Mercury MCP connector

• List List all Mercury account List Mercury accounts. Returns: accountNumber, availableBalance, canReceiveTransactions, createdAt, currentBalance, dashboardLink, id, kind, legalBusinessName, name, nickname, routingNumber, status, type. Max 1000 per page.
• List List all Mercury transaction List transactions across Mercury accounts. Returns transaction records with account, amount, status, timing, counterparty, category, and attachment metadata.
• Get Get single Mercury transaction by ID Get a Mercury transaction by id. Returns the full transaction details including account, amount, status, counterparty, notes, category, and attachments.
• Create Create a Mercury transaction Send money from a Mercury account to a recipient. Returns the created transaction request and processing status. Required: account_id.
• Update Update a Mercury transaction by ID Update Mercury transaction metadata by id. Returns the updated transaction including notes and category metadata. Required: id.
• List List all Mercury card List Mercury cards across your organization. Returns cards with id, lastFour, status, type, kind, nameOnCard, createdAt, and updatedAt. Supports filtering by accountId, status, type, kind, and userId.
• Create Create a Mercury card Create a virtual Mercury card for an existing user. Returns the issued card with id, lastFour, status, kind, nameOnCard, expiration, and spendLimit. Required: kind, type, userId.
• Get Get single Mercury card by ID Get a single Mercury card by id. Returns the card object with id, lastFour, status, kind, nameOnCard, expiration, spendLimit, createdAt, and updatedAt. Required: id.
• Update Update a Mercury card by ID Update a Mercury card's nickname or spending controls. Returns the updated card including id, accountId, status, lastFour, nickname, kind, type, and expiration. Required: id. At least one of nickname or spendLimit must be supplied.
• Delete Delete a Mercury card by ID Cancel a Mercury card by id. Returns the cancelled card object including id, status, kind, lastFour, accountId, and userId. Required: id. Cancellation cannot be undone and the card number cannot be reactivated.
• List List all Mercury customer List Mercury Accounts Receivable customers. Returns: id, name, email, deletedAt, address. Max 1000 per page.
• Create Create a Mercury customer Create a Mercury Accounts Receivable customer. Returns: id, name, email, deletedAt, address. Required: name, email.
• Get Get single Mercury customer by ID Get a single Mercury Accounts Receivable customer by id. Returns: id, name, email, deletedAt, address. Required: id.
• Update Update a Mercury customer by ID Update a Mercury Accounts Receivable customer by id. Returns the updated customer object including id, name, email, address, and deletedAt. Required: id, email, name, and resendOpenInvoices. Returns an error if the customer has pending invoice payments.
• Delete Delete a Mercury customer by ID Soft-delete a Mercury customer by id. Returns the soft-deleted customer object including id, name, email, deletedAt, and address. Required: id.
• List List all Mercury invoice List Mercury AR invoices. Returns: id, achDebitEnabled, amount, canceledAt, ccEmails, createdAt, creditCardEnabled, currencyCode, customerId, destinationAccountId, dueDate, internalNote, invoiceDate, invoiceNumber, lineItems, payerMemo, poNumber, servicePeriodEndDate, servicePeriodStartDate, slug, status, updatedAt, useRealAccountNumber. Max 1000 per page.
• Create Create a Mercury invoice Create a Mercury AR invoice. Returns the created invoice with id, amount, status, dueDate, customerId, invoiceNumber, slug, lineItems, and payment flags. Required: achDebitEnabled, ccEmails, creditCardEnabled, customerId, destinationAccountId, dueDate, invoiceDate, lineItems, useRealAccountNumber. creditCardEnabled requires a connected Stripe account.
• Get Get single Mercury invoice by ID Get a Mercury AR invoice by id. Returns: id, achDebitEnabled, amount, canceledAt, ccEmails, createdAt, creditCardEnabled, currencyCode, customerId, destinationAccountId, dueDate, internalNote, invoiceDate, invoiceNumber, lineItems, payerMemo, poNumber, servicePeriodEndDate, servicePeriodStartDate, slug, status, updatedAt, useRealAccountNumber. Required: id.
• Update Update a Mercury invoice by ID Update a Mercury invoice by id. Returns the updated invoice including id, status, amount, dueDate, lineItems, and customerId. Required: id, achDebitEnabled, ccEmails, creditCardEnabled, dueDate, invoiceDate, invoiceNumber, lineItems, useRealAccountNumber. You must send all fields in full, including optional fields, or existing values will be deleted.
• Delete Delete a Mercury invoice by ID Delete a Mercury invoice by id. Only unpaid invoices can be canceled. Returns an empty 204 response on success. Required: id.
