Mercury

Financial Servicesby Mercury Technologies inc

Launched Aug 18, 2026 on ChatGPT

Check your balance, download statements, search/analyze/graph transactions, and understand Cards directly from Claude. Mercury brings your finances into your AI tools

36ChatGPT Tools

5Claude Tools

Mercury Technologies incDeveloper

Financial ServicesCategory

Use Cases

financial-services

Available Tools

Get Account

getAccount

Full Description

Get account by ID

Parameters (1 required)

Required

accountIdstring

ID for a Mercury account.

Get Account Cards

getAccountCards

Full Description

Retrieve all debit and credit cards associated with a specific account.

Parameters (1 required)

Required

accountIdstring

ID for a Mercury account.

Get Accounts

getAccounts

Full Description

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

Parameters (0 required, 4 optional)

Optional

end_beforestring

The ID of the account to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the account to start the page after (exclusive). When provided, results will begin with the account immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

Get Account Statements

getAccountStatements

Full Description

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.

Parameters (1 required, 6 optional)

Required

accountIdstring

ID for a Mercury account.

Optional

endstring

Filter statements where the period start date is on or before this date. If the date is in the future, defaults to the current date. Format: YYYY-MM-DD

end_beforestring

The ID of the statement to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'desc'

Options:ascdesc

Default: desc

startstring

Filter statements where the period start date is on or after this date. Format: YYYY-MM-DD

start_afterstring

The ID of the statement to start the page after (exclusive). When provided, results will begin with the statement immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

Get Attachment

getAttachment

Full Description

Retrieve attachment details including download URL

Parameters (1 required)

Required

attachmentIdstring

ID for the attachment.

Get Card

getCard

Full Description

Retrieve details of a specific card by its ID.

Parameters (1 required)

Required

cardIdstring

Unique identifier for a card

Get Current Date

getCurrentDate

Full Description

Get the current date in the format. Example: Fri Oct 31 2025

Get Customer

getCustomer

Full Description

Retrieve details of a specific customer by their ID

Parameters (1 required)

Required

customerIdstring

The customer who will receive the invoice. Use the /api/v1/ar/customers endpoint to list your customers and find the corresponding id, or create a new customer first.

Get Invoice

getInvoice

Full Description

Retrieve details of an invoice by its ID

Parameters (1 required)

Required

invoiceIdstring

ID for the invoice.

Get Organization

getOrganization

Full Description

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

Get Recipient

getRecipient

Full Description

Retrieve details of a specific recipient by ID

Parameters (1 required)

Required

recipientIdstring

ID for a Mercury account.

Get Recipient Invite

getRecipientInvite

Full Description

Retrieve details of a specific recipient invite by ID.

Parameters (1 required)

Required

inviteIdstring

ID for the invite

Get Recipients

getRecipients

Full Description

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

Parameters (0 required, 4 optional)

Optional

end_beforestring

The ID of the recipient to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the recipient to start the page after (exclusive). When provided, results will begin with the recipient immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

Get Safe Request

getSafeRequest

Full Description

Retrieve a specific SAFE request by its ID.

Parameters (1 required)

Required

safeRequestIdstring

ID for the SAFE request

Get Safe Requests

getSafeRequests

Full Description

Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.

Get Transaction

getTransaction

Full Description

Get transaction by ID

Parameters (2 required)

Required

accountIdstring

ID for a Mercury account.

transactionIdstring

ID for this transaction

Get Transaction By Id

getTransactionById

Full Description

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

Parameters (1 required)

Required

transactionIdstring

ID for this transaction

Get Transfer Money Approval Request

getTransferMoneyApprovalRequest

Full Description

Retrieve a specific transfer approval request by ID.

Parameters (1 required)

Required

requestIdstring

ID for the transfer money approval request

Get Treasury

getTreasury

Full Description

Retrieve a paginated list of all treasury accounts associated with the authenticated organization. Use cursor parameters (start_after, end_before) for pagination.

Parameters (0 required, 4 optional)

Optional

end_beforestring

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

Get Treasury Transactions

getTreasuryTransactions

Full Description

Retrieve paginated treasury transactions for a specific treasury account.

Parameters (1 required, 3 optional)

Required

treasuryIdstring

ID for a Mercury account.

