exchange remote keys (ticketing path)Create a scoped access keyRotate an access key's secretRevoke an access keyCreate an HRIS field mappingDelete an HRIS field mappingUpdate an HRIS field mappingAdd a comment to a ticketOverride scopes for one accounting linked accountOverride scopes for one ATS linked accountOverride linked account scopes via the root pathOverride scopes for one CRM linked accountOverride scopes for one file storage linked accountOverride scopes for one HRIS linked accountOverride scopes for one knowledge base linked accountOverride scopes for one ticketing linked accountCreate an organization custom regex ruleDelete an organization custom regex ruleUpdate an organization custom regex ruleCreate a tool pack regex rule or overrideDelete a tool pack regex rule or overrideUpdate a tool pack's custom regex ruleRecord a single item fulfillmentCreate many item fulfillments in one batchCreate a sales orderCreate many sales orders in one batchCreate an association type on a custom object classLink two CRM records with an associationCreate a tool packDelete a tool packUpdate a tool packReplace a tool pack's connector listAdd or adjust some connectors in a tool packRemove a connector from a tool packLog a CRM engagementUpdate a CRM engagementCreate a remote API key (accounting path)Create a remote API key (ATS path)Create a remote API key (root path)Create a remote API key (CRM path)Create a remote API key (file storage path)Create a remote API key (HRIS path)Create a remote API key (knowledge base path)Create a remote API key (ticketing path)Add a ledger account to the chart of accountsCreate a company account in the CRMUpdate a CRM accountCreate a folderUpload a file to connected file storageDelete an accounting linked accountDelete a recruiting linked accountDelete a chat linked accountDelete a CRM linked accountDelete a file storage linked accountDelete an HRIS linked accountDelete a knowledge base linked accountDelete a ticketing linked accountAdd a note in the CRMList or call tools over the MCP endpointRegister an OAuth app for a connectorDelete an OAuth application credentialUpdate an OAuth application credentialCall an unsupported accounting endpoint directlyCall an unsupported ATS endpoint directlyCall an unsupported endpoint via the root passthroughCall an unsupported CRM endpoint directlyCall an unsupported file storage endpoint directlyCall an unsupported HRIS endpoint directlyCall an unsupported knowledge base endpoint directlyCall an unsupported ticketing endpoint directlyCreate a CRM taskChange an organization sensitive data ruleOverride a sensitive data rule for a tool packRemove a tool pack's sensitive data overrideMap a remote accounting field to a target fieldDelete an accounting field mappingChange an existing accounting field mappingDefine a new accounting target fieldMap a remote ATS field to a target fieldDelete a recruiting field mappingChange an existing ATS field mappingDefine a new ATS target fieldMap a remote chat field to a target fieldDelete a chat field mappingChange an existing chat field mappingDefine a new chat target fieldMap a remote CRM field to a target fieldDelete a CRM field mappingChange an existing CRM field mappingDefine a new CRM target fieldMap a remote file storage field to a target fieldDelete a file storage field mappingChange an existing file storage field mappingDefine a new file storage target fieldDefine a new HRIS target fieldMap a remote knowledge base field to a target fieldDelete a knowledge base field mappingChange an existing knowledge base field mappingMap a remote ticketing field to a target fieldDelete a ticketing field mappingChange an existing ticketing field mappingDefine a new ticketing target fieldCreate a ticketUpdate a ticketUpload an accounting attachmentAdd an attachment to a candidateAdd an attachment to a ticketRegister a userDelete a registered userUpdate a registered userPush a transaction into a bank feedList ticketing teamsGet a ticketing teamList records of a CRM custom object typeGet a CRM custom object recordGet fields required to create a custom object recordList field definitions across CRM custom objectsList companies in the HRISGet a company from the HRISList accounting itemsGet an accounting itemGet fields allowed when updating an itemGet fields required to create an itemGet an accounting async passthrough resultGet a recruiting async passthrough resultGet a chat async passthrough resultGet a CRM async passthrough resultGet a file storage async passthrough resultGet an HRIS async passthrough resultGet a knowledge base async passthrough resultGet a ticketing async passthrough resultList organization tool description overridesList a tool pack's tool description overridesList CRM engagement typesGet one CRM engagement typeList custom field definitions for engagement typesGet an accounting linked account's account tokenGet a recruiting linked account's account tokenGet a chat linked account's account tokenGet a CRM linked account's account tokenGet a file storage linked account's account tokenGet an HRIS linked account's account tokenGet a knowledge base linked account's tokenGet a ticketing linked account's account tokenList recruiting system usersGet a recruiting system userList chat workspace usersGet a chat workspace userList CRM usersGet a CRM userList custom field definitions for CRM usersList file storage usersGet a file storage userList knowledge base usersGet a knowledge base userList ticketing system usersGet a ticketing system userList customers and suppliers in the accounting systemGet one accounting contactSee which accounting contact fields can be editedSee which fields creating an accounting contact takesList custom field definitions for accounting contactsList CRM contactsGet one CRM contactSee which CRM contact fields can be editedSee which fields creating a CRM contact takesList custom field definitions for CRM contactsList ticketing contactsGet one ticketing contactSee which fields creating a ticketing contact takesList chat messagesGet a chat messageList replies in a message threadList accounting projectsGet an accounting projectList ticketing collections such as projectsList who can view a ticketing collectionGet one ticketing collectionList storage drivesGet a storage driveList EEOC demographic recordsGet an EEOC recordList knowledge base containersGet a knowledge base containerList HR locationsGet an HR locationList payment termsGet a payment termList bank feed accountsGet a bank feed accountShowing 400 of 621. 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