What problem does it solve?
This Skill removes the friction of manually managing banking data, transaction history, and payment initiation by automating safe, audit-friendly interactions with the Mercury banking API for finance operations and dashboards.
Core Features & Use Cases
- Account, transaction, and statement ingestion: Read balances, fetch cursor-paginated transaction history, and retrieve monthly statements for ongoing reconciliation.
- Recipients-first payment workflows: List and create recipients once, then draft outbound ACH/wire/check payments for human approval rather than fully autonomous execution.
- Real-time event integration via webhooks: Configure and handle webhook-driven transaction events so dashboards and ledgers stay current without heavy polling.
- Multi-entity Treasury support: Manage Mercury Treasury accounts and transactions across multiple organizations with strict token scoping.
Quick Start
Use the mercury skill to pull the most recent transactions and generate an approval-ready payment draft for human review based on the relevant Mercury account and recipient.