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Connectors · Accounting & finance

Mercury MCP server for AI agents.

actionlake is an MCP gateway: one remote MCP server that connects Claude and other MCP clients to Mercury and the rest of your systems. It gives your agent 76 Mercury actions (44 reads, 20 writes and 12 that wait for a confirmation) and holds the Mercury credential itself, so the agent never does. It paces Mercury's limits and records every call.

Connect Mercury freeSee pricing

100,000 free calls a month. No card, no email, no password: press Start a free sandbox on the next screen and keep the key it shows you.

claude mcp add --transport http actionlake https://connect.actionlake.com/mcp
the first call
do {  action: "mercury.invoices.list",  intent: "check which Mercury account is connected"}# List all invoices · read · 1 upstream call
  • 76actionsin one signed file
  • 44readlook, never change
  • 20writecreate and update
  • 12wait for a yesdestructive, confirmed first

Set up

Connect Mercury in three steps.

  1. 01

    Add actionlake to Claude.

    Run the command once in Claude Code; its consent page can create a free sandbox: 100,000 calls a month, no card. In the Claude app, add a custom connector with the URL below and paste your key on the consent page. Creating a new sandbox from the Claude app is not yet tested by us.

    https://connect.actionlake.com/mcp
  2. 02

    Connect Mercury.

    Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead. actionlake stores what you paste write-only, sealed under your tenant's key.

    • api_tokenMercury API token: an admin opens Settings > Developers > API Tokens in the Mercury dashboard, creates a token…
    account { op: "connections.requirements", service: "mercury" }
# free: exactly what to paste, and what is found for you
  3. 03

    Make the first call. Check before a write.

    Ask in plain words; Claude picks the action. Before anything changes, check validates the call and prices it, for free.

    do    { action: "mercury.invoices.list" }# list all invoices · read · 1 upstream callcheck { action: "mercury.invoices.create", input: { … } }# free: inputs, permissions, cost and confirmations, nothing sent

Mercury at a glance

Sign-in
Bearer token. No consent screen: your agent can connect it for you, but the key then passes through your chat. To keep it out of the model's context, paste it in the console instead.
You provide
api_token
Limits we pace to
300 calls a minute, per connection
API covered
Mercury API v1 (1.0.0, OpenAPI 3.0.0)api.mercury.comapi-sandbox.mercury.com
Built from
Mercury's documentation, read 22 October 2026docs.mercury.comdocs.mercury.com
Service file
Version 1.0.0, signed (Ed25519)
Cached reads
41 of 44 reads, for up to 5 minutes; a write clears what it affects
Shared entities
5, so ask can line Mercury up with your other systems
Data
Processed and stored in Sydney, Australia. No US region yet

Capabilities

What an AI agent can do in Mercury.

76 actions in 30 areas. Every one carries its effect, so a key can allow the reads and hold the rest.

  • 44readlook, never change
  • 20writecreate and update
  • 12destructivewait for a confirmation

  1. Cards

    8

    3 read · 4 write · 1 destructive

    Create a card · List cards · Freeze a card · Get a card

  2. Budgets

    6

    2 read · 3 write · 1 destructive

    List budgets · Create a budget · Get a budget · Update a budget

  3. Webhooks

    6

    2 read · 3 write · 1 destructive

    Create a new webhook endpoint · Get webhook endpoints · Verify a webhook endpoint · Get webhook endpoint by ID

  4. Customers

    5

    2 read · 2 write · 1 destructive

    List all customers · Create a customer · Get a customer · Update a customer

  5. Invoices

    5

    2 read · 2 write · 1 destructive

    List all invoices · Create an invoice · Get an invoice · Update an invoice

  6. Recipients

    5

    2 read · 2 write · 1 destructive

    Add a new recipient · Get all recipients · Get recipient by ID · Edit information about a specific recipient

  7. Categories

    4

    1 read · 2 write · 1 destructive

    List all categories · Create a new category · Edit a category · Delete a category

  8. Recipient invites

    4

    2 read · 1 write · 1 destructive

    Create a recipient invite · List recipient invites · Get recipient invite by ID · Delete a recipient invite

22 more areas · 33 actions
  • Transactions 4
  • Send money requests 3
  • Transfer requests 3
  • Account transactions 2
  • Events 2
  • Safe requests 2
  • Users 2
  • Account cards 1
  • Accounts 1
  • Ar attachments 1
  • Budget expenditures 1
  • Budget members 1
  • Credit accounts 1
  • Internal transfers 1
  • Invoice attachments 1
  • Merchants 1
  • Organization 1
  • Recipient attachments 1
  • Statements 1
  • Treasury accounts 1
  • Treasury statements 1
  • Treasury transactions 1

Top actions

The Mercury API, shaped for agents.

