Connect your AI Agents to Apollo in minutes

Merge lets you securely connect your agents to Apollo and thousands of tools instantly

Available tools

create_account

Create a new account/company in Apollo CRM. Name is required. Optionally set domain, owner, stage, and custom fields.

get_account

Get an account by ID from Apollo CRM. Returns full account details including contacts count.

update_account

Update an existing account in Apollo CRM. Only provided fields will be updated.

search_accounts

Search accounts in Apollo CRM by keywords, stage, owner, or labels. Supports filtering by contact count.

list_account_stages

List all available account stages in Apollo CRM. Use stage IDs when creating or updating accounts.

update_account_stages

Update the stage for multiple accounts at once. Provide account IDs and the new stage ID.

update_account_owners

Reassign ownership of multiple accounts to a different user. Provide account IDs and new owner ID.

create_contact

Create a new contact in Apollo CRM. Provide name, email, title, company, and optional account association.

get_contact

Get a contact by ID from Apollo CRM. Returns full contact details including custom fields.

update_contact

Update an existing contact in Apollo CRM. Only provided fields will be updated.

search_contacts

Search contacts in Apollo CRM by keywords, stage, owner, account, or labels. Supports sorting and pagination.

list_contact_stages

List all available contact stages in Apollo CRM. Use stage IDs when creating or updating contacts.

How to set up Merge Agent Handler

In an mcp.json file, add the configuration below, and restart Cursor.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5      "headers": {
6        "Authorization": "Bearer yMt*****"
7      }
8    }
9  }
10}
11
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Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.

Make sure Claude is using the Node v20+.

Learn more in the official documentation ↗

1{
2  "mcpServers": {
3    "agent-handler": {
4      "command": "npx",
5      "args": [
6        "-y",
7        "mcp-remote@latest",
8        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9        "--header",
10        "Authorization: Bearer ${AUTH_TOKEN}"
11      ],
12      "env": {
13        "AUTH_TOKEN": "yMt*****"
14      }
15    }
16  }
17}
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Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.

Learn more in the official documentation ↗

1{
2    "mcpServers": {
3      "agent-handler": {
4        "command": "npx",
5        "args": [
6          "-y",
7          "mcp-remote@latest",
8          "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9          "--header",
10          "Authorization: Bearer ${AUTH_TOKEN}"
11        ],
12        "env": {
13          "AUTH_TOKEN": "<ah-production-access-key>"
14        }
15      }
16    }
17  }
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In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".

You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.

Learn more in the official documentation ↗

1{
2  "inputs": [
3    {
4      "type": "promptString",
5      "id": "agent-handler-auth",
6      "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7      "password": true
8    }
9  ],
10  "servers": {
11    "agent-handler": {
12      "type": "stdio",
13      "command": "npx",
14      "args": [
15        "-y",
16        "mcp-remote@latest",
17        "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18        "--header",
19        "Authorization: Bearer ${input:agent-handler-auth}"
20      ]
21    }
22  }
23}
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FAQs on using Merge's Apollo  MCP server

FAQs on using Merge's Apollo  MCP server

What is an Apollo MCP server?

It’s an MCP server that exposes data and functionality from Apollo via tools. Your agents can use these tools to create contacts, enrich a person’s profile, search and retrieve sequences, and more.

Apollo doesn’t offer an official MCP server at the moment (an MCP server that they would provide and manage), so you’ll need to use one from a 3rd-party vendor, like Merge.

How can I use the Apollo MCP server?

Here are some common use cases:

  • Sequence assignment and launch: Enroll the right contacts into the right sequences automatically (persona, segment, intent, etc.), with guardrails like throttling and variant selection
  • Persona-based outreach personalization: Generate high-quality first-touch emails and LinkedIn messages using Apollo person and company context (role, industry, initiatives, etc.)
  • Lead list building from ICP criteria: Turn “our ICP is X” into repeatable Apollo searches and curated lists that sales can use immediately
  • Automated contact discovery for target accounts: For a named-account list, find the full buying committee (titles, seniority), including verified emails and phone numbers when available
  • Inbound lead triage and routing: Enrich new leads in real time, match to the right account/person, and recommend priority and ownership

What are popular tools for Apollo’s MCP server?

