Merge Unified's Coda integration Merge Agent Handler's Coda MCP server

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Coda

Learn more about Merge Agent Handler

Available tools

list_columns

List columns in a Coda table with pagination. Use pagetoken from pageinfo for next page.

get_column

Get a column by ID or name. Use list_columns to find valid column IDs.

list_controls

List controls (sliders, date pickers, etc.) in a Coda doc with pagination.

get_control

Get a control and its current value. Use list_controls to find valid control IDs.

list_docs

List accessible Coda docs with pagination. Use pagetoken from pageinfo for next page. Supports filtering by owner and search query.

get_doc

Get a Coda doc by ID. Use list_docs to find valid doc IDs.

create_doc

Create a new Coda doc. Optionally specify a title, source doc to copy, or folder.

update_doc

Update a Coda doc's title or icon.

delete_doc

Delete a Coda doc by ID. This is permanent and cannot be undone.

list_formulas

List named formulas in a Coda doc with pagination. Use pagetoken from pageinfo for next page.

get_formula

Get a named formula and its current value. Use list_formulas to find valid formula IDs.

list_pages

List pages in a Coda doc with pagination. Use pagetoken from pageinfo for next page.

get_page

Get a page by ID or name in a Coda doc. Use list_pages to find valid page IDs.

update_page

Update a page's name, subtitle, or icon in a Coda doc.

list_rows

List rows in a Coda table with pagination. Supports query formula filter (e.g. 'Status = "Done"'), sortBy column, and valueFormat. Use list_columns for column names.

get_row

Get a row by ID or name (display column value). Use list_columns to understand cell value keys.

insert_rows

Insert one or more rows into a Coda table. Each row needs cells: [{"column": "Col Name", "value": "val"}]. Returns request ID for async tracking.

upsert_rows

Insert or update rows based on key columns. Rows matching keyColumns are updated, others are inserted. Each row needs cells: [{"column": "Col", "value": "val"}].

update_row

Update a single row's cell values. Provide row data as cells: [{"column": "Col", "value": "new val"}].

delete_rows

Delete one or more rows by ID from a Coda table. Use list_rows to find valid row IDs.

list_tables

List tables and views in a Coda doc with pagination. Use pagetoken from pageinfo for next page.

get_table

Get a table or view by ID or name. Use list_tables to find valid table IDs.

validate_credential

Validate Coda API credentials by calling the whoami endpoint. Returns {success, message}.

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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 Coda MCP server

What is a Coda MCP server?

It’s an MCP server that exposes functionality and data from a Coda instance via tools. Your agents can invoke these tools to create pages, list tables, get specific rows, and more.

Coda currently offers its own official MCP server. You can also access a Coda MCP server from a 3rd-party platform, like Merge Agent Handler.

How can I use the Coda MCP server?

Here are just a few popular use cases:

Customer success automation: let an agent read/write Coda account plans, onboarding checklists, and QBR notes, then auto-generate follow-ups and next steps after calls

Opportunity management: sync deal notes, MEDDICC fields, and outbound sequences into a Coda “pipeline hub,” and have the agent create/update rows as opportunities progress

Product/engineering ops: turn meeting notes and bug reports into structured Coda tables, and generate weekly rollups and release readiness checklists

Procurement tracking: manage vendor intake, renewals, approvals, and contract metadata in Coda; have the agent route items, remind owners, and keep an audit trail in a single doc/table

Marketing campaign execution: use Coda as a campaign control center (assets, channels, deadlines, stakeholders), with the agent updating task status, generating brief drafts, and producing launch day checklists and post-mortems

What are popular tools for Coda’s MCP server?

Here are some popular tools:

<code class="blog_inline-code">list_docs</code>: Returns a list of docs accessible with the API token, with metadata like name, owner, and workspace

<code class="blog_inline-code">get_doc</code>: Fetches metadata about a specific doc by ID, such as title, URL, and whether it’s shared

<code class="blog_inline-code">list_tables</code>: Lists all tables in a given doc (and optional section), so you can discover table IDs and names

l<code class="blog_inline-code">ist_rows</code>: Returns the rows of a specific table, with their values and row IDs, optionally paginated and filtered

<code class="blog_inline-code">upsert_rows</code>: Inserts new rows or updates existing ones in a table based on a unique key column you specify

<code class="blog_inline-code">get_control</code>: Retrieves the current value and metadata for a named control (like a select list or slider) in a doc

