Banking · 1 skill

Mercury MCP and Claude skills

Read balances and transactions from Mercury, and post your cash position, weekly burn and any large or failed payments without logging in to the bank.

Connect Mercury to your agent (MCP)

Mercury MCP, Mercury's official remote server at https://mcp.mercury.com/mcp, signed in with OAuth. It's in Claude's connector directory. In Claude Code run claude mcp add --transport http -s user mercury https://mcp.mercury.com/mcp and then claude mcp login mercury; in Codex, codex mcp add mercury --url https://mcp.mercury.com/mcp; Cursor takes the same URL (docs). Its tools load accounts, transactions, statements, recipients and cards.
API with a Read Only token. In the Mercury dashboard, open the organization menu, then Settings > Tokens, and create an API token of the Read Only type, which needs no IP whitelist. Store it in MERCURY_API_TOKEN and send it as Authorization: Bearer.

At the MCP consent screen, grant only read: the write scopes (transactions:request, transfers:request, transactions:update and the category scopes) let an agent request payments or recategorize transactions. A Read Only API token fetches everything a report needs and can't move money.

1 Mercury skill

Runway with pipeline and churn risk: bank, Stripe and CRM

Monthly: months of runway on cash alone, with the deals likely to close and without the accounts likely to churn, from Mercury, Stripe and HubSpot.

Founders1st of the month at 8:00Stat tile

What agents do with Mercury

Mercury's API (https://api.mercury.com/api/v1) is small and easy to read from. GET /accounts lists your accounts with their balances, and GET /account/{accountId}/transactions returns transactions between start and end dates (the default window is the last 30 days), filtered by status (pending, sent, cancelled, failed, reversed, blocked) or by search across description, note and counterparty, up to 1,000 rows per page with offset. Statements, cards, recipients and custom categories have their own endpoints.

Founders and finance leads schedule a morning cash position across accounts, weekly burn (money out minus money in, by category or counterparty), transactions above a threshold, failed or reversed payments, and a monthly runway estimate from the last three months of net burn.

mercury.com

Often used with Mercury

Teams that use these

Your Mercury numbers, on one board with everything else

Skills are free to use with any agent. Briefkin is where their results land: one board for every report, number and question your agents send, with a ping when something needs you.

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