Bank
Mercury
Mercury is listed here as a bank.
Mercury is online business banking for startups and growing companies, run by a financial technology company rather than a bank: its accounts are held through Choice Financial Group and Column N.A., which are FDIC members. Besides checking and savings accounts it issues business credit cards and virtual cards set up for one purpose, such as ad spend or a contractor, pays bills, sends invoices, and attaches emailed or uploaded receipts to the matching card transaction. The same maker offers Books for accounting, payroll, Treasury by Mercury Advisory, working capital loans, venture debt and personal banking, and it sets out separate offers for SaaS and tech companies, ecommerce brands, agencies, venture capital funds and accounting firms.
What these workflow templates do
Every workflow template below works from an export from a bank and changes nothing in it.
Workflows for banks
No workflow template names Mercury yet. The templates below are not written for Mercury by name; each is written for a bank.
Audit preparation Workflow template
Works from an export from a bank.
Can see: payments with who entered and approved each. Can change: nothing.
Bank reconciliation preparation Workflow template
Works from an export from a bank.
Can see: bank statement export for the account and month. Can change: nothing.
Payout reconciliation for an online store Workflow template
Works from an export from a bank.
Can see: deposits to find each payout in. Can change: nothing.
Weekly owner business brief Workflow template
Works from an export from a bank.
Can see: cash balances. Can change: nothing.
Teams that run these workflow templates:
How it connects
Each connector below is one we know of, with who publishes it, where and when we found it, and its trust level.
Published by its maker
Connector from the maker of Mercury
A connector an AI assistant can use.
Published by Mercury, as the maker's own page states.
Found in the maker's own documentation on 11 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
Programming interface from the maker of Mercury
A programming interface for software developers.
Published by Mercury, as the maker's own page states.
Found in the maker's own documentation on 12 November 2026. Last checked on 12 November 2026.
ListedFound in a named public source on a stated date. We have not reviewed or used it.
What setup takes, and who approves it
Connecting a workflow to Mercury is agreed when the work is scoped: a person who looks after Mercury at your company approves how the workflow signs in and what it may see and change.
No time is promised here. Where no connector exists, the workflow works from an export.
What was checked, and when
- The maker's own pages: read on 12 November 2026.
- The workflow templates above: each link was read from the template's own text and reviewed, most recently on 12 November 2026.
Next step
Want a workflow above built for your team? Open it and choose how to start, or book a fit call.
Technical details
- Mercury MCP · MCP serverFound in the maker's own documentationMercury's documentation describes a Mercury MCP that connects AI tools to Mercury's public API through OAuth, with write actions available only when the person grants them.The maker’s page
- Mercury API · Public APIFound in the maker's own documentation
https://api.mercury.com/api/v1Mercury's getting-started guide describes an HTTPS API at a stated base address, with tokens of read-only, read-write and custom types.The maker’s page