Mercury MCP connector
OAuth 2.1/DCRAccounting & FinanceAnalyticsProductivityConnect to Mercury. Access accounts, transactions, recipients, invoices, treasury, webhooks, and approval requests for startup banking workflows.
Mercury MCP connector
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Install the SDK
Section titled “Install the SDK”Terminal window npm install @scalekit-sdk/nodeTerminal window pip install scalekit -
Set your credentials
Section titled “Set your credentials”Add your Scalekit credentials to your
.envfile. 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> -
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.actionsconst connector = 'mercurymcp'const identifier = 'user_123'// Generate an authorization link for the userconst { 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 callconst result = await actions.executeTool({connector,identifier,toolName: 'mercurymcp_getaccounts',toolInput: {},})console.log(result)quickstart.py import osfrom scalekit.client import ScalekitClientfrom dotenv import load_dotenvload_dotenv()scalekit_client = ScalekitClient(env_url=os.getenv("SCALEKIT_ENV_URL"),client_id=os.getenv("SCALEKIT_CLIENT_ID"),client_secret=os.getenv("SCALEKIT_CLIENT_SECRET"),)actions = scalekit_client.actionsconnection_name = "mercurymcp"identifier = "user_123"# Generate an authorization link for the userlink_response = actions.get_authorization_link(connection_name=connection_name,identifier=identifier,)print("Authorize Mercury MCP:", link_response.link)input("Press Enter after authorizing...")# Make your first callresult = actions.execute_tool(tool_input={},tool_name="mercurymcp_getaccounts",connection_name=connection_name,identifier=identifier,)print(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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.