Mercury
FinanceAPI key
Read Mercury bank accounts, balances, transactions and statements, manage recipients, and send or request approval for payments.
13 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| mercury_get_organizationReturns the organization's id, legal business name, DBAs, EIN, kind and subscription tier | read | General | |
| mercury_list_accountsLists the organization's bank accounts with name, type, status, current and available balances, and account and routing numbers | read | Personal data | |
| mercury_get_accountReturns one account's balances, status, type and account details | read | Personal data | |
| mercury_list_transactionsLists transactions across all accounts, newest first, filtered by date range, status, text search, account or category | read | Personal data | |
| mercury_list_account_transactionsLists one account's transactions, newest first, filtered by date range, status or text, with offset paging | read | Personal data | |
| mercury_get_transactionReturns one transaction with amount, counterparty, status, dates, note, category and attachments | read | Personal data | |
| mercury_update_transactionSets a transaction's note or custom expense category | write | Personal data | |
| mercury_list_categoriesLists the organization's custom expense categories with their ids | read | General | |
| mercury_list_recipientsLists payment recipients with names, emails, default payment method and routing details | read | Personal data | |
| mercury_create_recipientAdds a payment recipient, optionally with ACH bank details so money can be sent to them | write | Personal data | |
| mercury_send_moneySends a USD payment from an account to a saved recipient by ACH, check or real-time payment | write | Personal data | |
| mercury_request_send_moneyCreates a payment request from an account to a recipient that an admin approves in Mercury before it is sent | write | Personal data | |
| mercury_list_statementsLists an account's monthly statements with period, balances and statement id | read | Personal data |