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Mercury MCP connector

OAuth 2.1/DCRAccounting & FinanceAnalyticsProductivity

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

Mercury MCP connector

  1. Terminal window
    npm install @scalekit-sdk/node

    Full SDK reference: Node.js | Python

  2. 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. 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)

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

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.

NameTypeRequiredDescription
accountIdstringrequiredMercury 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.

NameTypeRequiredDescription
accountIdstringrequiredMercury 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
accountIdstringrequiredMercury account ID. Get it from Get Accounts.
endstringoptionalFilter by end date (YYYY-MM-DD).
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
startstringoptionalFilter by start date (YYYY-MM-DD).
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
attachmentIdstringrequiredMercury 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.

NameTypeRequiredDescription
customerIdstringrequiredMercury 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.

NameTypeRequiredDescription
invoiceIdstringrequiredMercury 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.

NameTypeRequiredDescription
recipientIdstringrequiredMercury 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
safeRequestIdstringrequiredMercury 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.

NameTypeRequiredDescription
accountIdstringrequiredMercury account ID. Get it from Get Accounts.
transactionIdstringrequiredMercury 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.

NameTypeRequiredDescription
transactionIdstringrequiredMercury 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
treasuryIdstringrequiredMercury treasury account ID. Get it from Get Treasury.
documentTypestringoptionalFilter statements by document type.
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
treasuryIdstringrequiredMercury treasury account ID. Get it from Get Treasury.
cursornumberoptionalNumeric pagination cursor from the previous response.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort 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.

NameTypeRequiredDescription
userIdstringrequiredMercury 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
webhookEndpointIdstringrequiredMercury 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor from the previous response to fetch the next page.
statusarrayoptionalNo 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
invoiceIdstringrequiredMercury 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
orderstringoptionalSort order: asc or desc.
start_afterstringoptionalCursor 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.

NameTypeRequiredDescription
accountIdstringoptionalMercury account ID. Get it from Get Accounts.
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
start_afterstringoptionalCursor from the previous response to fetch the next page.
statusstringoptionalFilter 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.

NameTypeRequiredDescription
accountIdarrayoptionalNo description.
cardIdarrayoptionalNo description.
categoryIdstringoptionalFilter by custom expense category ID.
endstringoptionalFilter by end date (YYYY-MM-DD).
end_beforestringoptionalCursor to fetch the page before this position.
limitintegeroptionalMaximum number of items to return per page.
mercuryCategorystringoptionalFilter by Mercury built-in transaction category.
orderstringoptionalSort order: asc or desc.
postedEndstringoptionalFilter transactions posted on or before this date (YYYY-MM-DD).
postedStartstringoptionalFilter transactions posted on or after this date (YYYY-MM-DD).
searchstringoptionalSearch term to filter transactions by description or counterparty.
startstringoptionalFilter by start date (YYYY-MM-DD).
start_afterstringoptionalCursor from the previous response to fetch the next page.
start_atstringoptionalFilter by start datetime (ISO 8601).
statusarrayoptionalNo description.