AI agents for Mercury

Get the organization

Reads the Mercury organization the token belongs to.

List accounts and balances

Lists the organization's Mercury bank accounts (checking and savings) with balances in dollars.

List treasury accounts

Lists the organization's Mercury Treasury accounts with their balances.

Find transactions

Lists transactions across Mercury accounts and cards, optionally only some accounts or cards, a status, a created or posted date range, or a search over descriptions, notes.

Get a transaction

Reads one Mercury transaction by ID.

List account statements

Lists the monthly statements of one Mercury account, optionally between two dates.

List payment recipients

Lists the people and companies the organization pays from Mercury.

List invoicing customers

Lists the customers in Mercury invoicing (accounts receivable).

List invoices

Lists invoices sent from Mercury invoicing, newest first.

Get an invoice

Reads one Mercury invoice by ID.

Note or categorise a transaction

Sets the internal note and, optionally, the custom category of a Mercury transaction.

Create an invoicing customer

Adds a customer to Mercury invoicing with a name and email, and optionally a mailing address (all of name, street, city, region, postal code and country).

Create an invoice

Creates a Mercury invoice for an invoicing customer, paid into one of your Mercury checking or savings accounts, with line items.