How to Connect Claude to Mercury (No Official Connector)
No — there’s no official Claude connector for Mercury. It isn’t in Anthropic’s Connectors Directory, so Claude can’t read your balances or transactions on its own. And unlike most SaaS, Mercury barely shows up in the no-code automation tools either — it’s a bank, so the usual integration shortcuts mostly aren’t there.
But your data isn’t locked away. Mercury has an API — with token-based authentication for reading account and transaction data — and any AI agent that lets you bring your own API key can use it. Here’s why the gap exists, what’s safe and useful to automate, and how to connect Mercury to an agent that watches your cash while you build.
Why there’s no Mercury connector
Mercury is banking built for startups — accounts, transactions, cards, and payments in one place. Because it’s a financial institution, it’s treated more cautiously than an average app: Anthropic’s connector catalog leads with horizontal tools like Gmail and Slack, and the no-code automation platforms offer only thin, limited Mercury support if any at all.
That leaves founders and finance teams in one of two spots:
- Claude’s connectors cover a fixed list of first-party apps. Mercury isn’t on it, so Claude can’t see your accounts unless you paste in a statement.
- No-code automation tools rarely support Mercury in a robust way, so the tidy “connect it in two clicks” path most apps enjoy just isn’t there.
The detail that changes the answer: Mercury exposes a REST API with token authentication. Reading your accounts, balances, and transactions is fully supported — you just need an agent that will talk to it with your own credentials.
What actually closes the gap: bring your own API key
Carly connects to 200+ tools out of the box, but it also does what the connector directories won’t: it lets you bring your own API key to reach anything with a REST API. Mercury has one, so that’s the bridge — and for a bank with almost no no-code coverage, it’s often the only path to an agent that acts on triggers.
You generate an API token in Mercury, hand it to Carly, and Carly can read your account and transaction data and act on it inside a real workflow. A note on safety: the smart automations here are read, categorize, reconcile, and notify — money-movement and payment actions on Mercury’s API are sensitive and approval-gated, so keep an agent focused on visibility and bookkeeping, with a human approving anything that moves funds.
And because Carly runs in the cloud on triggers, this isn’t “answer me when I ask.” It’s finance monitoring that happens on its own, 24/7.
What you can automate once it’s connected
With Mercury reachable through its API, an agent can handle the finance visibility work that founders usually do by hand — safely, on the read side:
- Summarize your cash position on a schedule — every morning, pull balances across accounts and send a plain-English “here’s your runway” summary to your inbox or Slack.
- Categorize transactions automatically — read new transactions, tag them by vendor and category, and keep a clean ledger without manual sorting.
- Reconcile against your books — match Mercury transactions to your accounting tool and flag anything that doesn’t line up.
- Alert on the things that matter — large withdrawals, low balances, a failed incoming transfer, or unusual spend get flagged the moment they hit.
- Tie finance to the rest of your stack — since the same agent handles email, calendar, and your accounting app, logging a categorized transaction or emailing a summary to your bookkeeper becomes one step in the same workflow.
How to connect Mercury to Carly
- In Mercury, open Settings → API Tokens and generate a read-focused API token (grant only the access the workflow needs).
- Paste your API token into Carly on the integrations page.
- Describe the workflow in plain English — “every morning, total my balances and email me the cash position and anything unusual” — and Carly interviews you, then builds it.
Your token stays yours: rotate or revoke it in Mercury at any time, and scope it to read-only for peace of mind.
Claude connector vs. no-code tools vs. Carly
| Claude | No-code tools | Carly | |
|---|---|---|---|
| Official Mercury connector | No | Rarely / limited | Via your API key |
| Reads balances & transactions | No | Rarely | Yes |
| Acts on triggers / events | No | Basic triggers | Yes, 24/7 in the cloud |
| Reasons over your cash position | In chat only, if you paste it | No | Yes |
| Sends email as part of the flow | Draft-only | No | Yes (Gmail + Outlook) |
| Works while your laptop is closed | No | Rarely | Yes |
Claude is a strong assistant inside a chat — but with no Mercury connector, it can’t see your accounts unless you paste a statement in. No-code tools rarely support Mercury at all. Carly reaches Mercury through your own API token and acts on it as part of a workflow that runs on its own — with money movement left to human approval.
Frequently Asked Questions
Does Claude integrate with Mercury?
Not directly. Mercury isn’t in Anthropic’s Connectors Directory, so Claude can’t read your balances or transactions on its own. You can paste a statement into a chat and have Claude reason over it, but there’s no live connection. To connect Mercury to an AI agent, you need a tool that supports its API — like Carly, which connects via your own API token.
Does Mercury have an API?
Yes. Mercury exposes a REST API with token-based authentication. Reading account, balance, and transaction data is fully supported; payment and money-movement actions also exist but are sensitive and approval-gated, so they’re best kept behind human sign-off.
Can I connect Mercury to an AI agent?
Yes. Because Mercury has an API, any agent that lets you bring your own API key can read and act on your account data. Carly does this — you generate a read-focused token in Mercury, add it to Carly, and it can then summarize cash, categorize transactions, and send alerts automatically. Because Mercury has almost no no-code coverage, the API-key route is usually the only way in.
What can an AI agent actually do in Mercury?
Safely, on the read side: summarize your cash position on a schedule, categorize new transactions, reconcile against your books, and alert you to large or unusual activity — all triggered by events like a transaction posting or a daily schedule, rather than you prompting in a chat. Anything that moves money should stay behind human approval.
How much does this cost?
Carly’s AI agents start at $35/month, and steps in a workflow that don’t use AI run free and unlimited. Your Mercury API access is part of your existing Mercury account.
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