• List List all Mercury recipient List Mercury recipients. Returns recipients available for payments, including ids, names, payment method details, and status metadata.
• Create Create a Mercury recipient Create a Mercury recipient for payments. Returns the created recipient including id, name, status, and payment details.
• Get Get single Mercury recipient by ID Get a Mercury recipient by id. Returns recipient details including payment method metadata and status. Required: id.
• Update Update a Mercury recipient by ID Update a Mercury recipient by id. Returns the updated recipient. Required: id.
• Delete Delete a Mercury recipient by ID Delete a Mercury recipient by id. Returns an empty success response when deletion succeeds. Required: id.
• Create Create a Mercury recipient invite Create a recipient invite in Mercury. Returns: contactEmail, createdAt, expiresAt, id, name, notes, onboardingUrl, paymentMethods, recipientId, requireTaxDocument, status. Required: contactEmail, paymentMethods, requireTaxDocument, sendEmail. Name is required when recipientId is absent.
• List List all Mercury recipient invite List recipient invites in Mercury. Returns: contactEmail, createdAt, expiresAt, id, name, notes, onboardingUrl, paymentMethods, recipientId, requireTaxDocument, status.
• Get Get single Mercury recipient invite by ID Get a single Mercury recipient invite by id. Returns: contactEmail, createdAt, expiresAt, id, name, notes, onboardingUrl, paymentMethods, recipientId, requireTaxDocument, status. Required: id.
• Delete Delete a Mercury recipient invite by ID Delete a Mercury recipient invite by id. Returns an empty 204 response on success. Required: id.
• Create Create a Mercury internal transfer Create an internal transfer between two Mercury accounts in the same organization. Returns: creditTransaction, debitTransaction, amount, destinationAccountId, idempotencyKey, note, sourceAccountId. Required: amount, destinationAccountId, idempotencyKey, and sourceAccountId. Amount must be at least $0.01.
• Create Create a Mercury send money request Create a Mercury send money request requiring approval. Returns the created request with accountId, amount, paymentMethod, recipientId, requestId, status, reviews, and more. Required: account_id, amount, idempotencyKey, paymentMethod, recipientId.
• Get Get single Mercury send money approval by ID Get a single Mercury send money approval request by id. Returns: accountId, amount, createdAt, memo, numberOfApproversRequired, paymentMethod, recipientId, requestId, requestedByUserId, reviews, scheduledSendDate, status. Required: id.
• List List all Mercury send money approval List Mercury send money approval requests. Returns: accountId, amount, createdAt, memo, numberOfApproversRequired, paymentMethod, recipientId, requestId, requestedByUserId, reviews, scheduledSendDate, status.
• List List all Mercury category List expense categories in Mercury. Returns: id, name, visibleForCardSpend, visibleForOther, visibleForReimbursements. Max 1000 per page.
• Create Create a Mercury category Create a new expense category in Mercury. Returns: id, name, visibleForCardSpend, visibleForOther, visibleForReimbursements. Required: name, visibleForCardSpend, visibleForOther, visibleForReimbursements.
• Update Update a Mercury category by ID Update an existing expense category in Mercury by id. All body fields are optional. Returns: id, name, visibleForCardSpend, visibleForOther, visibleForReimbursements. Required: id.
• Delete Delete a Mercury category by ID Delete a Mercury category by id. Returns an empty 204 response on success. Required: id.
• List List all Mercury credit account List credit accounts in Mercury. Returns: availableBalance, createdAt, currentBalance, id, status, amount, externalMemo, idempotencyKey, note, paymentMethod, purpose, recipientId.
• List List all Mercury event List Mercury API events. Returns: changedPaths, id, mergePatch, occurredAt, operationType, previousValues, resourceId, resourceType, resourceVersion. Optional filters: resourceType, resourceId.
• Get Get single Mercury event by ID Get a single Mercury API event by id. Returns: changedPaths, id, mergePatch, occurredAt, operationType, previousValues, resourceId, resourceType, resourceVersion. Required: id.
• Create Create a Mercury onboarding Create a Mercury onboarding application. Returns: onboardingDataId, signupLink. Required: partner, beneficialOwners (at least one item).
• List List all Mercury organization Get the Mercury organization for the authenticated account. Returns the organization object including billing_cadence, dbas, id, kind, legal_business_name, subscription_tier, and ein.
• List List all Mercury safe List Mercury SAFE requests. Returns SAFE request records for the organization.
