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