Connect your AI Agents to ComplianceQuest in minutes

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

Available tools

list_audits

List ComplianceQuest audits with pagination. Optionally filter by status. Use get_audit for full details on a specific audit.

get_audit

Get a ComplianceQuest audit by Salesforce record ID. Use list_audits to find audit IDs.

create_audit

Create a new audit in ComplianceQuest. Use discovercqobjects to verify the audit object exists in your org.

update_audit

Update a ComplianceQuest audit. Use listaudits or getaudit to find the record ID. Only provided fields are updated.

list_capas

List ComplianceQuest CAPAs (Corrective and Preventive Actions) with pagination. Optionally filter by status. Use get_capa for full details.

get_capa

Get a ComplianceQuest CAPA by Salesforce record ID. Use list_capas to find CAPA IDs.

create_capa

Create a new CAPA in ComplianceQuest. Use discovercqobjects to verify the CAPA object exists in your org.

update_capa

Update a ComplianceQuest CAPA. Use listcapas or getcapa to find the record ID. Only provided fields are updated.

list_complaints

List ComplianceQuest complaints with pagination. Optionally filter by status. Use get_complaint for full details.

get_complaint

Get a ComplianceQuest complaint by Salesforce record ID. Use list_complaints to find complaint IDs.

create_complaint

Create a new complaint record in ComplianceQuest. Use discovercqobjects to verify the complaint object exists in your org.

update_complaint

Update a ComplianceQuest complaint. Use listcomplaints or getcomplaint to find the record ID. Only provided fields are updated.

discover_cq_objects

List all ComplianceQuest custom objects available in the org. Use this to find exact object API names before querying entities. Returns objects grouped by namespace prefix.

run_soql_query

Execute a SOQL SELECT query against ComplianceQuest. Use discovercqobjects to find available object names. Only SELECT queries are supported. Supports pagination via nextrecordsurl.

list_documents

List ComplianceQuest documents with pagination. Optionally filter by status. Use get_document to retrieve full details for a specific document.

get_document

Get a ComplianceQuest document by Salesforce record ID. Use list_documents to find document IDs.

create_document

Create a new ComplianceQuest document record. Use discovercqobjects to verify the document object exists in your org before creating.

update_document

Update a ComplianceQuest document record. Use listdocuments or getdocument to find the record ID. Only provided fields are updated.

list_ncrs

List ComplianceQuest NCRs (Nonconformance Reports) with pagination. Optionally filter by status. Use get_ncr for full details.

get_ncr

Get a ComplianceQuest NCR (Nonconformance Report) by Salesforce record ID. Use list_ncrs to find NCR IDs.

create_ncr

Create a new NCR (Nonconformance Report) in ComplianceQuest. Use discovercqobjects to verify the object exists in your org.

update_ncr

Update a ComplianceQuest NCR. Use listncrs or getncr to find the record ID. Only provided fields are updated.

list_suppliers

List ComplianceQuest suppliers with pagination. Optionally filter by status. Use get_supplier for full details.

get_supplier

Get a ComplianceQuest supplier by Salesforce record ID. Use list_suppliers to find supplier IDs.

list_training_records

List ComplianceQuest training records with pagination. Optionally filter by status. Use gettrainingrecord for full details.

get_training_record

Get a ComplianceQuest training record by Salesforce record ID. Use listtrainingrecords to find record IDs.

validate_credential

Validate ComplianceQuest credentials. Verifies authentication by querying the org. 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 ComplianceQuest  MCP server

FAQs on using Merge's ComplianceQuest  MCP server

What is a ComplianceQuest MCP?

It's an MCP server that connects your agents to ComplianceQuest quality management data and functionality via tools. Your agents can invoke these tools to manage audits, create and track CAPAs, log complaints, handle nonconformance reports, and more.

ComplianceQuest doesn't offer an MCP server purpose built for its platform, but you can use one from a third-party platform, like Merge Agent Handler.

How can I use the ComplianceQuest MCP server?

The use cases naturally depend on the agent you've built, but here are a few common ones:

  • Automated CAPA creation from customer complaints: When a complaint is logged in a CRM or support platform, an agent creates a corresponding CAPA in ComplianceQuest with the relevant product, issue description, and initial root cause category, ensuring every complaint with quality implications enters the corrective action process immediately
  • Audit readiness reporting: Before a scheduled audit, an agent retrieves all open CAPAs, nonconformance reports, and outstanding audit findings from ComplianceQuest, organizes them by status and owner, and posts a structured readiness summary to a Slack channel or document for the quality team to review
  • Nonconformance escalation workflow: When a new NCR is created in ComplianceQuest, an agent checks the severity classification and, if it meets escalation criteria, creates a linked CAPA, notifies the responsible supplier, and updates the NCR record with the escalation details
  • Supplier quality tracking digest: On a weekly schedule, an agent queries supplier records and associated NCRs in ComplianceQuest, calculates each supplier's open nonconformance count, and sends a ranked summary to the procurement team for vendor review meetings

What are popular tools for ComplianceQuest's MCP server?

