Integration

Merge Accounting integration

Merge Accounting is Merge's unified API for accounting software: one call shape reads and writes whichever system (QuickBooks Online, Xero, NetSuite, Sage Intacct, FreshBooks and others) a Merge Linked Account connects. Read the chart of accounts, company info, contacts (customers and vendors), invoices, payments, credit notes, vendor credits, expenses, expense reports, journal entries, general ledger and other transactions, items, purchase and sales orders, item fulfillments, tax rates, tracking categories, projects, employees, payment methods and terms, accounting periods, and the balance sheet, income statement and cash flow reports; create accounts, contacts, invoices, payments, credit notes, vendor credits, expenses, expense reports, journal entries, items, purchase and sales orders, item fulfillments and attachments, update some of them, apply credit notes and vendor credits, and read which fields a write needs. Writes post real entries to the books. Not exposed: bulk, async write and bank feed routes, raw third-party records and unmapped remote fields, passthrough requests and Linked Account, key, webhook, field mapping, scope and sync administration. Calls go to Merge's US tenant (api.merge.dev) only: an organization on Merge's EU or APAC tenant cannot connect. Authentication is a Merge API key (Authorization: Bearer) plus one Linked Account's account token (X-Account-Token), so one connection works on one connected accounting system.

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What you can do with Merge Accounting

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Post, 14 operations

get_account_create_metadataGet account create metadataGETReturns the request schema the connected accounting system accepts to create an account: fields, required ones and integration-specific parameters. Call it before the write.
get_attachment_create_metadataGet attachment create metadataGETReturns the request schema the connected accounting system accepts to create an attachment: fields, required ones and integration-specific parameters. Call it before the write.
get_contact_create_metadataGet contact create metadataGETReturns the request schema the connected accounting system accepts to create a contact: fields, required ones and integration-specific parameters. Call it before the write.
get_credit_note_create_metadataGet credit note create metadataGETReturns the request schema the connected accounting system accepts to create a credit note: fields, required ones and integration-specific parameters. Call it before the write.
get_expense_create_metadataGet expense create metadataGETReturns the request schema the connected accounting system accepts to create an expense: fields, required ones and integration-specific parameters. Call it before the write.
get_expense_report_create_metadataGet expense report create metadataGETReturns the request schema the connected accounting system accepts to create an expense report: fields, required ones and integration-specific parameters. Call it before the write.
get_invoice_create_metadataGet invoice create metadataGETReturns the request schema the connected accounting system accepts to create an invoice: fields, required ones and integration-specific parameters. Call it before the write.
get_item_create_metadataGet item create metadataGETReturns the request schema the connected accounting system accepts to create an item: fields, required ones and integration-specific parameters. Call it before the write.
get_item_fulfillment_create_metadataGet item fulfillment create metadataGETReturns the request schema the connected accounting system accepts to create an item fulfillment: fields, required ones and integration-specific parameters. Call it before the write.
get_journal_entry_create_metadataGet journal entry create metadataGETReturns the request schema the connected accounting system accepts to create a journal entry: fields, required ones and integration-specific parameters. Call it before the write.
get_payment_create_metadataGet payment create metadataGETReturns the request schema the connected accounting system accepts to create a payment: fields, required ones and integration-specific parameters. Call it before the write.
get_purchase_order_create_metadataGet purchase order create metadataGETReturns the request schema the connected accounting system accepts to create a purchase order: fields, required ones and integration-specific parameters. Call it before the write.
get_sales_order_create_metadataGet sales order create metadataGETReturns the request schema the connected accounting system accepts to create a sales order: fields, required ones and integration-specific parameters. Call it before the write.
get_vendor_credit_create_metadataGet vendor credit create metadataGETReturns the request schema the connected accounting system accepts to create a vendor credit: fields, required ones and integration-specific parameters. Call it before the write.

Patch, 6 operations

get_contact_update_metadataGet contact update metadataGETReturns the request schema the connected accounting system accepts to update a contact: fields, required ones and integration-specific parameters. Call it before the write.
get_credit_note_update_metadataGet credit note update metadataGETReturns the request schema the connected accounting system accepts to update a credit note: fields, required ones and integration-specific parameters. Call it before the write.
get_invoice_update_metadataGet invoice update metadataGETReturns the request schema the connected accounting system accepts to update an invoice: fields, required ones and integration-specific parameters. Call it before the write.
get_item_update_metadataGet item update metadataGETReturns the request schema the connected accounting system accepts to update an item: fields, required ones and integration-specific parameters. Call it before the write.
get_payment_update_metadataGet payment update metadataGETReturns the request schema the connected accounting system accepts to update a payment: fields, required ones and integration-specific parameters. Call it before the write.
get_vendor_credit_update_metadataGet vendor credit update metadataGETReturns the request schema the connected accounting system accepts to update a vendor credit: fields, required ones and integration-specific parameters. Call it before the write.

