Mercury Banking Tools

Access Mercury Bank accounts, transactions, recipients, and payments through the Mercury API.

Setup

1. Log in to Mercury → Settings → API Tokens
2. Create a token with the permissions you need (e.g., , , )
3. Install this plugin in Dify and enter your API token
4. Select API environment: Sandbox (testing) or Production (live data)

Tools

Accounts

• Get Bank Accounts — List all accounts with balances
• Get Account Details — View a specific account's full details

Transactions

• Get Transactions — Query transaction history with date range, status, and pagination filters
• Get Transaction Details — View a single transaction
• Add Note to Transaction — Attach a note to a transaction
• Attach File to Transaction — Upload an attachment to a transaction

Payments

• Send Payment — Send money to a recipient (ACH, wire, or check)
• Internal Transfer — Transfer funds between your Mercury accounts

Recipients

• Get Recipients — List all saved recipients
• Get Recipient Details — View a specific recipient
• Add New Recipient — Create a new payment recipient
• Edit Recipient — Update recipient details
• Attach File to Recipient — Upload a document to a recipient profile

Cards

• Get Employee Cards — List debit cards issued to employees

Statements

• Get Statements — List available bank statements
• Download Statement PDF — Download a statement as PDF

Invoicing

• Manage Invoices — Create, search, and manage invoices
• Manage Invoicing Customers — Create and search invoice customers
• Download Invoice PDF — Download an invoice as PDF

Activity

• Get Activity Log — View account activity events