• Get Get single Mercury safe by ID Get a Mercury SAFE request by id. Returns the SAFE request details. Required: id.
• List List all Mercury treasury List Mercury treasury accounts. Returns treasury accounts associated with the authenticated organization.
• List List all Mercury user List organization users in Mercury. Returns: email, firstName, lastName, organizationRole, userId.
• Get Get single Mercury user by ID Get a single Mercury organization user by id. Returns: email, firstName, lastName, organizationRole, userId. Required: id.
• List List all Mercury webhook List Mercury webhook endpoints. Returns configured webhook endpoints with status, URL, event subscriptions, and delivery metadata.
• Create Create a Mercury webhook Create a Mercury webhook endpoint. Returns the created webhook endpoint including id, URL, status, and subscribed event types.
• Get Get single Mercury webhook by ID Get a Mercury webhook endpoint by id. Returns webhook configuration and status. Required: id.
• Update Update a Mercury webhook by ID Update a Mercury webhook endpoint by id. Returns the updated webhook configuration. Required: id.
• Delete Delete a Mercury webhook by ID Delete a Mercury webhook endpoint by id. Returns an empty success response when deletion succeeds. Required: id.
• Verify Mercury webhook verify Send a test event to verify a Mercury webhook endpoint. Returns the verification result. Required: webhook_id.
• Create Create a Mercury oauth token Obtain an OAuth 2.0 access token from Mercury. Returns: access_token, expires_in, refresh_token, scope, token_type. Required: code, code_verifier, grant_type, redirect_uri, refresh_token, scope.
• List List all Mercury oauth authorize Start the Mercury OAuth2 authorization flow. Redirects the user to Mercury consent for the requested application access.
• Get Get single Mercury attachment by ID Get a Mercury attachment by id. Returns attachment details including the download URL. Required: id.
• List List all Mercury account cards List cards for a Mercury account. Returns: cardId, createdAt, lastFourDigits, nameOnCard, network, physicalCardStatus, spendLimit, status, type, updatedAt, userId. Required: account_id. Deprecated representation.
• List List all Mercury account statements List statements for a Mercury account. Returns: accountNumber, companyLegalAddress, companyLegalName, downloadUrl, ein, endDate, endingBalance, id, routingNumber, startDate, transactions. Required: account_id. Treasury and credit accounts are not supported. Max date range 3 months.
• List List all Mercury account transactions List transactions for a Mercury account. Returns: accountId, amount, attachments, bankDescription, categoryData, checkNumber, compliantWithReceiptPolicy, counterpartyId, counterpartyName, counterpartyNickname, createdAt, creditAccountPeriodId, currencyExchangeInfo, dashboardLink, details, estimatedDeliveryDate, externalMemo, failedAt, feeId, generalLedgerCodeName, glAllocations,…
• List List all Mercury invoice attachments List attachments for a Mercury AR invoice. Returns: fileName, id, url. Required: invoice_id.
• List List all Mercury recipient attachments List recipient tax-form attachments in Mercury. Returns: fileName, formType, id, recipientId, uploadedAt, url.
• Create Create a Mercury recipient attachment Upload a tax-form attachment to a Mercury recipient. Returns the created attachment with id, fileName, and url. Required: recipient_id, file. Max file size 32MB.
• Create Create a Mercury transaction attachment Upload a file attachment to a Mercury transaction. Returns: categoryId, note. Required: transaction_id, file. Max file size 32MB.
• List List all Mercury treasury statements List treasury account statements in Mercury. Returns statement records including id, documentType, downloadUrl, description, periodStart, periodEnd, createdAt, and updatedAt. Required: treasury_id. Max 1000 per page.
• List List all Mercury treasury transactions List treasury transactions for a Mercury treasury account. Returns: accountId, additionalDetails, amount, balance, canonicalDay, description, details, id, security, type. Required: treasury_id.
• List List all Mercury invoice PDF Download a Mercury invoice PDF by invoice id. Returns binary PDF content. Required: invoice_id.
• List List all Mercury safe document Download a Mercury SAFE document by SAFE id. Returns binary PDF content. Required: safe_id.
• List List all Mercury statement PDF Download a Mercury account statement PDF by statement id. Returns binary PDF content. Required: statement_id.
• Create Create a Mercury card freeze Freeze a Mercury card to temporarily pause authorizations. Returns the frozen card including id, accountId, status, lastFour, nickname, kind, type, and expiration. Required: card_id.
• Create Create a Mercury card unfreeze Unfreeze a frozen Mercury card by card id. Returns the card object including id, status, kind, lastFour, accountId, and userId. Required: card_id.

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