Connect Mercury MCP to your AI agent

Developer Tools 30 actions available

Mercury's official MCP server (Beta) for read-only access to your Mercury business banking data — accounts, balances, transactions, cards, recipients, statements, and treasury. Cannot initiate transactions or modify account data; all mutations are blocked server-side.

We set up the connection using your own Mercury MCP account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Mercury MCP

Each one is a real action the agent can take on its own, the same things a person clicking around Mercury MCP could do. Read-only by default; write actions are confirmed against your policy.

  • Getaccount Get account by ID
  • Getaccountcards Retrieve all debit and credit cards associated with a specific account.
  • Getaccounts Retrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
  • Getaccountstatements Retrieve a paginated list of monthly statements for a specific account. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters, as well as date range filtering with start and en…
  • Getattachment Retrieve attachment details including download URL
  • Getcurrentdate Get the current date in the format. Example: Fri Oct 31 2025
  • Getcustomer Retrieve details of a specific customer by their ID
  • Getinvoice Retrieve details of an invoice by its ID
  • Getorganization Retrieve information about your organization including EIN, legal business name, and DBAs.
  • Getrecipient Retrieve details of a specific recipient by ID
  • Getrecipients Retrieve a paginated list of all recipients. Use cursor parameters (start_after, end_before) for pagination.
  • Getsaferequest Retrieve a specific SAFE request by its ID.
  • Getsaferequests Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.
  • Gettransaction Get transaction by ID
  • Gettransactionbyid Retrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and related metadata.
  • Gettreasury Retrieve a paginated list of all treasury accounts associated with the authenticated organization. Use cursor parameters (start_after, end_before) for pagination.
  • Gettreasurystatements Retrieve a paginated list of statements for a specific treasury account. Supports cursor-based pagination and filtering by document type.
  • Gettreasurytransactions Retrieve paginated treasury transactions for a specific treasury account.
  • Getuser Get user by ID
  • Getusers Get all users
  • Getwebhook Retrieve details of a specific webhook endpoint by ID
  • Getwebhooks Retrieve a paginated list of all webhook endpoints for your organization. Supports filtering by status.
  • Listcategories Retrieve a paginated list of all available custom expense categories for the organization. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters. - These categories are custom…
  • Listcredit Retrieve a list of all credit accounts for the organization.
  • Listcustomers Retrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
  • Listinvoiceattachments Retrieve a list of all attachments for a specific invoice
  • Listinvoices Retrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
  • Listrecipientsattachments Retrieve a paginated list of all recipient tax form attachments across all recipients in the organization. Use cursor parameters (start_after, end_before) for pagination.
  • Listsendmoneyapprovalrequests Retrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by account and status.
  • Listtransactions Retrieve a paginated list of all transactions across all accounts. Supports advanced filtering by date ranges, status, categories, and cursor-based pagination. CRITICAL TRUNCATION RULE - READ THIS FIRST: ===============…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Mercury MCP account. We never see your password, and you can revoke access from Mercury MCP at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Mercury MCP questions, answered.

You sign in with your own Mercury MCP account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Mercury MCP at any time.
The actions Mercury MCP's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Mercury MCP to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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