Here are some of the most commonly used tools:

  • list_capas: retrieves corrective and preventive action records filtered by status or date. Useful for agents that need a current view of open quality actions before generating a report or checking for overdue items
  • create_capa: opens a new CAPA record in ComplianceQuest with specified details such as description, owner, and linked issue. Call this when an agent needs to initiate a corrective action in response to a complaint, audit finding, or nonconformance
  • list_ncrs: returns nonconformance report records, optionally filtered by supplier or product. Use this when an agent needs to audit open NCRs, track trends, or identify items requiring escalation
  • create_complaint: logs a new customer complaint record in ComplianceQuest. Good for workflows that capture complaints from external systems and need to ensure each one enters the QMS automatically
  • list_audits: fetches audit records including scheduled, in-progress, and completed audits. Helpful when an agent needs to assess upcoming audit obligations or pull findings data for a readiness review
  • update_capa: modifies an existing CAPA record's fields such as status, owner, or resolution notes. Use this when an agent advances a corrective action based on downstream progress or an external signal

What makes Merge Agent Handler's ComplianceQuest MCP server better than alternative ComplianceQuest MCP servers?

Here is why Merge Agent Handler's ComplianceQuest MCP server is worth using over building your own or relying on an alternative:

  • Enterprise-grade security and DLP: Merge Agent Handler includes built-in data loss prevention controls that let you block or redact sensitive fields before they reach an agent. For ComplianceQuest, this means audit findings, internal investigation notes, and regulated product data can be filtered at the tool layer even when the agent has broad read access
  • Managed authentication and credentials: Merge stores your ComplianceQuest credentials and manages the connection on your behalf. You never expose raw API keys or service account tokens to an agent or handle re-authentication when credentials rotate
  • Real-time observability and audit trail: Every ComplianceQuest tool call is logged with timestamp, tool name, input parameters, and response metadata. Quality and compliance teams can verify exactly which records an agent read or modified, a critical requirement in regulated environments
  • Tool Packs and controlled access: Tool Packs let you scope an agent's ComplianceQuest access to only the record types and operations it needs, combined with tools from other connectors into a single endpoint. A CAPA agent gets create and update access. A reporting agent gets list and get access. Neither can touch records outside its defined scope

How can I start using Merge Agent Handler's ComplianceQuest MCP server?

You can take the following steps (assuming you use Claude Code):

1. Create or log into your Merge Agent Handler account.

2. Install the Merge CLI by running pipx install merge-api, then run merge configure to link the CLI to your Merge account and merge login to authenticate your session.

3. Register the Agent Handler MCP server with Claude Code by running claude mcp add --transport http agent-handler https://ah-api.merge.dev/mcp, then open Claude Code and run /mcp to confirm agent-handler appears with a connected status.

4. Select agent-handler from the MCP list. This opens a browser window where you select which integrations to authenticate. Choose ComplianceQuest and complete the credential flow. Merge stores and manages the credentials going forward.

5. Open a Claude Code session and start querying ComplianceQuest data directly. The first time you use a ComplianceQuest tool, a Magic Link may appear to complete connector authentication.

If you want to connect Merge Agent Handler's ComplianceQuest MCP with internal or customer-facing agentic products, you can follow the steps in our docs.

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

Yes, Agent Handler for Employees lets your employees connect Claude, ChatGPT, Microsoft Copilot, Cursor, and other MCP-compatible AI tools to ComplianceQuest 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 quality engineer can ask their AI to pull open CAPAs, retrieve audit findings, or log a nonconformance, all within the permissions IT has defined.

IT also provisions access by role or group via SCIM. A quality manager, for example, gets ComplianceQuest access to review audits and track CAPA progress, Salesforce to monitor customer complaint trends, and Slack to coordinate quality investigations with cross-functional teams; while a supplier quality engineer gets ComplianceQuest access to log NCRs and update supplier records, Jira to track related remediation tasks, and Gmail to communicate corrective action requirements to vendors.

Every tool call an employee's AI makes to ComplianceQuest 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.

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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