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

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ComplianceQuest

Learn more about Merge Agent Handler

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 discover_cq_objects to verify the audit object exists in your org.

update_audit

Update a ComplianceQuest audit. Use list_audits or get_audit 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 discover_cq_objects to verify the CAPA object exists in your org.

update_capa

Update a ComplianceQuest CAPA. Use list_capas or get_capa 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 discover_cq_objects to verify the complaint object exists in your org.

update_complaint

Update a ComplianceQuest complaint. Use list_complaints or get_complaint 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 discover_cq_objects to find available object names. Only SELECT queries are supported. Supports pagination via next_records_url.

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 discover_cq_objects to verify the document object exists in your org before creating.

update_document

Update a ComplianceQuest document record. Use list_documents or get_document 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 discover_cq_objects to verify the object exists in your org.

update_ncr

Update a ComplianceQuest NCR. Use list_ncrs or get_ncr 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 get_training_record for full details.

get_training_record

Get a ComplianceQuest training record by Salesforce record ID. Use list_training_records 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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