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Mercury MCP connector

OAuth 2.1/DCR Accounting & FinanceAnalyticsProductivity

Connect to Mercury. Access accounts, transactions, recipients, invoices, treasury, webhooks, and approval requests for startup banking workflows.

Mercury MCP connector

  1. Install the SDK

    Section titled “Install the SDK”
    Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. Set your credentials

    Section titled “Set your credentials”

    Add your Scalekit credentials to your .env file. Find values in app.scalekit.com > Developers > API Credentials.

    .env
    SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
    SCALEKIT_CLIENT_ID=<your-client-id>
    SCALEKIT_CLIENT_SECRET=<your-client-secret>

  3. Authorize and make your first call

    Section titled “Authorize and make your first call”
    quickstart.ts
    import { ScalekitClient } from '@scalekit-sdk/node'
    import 'dotenv/config'
    

    const scalekit = new ScalekitClient(
      process.env.SCALEKIT_ENV_URL,
      process.env.SCALEKIT_CLIENT_ID,
      process.env.SCALEKIT_CLIENT_SECRET,
    )
    const actions = scalekit.actions
    

    const connector = 'mercurymcp'
    const identifier = 'user_123'
    

    // Generate an authorization link for the user
    const { link } = await actions.getAuthorizationLink({ connectionName: connector, identifier })
    console.log('Authorize Mercury MCP:', link)
    process.stdout.write('Press Enter after authorizing...')
    await new Promise(r => process.stdin.once('data', r))
    

    // Make your first call
    const result = await actions.executeTool({
      connector,
      identifier,
      toolName: 'mercurymcp_getaccounts',
      toolInput: {},
    })
    console.log(result)

What you can do

Section titled “What you can do”

Connect this agent connector to let your agent:

  • Listtransactions records — Retrieve a paginated list of transactions across all accounts with advanced filtering
  • Listsendmoneyapprovalrequests records — Retrieve a paginated list of send money approval requests with optional filtering
  • Listrecipientsattachments records — Retrieve a paginated list of all recipient tax form attachments across the organization
  • Listinvoices records — Retrieve a paginated list of all invoices
  • Listinvoiceattachments records — Retrieve all attachments for a specific invoice
  • Listcustomers records — Retrieve a paginated list of all customers

Tool list

Section titled “Tool list”

Use the exact tool names from the Tool list below when you call execute_tool. If you’re not sure which name to use, list the tools available for the current user first.

mercurymcp_getaccount # Retrieve details of a specific Mercury account by its ID. 1 param

Retrieve details of a specific Mercury account by its ID.

Name Type Required Description
accountId string required Mercury account ID. Get it from Get Accounts.
mercurymcp_getaccountcards # Retrieve all debit and credit cards associated with a specific account. 1 param

Retrieve all debit and credit cards associated with a specific account.

Name Type Required Description
accountId string required Mercury account ID. Get it from Get Accounts.
mercurymcp_getaccounts # Retrieve a paginated list of all Mercury accounts for the organization. 4 params

Retrieve a paginated list of all Mercury accounts for the organization.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_getaccountstatements # Retrieve a paginated list of monthly statements for a specific account. 7 params

Retrieve a paginated list of monthly statements for a specific account.

Name Type Required Description
accountId string required Mercury account ID. Get it from Get Accounts.
end string optional Filter by end date (YYYY-MM-DD).
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start string optional Filter by start date (YYYY-MM-DD).
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_getattachment # Retrieve attachment details including the download URL. 1 param

Retrieve attachment details including the download URL.

Name Type Required Description
attachmentId string required Mercury attachment ID.
mercurymcp_getcurrentdate # Get the current date and time. 0 params

Get the current date and time.

mercurymcp_getcustomer # Retrieve details of a specific customer by their ID. 1 param

Retrieve details of a specific customer by their ID.

Name Type Required Description
customerId string required Mercury customer ID. Get it from List Customers.
mercurymcp_getinvoice # Retrieve details of an invoice by its ID. 1 param

Retrieve details of an invoice by its ID.

Name Type Required Description
invoiceId string required Mercury invoice ID. Get it from List Invoices.
mercurymcp_getorganization # Retrieve organization details including EIN, legal business name, and DBAs. 0 params

Retrieve organization details including EIN, legal business name, and DBAs.

mercurymcp_getrecipient # Retrieve details of a specific payment recipient by their ID. 1 param

Retrieve details of a specific payment recipient by their ID.

Name Type Required Description
recipientId string required Mercury recipient ID. Get it from Get Recipients.
mercurymcp_getrecipients # Retrieve a paginated list of all payment recipients. 4 params

Retrieve a paginated list of all payment recipients.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_getsaferequest # Retrieve a specific SAFE (Simple Agreement for Future Equity) request by its ID. 1 param

Retrieve a specific SAFE (Simple Agreement for Future Equity) request by its ID.

