What can an AI teammate do with Mercury?

A Mercury AI teammate 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 teammate?

Yes. Read-only actions like fetching balances and transactions are non-destructive and run automatically. 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 teammate to monitor or report across all of them or focus on a specific one.

Finance

AI Teammate for Mercury

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

Your AI teammate for Mercury reads your account balances, transaction history, and cash flow data to give your startup complete banking visibility. An ideal AI assistant for startup banking visibility, cash flow monitoring, and transaction categorization - surfacing what matters so you always know where your money is. Write actions always require your approval.

Mercury is built for startups, and so is AI-driven cash flow awareness. Pairing Mercury with an AI teammate means automatic burn rate tracking, instant balance checks, and proactive alerts before cash gets tight - without logging into your bank every day.

Connect Mercury Visit Mercury

What your AI teammate can do with Mercury

Read-only actions run automatically. Write actions require your approval.

Read-only actions

get account balance

Fetch the current balance for any Mercury account

list transactions

Retrieve transaction history filtered by date, amount, or type

get transaction

Look up details for a specific transaction by ID

list accounts

See all Mercury accounts associated with your organization

get cash flow report

Summarize inflows and outflows over a given period

Write actions (require approval)

initiate transfer

Move funds between Mercury accounts

create payment

Send a payment to an external recipient via ACH or wire

Example workflows with Mercury

Real tasks you can run on a schedule or on demand.

task

send a weekly cash flow summary to Slack with burn rate and runway estimate

task

alert the team when the main account balance drops below a defined threshold

task

export last month's transactions to Google Sheets for bookkeeping review

task

categorize transactions and flag unusual spend for a quick monthly finance review

How to connect Mercury

Create a free m8tes account.

Connect Mercury

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Mercury. It handles the rest.

Mercury AI teammate: FAQ

Common questions about using an AI teammate with Mercury.

Build an AI teammate for Mercury

Connect Mercury to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Mercury alongside your other tools.

Related integrations

Teams that use Mercury also connect these.

Stripe

Finance

QuickBooks

Finance

Slack

Communication

Google Sheets

Productivity

Start using Mercury today

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