onboarding

Guide developers through Merge Unified API integration, SDK installation, and webhook setup.

Updated May 7, 2026
One-click install
npx skills add https://github.com/merge-api/merge-unified-skills --skill onboarding-merge-api
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: onboarding
Source: https://github.com/merge-api/merge-unified-skills/tree/main/skills/onboarding
Command: npx skills add https://github.com/merge-api/merge-unified-skills --skill onboarding-merge-api

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill simplifies the process of setting up and integrating the Merge Unified API, guiding developers through every step of the process.

Core Features & Use Cases

  • Step-by-Step Guidance: Walks developers through the entire onboarding process for the Merge Unified API.
  • SDK Installation: Provides instructions for installing the appropriate SDK for the chosen language.
  • Link Token Generation: Helps generate a link token to initiate the Merge Link flow.
  • Merge Link Integration: Assists with integrating Merge Link into the app.
  • Webhook Setup: Guides through setting up webhooks for real-time data sync.

Quick Start

To start onboarding to the Merge Unified API, use the /merge-unified:onboarding command.

Frequently Asked Questions about onboarding

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I integrate the Merge Unified API and set up user onboarding?

Merge Unified API integration involves SDK installation, link token generation, Merge Link integration, and webhook setup. This onboarding process provides step-by-step guidance to configure these components for syncing data through the Merge Unified API.

How does link token generation work for Merge Link integration?

Link token generation creates a token required to initiate the Merge Link flow within your application. This token authenticates the session, allowing new users to securely connect their external accounts to the Merge Unified API.

How do I set up webhooks for real-time data sync with the Merge Unified API?

Webhook setup for the Merge Unified API configures endpoint URLs to receive real-time event notifications. This ensures your application automatically syncs data changes from connected integrations without needing continuous manual polling.

Do I need prior knowledge of the Merge Unified API to use this onboarding guide?

Yes, this onboarding guide requires existing knowledge of the Merge Unified API and the ability to perform API calls. It is designed for developers who need to onboard new users and set up complete integrations.

What's the best way to install the SDK for the Merge Unified API?

The best way to install the Merge Unified API SDK is by following the provided step-by-step instructions for your chosen programming language. This ensures the development environment is correctly configured to make authenticated API calls.

What steps are included in the production checklist for Merge Unified API integrations?

The production checklist for Merge Unified API integrations validates that SDK installation, link token generation, Merge Link integration, and webhook setup are fully configured. This ensures your deployment is stable and ready for live user onboarding.