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Agent Handler

Merge

AI Chat & Assistant
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Agent Handler by Merge is a control plane that lets AI agents safely act inside third party systems through Merge’s Unified APIs. Describe the business task in natural language, and the handler translates intent to scoped API calls with auth, rate limits, retries, and schema mapping handled. Teams use one interface to reach hundreds of providers across CRM, ATS, HRIS, ticketing, and more while keeping permissions, observability, and governance in place. This keeps agents predictable when vendor schemas or fields change unexpectedly. Clear logs and exports document tool calls, inputs, errors, and outcomes for review.

Features

1

Intent to Safe API Actions

Turn natural language requests into constrained tool calls. Agent Handler maps intent to Merge Unified API operations, ensures required fields are present, and blocks out of scope actions. Policies, scopes, and guardrails prevent risky writes while still enabling useful automations, keeping interactions auditable and aligned with least privilege. Templates and roles preserve scopes and safe defaults across environments today.

2

One Interface, Hundreds of Providers

Reach CRM, ATS, HRIS, ticketing, accounting, and more through Merge’s normalized models. Agents do not need per vendor code; the handler translates schema differences and handles pagination, webhooks, and rate limits. This unification cuts integration debt and lets teams add providers without retraining or rebuilding fragile connectors for each target. Schedules and triggers coordinate recurring syncs, retries, and backfills as needed.

3

Observability and Governance

Every tool call is logged with parameters, results, timing, and errors. Dashboards and exports provide evidence for audits and debugging. Role based controls, environment separation, and review workflows let teams approve new capabilities, ensuring production automations remain accountable as scope grows. Usage visibility and limits help teams manage quota, spend, and performance load.

4

Error Handling, Retries, and Idempotency

Built in patterns manage transient failures with smart retries, backoff, and idempotency keys. Partial successes are detected and reconciled. By standardizing recovery, agents stay reliable across flaky endpoints, and operators spend less time chasing edge cases when vendors throttle or return inconsistent payloads. Notes and versions explain why prompts, tools, or policies were adjusted later.

5

Data Quality and Schema Mapping

Normalize records across vendors and validate required fields before writes. Enrichment, dedupe, and conflict rules help maintain clean objects that downstream systems accept. With proactive checks, automations avoid corrupting customer, candidate, or employee data while still moving fast across many integrated sources. Connections sync data with CRMs, ATS, HRIS, and ticketing systems through Merge.

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Recomended For

Platform, data, and AI teams wiring agents into third party tools; RevOps and support teams that want assistants to read and write safely in CRM or ticketing; builders replacing ad hoc connectors with a governed interface; and leaders who need logs, scopes, and quotas to scale responsible agent access across departments and customers. Dashboards surface reliability, latency, and success rates to tune agents weekly.

What it solved

Direct agent access to each vendor API creates fragility, inconsistent scopes, and poor visibility. Agent Handler centralizes policy, mapping, retries, and logging on top of Merge’s Unified APIs. Teams accelerate automation, reduce integration debt, and keep control over what agents can do, with consistent telemetry and limits that protect systems and data. Connections sync data with CRMs, ATS, HRIS, and ticketing systems through Merge.

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