# Mercury MCP
> Mercury's hosted financial MCP lets authorized AI clients read account, transaction, card, recipient, statement and business data, and perform a limited set of scoped actions such as creating payment requests or editing transaction categories.
Canonical: https://www.mcpfolio.com/servers/mercury
Last updated: 2026-10-28
## Catalog record

- Publisher: Mercury
- Categories: finance

## Website

https://mercury.com/api

## 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.

## Tools

- **getAccount**: Retrieve an account by ID.
- **getAccountCards**: List cards associated with an account.
- **getAccountStatements**: Retrieve monthly statements with date filtering.
- **getTransaction**: Retrieve a transaction by account and transaction ID.
- **getAccounts**: List all organization accounts.
- **listCategories**: List custom expense categories.
- **listCredit**: List credit accounts.
- **getOrganization**: Retrieve organization details, including EIN and legal name.
- **getRecipient**: Retrieve recipient details by ID.
- **getRecipients**: List payment recipients.
- **listTransactions**: List transactions with filters and cursor pagination.
- **getTreasury**: List treasury accounts.
- **getTreasuryTransactions**: List transactions for a treasury account.
- **getCard**: Retrieve a card by ID.
- **listCards**: List organization cards.
- **getUser**: Retrieve a user by ID.
- **getUsers**: List organization users.
- **getWebhook**: Retrieve a webhook by ID.
- **getWebhooks**: List webhook endpoints.
- **getTransactionById**: Retrieve a transaction including attachments and check images.
- **listSendMoneyApprovalRequests**: List send-money approval requests.
- **getSafeRequest**: Retrieve a SAFE request by ID.
- **getSafeRequests**: List SAFE requests.
- **listRecipientsAttachments**: List recipient tax-form attachments.
- **getAttachment**: Retrieve attachment details and download URL.
- **getCustomer**: Retrieve a customer by ID.
- **listCustomers**: List customers with pagination.
- **getInvoice**: Retrieve an invoice by ID.
- **listInvoices**: List invoices with pagination.
- **listInvoiceAttachments**: List attachments for an invoice.
- **listTransferMoneyApprovalRequests**: List internal transfer approval requests.
- **getTransferMoneyApprovalRequest**: Retrieve an internal transfer approval request.
- **requestSendMoney**: Create a payment request to an existing recipient; Mercury approval required before funds are sent.
- **requestTransferMoney**: Create an internal transfer request; Mercury approval required before funds move.
- **createCategory**: Create a custom expense category; takes effect immediately.
- **editCategory**: Edit a custom expense category; takes effect immediately.
- **updateTransaction**: Update or clear a transaction note/category; takes effect immediately.

## Sources

- [official_publisher_documentation](https://docs.mercury.com/docs/what-is-mercury-mcp)
- [official_tool_reference](https://docs.mercury.com/docs/supported-tools-on-mercury-mcp)
- [official_setup_guide](https://docs.mercury.com/docs/connecting-mercury-mcp)

## Setup

Use the interactive setup panel on [the detail page](https://www.mcpfolio.com/servers/mercury) to view instructions for each supported client.