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Connect Mercury MCP to your AI agents, securely.

One secured endpoint for every Mercury call your AI agents make, scoped per user, inspected, and logged.

Select the tools your AI agents can call

35 tools from the Mercury MCP schema.

Showing 35 tools

  • requestSendMoneyhigh riskCreates a payment request to an existing recipient. Requires the transactions:request scope and approval in Mercury before money is sent.
  • requestTransferMoneyhigh riskCreates a transfer request between the organization's own Mercury accounts. Requires the transfers:request scope and approval in Mercury before money moves.
  • listSendMoneyApprovalRequestsreadLists send money approval requests for the organization, filterable by account and status.
  • createCategorywriteCreates a custom expense category immediately. Requires the categories:create scope. No separate approval in Mercury.
  • editCategorywriteUpdates a custom expense category immediately. Requires the categories:edit scope. No separate approval in Mercury.
  • updateTransactionwriteUpdates or clears an existing transaction's note or category immediately. Requires the transactions:update scope. Can overwrite existing values and does not wait in the approval queue.
  • listTransactionsreadLists transactions with filtering by date range, status and category, and cursor-based pagination handled automatically for complete results.
  • getTransactionreadRetrieves a specific transaction using account ID and transaction ID.
  • getTransactionByIdreadRetrieves a single transaction by its ID, including attachments, check images and related metadata.
  • listCategoriesreadLists the organization's custom expense categories, which are distinct from Mercury's built-in ones.
  • getAccountreadRetrieves the details of a specific Mercury account by its account ID.
  • getAccountsreadRetrieves the list of all Mercury accounts for the organization.
  • getAccountStatementsreadRetrieves monthly statements for a specific account, with date range filtering.
  • listCreditreadLists all credit accounts for the organization.
  • getTreasuryreadRetrieves all treasury accounts associated with the authenticated organization.
  • getTreasuryTransactionsreadRetrieves paginated treasury transactions for a specific treasury account.
  • getAccountCardsreadRetrieves all debit and credit cards associated with a specific account.
  • getCardreadRetrieves the details of a specific card by its ID.
  • listCardsreadRetrieves a paginated list of cards.
  • getRecipientreadRetrieves the details of a specific recipient by ID.
  • getRecipientsreadRetrieves the list of all recipients.
  • listRecipientsAttachmentsreadLists all recipient tax form attachments across every recipient in the organization.
  • getCustomerreadRetrieves the details of a specific customer by their ID.
  • listCustomersreadRetrieves a paginated list of customers with cursor-based pagination.
  • getInvoicereadRetrieves the details of an invoice by its ID.
  • listInvoicesreadRetrieves a paginated list of invoices with cursor-based pagination.
  • listInvoiceAttachmentsreadLists all attachments for a specific invoice.
  • getAttachmentreadRetrieves attachment details, including a download URL.
  • getOrganizationreadRetrieves information about the organization including EIN, legal business name and DBAs.
  • getUserreadRetrieves the details of a specific user by their user ID, including their role.
  • getUsersreadRetrieves the list of all users for the organization.
  • getWebhookreadRetrieves the details of a specific webhook endpoint by ID, including its subscribed events.
  • getWebhooksreadRetrieves the list of all webhook endpoints for the organization, filterable by status.
  • getSafeRequestreadRetrieves a specific SAFE request by its ID, including its terms.
  • getSafeRequestsreadRetrieves all SAFE (Simple Agreement for Future Equity) requests for the organization.

What Mercury MCP exposes

Mercury MCP groups its 35 tools into 9 categories, each with a suggested starting policy.

All 35 tools as JSON, ready to paste.

CategoryCoversAccessSuggested policy
Transactions & CategoriesTransactions by ID, transactions with attachments and check images, filtered transaction listing with cursor pagination, custom expense categories, and creating, editing and applying themRead / WriteThese three write tools apply immediately with no approval queue, and updateTransaction can overwrite an existing note or category; require approval at the gateway instead
Accounts & TreasuryAccount details and listings, monthly statements with date filtering, credit accounts, and treasury accounts and their transactionsReadRead-only balance and statement data; business-specific tools only appear on eligible business accounts
InvoicingCustomers and customer listings, invoices and invoice listings, invoice attachments, and attachment details with download URLsReadgetAttachment returns a download URL; the write tools cannot create invoices, so this surface is read-only
CardsDebit and credit cards on an account, a single card by ID and a paginated card listingReadRead-only; the MCP write tools explicitly cannot issue or manage cards
RecipientsA recipient by ID, all recipients, and recipient tax form attachments across the organizationReadRecipient records and tax forms carry counterparty banking details; restrict and log. Payment requests can only target recipients that already exist
Payments & TransfersCreating a payment request to an existing recipient, creating an internal transfer request between Mercury accounts, and listing send money approval requestsRead / WriteBoth money tools stop at Mercury's approval queue; check for an existing request before creating another after an uncertain result
Organization & UsersOrganization information including EIN, legal business name and DBAs, plus users and their rolesReadgetOrganization exposes business identifiers; restrict it
WebhooksWebhook endpoints by ID and the full list, filterable by statusReadRead-only; webhooks cannot be created or changed through the MCP server
SAFEsSimple Agreement for Future Equity requests, individually and as a listReadSAFE terms are sensitive corporate finance data; restrict to finance roles

Connect Mercury MCP to your AI agent

Four steps, under ten minutes.

  1. 01

    Sign in to NeuralTrust

    Open the NeuralTrust platform, sign in and go to Getting started, then Connect your tools.

    Sign in to NeuralTrust
  2. 02

    Choose your agent

    When asked which agent you use, pick Claude Code, Codex, Cursor, Windsurf, Copilot or your own code.

    Choose your agent
  3. 03

    Connect Mercury

    Find Mercury in the tool list and connect it.

    Connect Mercury
  4. 04

    Connect your agent

    Follow the steps on screen to add the config to your agent, then send the test prompt.

    Connect your agent

Permissions down to the single tool

You do not allow Mercury MCP or block it. You allow the exact tools each agent can call, one by one.

Mercury MCP35 TOOLS AVAILABLE
Code review agent4 tools, read only
Issue triage bot9 tools
Platform team assistantall 35 tools
  • Tool by toolConnecting the server is not the unit of access. Each tool is granted on its own.
  • Default denyA tool you have not enabled is never exposed to the agent.
  • Approval on writesTools that change or delete things can require a human to confirm.

Is Mercury MCP secure?

One endpoint instead of raw credentials. Every call is checked against policy and logged.

AI agentsConnect through your MCP client configuration.NeuralTrustApply controls based on your configuration.Mercury MCP35 tools in Mercury's published table: 5 write and 30 read. Available tools also depend on account type, Mercury permissions and the OAuth scopes granted.
Coding assistantsConnection & credentialsper userTransactions & Categories7 tools
Internal copilotsTool access policiesdeny by defaultAccounts & Treasury6 tools
Workflow automationsRequest & response inspectioninlineInvoicing6 tools
Compatible MCP clientsActivity monitoringalerts and logsAll other tools16 tools
FAQ

Common questions about running Mercury MCP through TrustGate.

Connect Mercury MCP instantly

Pick the tools, point your agent at TrustGate, and Mercury MCP is live: scoped, inspected, logged.