For AI agents: a documentation index is available at the root level at /llms.txt and /llms-full.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
Logo
Resources
Log inGet a demo
Get startedAPI referenceImplementation
Get startedAPI referenceImplementation
    • Overview
    • Introduction
    • Unified API
    • Linked Account
    • Merge Link
    • Use cases
      • Analyze compensation
      • Analyze payroll runs
      • Analyze project status
      • Analyze spend
      • Assign trainings
      • Auto provision
      • Automate gifts
      • Candidate journey recruiters
      • Candidate journey
      • Candidate matchmaking
      • Career development
      • Collect security evidence
      • Contact information
      • Create invoices
      • Create purchase orders
      • Customer payment reconciliation
      • Deal notifications
      • Employee analysis (GRC)
      • Enrich compliance data
      • Financial analysis
      • Forecast revenue
      • Headcount planning
      • Historical payroll
      • Internal database
      • Onboard and offboard
      • Opportunity recommendations
      • Org chart
      • Sales rep performance
      • Share specific documents
      • Source candidates
      • Source leads
      • Surface open jobs
      • Surface screening questions
      • Sync customers or suppliers
      • Sync expenses
      • Talent pool visibility
      • Track compliance
      • Track contracts
      • Track security controls
      • Train AI accounting
      • Train AI ATS
      • Train AI CRM
      • Train AI HRIS
      • Train AI ticketing
      • Upload contracts file
      • Vendor reconciliation
UnifiedAgent HandlerGateway
UnifiedAgent HandlerGateway
Resources
Log inGet a demo
Use cases

Collect security evidence

Pull and download relevant docs for security compliance controls

Key models and fields

FoldersGET
name
folder_url
FilesGET
name

Typical sync frequency
Highest

Was this page helpful?
Previous

Career development

Next

Contact information

Built with

1. User authorizes file storage access

Your user authorizes your application to access their file storage service (e.g., Google Drive, Dropbox) via an OAuth or similar authorization flow through Merge Link.

Your Product's Frontend and Merge

2. Display file picker interface

Present the Merge File Picker in your application where users can browse through their files and folders in the connected file storage service and select the ones relevant for compliance.

Your Product's Frontend

3. Retrieve and download selected files

Initiate the download of the selected files and folders from the file storage service. Use API endpoints like GET /files/{id} and GET /folders/{id} to access these, based on the files chosen by your user.

Your Product's Backend and Merge

4. Compliance review and reporting

In your application, enable a feature where users can review the uploaded evidence and receive reports on their compliance status, highlighting any gaps or requirements.

Your Product's Frontend