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Your guide for Mercury

Overview

Mercury MCP transforms how teams interact with their financial data by bringing Mercury's powerful banking platform directly into your AI conversations. Instead of juggling multiple tabs and interfaces, you can now access account balances, transaction history, and payment workflows through simple chat commands that work with any LLM.


This seamless integration eliminates the friction between financial decision-making and execution. Whether you're checking cash flow, analyzing spending patterns, or initiating transfers, Mercury Connector enables natural language interactions that make complex banking operations feel effortless and intuitive.

How to connect Mercury MCP

Getting started is remarkably straightforward: click on the Connect button on the top right, follow the steps to authenticate with your Mercury account, then you're ready to start a new chat and use Mercury tools. The entire setup takes less than two minutes.


Once connected, you can ask questions like 'What's my current balance?' or 'Show me last month's expenses' and get instant responses. The AI understands context, so follow-up questions flow naturally without repeating account details or navigation steps.

Top benefits of using Mercury through chat

Instant Financial Insights

Ask 'How much did we spend on software subscriptions last quarter?' and get immediate breakdowns without navigating through multiple Mercury dashboard screens. The AI can analyze spending patterns, identify trends, and even suggest budget optimizations based on your transaction history.

Streamlined Payment Processing

Simply type 'Pay $2,500 to vendor ABC for the marketing invoice' and Mercury AI handles the rest. No more switching between chat tools and banking interfaces to execute payments, approve transfers, or check payment statuses during team discussions.

Contextual Cash Flow Management

During strategic planning conversations, ask 'Can we afford to hire two developers next month?' and get real-time cash flow projections. Mercury Connector provides financial context exactly when teams need it, without disrupting the creative flow of business discussions.

Frequently Asked Questions