Install skills

Install Claude Code skills to automate Merge Link, sync, post-connection, and validation. Each skill guides Claude through the work step by step.

Installation

Run these two commands in your terminal:

$claude plugin marketplace add merge-api/merge-unified-skills
$claude plugin install merge-unified

Restart Claude Code or run /reload-plugins to load the skills.

Getting started

After installing, open Claude Code and invoke a skill directly:

/merge-unified:onboarding                       # Signup to first API call to production
/merge-unified:implementing-link                # Add Merge Link to your app
/merge-unified:implementing-sync                # Detect syncs and pull data
/merge-unified:implementing-post-connection     # Build the post-connection experience
/merge-unified:integration-validator            # Verify your integration end to end

Or describe what you want, and Claude picks the right skill automatically.

First-time setup

Onboarding

Walk through signup, your first Linked Account, your first API call, syncing, webhooks, and the production checklist.

Implementation

Implement Merge Link

Build the connection flow: the linked_accounts table, link-token and token-exchange endpoints, and your Connect button or App Marketplace UI.

Implement sync

Pull data from Merge. A webhook handler covers incremental sync (recommended), with polling as a development starting point and production fallback.

Implement post-connection

Build the ongoing integration management surface: settings page, sync status, relinking, field mapping, and data scope filtering.

Verification

Validate integration

Run diagnostic checks against your Merge integration. Get a pass/fail checklist with actionable fixes.