Search, analyze and understand your finances on Mercury
Connect your Mercury account to your AI to get answers about your business or personal finances in the same place you’re already doing the rest of your work. Ask questions in natural language and turn your financial data into answers, analysis, and action. More
MCP connector Server URL https://mcp.mercury.com/mcpCopy Login OAuth Tools Reads data43 getAccount getAccountCards getAccounts getAccountStatements getAttachment getBudget getBudgetExpenditures getBudgetMembers getCard getCashflowSummary getCreditAccountStatements getCurrentDate getCustomer getInvoice getOrganization getRecipient getRecipientInvite getRecipients getSafeRequest getSafeRequests getSendMoneyApprovalRequest getTransaction getTransactionById getTransferMoneyApprovalRequest getTreasury getTreasuryTransactions getUser getUsers getWebhook getWebhooks listBudgets listCards listCategories listCredit listCustomers listInvoiceAttachments listInvoices listMerchants listRecipientInvites listRecipientsAttachments listSendMoneyApprovalRequests listTransactions listTransferMoneyApprovalRequests
Changes data1 createCategory
Deletes or can't be undone2 editCategory requestSendMoney
Skills 7 in the ChatGPT listing
Mercury actions Set up Mercury payments to saved recipients and transfers between eligible accounts for approval, create or edit custom expense categories, and update transaction notes or categories. Mercury Cash and Runway Review business or personal Mercury cash balances and cash flow. Mercury Invoice Review Review Mercury customer invoices for open face value, overdue aging, customer concentration, due-date priorities, and data exceptions. Mercury MCP Safety Rules Apply shared authorization, privacy, completeness, calculation, date, and evidence controls when another Mercury skill uses the live Mercury MCP. Mercury Personal Finance Review personal and household Mercury cash flow, spending against a user-provided budget, recurring charges, savings goals, and emergency-fund coverage. Mercury Spend Review Review business expenses or personal and household spending, budgets, recurring charges, possible duplicates, unusual changes, and savings candidates. Mercury Vendor Review Review business vendors or personal merchants and payees for payment concentration, possible duplicates, unusual changes, and recipient identity exceptions.