--- title: "Mercury MCP server for AI agents - actionlake" description: "Give Claude 76 Mercury actions through one MCP server: cards, budgets, webhooks, customers. Your agent never holds the credential. 100,000 calls a month free." canonical: https://actionlake.com/connectors/mercury updated: 2026-10-23 --- 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/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 ``` - 76 actions in one signed file - 44 read look, never change - 20 write create and update - 12 wait for a yes destructive, 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_token` Mercury 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 call check { 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.com` `api-sandbox.mercury.com` **Built from** Mercury's documentation, read 22 October 2026[docs.mercury.com](https://docs.mercury.com/reference%20(mwb-openapi.yaml,%20merged%20from%20every%20reference%20page)) [docs.mercury.com](https://docs.mercury.com/docs/using-mercury-sandbox) **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. - **44** read look, never change - **20** write create and update - **12** destructive wait 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. | Action | What it does | Effect | Same name in | | --- | --- | --- | --- | | `mercury.invoices.list` List all invoices | List all invoices. | read | `finance.invoice.list` 101 connectors | | `mercury.accounts.list` Get all accounts | Get all accounts. | read | `finance.bank_account.list` 35 connectors | | `mercury.users.list` Get all users | Get all users. | read | `identity.user.list` 474 connectors | | `mercury.transactions.list` List all transactions | List all transactions. | read | `finance.bank_transaction.list` 23 connectors | | `mercury.invoices.create` Create an invoice | Create an invoice. | write | `finance.invoice.create` 74 connectors | | `mercury.users.get` Get user by ID | Get user by ID. | read | `identity.user.get` 399 connectors | | `mercury.transactions.get` Get a transaction by ID | Get a transaction by ID. | read | `finance.bank_transaction.get` 21 connectors | | `mercury.customers.list` List all customers | List all customers. | read | `commerce.customer.list` 45 connectors | | `mercury.budgets.list` List budgets | List budgets. | read | `finance.budget.list` 15 connectors | | `mercury.categories.create` Create a new category | Create a new category. | write | `finance.tracking_category.create` 12 connectors | | `mercury.customers.create` Create a customer | Create a customer. | write | `commerce.customer.create` 43 connectors | | `mercury.internal_transfers.create` Create an internal transfer | Create an internal transfer. | destructive | `finance.bank_transfer.create` 10 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. Read read Which Mercury invoices are more than 30 days overdue? Group them by customer with the total owed. calls `mercury.invoices.list` 2. Write write Create an invoice in Mercury. Show me exactly what you will send before you save it. calls `mercury.invoices.create` 3. Across systems read Which Mercury companies have invoices in ConnectWise PSA, and how many each? calls `mercury.customers.list` `connectwise_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](https://actionlake.com/connectors/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](https://actionlake.com/connectors/hubspot-crm) Also mapped by other connectors `identity.user` **517** `crm.company` **227** `finance.invoice` **91** `finance.bank_account` **25** `finance.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 transfer `mercury.internal_transfers.create` - Delete a category `mercury.categories.delete` - Delete a customer `mercury.customers.delete` - Send money to a recipient `mercury.transactions.send_money` - Request to transfer money `mercury.transfer_requests.create` - Request to send money `mercury.send_money_requests.create` - Archive a budget `mercury.budgets.archive` - Delete a webhook endpoint `mercury.webhooks.delete` - Delete a recipient `mercury.recipients.delete` - Delete a recipient invite `mercury.recipient_invites.delete` - Cancel a card `mercury.cards.cancel` - Cancel an invoice `mercury.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. do mercury.categories.delete confirm_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: "lead@example.com" }, { match: "mercury.categories.delete", approver: "lead@example.com" }, { match: "mercury.customers.delete", approver: "lead@example.com" } ] } ``` 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. - 1 upstream call per action all 76 Mercury actions - 76 actions page each page of a long list is one call - 41 reads can be cached a cache hit costs nothing - 100,000 calls a month, free paid plans from US$49 a month for 250,000 [See pricing](https://actionlake.com/pricing) Action index ## Every Mercury action. 