Optional

cursornumber

Pagination cursor for retrieving next batch of transactions. Must be an integer >= 0

limitinteger

Maximum number of results to return. Defaults to 100

Default: 100

orderstring

Sort order for transactions. Can be 'asc' or 'desc'. Defaults to 'desc'

Options:ascdesc

Default: desc

Get User

getUser

Full Description

Get user by ID

Parameters (1 required)

Required

userIdstring

ID for the user

Get Users

getUsers

Full Description

Get all users

Parameters (0 required, 4 optional)

Optional

end_beforestring

The ID of the user to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the user to start the page after (exclusive). When provided, results will begin with the user immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

Get Webhook

getWebhook

Full Description

Retrieve details of a specific webhook endpoint by ID

Parameters (1 required)

Required

webhookEndpointIdstring

ID for the webhook

Get Webhooks

getWebhooks

Full Description

Retrieve a paginated list of all webhook endpoints for your organization. Supports filtering by status.

Parameters (0 required, 5 optional)

Optional

end_beforestring

The ID of the webhook to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the webhook to start the page after (exclusive). When provided, results will begin with the webhook immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

statusarray

List Cards

listCards

Full Description

Retrieve a paginated list of cards.

Parameters (0 required, 10 optional)

Optional

accountIdarray

Filter cards by one or more account IDs.

end_beforestring

The ID of the card to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

isAgentCardboolean

Filter cards by whether they are for Agent use.

kindarray

Filter cards by kind (debit or credit).

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 500

Default: 500

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the card to start the page after (exclusive). When provided, results will begin with the card immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

statusarray

Filter cards by one or more statuses.

typearray

Filter cards by type (virtual or physical).

userIdstring

Filter cards by the cardholder's user ID.

List Categories

listCategories

Full Description

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".

Parameters (0 required, 4 optional)

Optional

end_beforestring

The ID of the category to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the category to start the page after (exclusive). When provided, results will begin with the category immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

List Credit

listCredit

Full Description

Retrieve a list of all credit accounts for the organization.

List Customers

listCustomers

Full Description

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

Parameters (0 required, 4 optional)

Optional

end_beforestring

The ID of the customer to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the customer to start the page after (exclusive). When provided, results will begin with the customer immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

List Invoice Attachments

listInvoiceAttachments

Full Description

Retrieve a list of all attachments for a specific invoice

Parameters (1 required)

Required

invoiceIdstring

ID for the invoice.

List Invoices

listInvoices

Full Description

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

Parameters (0 required, 4 optional)

Optional

end_beforestring

The ID of the invoice to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the invoice to start the page after (exclusive). When provided, results will begin with the invoice immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

List Merchants

listMerchants

Full Description

Retrieve a paginated list of priority merchants that can be used for spend controls like merchant locking. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters, plus an optional case-insensitive search by merchant name.

Parameters (0 required, 5 optional)

Optional

end_beforestring

The ID of the merchant to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

searchstring

Case-insensitive search term to filter merchants by name.

start_afterstring

The ID of the merchant to start the page after (exclusive). When provided, results will begin with the merchant immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

List Recipient Invites

listRecipientInvites

Full Description

Retrieve a paginated list of all recipient invites for your organization. Supports filtering by status.

Parameters (0 required, 5 optional)

Optional

end_beforestring

The ID of the recipient invite to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the recipient invite to start the page after (exclusive). When provided, results will begin with the recipient invite immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

statusstring

Options:createdcompletedexpired

List Recipients Attachments

listRecipientsAttachments

Full Description

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.

Parameters (0 required, 4 optional)

Optional

end_beforestring

The ID of the recipient attachment to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

start_afterstring

The ID of the recipient attachment to start the page after (exclusive). When provided, results will begin with the recipient attachment immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

List Send Money Approval Requests

listSendMoneyApprovalRequests

Full Description

Retrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by account and status.

Parameters (0 required, 5 optional)

Optional

accountIdstring

ID for a Mercury account.

end_beforestring

The ID of the send money approval request to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

start_afterstring

The ID of the send money approval request to start the page after (exclusive). When provided, results will begin with the send money approval request immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

statusstring

Options:pendingApprovalapprovedrejectedcancelled

List Transactions

listTransactions

Full Description

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 THE RESPONSE: 1. IMMEDIATELY STOP

Do not analyze or use the truncated data

2. The data is INCOMPLETE and any analysis will be WRONG 3. Start over with a smaller limit (reduce by 50%) 4. Paginate through ALL pages until you have complete data 5. NEVER provide answers based on truncated results ================================================================================

DATE FILTERING: ================================================================================ ALWAYS use postedStart / postedEnd for date-range queries. Do NOT use start / end.

The dates shown in results are postedAt (when the transaction settled). createdAt is not included in results. Card charges create at authorization and post one or more days later, so filtering on createdAt (which is what start / end do) frequently misses transactions the user is asking about.

