Retrieve information about your bank accounts (not including treasury accounts).
Retrieve information about a specific bank account.
Retrieve information about cards associated with a specific account. Note that status and physical card status are two separate concepts. Either one being set to something other than "active" could cause a transaction to be declined.
Retrieve treasury account information from Mercury.
Retrieve incoming and outgoing money transactions for a specific bank account.
Retrieve detailed information about a specific transaction for a specific account, including counterparty information, transaction status, and any attachments.
Create a new transaction for ACH payments. Note: This tool requires additional permissions and IP whitelisting with Mercury, so ask the user to clarify if they have whitelisted their IP first. If they have not, use the request_send_money tool instead. Only use for valid purposes like paying invoices or automating bill payments.
Create an ACH payment that requires admin approval from the Mercury web interface. Unlike the direct send_money tool, this endpoint does not require IP whitelisting when using a Custom token, so ask the user to clarify if they have whitelisted their IP.
Retrieve statement information for a depository account in a given time period (Note: For now, treasury and credit accounts are not supported on this endpoint).
Retrieve information about all of your payment recipients in Mercury, including their banking details, routing information, payment methods, and status.
Add a new payment recipient to Mercury. You must provide the recipient's name, email(s), and default payment method, along with the appropriate routing information for the chosen payment method.