Contact, 4 operations

create_contactCreate contactPOSTCreates a `Contact` object with the given values.
get_contactGet contactGETReturns a `Contact` object with the given `id`.
list_contactsList contactsGETReturns a list of `Contact` objects.
update_contactUpdate contactPATCHUpdates a `Contact` object with the given `id`.

Credit note, 4 operations

create_credit_noteCreate credit notePOSTCreates a `CreditNote` object with the given values.
get_credit_noteGet credit noteGETReturns a `CreditNote` object with the given `id`.
list_credit_notesList credit notesGETReturns a list of `CreditNote` objects.
update_credit_noteUpdate credit notePATCHUpdates a `CreditNote` object with the given `id`.

Invoice, 4 operations

create_invoiceCreate invoicePOSTCreates an invoice (ACCOUNTS_RECEIVABLE) or a bill (ACCOUNTS_PAYABLE) in the connected accounting system (public beta). Call get_invoice_create_metadata first: required fields vary by system.
get_invoiceGet invoiceGETReturns an `Invoice` object with the given `id`.
list_invoicesList invoicesGETReturns a list of `Invoice` objects.
update_invoiceUpdate invoicePATCHUpdates an `Invoice` object with the given `id`.

Item, 4 operations

create_itemCreate itemPOSTCreates an `Item` object with the given values.
get_itemGet itemGETReturns an `Item` object with the given `id`.
list_itemsList itemsGETReturns a list of `Item` objects.
update_itemUpdate itemPATCHUpdates an `Item` object with the given `id`.

Payment, 4 operations

create_paymentCreate paymentPOSTRecords a payment (received or made) in the connected accounting system, optionally applied to invoices through applied_to_lines. Call get_payment_create_metadata first.
get_paymentGet paymentGETReturns a `Payment` object with the given `id`.
list_paymentsList paymentsGETReturns a list of `Payment` objects.
update_paymentUpdate paymentPATCHUpdates a `Payment` object with the given `id`.

Vendor credit, 4 operations

create_vendor_creditCreate vendor creditPOSTCreates a `VendorCredit` object with the given values.
get_vendor_creditGet vendor creditGETReturns a `VendorCredit` object with the given `id`.
list_vendor_creditsList vendor creditsGETReturns a list of `VendorCredit` objects.
update_vendor_creditUpdate vendor creditPATCHUpdates a `VendorCredit` object with the given `id`.

Account, 3 operations

create_accountCreate accountPOSTCreates an `Account` object with the given values.
get_accountGet accountGETReturns an `Account` object with the given `id`.
list_accountsList accountsGETReturns a list of `Account` objects.

Attachment, 3 operations

create_attachmentCreate attachmentPOSTCreates an `AccountingAttachment` object with the given values.
get_attachmentGet attachmentGETReturns an `AccountingAttachment` object with the given `id`.
list_attachmentsList attachmentsGETReturns a list of `AccountingAttachment` objects.

Expense, 3 operations

create_expenseCreate expensePOSTCreates an `Expense` object with the given values.
get_expenseGet expenseGETReturns an `Expense` object with the given `id`.
list_expensesList expensesGETReturns a list of `Expense` objects.

Expense report, 3 operations

create_expense_reportCreate expense reportPOSTCreates an `ExpenseReport` object with the given values.
get_expense_reportGet expense reportGETReturns an `ExpenseReport` object with the given `id`.
list_expense_reportsList expense reportsGETReturns a list of `ExpenseReport` objects.

Item fulfillment, 3 operations

create_item_fulfillmentCreate item fulfillmentPOSTCreates an `ItemFulfillment` object with the given values.
get_item_fulfillmentGet item fulfillmentGETReturns an `ItemFulfillment` object with the given `id`.
list_item_fulfillmentsList item fulfillmentsGETReturns a list of `ItemFulfillment` objects.

Journal entry, 3 operations

create_journal_entryCreate journal entryPOSTPosts a journal entry with its lines to the connected accounting system. Call get_journal_entry_create_metadata first: required fields vary by system.
get_journal_entryGet journal entryGETReturns a `JournalEntry` object with the given `id`.
list_journal_entriesList journal entriesGETReturns a list of `JournalEntry` objects.

Purchase order, 3 operations

create_purchase_orderCreate purchase orderPOSTCreates a `PurchaseOrder` object with the given values.
get_purchase_orderGet purchase orderGETReturns a `PurchaseOrder` object with the given `id`.
list_purchase_ordersList purchase ordersGETReturns a list of `PurchaseOrder` objects.

Sales order, 3 operations

create_sales_orderCreate sales orderPOSTCreates a `SalesOrder` object with the given values.
get_sales_orderGet sales orderGETReturns a `SalesOrder` object with the given `id`.
list_sales_ordersList sales ordersGETReturns a list of `SalesOrder` objects.

