Mercury's official MCP server (Beta) for read-only access to your Mercury business banking data — accounts, balances, transactions, cards, recipients, statements, and treasury. Cannot initiate transactions or modify account data; all mutations are blocked server-side.
Description is untrusted, display-only upstream metadata. It never becomes policy, OAuth scope authority, or an agent instruction.
Pakkawork boundary
Research catalogue metadata only. No Pakkawork OAuth, credential, host, quota, executor, or verifier is enabled.
No Pakkawork execution adapter is enabled. Hosted account-authorisation availability is workspace-specific and checked separately in the dashboard.Check workspace connection options
Only field names, types, and required markers are shown. Secret values, default auth URLs, credential material, and inferred OAuth scopes are excluded.
DCR_OAUTH
DCR_OAUTH
mercury_mcp_DCR_OAuth
Provider setup
Developer setup
Client idclient_id · stringOptional
Client secretclient_secret · stringOptional
Redirect URIoauth_redirect_uri · stringOptional
Scopesscopes · stringOptional
User connection
No fields declared in this snapshot.
Capability index
Actions and trigger definitions
Static summaries are available. Live schemas remain disabled until PROVIDER_HUB_API_KEY is configured server-side.
Retrieve all debit and credit cards associated with a specific account.
Untrusted display-only summary
Getaccounts
MERCURY_MCP_GET_ACCOUNTS
Retrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
Untrusted display-only summary
Getaccountstatements
MERCURY_MCP_GET_ACCOUNT_STATEMENTS
Retrieve a paginated list of monthly statements for a specific account. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters, as well as date range filtering with start and end parameters.
Untrusted display-only summary
Getattachment
MERCURY_MCP_GET_ATTACHMENT
Retrieve attachment details including download URL
Untrusted display-only summary
Getcurrentdate
MERCURY_MCP_GET_CURRENT_DATE
Get the current date in the format. Example: Fri Oct 31 2025
Untrusted display-only summary
Getcustomer
MERCURY_MCP_GET_CUSTOMER
Retrieve details of a specific customer by their ID
Untrusted display-only summary
Getinvoice
MERCURY_MCP_GET_INVOICE
Retrieve details of an invoice by its ID
Untrusted display-only summary
Getorganization
MERCURY_MCP_GET_ORGANIZATION
Retrieve information about your organization including EIN, legal business name, and DBAs.
Untrusted display-only summary
Getrecipient
MERCURY_MCP_GET_RECIPIENT
Retrieve details of a specific recipient by ID
Untrusted display-only summary
Getrecipients
MERCURY_MCP_GET_RECIPIENTS
Retrieve a paginated list of all recipients. Use cursor parameters (start_after, end_before) for pagination.
Untrusted display-only summary
Getsaferequest
MERCURY_MCP_GET_SAFE_REQUEST
Retrieve a specific SAFE request by its ID.
Untrusted display-only summary
Getsaferequests
MERCURY_MCP_GET_SAFE_REQUESTS
Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.
Untrusted display-only summary
Gettransaction
MERCURY_MCP_GET_TRANSACTION
Get transaction by ID
Untrusted display-only summary
Gettransactionbyid
MERCURY_MCP_GET_TRANSACTION_BY_ID
Retrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and related metadata.
Untrusted display-only summary
Gettreasury
MERCURY_MCP_GET_TREASURY
Retrieve a paginated list of all treasury accounts associated with the authenticated organization. Use cursor parameters (start_after, end_before) for pagination.
Untrusted display-only summary
Gettreasurystatements
MERCURY_MCP_GET_TREASURY_STATEMENTS
Retrieve a paginated list of statements for a specific treasury account. Supports cursor-based pagination and filtering by document type.
Untrusted display-only summary
Gettreasurytransactions
MERCURY_MCP_GET_TREASURY_TRANSACTIONS
Retrieve paginated treasury transactions for a specific treasury account.
Untrusted display-only summary
Getuser
MERCURY_MCP_GET_USER
Get user by ID
Untrusted display-only summary
Getusers
MERCURY_MCP_GET_USERS
Get all users
Untrusted display-only summary
Getwebhook
MERCURY_MCP_GET_WEBHOOK
Retrieve details of a specific webhook endpoint by ID
Untrusted display-only summary
Getwebhooks
MERCURY_MCP_GET_WEBHOOKS
Retrieve a paginated list of all webhook endpoints for your organization. Supports filtering by status.
Untrusted display-only summary
Listcategories
MERCURY_MCP_LIST_CATEGORIES
Retrieve a paginated list of all available custom expense categories for the organization. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters. - These categories are custom and different from the values for "mercuryCategory".
Untrusted display-only summary
Listcredit
MERCURY_MCP_LIST_CREDIT
Retrieve a list of all credit accounts for the organization.
Untrusted display-only summary
Listcustomers
MERCURY_MCP_LIST_CUSTOMERS
Retrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
Untrusted display-only summary
Listinvoiceattachments
MERCURY_MCP_LIST_INVOICE_ATTACHMENTS
Retrieve a list of all attachments for a specific invoice
Untrusted display-only summary
Listinvoices
MERCURY_MCP_LIST_INVOICES
Retrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
Untrusted display-only summary
Listrecipientsattachments
MERCURY_MCP_LIST_RECIPIENTS_ATTACHMENTS
Retrieve a paginated list of all recipient tax form attachments across all recipients in the organization. Use cursor parameters (start_after, end_before) for pagination.
Untrusted display-only summary
Listsendmoneyapprovalrequests
MERCURY_MCP_LIST_SEND_MONEY_APPROVAL_REQUESTS
Retrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by account and status.
Untrusted display-only summary
Listtransactions
MERCURY_MCP_LIST_TRANSACTIONS
Retrieve a paginated list of all transactions across all accounts. Supports advanced filtering by date ranges, status, categories, and cursor-based pagination. CRITICAL TRUNCATION RULE - READ THIS FIRST: ================================================================================ IF YOU SEE "Result too long" IN TH…
Untrusted display-only summary
Provenance
Versioned facts, explicit trust.
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