What can an AI agent do with Mercury?

A Mercury AI agent can check account balances, pull transaction history, generate cash flow reports, categorize spend, and flag anomalies - all automatically on a schedule or on demand. It can also initiate transfers and create payments, though write actions always require your explicit approval before executing.

Is it safe to connect my Mercury account to an AI agent?

Yes. Read-only actions like fetching balances and transactions are non-destructive, and your agent still shows you the plan first. Write actions - transfers and payments - are always gated behind your approval, so no money moves without your sign-off.

Can I set up automatic cash flow reports?

Yes. You can schedule a task to run daily, weekly, or monthly that pulls your Mercury transaction data, summarizes cash in and out, calculates runway, and posts the report to Slack or saves it to Google Sheets.

Does this work with multiple Mercury accounts?

Yes. The list accounts action returns all accounts in your organization, and you can instruct your agent to monitor or report across all of them or focus on a specific one.

Finance

Mercury, run by an agent.

An AI agent that tracks, reports, and monitors your Mercury bank accounts.

Connect Mercury Book a demo

What needs your approval

Mercury never changes anything without you.

Anything that creates, edits or deletes in Mercury waits for your approval. Approve a recurring task once and it runs unattended after that.

Connecting Mercury

About 5 minutes

Auth: API key
Setup: About 5 minutes

Where to get access

Generate an API token in Mercury under Settings → API Tokens. Tokens provide read/write access to your accounts and transactions.

app.mercury.com

Example tasks

Real work people hand to an agent that uses Mercury.

send a weekly cash flow summary to Slack with burn rate and runway estimate
alert the team when the main account balance drops below a defined threshold
export last month's transactions to Google Sheets for bookkeeping review
categorize transactions and flag unusual spend for a quick monthly finance review