Connect your AI Agents to Oracle Sales Cloud in minutes
Available tools
list_accounts
List accounts from Oracle Sales Cloud. Returns paginated list with organization name, type, owner, and primary contact. Use limit/offset for pagination and q for filters (e.g. q=OrganizationName LIKE Acme%).
get_account
Get a single account by PartyNumber. Returns full account details including organization name, contacts, and addresses. Use list_accounts to find valid PartyNumbers.
create_account
Create a new account in Oracle Sales Cloud. Requires organization_name. Optionally specify type, owner, and industry.
update_account
Update an account by PartyNumber. Use list_accounts to find valid PartyNumbers.
delete_account
Delete an account permanently. This action cannot be undone. Use list_accounts to verify the account before deleting.
list_account_contacts
List contacts associated with an account. Returns paginated list of contact records for the specified account. Use list_accounts to find valid PartyNumbers.
list_activities
List activities from Oracle Sales Cloud. Returns paginated list of tasks, appointments, and call reports. Use limit/offset for pagination and q for filters (e.g. q=ActivityFunctionCode=TASK).
get_activity
Get a single activity by ActivityNumber. Returns full activity details including subject, type, and status. Use list_activities to find valid ActivityNumbers.
create_activity
Create a new activity in Oracle Sales Cloud. Requires subject. Optionally specify type (APPOINTMENT, TASK, CALL_REPORT), status, and owner.
update_activity
Update an activity by ActivityNumber. Use list_activities to find valid ActivityNumbers.
delete_activity
Delete an activity permanently. This action cannot be undone. Use list_activities to verify the activity before deleting.
list_business_plans
List business plans from Oracle Sales Cloud. Returns paginated list with name, dates, and status. Use limit/offset for pagination.
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}
11Open 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}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 }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}FAQs on using Merge's Oracle Sales Cloud MCP server
FAQs on using Merge's Oracle Sales Cloud MCP server
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