Name Type Required Description
safeRequestId string required Mercury SAFE request ID. Get it from Get SAFE Requests.
mercurymcp_getsaferequests # Retrieve all SAFE requests for the organization. 0 params

Retrieve all SAFE requests for the organization.

mercurymcp_gettransaction # Retrieve a transaction by account ID and transaction ID. 2 params

Retrieve a transaction by account ID and transaction ID.

Name Type Required Description
accountId string required Mercury account ID. Get it from Get Accounts.
transactionId string required Mercury transaction ID. Get it from List Transactions.
mercurymcp_gettransactionbyid # Retrieve a single transaction by its ID including attachments and check images. 1 param

Retrieve a single transaction by its ID including attachments and check images.

Name Type Required Description
transactionId string required Mercury transaction ID. Get it from List Transactions.
mercurymcp_gettreasury # Retrieve a paginated list of all treasury accounts for the organization. 4 params

Retrieve a paginated list of all treasury accounts for the organization.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_gettreasurystatements # Retrieve a paginated list of statements for a specific treasury account. 6 params

Retrieve a paginated list of statements for a specific treasury account.

Name Type Required Description
treasuryId string required Mercury treasury account ID. Get it from Get Treasury.
documentType string optional Filter statements by document type.
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_gettreasurytransactions # Retrieve paginated transactions for a specific treasury account. 4 params

Retrieve paginated transactions for a specific treasury account.

Name Type Required Description
treasuryId string required Mercury treasury account ID. Get it from Get Treasury.
cursor number optional Numeric pagination cursor from the previous response.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
mercurymcp_getuser # Retrieve details of a specific user by their ID. 1 param

Retrieve details of a specific user by their ID.

Name Type Required Description
userId string required Mercury user ID. Get it from Get Users.
mercurymcp_getusers # Retrieve a paginated list of all users in the organization. 4 params

Retrieve a paginated list of all users in the organization.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_getwebhook # Retrieve details of a specific webhook endpoint by its ID. 1 param

Retrieve details of a specific webhook endpoint by its ID.

Name Type Required Description
webhookEndpointId string required Mercury webhook endpoint ID. Get it from Get Webhooks.
mercurymcp_getwebhooks # Retrieve a paginated list of all webhook endpoints with optional status filtering. 5 params

Retrieve a paginated list of all webhook endpoints with optional status filtering.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
status array optional No description.
mercurymcp_listcategories # Retrieve a paginated list of all custom expense categories for the organization. 4 params

Retrieve a paginated list of all custom expense categories for the organization.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_listcredit # Retrieve a list of all credit accounts for the organization. 0 params

Retrieve a list of all credit accounts for the organization.

mercurymcp_listcustomers # Retrieve a paginated list of all customers. 4 params

Retrieve a paginated list of all customers.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_listinvoiceattachments # Retrieve all attachments for a specific invoice. 1 param

Retrieve all attachments for a specific invoice.

Name Type Required Description
invoiceId string required Mercury invoice ID. Get it from List Invoices.
mercurymcp_listinvoices # Retrieve a paginated list of all invoices. 4 params

Retrieve a paginated list of all invoices.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_listrecipientsattachments # Retrieve a paginated list of all recipient tax form attachments across the organization. 4 params

Retrieve a paginated list of all recipient tax form attachments across the organization.

Name Type Required Description
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
order string optional Sort order: asc or desc.
start_after string optional Cursor from the previous response to fetch the next page.
mercurymcp_listsendmoneyapprovalrequests # Retrieve a paginated list of send money approval requests with optional filtering. 5 params

Retrieve a paginated list of send money approval requests with optional filtering.

Name Type Required Description
accountId string optional Mercury account ID. Get it from Get Accounts.
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
start_after string optional Cursor from the previous response to fetch the next page.
status string optional Filter by status.
mercurymcp_listtransactions # Retrieve a paginated list of transactions across all accounts with advanced filtering. 15 params

Retrieve a paginated list of transactions across all accounts with advanced filtering.

Name Type Required Description
accountId array optional No description.
cardId array optional No description.
categoryId string optional Filter by custom expense category ID.
end string optional Filter by end date (YYYY-MM-DD).
end_before string optional Cursor to fetch the page before this position.
limit integer optional Maximum number of items to return per page.
mercuryCategory string optional Filter by Mercury built-in transaction category.
order string optional Sort order: asc or desc.
postedEnd string optional Filter transactions posted on or before this date (YYYY-MM-DD).
postedStart string optional Filter transactions posted on or after this date (YYYY-MM-DD).
search string optional Search term to filter transactions by description or counterparty.
start string optional Filter by start date (YYYY-MM-DD).
start_after string optional Cursor from the previous response to fetch the next page.
start_at string optional Filter by start datetime (ISO 8601).
status array optional No description.