The ids your agent types, what each does, and the one name it shares with other systems. 25 of Mercury's 25 action names are shared with at least one other connector, so an agent learns them once.

ActionWhat it doesEffectSame name in
mercury.invoices.listList all invoicesList all invoices.readfinance.invoice.list101 connectors
mercury.accounts.listGet all accountsGet all accounts.readfinance.bank_account.list35 connectors
mercury.users.listGet all usersGet all users.readidentity.user.list474 connectors
mercury.transactions.listList all transactionsList all transactions.readfinance.bank_transaction.list23 connectors
mercury.invoices.createCreate an invoiceCreate an invoice.writefinance.invoice.create74 connectors
mercury.users.getGet user by IDGet user by ID.readidentity.user.get399 connectors
mercury.transactions.getGet a transaction by IDGet a transaction by ID.readfinance.bank_transaction.get21 connectors
mercury.customers.listList all customersList all customers.readcommerce.customer.list45 connectors
mercury.budgets.listList budgetsList budgets.readfinance.budget.list15 connectors
mercury.categories.createCreate a new categoryCreate a new category.writefinance.tracking_category.create12 connectors
mercury.customers.createCreate a customerCreate a customer.writecommerce.customer.create43 connectors
mercury.internal_transfers.createCreate an internal transferCreate an internal transfer.destructivefinance.bank_transfer.create10 connectors

Try it

Prompts to paste into Claude.

Each one names the Mercury actions it will call, so you know what it reads and what it changes before you send it.

  1. Readread

    Which Mercury invoices are more than 30 days overdue? Group them by customer with the total owed.

    callsmercury.invoices.list

  2. Writewrite

    Create an invoice in Mercury. Show me exactly what you will send before you save it.

    callsmercury.invoices.create

  3. Across systemsread

    Which Mercury companies have invoices in ConnectWise PSA, and how many each?

    callsmercury.customers.listconnectwise_manage.invoices.list

Across your systems

Mercury, joined to the rest of your business.

One ask fetches from Mercury and another system, joins the rows on the same customer on our side, and hands your agent the answer, not every row.

  • Which Mercury companies have invoices in ConnectWise PSA, and how many each?

    mercury.customers.list + connectwise_manage.invoices.list, on crm.company · ConnectWise PSA

  • Which Mercury companies have tickets in HubSpot CRM, and how many each?

    mercury.customers.list + hubspot_crm.tickets.list, on crm.company · HubSpot CRM

Also mapped by other connectorsidentity.user 517crm.company 227finance.invoice 91finance.bank_account 25finance.bank_transaction 12
ask
ask {  intent: "which Mercury companies have invoices in ConnectWise PSA, and how many each",  steps: [    { action: "mercury.customers.list", as: "co", input: {}, limit: 100, max_pages: 5 },    { action: "connectwise_manage.invoices.list", as: "inv", input: {}, limit: 100, max_pages: 5 },    { join: {        left: "co",        right: "inv",        on: "crm.company",        group_by: "co.name",        select: ["co.name", "count(inv.id) as invoices"]    } }  ]}
Example. Run it through check first: it validates the steps and prices them, and it is free.

Governance for Mercury

Destructive actions wait for a yes.

12 Mercury actions are destructive. These are all of them:

  • Create an internal transfermercury.internal_transfers.create
  • Delete a categorymercury.categories.delete
  • Delete a customermercury.customers.delete
  • Send money to a recipientmercury.transactions.send_money
  • Request to transfer moneymercury.transfer_requests.create
  • Request to send moneymercury.send_money_requests.create
  • Archive a budgetmercury.budgets.archive
  • Delete a webhook endpointmercury.webhooks.delete
  • Delete a recipientmercury.recipients.delete
  • Delete a recipient invitemercury.recipient_invites.delete
  • Cancel a cardmercury.cards.cancel
  • Cancel an invoicemercury.invoices.cancel

A destructive action runs only with confirm: true. Under the human policy the agent cannot confirm for itself: the run stops until a named person approves, in the console or from a signed link in an email. The cap on a key is refused before the call is sent, never after.

domercury.categories.deleteconfirm_policy: human

Delete a category?

intent: the user asked me to delete a category

run suspended · waiting for a named person · key mercury-agent cannot confirm itself
In the console, or from an emailed signed link.
a key for this connector
account {  op: "keys.create", name: "mercury-agent",  allowed_actions: ["mercury.*"], cap_calls: 2000,  confirm_policy: "human_for_writes",  approval_rules: [    { match: "mercury.internal_transfers.create", approver: "[email protected]" },    { match: "mercury.categories.delete", approver: "[email protected]" },    { match: "mercury.customers.delete", approver: "[email protected]" }  ]}
Illustrative. Scoped to Mercury only, capped at 2,000 upstream calls, every write confirmed, and the destructive ones approved by a named person.

