All integrations
Mercury
Accounting & FinancePayments & Billing
Read Mercury accounts and transactions, manage recipients and cards, send payments for approval, and raise invoices.
59 actions1 trigger
Triggers
Kick off a workflow when something happens in Mercury.
New Mercury transactionRuns when a new transaction appears in Mercury. Optionally limit it to a single account.
Actions
Steps your workflow can run in Mercury.
List Mercury accountsList every Mercury account - checking, savings and treasury - with current and available balances.
Get Mercury accountGet one Mercury account's details and current balances.
List Mercury transactionsList transactions across every account, with filters for account, card, status, category, free-text search and date range. This is the main way to pull Mercury activity into a workflow.
Get Mercury transactionGet one transaction in full, including attachments, merchant details and any accounting-software GL allocations.
Update Mercury transactionSet or clear a transaction's internal note and custom category. Leave a field empty to clear it.
Attach file to Mercury transactionUpload a receipt or supporting document to a transaction. Accepts a file upload or a document produced by an earlier step.
List Mercury cardsList corporate cards with their status, cardholder, last four digits and current spend limits.
Get Mercury cardGet one card's details, spend limits and category locks.
Issue Mercury virtual cardIssue a new virtual card to a user, optionally with a spend limit. Mercury only issues virtual cards through the API - order physical cards from the dashboard. Needs a read-and-write API token.
Update Mercury cardRename a card or change its spend limit. Leave the nickname empty to keep the current one. Needs a read-and-write API token.
Freeze Mercury cardTemporarily freeze an active card so it declines new charges. Reversible with Unfreeze Mercury card. Needs a read-and-write API token.
Unfreeze Mercury cardReturn a frozen card to active so it accepts charges again. Needs a read-and-write API token.
Cancel Mercury cardPermanently cancel a card. This cannot be undone - use Freeze Mercury card for a reversible block. Needs a read-and-write API token.
List Mercury statementsList an account's monthly statements, each with a download URL and opening/closing balances.
List Mercury treasury statementsList statements for a treasury account.
Download Mercury statement PDFFetch a statement PDF and report its size. Use the statement's downloadUrl with an HTTP step if you need the file contents themselves.
List Mercury recipientsList saved payment recipients with their default payment method and routing details.
Get Mercury recipientGet one recipient's details, routing info and tax-form attachments.
Create Mercury recipientAdd a payment recipient. Supply at least one set of routing details for the method you intend to pay by, or use Create Mercury recipient invite to have them fill it in. Needs a read-and-write API token.
Update Mercury recipientChange a recipient's name, emails or routing details. Needs a read-and-write API token.
Delete Mercury recipientDelete a recipient. Mercury refuses if scheduled or pending payments still reference them. Needs a read-and-write API token.
List Mercury recipient attachmentsList recipient tax-form attachments (W-9, W-8BEN and similar) across the organization, or for one recipient.
Upload Mercury recipient tax formUpload a tax form for a recipient. Needs a read-and-write API token.
Create Mercury recipient inviteInvite someone to submit their own payment details, so you never handle their bank information. Pick an existing recipient to have them complete that record, or leave it empty to create a new one. Returns an onboarding link to share if you choose not to email the invite. Needs a read-and-write API token.
List Mercury recipient invitesList outstanding invites asking recipients for their payment details.
Delete Mercury recipient inviteRevoke an outstanding recipient invite. Needs a read-and-write API token.
List Mercury categoriesList the organization's custom expense categories, for tagging transactions.
Create Mercury categoryCreate a custom expense category. Needs a read-and-write API token.
Update Mercury categoryRename a custom expense category. Needs a read-and-write API token.
Delete Mercury categoryDelete a custom expense category. Needs a read-and-write API token.
List Mercury treasury accountsList treasury accounts with balances and net returns, for tracking yield on idle cash.
List Mercury treasury transactionsList the activity on a treasury account.
List Mercury credit accountsList the organization's Mercury credit accounts and their limits.
List Mercury usersList the people on the Mercury account with their roles. Use this to find a userId before issuing a card.
Get Mercury userGet one Mercury user's name, email and role.
Get Mercury organizationGet the organization's legal business name, EIN and any DBAs - useful for filling invoices and compliance paperwork.
List Mercury SAFE requestsList SAFE (Simple Agreement for Future Equity) requests raised through Mercury, with investor and valuation details.
Get Mercury SAFE requestGet one SAFE request's full details.
Download Mercury SAFE documentFetch the signed PDF for a SAFE request and report its size.
List Mercury eventsRead Mercury's change log for transactions and account balances. Each event records what changed, with before and after values - useful for reconciliation, backfills and audit trails.
Get Mercury eventGet one change-log event, including its before and after values.
Request Mercury payment approvalCreate a payment request that follows your organization's own Mercury approval rules instead of sending money immediately. Prefer this over Send Mercury money in automated workflows: a person still approves the payment in Mercury before any funds move. Needs a read-and-write API token from an allowlisted IP.
Send Mercury moneySend an ACH, domestic wire or paper check to a saved recipient. This moves money immediately, subject to Mercury's own approval settings - use Request Mercury payment approval if you want a person in the loop. Needs a read-and-write API token from an allowlisted IP.
Transfer between Mercury accountsMove money between two accounts in the same Mercury organization, for example sweeping checking into savings. Needs a read-and-write API token from an allowlisted IP.
List Mercury payment approval requestsList payment requests awaiting approval, with their current status. Pair this with Request Mercury payment approval to track what is still pending.
Get Mercury payment approval requestCheck whether one payment approval request has been approved yet.
List Mercury invoicesList accounts-receivable invoices with their status, amount and customer.
Get Mercury invoiceGet one invoice in full, including its line items.
Create Mercury invoiceRaise an invoice against a customer and have Mercury collect it. Needs a read-and-write API token.
Update Mercury invoiceChange an invoice's line items, dates or memos before it is paid. Needs a read-and-write API token.
Cancel Mercury invoiceCancel an invoice so it can no longer be paid. This cannot be undone. Needs a read-and-write API token.
Download Mercury invoice PDFFetch an invoice's PDF and report its size.
List Mercury invoice attachmentsList the files attached to an invoice.
Get Mercury invoice attachmentGet one invoice attachment's details and signed download URL.
List Mercury customersList the customers you can invoice.
Get Mercury customerGet one invoicing customer's details.
Create Mercury customerAdd a customer you can then invoice. Needs a read-and-write API token.
Update Mercury customerChange a customer's name, email or billing address. Fields you leave empty keep their current values. Needs a read-and-write API token.
Delete Mercury customerDelete an invoicing customer. This cannot be undone. Needs a read-and-write API token.
You May Also Be Interested In
Connect in a few clicks
Authenticate once and every action and trigger for the app is ready to drop into a workflow. No glue code, no maintenance.
Automate across your stack
Chain apps together with triggers, actions, and logic that move data between your tools automatically, so work happens without you.
Secure by default
Credentials are encrypted and scoped per workspace. Connect the tools your team already trusts with confidence.
Automate Mercury with Lodol.
Connect Mercury and build your first workflow in minutes. No credit card required.
Free plan available · No credit card required