Here are some popular tools across data types:

Sequences

  • <code class="blog_inline-code">search_sequences</code>
  • <code class="blog_inline-code">add_contacts_to_sequence</code>
  • <code class="blog_inline-code">update_contact_sequence_status</code>

Opportunities

  • <code class="blog_inline-code">create_opportunity</code>
  • <code class="blog_inline-code">get_opportunity</code>
  • <code class="blog_inline-code">update_opportunity</code>
  • <code class="blog_inline-code">search_opportunities</code>

Organizations

  • <code class="blog_inline-code">search_opportunities</code>
  • <code class="blog_inline-code">get_organization_job_postings</code>
  • <code class="blog_inline-code">enrich_organization</code>
  • <code class="blog_inline-code">bulk_enrich_organization</code>

What makes Merge Agent Handler’s Apollo MCP server better than alternative Apollo MCP servers?

Merge Agent Handler’s Apollo MCP server comes with platform-level advantages:

  • Enterprise-grade security and DLP: Merge Agent Handler scans tool inputs and outputs for sensitive data and enforces configurable security rules, including blocking or redacting data when policies are violated
  • Managed authentication and credential handling: The platform supports dynamic authentication flows and manages credentials so agents can safely access third-party systems without custom auth logic.
  • Real-time observability and audit trails: Every tool call is logged with full context, and logs are fully searchable to support debugging, auditing, and compliance workflows.
  • Evaluation Suite: Test and compare Apollo MCP server behavior across realistic workflows while enforcing enterprise-grade security and DLP, managed authentication, and searchable audit logs for every tool call

Can I set custom security rules for Apollo tool calls in Merge Agent Handler?

Yes, Merge Agent Handler supports both default and custom security rules that scan tool inputs and outputs for sensitive data and enforce actions such as blocking, redacting, or masking fields. 

These rules apply to all connectors used through the platform, including Apollo.

Here are some examples of rules you can set:

  • Prevent bulk exports out of Apollo. Block or hard-limit Apollo actions that export large contact lists (for example, “export to CSV” or “push 5,000 contacts”) to reduce data exfiltration risk
  • Gate access to verified contact data. Allow Apollo “people search” results, but redact or block returning personal emails, mobile numbers, or direct dials unless the requesting agent is explicitly approved for that data
  • Domain and account allowlisting for enrichment. Only allow Apollo enrichment or contact discovery for companies whose domains match an approved target-account list (for example, only enrich approved-account.com domains, block everything else)
  • Query scope controls for Apollo searches. Block Apollo searches that are too broad or high-risk, such as “all engineers in the United States,” or require tighter filters (job title + seniority + company size + specific industries) before the tool call is allowed
  • Sensitive keyword and notes filtering. Block agents from writing or retrieving Apollo fields like notes/custom fields if they contain sensitive strings (for example, “SSN,” “password,” “health,” “immigration”), or automatically redact those snippets from Apollo responses

How can I start using Merge Agent Handler’s Apollo MCP server?

You can take these steps:

1. Sign up for Merge Agent Handler here.

2. Select the Apollo MCP server, and name it for the environment you want (e.g.,, “Apollo – Prod” vs “Apollo – Sandbox”).

3. Authenticate Apollo by completing the credential flow (typically using an Apollo API key or OAuth, depending on how your setup is configured), then store it in Agent Handler so agents don’t handle raw credentials directly.

4. Define what the agent is allowed to do with Apollo: choose which Apollo tools/endpoints are permitted (for example, search people, enrich contact, create/update contact, enroll in sequence), and set any limits (volume caps, read-only mode, allowlisted domains).

5. Set security rules for Apollo tool calls: configure DLP and policy rules such as blocking bulk exports, redacting personal emails/phone numbers, and preventing writes unless explicitly approved.

6. Test with a small, safe workflow: run a few low-volume calls (for example, “find 5 RevOps leaders at these 3 accounts”) and verify results, redactions, and logs look correct.

7. Ship a real use case behind guardrails: connect the Apollo MCP server to a production agent workflow (prospecting, enrichment, routing, sequencing), keep tight rate limits at first, then expand scope as the results look good.

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github
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gitlab
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gmail
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gong
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google_maps
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google_meet
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google_sheets
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google_slides
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greenhouse
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hubspot
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Ready to try it out?

Whether you're an engineer experimenting with agents or a product manager looking to add tools, you can get started for free now