Cost

What Mercury costs on actionlake.

Every Mercury action is one upstream call, the only thing actionlake bills. Searching, check, cost, account and any call Mercury refused with 401, 403, 429 or a 5xx are free. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

  • 1upstream call per actionall 76 Mercury actions
  • 76actions pageeach page of a long list is one call
  • 41reads can be cacheda cache hit costs nothing
  • 100,000calls a month, freepaid plans from US$49 a month for 250,000

See pricing

Action index

Every Mercury action.

76 actions by area: the id your agent calls, what it does, and its effect.

Cards8
  • mercury.cards.cancelCancel a carddestructive
  • mercury.cards.createCreate a cardwrite
  • mercury.cards.freezeFreeze a cardwrite
  • mercury.cards.getGet a cardread
  • mercury.cards.listList cardsread
  • mercury.cards.reveal_numberReveal card detailsread
  • mercury.cards.unfreezeUnfreeze a cardwrite
  • mercury.cards.updateUpdate a cardwrite
Budgets6
  • mercury.budgets.archiveArchive a budgetdestructive
  • mercury.budgets.assign_transactionAssign a transaction to a budgetwrite
  • mercury.budgets.createCreate a budgetwrite
  • mercury.budgets.getGet a budgetread
  • mercury.budgets.listList budgetsread
  • mercury.budgets.updateUpdate a budgetwrite
Webhooks6
  • mercury.webhooks.createCreate a new webhook endpointwrite
  • mercury.webhooks.deleteDelete a webhook endpointdestructive
  • mercury.webhooks.getGet webhook endpoint by IDread
  • mercury.webhooks.listGet webhook endpointsread
  • mercury.webhooks.updateUpdate an existing webhook endpointwrite
  • mercury.webhooks.verifyVerify a webhook endpointwrite
Customers5
  • mercury.customers.createCreate a customerwrite
  • mercury.customers.deleteDelete a customerdestructive
  • mercury.customers.getGet a customerread
  • mercury.customers.listList all customersread
  • mercury.customers.updateUpdate a customerwrite
Invoices5
  • mercury.invoices.cancelCancel an invoicedestructive
  • mercury.invoices.createCreate an invoicewrite
  • mercury.invoices.getGet an invoiceread
  • mercury.invoices.listList all invoicesread
  • mercury.invoices.updateUpdate an invoicewrite
Recipients5
  • mercury.recipients.createAdd a new recipientwrite
  • mercury.recipients.deleteDelete a recipientdestructive
  • mercury.recipients.getGet recipient by IDread
  • mercury.recipients.listGet all recipientsread
  • mercury.recipients.updateEdit information about a specific recipientwrite
Categories4
  • mercury.categories.createCreate a new categorywrite
  • mercury.categories.deleteDelete a categorydestructive
  • mercury.categories.listList all categoriesread
  • mercury.categories.updateEdit a categorywrite
Recipient invites4
  • mercury.recipient_invites.createCreate a recipient invitewrite
  • mercury.recipient_invites.deleteDelete a recipient invitedestructive
  • mercury.recipient_invites.getGet recipient invite by IDread
  • mercury.recipient_invites.listList recipient invitesread
Transactions4
  • mercury.transactions.getGet a transaction by IDread
  • mercury.transactions.listList all transactionsread
  • mercury.transactions.send_moneySend money to a recipientdestructive
  • mercury.transactions.updateUpdate transaction metadatawrite
Send money requests3
  • mercury.send_money_requests.createRequest to send moneydestructive
  • mercury.send_money_requests.getGet send money approval request by IDread
  • mercury.send_money_requests.listList send money approval requestsread
Transfer requests3
  • mercury.transfer_requests.createRequest to transfer moneydestructive
  • mercury.transfer_requests.getGet transfer approval request by IDread
  • mercury.transfer_requests.listList transfer approval requestsread
Account transactions2
  • mercury.account_transactions.getGet transaction by IDread
  • mercury.account_transactions.listList account transactionsread
Events2
  • mercury.events.getGet event by IDread
  • mercury.events.listGet all eventsread
Safe requests2
  • mercury.safe_requests.getGet SAFE by IDread
  • mercury.safe_requests.listGet all SAFEsread
Users2
  • mercury.users.getGet user by IDread
  • mercury.users.listGet all usersread
Account cards1
  • mercury.account_cards.listGet cards for accountread
Accounts1
  • mercury.accounts.listGet all accountsread
Ar attachments1
  • mercury.ar_attachments.getGet an attachmentread
Budget expenditures1
  • mercury.budget_expenditures.listList a budget's expendituresread
Budget members1
  • mercury.budget_members.listList a budget's membersread
Credit accounts1
  • mercury.credit_accounts.listList all credit accountsread
Internal transfers1
  • mercury.internal_transfers.createCreate an internal transferdestructive
Invoice attachments1
  • mercury.invoice_attachments.listList invoice attachmentsread
Merchants1
  • mercury.merchants.listList merchantsread
Organization1
  • mercury.organization.getGet organization informationread
Recipient attachments1
  • mercury.recipient_attachments.listList all recipient attachmentsread
Statements1
  • mercury.statements.listGet account statementsread
Treasury accounts1
  • mercury.treasury_accounts.listGet all treasury accountsread
Treasury statements1
  • mercury.treasury_statements.listGet treasury account statementsread
Treasury transactions1
  • mercury.treasury_transactions.listGet treasury transactionsread

