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.
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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
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Use cases

Upload contracts

Upload and organize signed contracts into a File Storage system

Key models and fields

FilesGET
name
file_url
description
folder
FoldersGET
name
folder_url
parent_folder

Typical sync frequency
Highest

Industries

SaaS Procurement
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Train AI with ticketing data

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Vendor (AP) payment reconciliation

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. Check required fields

Depending on your users’ file storage platform, there may be specific field requirements to successfully POST /File.

Use our GET /meta endpoint to get the required fields.

Your Product's Backend

3. Upload and organize contracts

POST /File to automatically upload signed contracts created in your product to your users’ file storage platform.

If needed, POST /Folder to organize those contracts.

Now all your users’ contracts are automatically organized and saved in their file storage platform - making it quick and easy to reference back for invoicing or financial needs.

Your Product's Frontend
Automatically Upload Contracts to a File Storage Platform with Merge

Integrate today or talk to our sales team to learn how Merge unlocks hundreds of integrations in days - not years.


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