Mercury Banking
Mercury Banking MCP server with full Invoicing API support. Read accounts/transactions and create/manage recurring invoices via Model Context Protocol.
What is Mercury Banking?
Mercury Banking is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to mercury banking mcp server with full invoicing api support. read accounts/transactions and create/manage recurring invoices via model context protocol.
Mercury Banking MCP server with full Invoicing API support. Read accounts/transactions and create/manage recurring invoices via Model Context Protocol.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Mercury Banking MCP server with full Invoicing API support.
Use Cases
Maintainer
Works with
Installation
NPM
npx -y mercury-invoicing-mcpManual Installation
npx -y mercury-invoicing-mcpConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use Mercury Banking
The Mercury Invoicing MCP server connects AI assistants to the Mercury banking platform via the Model Context Protocol, exposing 36 tools covering banking accounts, transactions, cards, recipients, treasury, invoicing, and webhooks. It is the first MCP server to expose Mercury's accounts receivable (invoicing) endpoints, making it possible for AI to create and manage recurring invoices, query transaction history, and handle bank transfers entirely through natural language. Rate limiting, dry-run mode, and audit logging are built in for safe use with production accounts.
Prerequisites
- Node.js 18 or later installed
- A Mercury bank account (mercury.com)
- A Mercury API token from app.mercury.com/settings/tokens
- Mercury Plus plan if you intend to use invoicing endpoints
- An MCP-compatible client such as Claude Desktop
Obtain your Mercury API key
Log in to Mercury, go to Settings → API Tokens, and generate a new token. Copy it — you will need it in the next step. Use the minimum required scopes for your use case to limit exposure.
Configure Claude Desktop with the MCP server
Add the mercury-invoicing-mcp server to your Claude Desktop config file at ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%/Claude/claude_desktop_config.json (Windows). Set MERCURY_API_KEY to your token.
{
"mcpServers": {
"mercury": {
"command": "npx",
"args": ["-y", "mercury-invoicing-mcp"],
"env": {
"MERCURY_API_KEY": "your-mercury-api-token"
}
}
}
}Enable dry-run mode for safe testing (optional)
Set MERCURY_MCP_DRY_RUN=true to preview write operations (invoice creation, transfers, webhook changes) without actually executing them. This is strongly recommended for initial testing.
{
"mcpServers": {
"mercury": {
"command": "npx",
"args": ["-y", "mercury-invoicing-mcp"],
"env": {
"MERCURY_API_KEY": "your-mercury-api-token",
"MERCURY_MCP_DRY_RUN": "true",
"MERCURY_MCP_AUDIT_LOG": "/tmp/mercury-audit.json"
}
}
}
}Test with a sandbox token
Mercury provides a sandbox environment. If your API token starts with mercury_sandbox_, the server will automatically route requests to the dummy environment, letting you test all 36 tools without touching real funds.
Restart Claude Desktop and verify
Restart Claude Desktop to load the server. Ask Claude to list your Mercury accounts — if the connection is working, you will see your account names and balances returned.
Mercury Banking Examples
Client configuration
Claude Desktop configuration for Mercury Invoicing MCP with audit logging enabled.
{
"mcpServers": {
"mercury": {
"command": "npx",
"args": ["-y", "mercury-invoicing-mcp"],
"env": {
"MERCURY_API_KEY": "your-mercury-api-token",
"MERCURY_MCP_AUDIT_LOG": "/tmp/mercury-audit.json"
}
}
}
}Prompts to try
Example prompts for banking and invoicing workflows in Claude Desktop.
- "List all my Mercury accounts and their current balances"
- "Show me all transactions over $500 in the last 30 days"
- "Create a recurring invoice for Acme Corp for $2,500/month due on the 1st"
- "List all outstanding invoices and flag any that are overdue"
- "Create a webhook to notify https://my-app.com/webhooks/mercury on new transactions"Troubleshooting Mercury Banking
Invoicing tools are missing or return a 403 error
Invoice creation and management require a Mercury Plus plan. Confirm your Mercury account tier at app.mercury.com, and also verify your API token has the 'invoicing' scope enabled.
Rate limit errors when making multiple requests
The server enforces dual rolling-window rate limits (daily and 30-day) per operation type. Space out requests or set MERCURY_MCP_RATE_LIMIT_DISABLE=true temporarily during development (not recommended for production).
Write operations succeed in dry-run but fail in production
Outbound payment approval depends on your Mercury workspace's approval policy, not the MCP server. Check if your workspace requires multi-approver sign-off for transfers above certain thresholds.
Frequently Asked Questions about Mercury Banking
What is Mercury Banking?
Mercury Banking is a Model Context Protocol (MCP) server that mercury banking mcp server with full invoicing api support. read accounts/transactions and create/manage recurring invoices via model context protocol. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Mercury Banking?
Install via npm with the command: npx -y mercury-invoicing-mcp. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
Which AI clients work with Mercury Banking?
Mercury Banking works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Mercury Banking free to use?
Yes, Mercury Banking is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.
Mercury Banking Alternatives — Similar Finance & Fintech Servers
Looking for alternatives to Mercury Banking? Here are other popular finance & fintech servers you can use with Claude, Cursor, and VS Code.
ValueCell
★ 10.7kValueCell is a community-driven, multi-agent platform for financial applications.
Vibe Trading
★ 8.1k'Vibe-Trading: Your Personal Trading Agent'
Quantdinger
★ 6.2kAI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-trading
TradingView
★ 2.8kReal-time crypto & stock screening, advanced technical indicators, Bollinger Bands intelligence, candlestick patterns + native Claude Desktop integration. Multi-exchange (Binance, KuCoin, Bybit+). Open-source AI trading infrastructure.
Financial Datasets
★ 2.1kProvides access to comprehensive financial data including income statements, balance sheets, cash flow statements, stock prices, company news, SEC filings, and cryptocurrency information with built-in financial ratio analysis.
Stripe
★ 1.6kThe Stripe Model Context Protocol server allows you to integrate with Stripe APIs through function calling. This protocol supports various tools to interact with different Stripe services.
Browse More Finance & Fintech MCP Servers
Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.
Set Up Mercury Banking in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
Ready to use Mercury Banking?
Browse our complete directory of 33,000+ MCP servers, read setup guides for your editor, and start building with the Model Context Protocol.