Merge Unified's Zendesk Sell integration Merge Agent Handler's Zendesk Sell MCP server

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Zendesk Sell

Learn more about Merge Agent Handler

Available tools

get_contact

Retrieve a single contact by ID from Zendesk Sell. Returns full contact details including addresses, status, and custom fields.

list_contacts

List contacts with optional filtering and pagination. Filter by owner, type (org/individual), name. Returns up to 100 per page.

create_contact

Create a new contact in Zendesk Sell. Set is_organization=True for company, False for person. For orgs: name required. For individuals: last_name required.

update_contact

Update an existing contact in Zendesk Sell. Note: is_organization cannot be changed after creation. Tags are replaced entirely.

delete_contact

Delete a contact from Zendesk Sell by ID. This action is permanent and cannot be undone.

upsert_contact

Create or update a contact based on matching criteria. Returns 409 if multiple matches. Use email as filter for uniqueness.

search_contacts

Search contacts using filters like email, name, status, owner, type. Supports pagination and sorting.

get_deal

Retrieve a single deal by ID from Zendesk Sell. Returns full deal details including value, stage, contact, and custom fields.

list_deals

List deals with optional filtering and pagination. Filter by owner, contact, stage, hot status. Returns up to 100 deals per page.

create_deal

Create a new deal in Zendesk Sell. Requires name and contact_id. Optionally set value, stage, owner, and custom fields.

update_deal

Update an existing deal in Zendesk Sell. Specify deal_id and fields to update. Tags are replaced entirely on update.

delete_deal

Delete a deal from Zendesk Sell by ID. This action is permanent and cannot be undone.

upsert_deal

Create or update a deal based on matching criteria. Returns 409 if multiple matches. Use name and contact_id as filters.

search_deals

Search deals using filters like name, owner, contact, stage, hot status. Supports pagination and sorting.

get_lead

Retrieve a single lead by ID from Zendesk Sell. Returns full lead details including contact info, status, and custom fields.

list_leads

List leads with optional filtering and pagination. Filter by owner, status, source. Returns up to 100 leads per page.

create_lead

Create a new lead in Zendesk Sell. Requires either last_name or organization_name. Optionally set owner, status, contact info.

update_lead

Update an existing lead in Zendesk Sell. Specify lead_id and fields to update. Tags are replaced entirely on update.

delete_lead

Delete a lead from Zendesk Sell by ID. This action is permanent and cannot be undone.

upsert_lead

Create or update a lead based on matching criteria. Returns 409 if multiple matches. Use email as filter for uniqueness.

search_leads

Search leads using filters like email, name, organization, status, owner. Supports pagination and sorting.

get_note

Retrieve a single note by ID from Zendesk Sell. Returns full note details including content and associated resource.

list_notes

List notes with optional filtering and pagination. Filter by resource type/ID to get notes for specific lead/contact/deal.

create_note

Create a new note in Zendesk Sell. Requires resource_type (lead/contact/deal), resource_id, and content.

update_note

Update an existing note in Zendesk Sell. Specify note_id and fields to update. Tags are replaced entirely.

delete_note

Delete a note from Zendesk Sell by ID. This action is permanent and cannot be undone.

list_pipelines

List all sales pipelines in Zendesk Sell. Pipelines organize deals through stages. Read-only endpoint.

list_stages

List all stages in Zendesk Sell pipelines. Filter by pipeline_id to get stages for a specific pipeline. Read-only endpoint.

get_task

Retrieve a single task by ID from Zendesk Sell. Returns full task details including content, due date, and completion status.

list_tasks

List tasks with optional filtering and pagination. Filter by owner, resource type, completion status. Returns up to 100 per page.

create_task

Create a new task in Zendesk Sell. Requires content. Optionally link to lead/contact/deal via resource_type and resource_id.

update_task

Update an existing task in Zendesk Sell. Specify task_id and fields to update. Note: remind_at must be before due_date.

delete_task

Delete a task from Zendesk Sell by ID. This action is permanent and cannot be undone.

get_user

Retrieve a single user by ID from Zendesk Sell. Returns user details including name, email, role, and team info.

list_users

List users in Zendesk Sell with optional filtering. Filter by status, role, or confirmation. Use to find owners for assignment.

validate_credential

Validate Zendesk Sell credentials. Verifies credentials during setup.

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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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