Hosting

remote

Transport

Not documented

Endpoint

https://mcp.mercury.com/mcp

Authentication

OAuth 2.0. Users sign in at Mercury and explicitly approve requested scopes. Read scope grants read tools; write tools require individual scopes listed in the official tool reference. OAuth registration for custom clients uses PKCE S256.

Requirements

• Mercury account; business-only tools depend on account eligibility
• MCP is currently in beta
• Mercury sign-in and consent for requested scopes
• Payment and transfer requests require review/approval in Mercury; AI cannot approve them
• Existing read-only connections must reauthorize to grant new write scopes

Setup steps

1. Add https://mcp.mercury.com/mcp as a remote Streamable HTTP server in a supported client.
2. Complete Mercury's browser sign-in and review the requested account and scopes before approving.
3. Claude Code: `claude mcp add --transport http -s user mercury https://mcp.mercury.com/mcp`, then `claude mcp login mercury`; omit `-s user` for project-only config.
4. Codex CLI: `codex mcp add mercury --url https://mcp.mercury.com/mcp`; if OAuth does not start automatically, run `codex mcp login mercury`.
5. Other clients: set the remote HTTP URL and let the client perform OAuth; official docs list official integrations including ChatGPT, Claude, Cursor, Perplexity, Gemini Enterprise, Grok, Microsoft 365 Copilot, Notion and Replit.
6. Verify through a harmless read-only balance/account query. For payment/transfer actions, request creation is not approval; review and approve separately inside Mercury.

The current official reference documents the stored tool surface. Available tools vary by account eligibility and granted OAuth scopes; write actions for payments/transfers create requests that still require approval, while category and transaction-metadata edits apply immediately.

• getAccount

  Retrieve an account by ID.

  01
• getAccountCards

  List cards associated with an account.

  02
• getAccountStatements

  Retrieve monthly statements with date filtering.

  03
• getTransaction

  Retrieve a transaction by account and transaction ID.

  04
• getAccounts

  List all organization accounts.

  05
• listCategories

  List custom expense categories.

  06
• listCredit

  List credit accounts.

  07
• getOrganization

  Retrieve organization details, including EIN and legal name.

  08
• getRecipient

  Retrieve recipient details by ID.

  09
• getRecipients

  List payment recipients.

  10
• listTransactions

  List transactions with filters and cursor pagination.

  11
• getTreasury

  List treasury accounts.

  12
• getTreasuryTransactions

  List transactions for a treasury account.

  13
• getCard

  Retrieve a card by ID.

  14
• listCards

  List organization cards.

  15
• getUser

  Retrieve a user by ID.

  16
• getUsers

  List organization users.

  17
• getWebhook

  Retrieve a webhook by ID.

  18
• getWebhooks

  List webhook endpoints.

  19
• getTransactionById

  Retrieve a transaction including attachments and check images.

  20
• listSendMoneyApprovalRequests

  List send-money approval requests.

  21
• getSafeRequest

  Retrieve a SAFE request by ID.

  22
• getSafeRequests

  List SAFE requests.

  23
• listRecipientsAttachments

  List recipient tax-form attachments.

  24
• getAttachment

  Retrieve attachment details and download URL.

  25
• getCustomer

  Retrieve a customer by ID.

  26
• listCustomers

  List customers with pagination.

  27
• getInvoice

  Retrieve an invoice by ID.

  28
• listInvoices

  List invoices with pagination.

  29
• listInvoiceAttachments

  List attachments for an invoice.

  30
• listTransferMoneyApprovalRequests

  List internal transfer approval requests.

  31
• getTransferMoneyApprovalRequest

  Retrieve an internal transfer approval request.

  32
• requestSendMoney

  Create a payment request to an existing recipient; Mercury approval required before funds are sent.

  33
• requestTransferMoney

  Create an internal transfer request; Mercury approval required before funds move.

  34
• createCategory

  Create a custom expense category; takes effect immediately.

  35
• editCategory

  Edit a custom expense category; takes effect immediately.

  36
• updateTransaction

  Update or clear a transaction note/category; takes effect immediately.

  37

This server’s available tools can vary by account, permissions, or configuration. The list shown is not its full runtime catalog.

• Mercury MCP is in beta. Available tools depend on account type and granted OAuth scopes. Payment and transfer requests require approval in Mercury; category and transaction metadata edits apply immediately.

• official publisher documentation

  Current docs state OAuth, beta status, account- and permission-dependent tool availability, and approval requirements for payment/transfer requests.

• official tool reference

  Current supported-tools page documents read tools and write tools; approval-request status tools are also named in its workflow guidance.

• official setup guide

  Current setup guide identifies the hosted Streamable HTTP endpoint and OAuth setup.

Documentation checked 2026-10-28T13:41:09.000Z. Connection has not been runtime tested.