Getaccount
Get account by ID
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Integrate Mercury MCP
with your AI CRM
Mercury's official MCP server (Beta) for read-only access to your Mercury business banking data — accounts, balances, transactions, cards, recipients, statements, and treasury. Cannot initiate transactions or modify account data; all mutations are blocked server-side.
Explore Triggers and Actions
Getaccountcards
Retrieve all debit and credit cards associated with a specific account.
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Getaccounts
Retrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
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Getaccountstatements
Retrieve a paginated list of monthly statements for a specific account. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters, as well as date range filtering with start and end parameters.
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Getattachment
Retrieve attachment details including download URL
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Getcurrentdate
Get the current date in the format. Example: Fri Oct 31 2025
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Getcustomer
Retrieve details of a specific customer by their ID
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Getinvoice
Retrieve details of an invoice by its ID
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Getorganization
Retrieve information about your organization including EIN, legal business name, and DBAs.
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Getrecipient
Retrieve details of a specific recipient by ID
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Getrecipients
Retrieve a paginated list of all recipients. Use cursor parameters (start_after, end_before) for pagination.
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Getsaferequest
Retrieve a specific SAFE request by its ID.
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Getsaferequests
Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.
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Gettransaction
Get transaction by ID
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Gettransactionbyid
Retrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and related metadata.
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Gettreasury
Retrieve a paginated list of all treasury accounts associated with the authenticated organization. Use cursor parameters (start_after, end_before) for pagination.
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Gettreasurystatements
Retrieve a paginated list of statements for a specific treasury account. Supports cursor-based pagination and filtering by document type.
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Gettreasurytransactions
Retrieve paginated treasury transactions for a specific treasury account.
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Getuser
Get user by ID
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Getusers
Get all users
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Getwebhook
Retrieve details of a specific webhook endpoint by ID
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Getwebhooks
Retrieve a paginated list of all webhook endpoints for your organization. Supports filtering by status.
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Listcategories
Retrieve a paginated list of all available custom expense categories for the organization. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters. - These categories are custom and different from the values for "mercuryCategory".
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Listcredit
Retrieve a list of all credit accounts for the organization.
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Listcustomers
Retrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
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Listinvoiceattachments
Retrieve a list of all attachments for a specific invoice
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Listinvoices
Retrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
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Listrecipientsattachments
Retrieve a paginated list of all recipient tax form attachments across all recipients in the organization. Use cursor parameters (start_after, end_before) for pagination.
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Listsendmoneyapprovalrequests
Retrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by account and status.
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Listtransactions
Retrieve a paginated list of all transactions across all accounts. Supports advanced filtering by date ranges, status, categories, and cursor-based pagination. CRITICAL TRUNCATION RULE - READ THIS FIRST: ================================================================================ IF YOU SEE "Result too long" IN THE RESPONSE: 1. IMMEDIATELY STOP - Do not analyze or use the truncated data 2. The data is INCOMPLETE and any analysis will be WRONG 3. Start over with a smaller limit (reduce by 50%) 4. Paginate through ALL pages until you have complete data 5. NEVER provide answers based on truncated results ================================================================================ MANDATORY PAGINATION FOR COMPLETE RESULTS: When a user asks ANY question requiring complete data (totals, balances, aggregates, "most/least", "all transactions", comparisons, or any calculation across transactions): CRITICAL: Incomplete pagination will produce WRONG ANSWERS for questions about totals, spending categories, balances, minimums, maximums, or "most/least". You must fetch everything before calculating or answering. 1. Start with a limit of 300 transactions. 2. You MUST automatically paginate through ALL pages WITHOUT asking the user 3. Continue calling listTransactions using the page.nextPage value from each response 4. Keep fetching until page.nextPage is not present 5. If pagination would take more than 3 tool calls, ask the user to narrow down to a smaller time period 6. It is a CRITICAL ERROR to answer before having fetched ALL pages FILTERING: - IMPORTANT: WHEN FILTERING BY DATE, ALWAYS CHECK THE CURRENT DATE FIRST and ensure you're using the current year for current year queries - Unless specified otherwise or queried for "all transactions", ONLY include transactions with "status: sent" - To get transactions for a specific account, use the accountId parameter to filter by accountId PAGINATION MECHANICS: - Use the limit parameter to control page size - If page.nextPage is returned, use it as the start_after parameter in your next call - Keep fetching until page.nextPage is null/undefined - The page.nextPage value is a transaction ID to start after (exclusive) COMPUTATIONAL REQUIREMENTS: - For any query requiring: - Sums, totals, averages, medians, modes, ranges, most/least, or other aggregations across accounts/transactions - Calculations involving currency amounts - Comparisons of financial metrics - You MUST: - Create an artifact that processes the data programmatically - Parse the JSON response and use JavaScript/Python to calculate - Display intermediate steps for verification - Never rely on mental arithmetic for financial calculations - Example: "What's my total balance?" - CORRECT: Create artifact that parses accounts, maps to balances, uses reduce() to sum - INCORRECT: Manually adding up balance values For queries about 'last two months' or 'this year', calculate dates based on the actual current date Use the getCurrentDate tool to get the current date. Use the getTransaction tool to get more details about a specific transaction.
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How the Mercury MCP integration works
The Mercury MCP integration connects your Dench AI CRM directly to Mercury MCP, so agents can read and act on your Mercury MCP data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
30 actions are available for agents to invoke on your behalf. Every call runs through Mercury MCP's own authorization, scoped to the account you connect.
Set up Mercury MCP in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Mercury MCP and click Connect — you'll authorize access through Mercury MCP's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Mercury MCP in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Mercury MCP integration work with Dench?
The Dench Mercury MCP integration connects your AI CRM to Mercury MCP, so AI agents can work with your Mercury MCP data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Mercury MCP via Dench?
The Mercury MCP integration currently exposes 30 actions, including Getaccount, Getaccountcards, Getaccounts, Getaccountstatements, Getattachment, and Getcurrentdate. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Mercury MCP to Dench?
No. You connect Mercury MCP from your Dench workspace using Mercury MCP's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Mercury MCP integration secure?
Connections are authorized through Mercury MCP's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Mercury MCP connection from your workspace settings at any time.