Mercury logoThe logo for Mercury, featuring a circular emblem with abstract, interconnected swirling lines on the left, and the word "MERCURY" in clean, uppercase letters to the right.

Your agents do the financial work. You stay in charge.

Controls for your agent, built into Mercury. Connect via the Mercury MCP and enter the agentic banking era.
Connect Mercury

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Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC.

Connect your agents. Control every dollar.

Give agents access via the Mercury MCP and they can answer questions, prepare payments, and keep your books organized.

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Hand over the work, not the keys

Understand your finances. Your agent works from live Mercury account data, so it can help explain what happened and inform what you do next.

Have payments drafted for you. Let agents prepare payments and transfers. You review and approve with a quick tap in the Mercury app.

Organize your transactions. Agents can find and categorize transactions, add notes, and create new categories on request. No approval needed if no money is moving.

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Oversight built into the account

With Mercury Agent Controls, you can see who connected each agent, what it’s allowed to do, what it’s done, and disconnect agents in seconds.

You decide the rules. Mercury enforces them.

When you connect an agent, you decide what it can do. Mercury checks every request against the access granted and the associated user’s permissions, then allows it, routes it for approval, or blocks it.

Keep receipts on agent actions

See what each agent did and which Mercury user it acted for, giving you a clear record of agent activity across your account.

Money never moves without your approval

Nothing leaves your account until you approve it with a tap in the Mercury app.

Connect in a minute via the Mercury MCP

Link your AI agents via MCP, set what they can do, then go. Nothing to install.
Connect Mercury
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1. Find and connect with Mercury

Search for Mercury in your AI app’s directory of apps or connectors. If you don’t see Mercury listed, you can also connect via MCP manually.

2. Sign in and set permissions

Establish custom permissions for each agent connected to your account.

3. Let your agents get to work

Ask about your finances and have your agent set up a payment for you to approve.

Frequently asked questions

Mercury MCP is a way to connect compatible AI tools directly to your Mercury account using the Model Context Protocol, an open standard for connecting AI agents to external data and tools.Once connected, you can ask an agent to analyze your finances, retrieve account information, and take action on your Mercury account.

Depending on the permissions you grant, an AI agent can help you:
  • Analyze transactions and spending
  • Check balances, statements, cards, invoices, and recipients
  • Prepare payments or transfers (money movement always requires your approval in Mercury)
  • Create or edit expense categories
  • And more

No. An AI agent connected via the Mercury MCP can prepare a payment or internal transfer request, but it cannot approve the request or move money independently.You review and approve the request inside Mercury before any money moves. Your organization’s existing approval policies continue to apply.

Yes. The permissions you grant to an agent can be narrower than your own Mercury access. For example, you can choose to only give an agent read-only access which means it can’t take any action on your account.For other team members, their existing Mercury permissions provide an additional limit: an agent cannot perform actions that the person who connected it is not authorized to perform.

Yes. You can disconnect an agent from Mercury at any time in seconds, preventing that AI tool from making additional requests to your account.

No. To connect an AI agent, you sign in directly with Mercury and approve the access the agent is requesting. Your Mercury password is never shared with the AI tool.

You can connect your Mercury account with any MCP-compatible tools. Mercury currently offers official connectors with tools including ChatGPT, Claude, Cursor, Grok Bot, Town, Notion, Replit, Perplexity, Gemini Enterprise, Microsoft 365 Copilot, and others.You can also manually connect any MCP client. Learn more hereOpens in new tab.

Yes, the Mercury MCP works for both business and personal accounts.

Disclaimers and footnotes

Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Deposit insurance covers the failure of an insured bank.