Questions

The Mercury MCP server, answered.

Is there a Mercury MCP server for Claude?

Yes. actionlake is an MCP gateway: a remote MCP server that gives Claude, or another MCP client, 76 Mercury actions across cards, budgets, webhooks and customers, through the same eight tools it uses for every other connector. actionlake is independent; it is not made or endorsed by Mercury.

What do I need to connect Mercury?

Mercury API token: an admin opens Settings > Developers > API Tokens in the Mercury dashboard, creates a token…. The free call account { op: "connections.requirements", service: "mercury" } lists exactly what to paste.

Can an AI agent delete or change things in Mercury?

Only if its key allows it, and only with an explicit confirmation. 12 Mercury actions are destructive, including create an internal transfer, delete a category and delete a customer. Each runs only with confirm: true. Under the human confirm policy, or an approval rule on the key, the run waits until a named person approves it.

Will an AI agent use up my Mercury API limit?

actionlake paces every call to the limits in the Mercury service file: 300 calls a minute per connection. Repeated reads are answered from cache (41 Mercury actions can be), which never reaches Mercury.

What does a Mercury action cost?

One upstream call, the only unit actionlake bills. A list that pages bills one call per page (76 Mercury actions page). Cache hits, searches, dry runs and calls Mercury refused with 401, 403, 429 or a 5xx are free. The Free plan includes 100,000 calls a month with no card. Paid plans start at US$49 a month for 250,000 calls, with overage from US$0.30 down to US$0.18 per 1,000.

Which Mercury API does it cover?

The Mercury API v1 (1.0.0, OpenAPI 3.0.0) at api.mercury.com and api-sandbox.mercury.com. It is built from Mercury's documentation as read on 22 October 2026. 76 actions in 30 areas, each one in the signed service file (version 1.0.0).

Can I combine Mercury with my other systems?

Yes. ask joins Mercury to ConnectWise PSA or HubSpot CRM on the same customer and returns the answer rather than every row. Mercury maps crm.company, which 227 other connectors also map.

Does actionlake keep my Mercury data, and where?

actionlake processes and stores data in Sydney, Australia; there is no US region yet. Reads may be cached for up to 5 minutes, and a write clears the reads it affects. Each run's request and response is kept, sealed, for your plan's trace window: 1 day on Free, 3 days on Starter, 7 days on Pro, 14 days on Team, 30 days on Business and 30 days on Enterprise. Your Mercury credential is sealed under your tenant's key, never logged and never returned. Your traffic is not used to train models.

Which AI clients can use it?

Claude Code, tested by us end to end, and the Claude app as a custom connector, tested by us with an existing key. Other MCP clients that support remote servers over Streamable HTTP (MCP revisions 2025-06-18 and 2025-11-25) and OAuth dynamic client registration, or a bearer header, should connect the same way; we have not tested them. Or plain REST, under the same action names.

More connectors like Mercury

Shares the most action names with

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actionlake is independent. It is not made or endorsed by Mercury; the name is the vendor's own. Counts are from the Mercury service file, version 1.0.0.

Give your agent Mercury today.

Connect Mercury freeSee pricing

Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free.