Connect Claude Code to Mercury

Retrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Get account by ID

Retrieve a paginated list of all transactions across all accounts. Supports advanced filtering by date ranges, status, categories, and cursor-based pagination.

Retrieve a paginated list of transactions for a specific account. Supports filtering by date range, status, and search terms.

Retrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and related metadata.

Update the note and/or category of an existing transaction. Use null values to clear existing data.

Retrieve a paginated list of all recipients. Use cursor parameters (start_after, end_before) for pagination.

Retrieve details of a specific recipient by ID

Create a new recipient for making payments

Update an existing recipient's information

Delete a specific recipient by ID. Fails if the recipient is blocked by scheduled payments, pending approvals, or active ACH authorizations.

Send money from an account to a recipient. Creates a transaction that will be processed immediately or may require approval.

Transfer funds between two accounts within the same organization. Supports transfers between depository accounts (checking/savings), from a depository account to a treasury/investment account, and from a treasury/investment account to a depository account. Creates paired debit and credit transactions.

Retrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Retrieve details of a specific customer by their ID

Create a new customer for the organization

Update an existing customer

Delete a customer. This action cannot be undone.

Retrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Retrieve details of an invoice by its ID

Create a new invoice for the organization

Update an existing invoice

Cancel an invoice. This action cannot be undone.

Retrieve a paginated list of monthly statements for a depository account. For IO credit accounts, use getCreditAccountStatements. 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.

Retrieve information about your organization including EIN, legal business name, and DBAs.