What Merge does
Unified API and agent handler across HRIS, ATS, CRM, accounting, file storage and ticketing
Why teams reach for it: Connects a product and its AI agents to customers' third-party systems through one API instead of many separately built integrations.
Worth knowing
It handles the upstream OAuth handshake, stores credentials per end user, with credentials held in vendor cloud, and handles token refresh automatically.
How Merge compares
Fields the vendor doesn't document are left blank here rather than guessed — a blank means nothing verified, not a "no."
- Handles Upstream Oauth
- Yes
- Per End User Credentials
- Yes
- Exposes Mcp Endpoint
- Hosted MCP server
- Credential Storage Location
- Vendor cloud
- Token Refresh Handled
- Yes
- Compliance Certifications
- SOC 2 Type II, ISO 27001, HIPAA, GDPR
How will tools receive safe access to external systems?
Credentials & connections tools manage how an MCP server safely accesses external systems, like databases or APIs, on a user's behalf.