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

There are several reasons:

End-to-end tool lifecycle management: Merge handles authentication, rate limiting, retries, and error handling so developers don’t need to build integration infrastructure themselves

Enterprise-grade security with DLP: All tool inputs and outputs are scanned for sensitive data, with configurable rules to block, redact, or allow actions

Real-time observability and audit logs: Every tool call is logged, enabling monitoring, debugging, and optimization. Logs are fully-searchable and support complete audit trails

Prebuilt and customizable connectors: You can use managed connectors or extend them via Connector Studio to fit your exact use case

Evaluation Suite for testing: Validate tool behavior against expected outcomes before deploying to production to ensure reliability

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

Yes, Merge Agent Handler includes a security gateway with data loss protection (DLP) that allows you to define custom rules for tool inputs and outputs.

You can:

Prevent sensitive data leakage into Coda: block/redact secrets (API keys, tokens, credentials) and regulated identifiers (SSNs, credit cards) in any Coda write/update tool call

Approval gate for external sharing: require human approval if a Coda tool call would share a doc or grant access outside allowlisted company domains (e.g., non-@yourco.com)

Stop bulk exports into Coda: block or hard-limit tool calls that would write large datasets (e.g., dumping thousands of CRM/support records) into Coda tables

“Right system for the right data” controls: allow Coda for summaries/KPIs, but block raw transcripts, contracts, or HR fields unless the destination doc is explicitly approved/tagged for that data class

Region/compliance segmentation: enforce stricter rules by region/business unit (e.g., EU: block writing personal data into non-EU docs) to align with local compliance requirements

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

You can take the following steps:

1. Create (or sign in to) your Merge Agent Handler account, then open the Agent Handler dashboard.

2. Create a Tool Pack for your Coda workflow (e.g., “Knowledge base updates”). The Tool Pack is where you choose which Coda tools your agent will be allowed to call.

3. Add the Coda connector (MCP server) to that Tool Pack and select the specific Coda tools you want exposed.

4. Create or select the Registered User identity that will make the tool calls (end-user identity or a service account identity), then authenticate Coda for that Registered User so credentials are available at runtime.

5. Configure your security rules for Coda tool traffic (default and any custom DLP rules to block/redact/mask sensitive data in tool inputs/outputs), then test the workflow in a safe sandbox doc/table.

6. Copy your Agent Handler MCP endpoint for that Tool Pack and Registered User. This is the MCP server URL you’ll point your MCP client/agent runtime at.

7. Connect your MCP client/agent framework to that endpoint and provide the required authorization header/token for your Agent Handler environment (per your deployment’s secret management process).

8. In your MCP client, refresh/list tools to confirm the Coda tools appear, run a couple of simple calls, then verify everything in Agent Handler logs (arguments, responses, policy decisions) before widening access or enabling write actions broadly.

Can employees use Merge Agent Handler to connect their AI tools to Coda?

Yes, Agent Handler for Employees lets your employees connect Claude, ChatGPT, Microsoft Copilot, Cursor, and other MCP-compatible AI tools to Coda without bypassing IT governance.

Instead of setting up direct connections with personal credentials that IT can't monitor or revoke, each employee authenticates through Agent Handler and gets individual credentials tied to their identity. A product manager can, for instance, ask their AI to pull data from a Coda table, update a row, or search across their team's docs for a specific spec or decision.

IT provisions access by role or group via SCIM. This means a PM can access Coda, Jira, and GitHub, a marketing manager gets Coda, HubSpot, and Google Sheets, and an engineer gets Coda, GitLab, and Datadog.

Every tool call an employee's AI makes to Coda is inspected against your DLP rules and logged to a searchable audit trail, giving security teams full visibility into what data was accessed and by whom.

Can employees use Merge Agent Handler to connect their AI tools to Coda?

Yes, Agent Handler for Employees lets your employees connect Claude, ChatGPT, Microsoft Copilot, Cursor, and other MCP-compatible AI tools to Coda without bypassing IT governance.

IT also provisions access by role or group via SCIM. A PM, forexample, gets Coda to manage project docs and tables, Jira to track delivery tasks, and GitHub to reference code decisions; while a marketing manager gets Coda to update campaign trackers, HubSpot to pull campaign and contact data, and Google Sheets to report on marketing metrics.

Every tool call an employee's AI makes to Coda is also inspected against your DLP rules and logged to a searchable audit trail, giving security teams full visibility into what data was accessed and by whom.