MCP For Claude Marketplace
Mercury

Mercury MCP Connector for Claude

A+

Equip your AI agent with direct access to Mercury — check account balances, review transactions, and manage recipients without opening the banking dashboard.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your Mercury business banking account to your AI agent and manage your startup finances conversationally.

What you can do

  • Account Balances — Check real-time balances across all your Mercury accounts instantly from your AI agent.
  • Transaction History — Pull recent transactions filtered by date, amount, or counterparty to track spending patterns.
  • Recipient Management — List, create, and manage payment recipients for ACH and wire transfers.
  • Account Details — Retrieve routing numbers, account numbers, and account metadata programmatically.

How it works

  1. Subscribe to the Mercury integration on the marketplace.
  2. Generate an API token from your Mercury dashboard (Settings → API Tokens).
  3. Ask your AI agent to check balances, pull transactions, or manage recipients.

Who is this for?

  • Startup Founders — Get an instant snapshot of your runway and cash position during investor calls without switching to a browser.
  • Finance & Operations Teams — Automate daily balance checks and transaction reconciliation directly from your development environment.
  • Bookkeepers & CFOs — Monitor cash flow and payment activity across multiple Mercury accounts from a single conversational interface.
business-bankingtransaction-historyaccount-balancesstartup-financetreasury-management

10 tools expose this connector's capabilities to your AI agent.

list_accounts

List all Mercury bank accounts

list_team_members

List all team members

get_account

Get bank account details

list_transactions

List recent transactions

get_transaction

Get transaction details

list_recipients

List payment recipients

create_recipient

Required for sending payments. Create a new payment recipient

list_payments

List sent payments

list_statements

List bank statements

get_treasury_balance

Get treasury balance overview

See how to talk to your AI agent using Mercury.

What's the current balance on all my Mercury accounts?

I queried your Mercury accounts. You have two active accounts: 'Operating Account' with $142,350.00 and 'Savings Reserve' with $500,000.00. Total cash position: $642,350.00.

Show me all transactions above $5,000 from this month.

I found 4 transactions above $5,000 this month: AWS Infrastructure ($12,400), Payroll Run ($87,500), Office Lease ($8,200), and Legal Retainer ($15,000). Total: $123,100.

List all my payment recipients.

You have 12 saved recipients. Here are the top 5 by frequency: AWS (ACH), Gusto Payroll (ACH), WeWork (Wire), Stripe Atlas (ACH), and Latham & Watkins (Wire).

Log in to your Mercury account at app.mercury.com. Go to **Settings → API Tokens** and click **Create Token**. Choose the token type (Read Only for balance checks, or Read and Write for managing recipients). Copy the token immediately — it will only be shown once. Paste it into the configuration field below, and you're ready. No code, no SDK, no webhooks.

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