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Integrations connect Mercora to the systems around it: the mailboxes and chats where deals and documents arrive, the spreadsheets your team keeps, and the CTRM or accounting system you book in. This page helps you find where each one is set up and how admins control what Mercora may do with it. Every integration lives under Settings → Integrations, with a search box at the top.

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Workspace and personal connections

The Integrations page has two halves. Some workspace connections are set up by the Mercora team for your workspace, rather than with a key you paste, for example WhatsApp and Agiblocks. Their pages show whether the connection works and let admins choose what Mercora may do with it. Each tile shows where it stands on the right: Some tiles read Coming soon until a workspace module is turned on. For example, QuickBooks Online stays Coming soon, and its page can’t be reached, until an admin turns on the QuickBooks Online module. See QuickBooks Online.

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What Mercora may do with a connection

Connecting an app doesn’t let Mercora do everything with it. On an app’s page, What automations can do with it lists each action Mercora can take, and whether it:
  • Reads, and then Runs on its own, or
  • Changes Mercora or Leaves Mercora, and then Always asks first: a person approves each call.
Every action starts off. A workspace admin switches on, one by one, under Allowed, what automations and the Copilot may use; the heading counts how many are on, such as “0 of 5 actions allowed”. Anything that leaves Mercora always waits for an Approve, and each write is sent only once, so a retry never makes a second one. While an app isn’t connected yet, Before it runs says so instead.
The What automations can do with it table, with the Action, What it does, Before it runs and Allowed columns

The Agiblocks actions before the app is connected: every action starts off, and each row says whether it only reads or leaves Mercora.

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Available integrations

Microsoft 365

Email, SharePoint files and Teams for the Copilot and automations, as your workspace or as each member.

WhatsApp

The Copilot on your phone, deal capture, hedge requests and approvals from WhatsApp.

Google Sheets

A shared hedge sheet that Mercora appends to and completes with fills.

QuickBooks Online

Connect your QuickBooks Online companies to Mercora.

External systems (Agiblocks)

Push invoices, B/Ls, contracts, deals and hedges to your CTRM, and let the Copilot read its reporting data.
The workspace half also shows status-only tiles with nothing to set up there. Email inbox shows when the last forwarded trade email arrived (see Email ingestion), and Vessel tracking shows whether live vessel positions are available.

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Who can use what

Connecting an integration is the first step. Using it also depends on:
  • Modules. Many features behind an integration have their own module, such as Deal Capture, Hedging or External systems sync. See Modules.
  • Permissions. Each member still needs the role permissions for the data and actions involved. See Roles and permissions.

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Next steps

Microsoft 365

Most workspaces start here: mailboxes, SharePoint files and Teams.

Automations

Put a connection to work in a standing instruction.

Modules

Turn on the workflows that use your integrations.