Mercury MCP for AI agents
Agents read Mercury MCP at once. Changes and sends are held for a person's approval by default.
About 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.
What an agent can do in Mercury MCP
Every Mercury MCP action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Mercury MCP without asking first. 29 actions.
- GetaccountGet account by ID
- GetaccountcardsRetrieve all debit and credit cards associated with a specific account.
- GetaccountsRetrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
- GetaccountstatementsRetrieve 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 filterin
- GetattachmentRetrieve attachment details including download URL
- GetcurrentdateGet the current date in the format. Example: Fri Oct 31 2025
- 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. Use cursor parameters (start_after, end_before) for pagination.
- GetsaferequestRetrieve a specific SAFE request by its ID.
Show all 29
- GetsaferequestsRetrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.
- GettransactionGet transaction by ID
- GettransactionbyidRetrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and related metadata.
- GettreasuryRetrieve a paginated list of all treasury accounts associated with the authenticated organization. Use cursor parameters (start_after, end_before) for pagination.
- GettreasurystatementsRetrieve a paginated list of statements for a specific treasury account. Supports cursor-based pagination and filtering by document type.
- 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. Supports filtering by status.
- ListcategoriesRetrieve 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 cat
- ListcreditRetrieve a list of all credit accounts for the organization.
- ListcustomersRetrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
- ListinvoiceattachmentsRetrieve a list of all attachments for a specific invoice
- ListinvoicesRetrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
- ListrecipientsattachmentsRetrieve a paginated list of all recipient tax form attachments across all recipients in the organization. Use cursor parameters (start_after, end_before) for pagination.
- ListtransactionsRetrieve 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 FIR
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 1 action.
- ListsendmoneyapprovalrequestsRetrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by account and status.
Changes wait in Needs you
Changes and sends in Mercury MCP are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Mercury MCP questions
Can an agent change data in Mercury MCP on its own?
Not by default. Changes and sends in Mercury MCP are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Mercury MCP?
This connector lists 29 read actions. Reads run at once, without waiting for approval.
How does Mercury MCP connect?
It connects with dcr oauth. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.