Mercury banking integration for accounts, transactions, recipients, cards, statements, and treasury
The Mercury integration lets your agents access your Mercury banking organization — list accounts and transactions, manage recipients, view statements and cards, and initiate outgoing payments.
You need:
- Mercury API Token — Get it from your Mercury Dashboard under Settings → API Tokens. Tokens are scoped per organization.
- Open your agent in Agent Studio
- In the Integrations panel, click Add Integration Config
- Select Mercury from the integration list
- Give the config a display name (e.g., "Mercury")
- Enter your Mercury API token
- Save the agent revision
- In an Agent Step, attach Mercury tools from the tools panel
- Tools are referenced as
mercury.list_accounts, mercury.list_transactions, etc.
| Tool | Description | Action Type |
|---|
list_accounts | List all bank accounts in the organization | ReadOnly |
get_account | Retrieve a single account by ID | ReadOnly |
list_account_cards | List debit cards on an account | ReadOnly |
list_account_statements | List monthly statements with optional date range | ReadOnly |
get_account_statement | Retrieve a single statement by ID | ReadOnly |
| Tool | Description | Action Type |
|---|
list_transactions | List transactions with optional date/status/search filters | ReadOnly |
get_transaction | Retrieve a single transaction by ID | ReadOnly |
send_money | Initiate an outgoing ACH, wire, or check payment | Irreversible |
| Tool | Description | Action Type |
|---|
list_recipients | List all payment recipients (counterparties) | ReadOnly |
get_recipient | Retrieve a single recipient by ID | ReadOnly |
create_recipient | Create a new ACH/wire recipient | Reversible |
| Tool | Description | Action Type |
|---|
get_treasury | Retrieve treasury balances and yield details | ReadOnly |