Examples: • "What did I spend last month?" → postedStart / postedEnd • "Show me August transactions" → postedStart / postedEnd • "Total spend this quarter" → postedStart / postedEnd ================================================================================

MANDATORY PAGINATION FOR COMPLETE RESULTS: When a user asks ANY question requiring complete data (totals, balances, aggregates, "most/least", "all transactions", comparisons, or any calculation across transactions):

CRITICAL: Incomplete pagination will produce WRONG ANSWERS for questions about totals, spending categories, balances, minimums, maximums, or "most/least". You must fetch everything before calculating or answering.

1. Start with a limit of 300 transactions. 2. You MUST automatically paginate through ALL pages WITHOUT asking the user 3. Continue calling listTransactions using the page.nextPage value from each response 4. Keep fetching until page.nextPage is not present 5. If pagination would take more than 3 tool calls, ask the user to narrow down to a smaller time period 6. It is a CRITICAL ERROR to answer before having fetched ALL pages

FILTERING:

IMPORTANT: WHEN FILTERING BY DATE, ALWAYS CHECK THE CURRENT DATE FIRST and ensure you're using the current year for current year queries
Unless specified otherwise or queried for "all transactions", ONLY include transactions with "status: sent"
To get transactions for a specific account, use the accountId parameter to filter by accountId

PAGINATION MECHANICS:

Use the limit parameter to control page size
If page.nextPage is returned, use it as the start_after parameter in your next call
Keep fetching until page.nextPage is null/undefined
The page.nextPage value is a transaction ID to start after (exclusive)

COMPUTATIONAL REQUIREMENTS:

For any query requiring:

Sums, totals, averages, medians, modes, ranges, most/least, or other aggregations across accounts/transactions
Calculations involving currency amounts
Comparisons of financial metrics

You MUST:

Create an artifact that processes the data programmatically
Parse the JSON response and use JavaScript/Python to calculate
Display intermediate steps for verification
Never rely on mental arithmetic for financial calculations
Example: "What's my total balance?"
CORRECT: Create artifact that parses accounts, maps to balances, uses reduce() to sum
INCORRECT: Manually adding up balance values

For queries about 'last two months' or 'this year', calculate dates based on the actual current date Use the getCurrentDate tool to get the current date.

Use the getTransaction tool to get more details about a specific transaction.

Parameters (0 required, 15 optional)

Optional

accountIdarray

cardIdarray

categoryIdstring

UUID of a custom category. Can be returned from /categories endpoint.

endstring

Latest createdAt date to filter for. If it’s not provided, it defaults to current day. Format: YYYY-MM-DD or an ISO 8601 string. Please note that your Mercury transactions on your Dashboard might have their postedAt date displayed, as opposed to createdAt

end_beforestring

The ID of the transaction to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

mercuryCategorystring

Name of mercuryCategory you want to filter on. Merchant Type in the UI.

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

postedEndstring

Latest postedAt date to filter for. Format: YYYY-MM-DD or an ISO 8601 string

postedStartstring

Earliest postedAt date to filter for. Format: YYYY-MM-DD or an ISO 8601 string

searchstring

Search term to look for in transaction descriptions.

startstring

Earliest createdAt date to filter for. If not provided, it defaults to the date of your first transaction. Format: YYYY-MM-DD or an ISO 8601 string. Please note that your Mercury transactions on your Dashboard might have their postedAt date displayed, as opposed to createdAt

start_afterstring

The ID of the transaction to start the page after (exclusive). When provided, results will begin with the transaction immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

start_atstring

The ID of the resource to start the page at (inclusive). When provided, results will begin with and include the resource with this ID. Use this to retrieve a specific page when you know the exact starting point. Cannot be combined with start_after or end_before.

statusarray

List Transfer Money Approval Requests

listTransferMoneyApprovalRequests

Full Description

Retrieve a paginated list of transfer approval requests for the authenticated organization. Supports filtering by source account, destination account, and status.

Parameters (0 required, 8 optional)

Optional

destinationAccountIdstring

ID for a Mercury account.

end_beforestring

The ID of the transfer approval request to end the page before (exclusive). When provided, results will end just before this ID and work backwards. Use this for reverse pagination or to retrieve previous pages. Cannot be combined with start_after.

limitinteger

Maximum number of results to return. Allowed range: 1 to 1000. Defaults to 1000

Default: 1000

orderstring

Sort order. Can be 'asc' or 'desc'. Defaults to 'asc'

Options:ascdesc

Default: asc

sourceAccountIdstring

ID for a Mercury account.

start_afterstring

The ID of the transfer approval request to start the page after (exclusive). When provided, results will begin with the transfer approval request immediately following this ID. Use this for standard forward pagination to get the next page of results. Cannot be combined with end_before.

start_atstring

The ID of the transfer approval request to start the page at (inclusive). Cannot be combined with start_after or end_before.

statusstring

Options:pendingApprovalapprovedrejectedcancelled

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