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.

Two installs make a coding agent useful on Merge: the Claude Code skill plugin, which walks Claude through the work step by step, and the documentation MCP server, which lets any agent search and read these docs while it works.

Install the skills

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.

Invoke a skill

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.

Install the documentation MCP server

Merge serves this documentation over MCP at https://docs.merge.dev/_mcp/server, so a coding agent can search and read the docs while it works instead of relying on what it already knows. The server needs no API key.

$claude mcp add --transport http docs-merge-dev https://docs.merge.dev/_mcp/server

Any MCP client can connect to the same URL over streamable HTTP.

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.