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Mercury MCPmodel context protocol
30 available actions
What your AI agent can do in Mercury MCP
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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.
Showing all 30 actions.
Common starting points
- GetaccountGet account by ID
- GetaccountcardsRetrieve all debit and credit cards associated with a specific account.
Browse all 30 actions by capability
Open a capability to see every supported action and its description.
Other actionsSpecialist and administrative actions.View 30 actions
- GetaccountGet account by ID
- GetaccountcardsRetrieve all debit and credit cards associated with a specific account.
- GetaccountsRetrieve a paginated list of accounts.
- GetaccountstatementsRetrieve a paginated list of monthly statements for a specific account.
- GetattachmentRetrieve attachment details including download URL
- GetcurrentdateGet the current date in the format.
- GetcustomerRetrieve details of a specific customer by their ID
- GetinvoiceRetrieve details of an invoice by its ID
- GetorganizationRetrieve information about your organization including EIN, legal business name, and DBAs.
- GetrecipientRetrieve details of a specific recipient by ID
- GetrecipientsRetrieve a paginated list of all recipients.
- GetsaferequestRetrieve a specific SAFE request by its ID.
- GetsaferequestsRetrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.
- GettransactionGet transaction by ID
- GettransactionbyidRetrieve a single transaction by its ID.
- GettreasuryRetrieve a paginated list of all treasury accounts associated with the authenticated organization.
- GettreasurystatementsRetrieve a paginated list of statements for a specific treasury account.
- GettreasurytransactionsRetrieve paginated treasury transactions for a specific treasury account.
- GetuserGet user by ID
- GetusersGet all users
- GetwebhookRetrieve details of a specific webhook endpoint by ID
- GetwebhooksRetrieve a paginated list of all webhook endpoints for your organization.
- ListcategoriesRetrieve a paginated list of all available custom expense categories for the organization.
- ListcreditRetrieve a list of all credit accounts for the organization.
- ListcustomersRetrieve a paginated list of customers.
- ListinvoiceattachmentsRetrieve a list of all attachments for a specific invoice
- ListinvoicesRetrieve a paginated list of invoices.
- ListrecipientsattachmentsRetrieve a paginated list of all recipient tax form attachments across all recipients in the organization.
- ListsendmoneyapprovalrequestsRetrieve a paginated list of send money approval requests for the authenticated organization.
- ListtransactionsRetrieve a paginated list of all transactions across all accounts.
Connection record
A connection you can control.
- Sign-in
- OAuth sign-in
- Setup
- Sign in with your own Mercury MCP account. Access is limited to the work agreed for the role.
- Boundaries
- Only the approved role and actions.
- Off switch
- Revoke the connection from your account.
FAQ
Before you connect Mercury MCP
How does the agent connect to Mercury MCP?
You sign in with your own Mercury MCP account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Mercury MCP at any time.
What can the agent actually do in Mercury MCP?
The page above lists the 30 actions currently available through the Mercury MCP connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Mercury MCP included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Mercury MCP is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.
Bring the workflow together
Ready to put Mercury MCP to work?
Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.