Mercury (Claude)

Unverified

Understand your finances, organize/categorize transactions, and set up payments and transfers for approval in Mercury.

About Mercury (Claude) MCP Server

Connect your Mercury account to Claude to analyze your finances, organize transactions, and move money right from where you're already working. *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. AI-generated responses and suggested actions may vary and are not guaranteed. Please review outputs before taking action.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/mercury. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.mercury.com/mcp. Sign-in: Required. Publisher documentation: https://docs.mercury.com/docs/connecting-mercury-mcp. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (48)
Functions this server exposes to AI clients

createCategory

editCategory

getAccount

getAccountCards

getAccountStatements

getAccounts

getAttachment

getBooksAgentCoaTemplate

getBooksAgentCoaTemplates

getBooksJournalEntries

getBooksJournalEntry

getCard

getCashflowSummary

getCurrentDate

getCustomer

getInvest

getInvestActivity

getInvoice

getOrganization

getRecipient

getRecipientInvite

getRecipients

getSafeRequest

getSafeRequests

getTransaction

getTransactionById

getTransferMoneyApprovalRequest

getTreasury

getTreasuryTransactions

getUser

getUsers

getWebhook

getWebhooks

listCards

listCategories

listCredit

listCustomers

listInvoiceAttachments

listInvoices

listMerchants

listRecipientInvites

listRecipientsAttachments

listSendMoneyApprovalRequests

listTransactions

listTransferMoneyApprovalRequests

requestSendMoney

requestTransferMoney

updateTransaction

Compatible With
Claude
Claude Code
Claude Desktop