Accounting period, 2 operations

get_accounting_periodGet accounting periodGETReturns an `AccountingPeriod` object with the given `id`.
list_accounting_periodsList accounting periodsGETReturns a list of `AccountingPeriod` objects.

Application, 2 operations

apply_credit_noteApply credit notePOSTApplies part or all of a credit note to an invoice in the connected accounting system (public beta): pass the invoice, the date and the amount.
apply_vendor_creditApply vendor creditPOSTApplies part or all of a vendor credit to a bill (invoice) in the connected accounting system (public beta): pass the invoice, the date and the amount.

Balance sheet, 2 operations

get_balance_sheetGet balance sheetGETReturns a `BalanceSheet` object with the given `id`.
list_balance_sheetsList balance sheetsGETReturns a list of `BalanceSheet` objects.

Cash flow statement, 2 operations

get_cash_flow_statementGet cash flow statementGETReturns a `CashFlowStatement` object with the given `id`.
list_cash_flow_statementsList cash flow statementsGETReturns a list of `CashFlowStatement` objects.

Company info, 2 operations

get_company_infoGet company infoGETReturns a `CompanyInfo` object with the given `id`.
list_company_infoList company infoGETReturns a list of `CompanyInfo` objects.

Employee, 2 operations

get_employeeGet employeeGETReturns an `Employee` object with the given `id`.
list_employeesList employeesGETReturns a list of `Employee` objects.

General ledger transaction, 2 operations

get_general_ledger_transactionGet general ledger transactionGETReturns a `GeneralLedgerTransaction` object with the given `id`.
list_general_ledger_transactionsList general ledger transactionsGETReturns a list of `GeneralLedgerTransaction` objects.

Income statement, 2 operations

get_income_statementGet income statementGETReturns an `IncomeStatement` object with the given `id`.
list_income_statementsList income statementsGETReturns a list of `IncomeStatement` objects.

Payment method, 2 operations

get_payment_methodGet payment methodGETReturns a `PaymentMethod` object with the given `id`.
list_payment_methodsList payment methodsGETReturns a list of `PaymentMethod` objects.

Payment term, 2 operations

get_payment_termGet payment termGETReturns a `PaymentTerm` object with the given `id`.
list_payment_termsList payment termsGETReturns a list of `PaymentTerm` objects.

Project, 2 operations

get_projectGet projectGETReturns a `Project` object with the given `id`.
list_projectsList projectsGETReturns a list of `Project` objects.

Tax rate, 2 operations

get_tax_rateGet tax rateGETReturns a `TaxRate` object with the given `id`.
list_tax_ratesList tax ratesGETReturns a list of `TaxRate` objects.

Tracking category, 2 operations

get_tracking_categoryGet tracking categoryGETReturns a `TrackingCategory` object with the given `id`.
list_tracking_categoriesList tracking categoriesGETReturns a list of `TrackingCategory` objects.

Transaction, 2 operations

get_transactionGet transactionGETReturns a `Transaction` object with the given `id`.
list_transactionsList transactionsGETReturns a list of `Transaction` objects.

Account detail, 1 operation

get_account_detailsGet account detailsGETReturns the Linked Account behind the connection: integration name and slug, category, status, end user organization and email, and account type.

Address, 1 operation

get_addressGet addressGETReturns an `Address` object with the given `id`.

Async task, 1 operation

get_async_taskGet async taskGETReturns the status (QUEUED, IN_PROGRESS, COMPLETED or FAILURE) and the result (status code and response body) of an asynchronous accounting write, by the task id Merge returned when that write was queued.

Available action, 1 operation

get_available_actionsGet available actionsGETReturns the integration behind the Linked Account and, per Common Model, the operations it supports (FETCH, CREATE...), the fields it fills and the parameters a create must send.

Line, 1 operation

list_expense_report_linesList expense report linesGETReturns a list of `ExpenseReportLine` objects that point to a `ExpenseReport` with the given id.

Phone number, 1 operation

get_phone_numberGet phone numberGETReturns an `AccountingPhoneNumber` object with the given `id`.

Sync status, 1 operation

get_sync_statusGet sync statusGETReturns the sync state of each Common Model for the Linked Account: last and next sync start, last result and finish time. Data read through the other tools is as fresh as the last sync.

Use Merge Accounting from Claude Code, Cursor or Codex

Connect Merge Accounting in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Merge Accounting operations become tools the client can call, next to every other integration you connected.

Claude Code

claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"

Codex (~/.codex/config.toml)

[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"

Cursor, Claude Desktop and other JSON configs

{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Merge Accounting

Create your workspace
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Connect Merge Accounting once
Add your Merge Accounting connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.
Describe the job in chat
The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.