76 actions by area: the id your agent calls, what it does, and its effect. **Cards 8** - `mercury.cards.cancel` Cancel a card destructive - `mercury.cards.create` Create a card write - `mercury.cards.freeze` Freeze a card write - `mercury.cards.get` Get a card read - `mercury.cards.list` List cards read - `mercury.cards.reveal_number` Reveal card details read - `mercury.cards.unfreeze` Unfreeze a card write - `mercury.cards.update` Update a card write **Budgets 6** - `mercury.budgets.archive` Archive a budget destructive - `mercury.budgets.assign_transaction` Assign a transaction to a budget write - `mercury.budgets.create` Create a budget write - `mercury.budgets.get` Get a budget read - `mercury.budgets.list` List budgets read - `mercury.budgets.update` Update a budget write **Webhooks 6** - `mercury.webhooks.create` Create a new webhook endpoint write - `mercury.webhooks.delete` Delete a webhook endpoint destructive - `mercury.webhooks.get` Get webhook endpoint by ID read - `mercury.webhooks.list` Get webhook endpoints read - `mercury.webhooks.update` Update an existing webhook endpoint write - `mercury.webhooks.verify` Verify a webhook endpoint write **Customers 5** - `mercury.customers.create` Create a customer write - `mercury.customers.delete` Delete a customer destructive - `mercury.customers.get` Get a customer read - `mercury.customers.list` List all customers read - `mercury.customers.update` Update a customer write **Invoices 5** - `mercury.invoices.cancel` Cancel an invoice destructive - `mercury.invoices.create` Create an invoice write - `mercury.invoices.get` Get an invoice read - `mercury.invoices.list` List all invoices read - `mercury.invoices.update` Update an invoice write **Recipients 5** - `mercury.recipients.create` Add a new recipient write - `mercury.recipients.delete` Delete a recipient destructive - `mercury.recipients.get` Get recipient by ID read - `mercury.recipients.list` Get all recipients read - `mercury.recipients.update` Edit information about a specific recipient write **Categories 4** - `mercury.categories.create` Create a new category write - `mercury.categories.delete` Delete a category destructive - `mercury.categories.list` List all categories read - `mercury.categories.update` Edit a category write **Recipient invites 4** - `mercury.recipient_invites.create` Create a recipient invite write - `mercury.recipient_invites.delete` Delete a recipient invite destructive - `mercury.recipient_invites.get` Get recipient invite by ID read - `mercury.recipient_invites.list` List recipient invites read **Transactions 4** - `mercury.transactions.get` Get a transaction by ID read - `mercury.transactions.list` List all transactions read - `mercury.transactions.send_money` Send money to a recipient destructive - `mercury.transactions.update` Update transaction metadata write **Send money requests 3** - `mercury.send_money_requests.create` Request to send money destructive - `mercury.send_money_requests.get` Get send money approval request by ID read - `mercury.send_money_requests.list` List send money approval requests read **Transfer requests 3** - `mercury.transfer_requests.create` Request to transfer money destructive - `mercury.transfer_requests.get` Get transfer approval request by ID read - `mercury.transfer_requests.list` List transfer approval requests read **Account transactions 2** - `mercury.account_transactions.get` Get transaction by ID read - `mercury.account_transactions.list` List account transactions read **Events 2** - `mercury.events.get` Get event by ID read - `mercury.events.list` Get all events read **Safe requests 2** - `mercury.safe_requests.get` Get SAFE by ID read - `mercury.safe_requests.list` Get all SAFEs read **Users 2** - `mercury.users.get` Get user by ID read - `mercury.users.list` Get all users read **Account cards 1** - `mercury.account_cards.list` Get cards for account read **Accounts 1** - `mercury.accounts.list` Get all accounts read **Ar attachments 1** - `mercury.ar_attachments.get` Get an attachment read **Budget expenditures 1** - `mercury.budget_expenditures.list` List a budget's expenditures read **Budget members 1** - `mercury.budget_members.list` List a budget's members read **Credit accounts 1** - `mercury.credit_accounts.list` List all credit accounts read **Internal transfers 1** - `mercury.internal_transfers.create` Create an internal transfer destructive **Invoice attachments 1** - `mercury.invoice_attachments.list` List invoice attachments read **Merchants 1** - `mercury.merchants.list` List merchants read **Organization 1** - `mercury.organization.get` Get organization information read **Recipient attachments 1** - `mercury.recipient_attachments.list` List all recipient attachments read **Statements 1** - `mercury.statements.list` Get account statements read **Treasury accounts 1** - `mercury.treasury_accounts.list` Get all treasury accounts read **Treasury statements 1** - `mercury.treasury_statements.list` Get treasury account statements read **Treasury transactions 1** - `mercury.treasury_transactions.list` Get treasury transactions read 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 - [BILL 15](https://actionlake.com/connectors/bill) - [Recurly 9](https://actionlake.com/connectors/recurly) - [Brex 8](https://actionlake.com/connectors/brex) - [Maxio Advanced Billing 8](https://actionlake.com/connectors/maxio-advanced-billing) - [Modern Treasury 8](https://actionlake.com/connectors/modern-treasury) - [Avalara AvaTax 7](https://actionlake.com/connectors/avalara-avatax) Joins with, on shared entities - [HaloPSA 3](https://actionlake.com/connectors/halopsa) - [Teamwork 3](https://actionlake.com/connectors/teamwork) - [Microsoft Dynamics 365 3](https://actionlake.com/connectors/microsoft-dynamics-365) - [Productive.io 3](https://actionlake.com/connectors/productive-io) - [Zoho Inventory 3](https://actionlake.com/connectors/zoho-inventory) - [Zuper 3](https://actionlake.com/connectors/zuper) Browse - [All Accounting & finance connectors](https://actionlake.com/connectors/category/accounting-and-finance) - [All connectors](https://actionlake.com/connectors) - [How actionlake compares](https://actionlake.com/compare) 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 free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing) Start free - 100,000 calls/month, no card. No signup. Hard caps on every key. Cached answers are free. --- Source: https://actionlake.com/connectors/mercury More: https://actionlake.com/llms.txt