Mercury

Approve a submitted reimbursement. Payout is a separate, scheduled sweep; poll the payment status.

Permanently cancel a card. This action cannot be undone.

Cancel an invoice. This action cannot be undone.

Cancel a reimbursement that is still in review.

Issue a new virtual card.

Create a new custom expense category for the organization.

Create a new customer for the organization

Transfer funds between two accounts within the same organization. Supports transfers between depository accounts (checking/savings), from a depository account to a treasury/investment account, and from a treasury/investment account to a depository account. Creates paired debit and credit transactions.

Create a new invoice for the organization

Create a new recipient for making payments

Create an invite for a recipient to submit their payment details. Supply a recipientId to invite an existing recipient; omit it to invite someone new, in which case the recipient is created when the invitee completes onboarding.

Submit a new reimbursement on behalf of the organization. Returns the new reimbursement id.

Send money from an account to a recipient. Creates a transaction that will be processed immediately or may require approval.

Register a new webhook endpoint to receive event notifications

Delete a specific Chart of Accounts template.

Delete an existing ledger within an agent-owned Chart of Accounts template.

Bulk delete journal entries

Delete a custom expense category for the organization.

Delete a customer. This action cannot be undone.

Delete a specific recipient by ID. Fails if the recipient is blocked by scheduled payments, pending approvals, or active ACH authorizations.

Delete an active recipient invite.

Delete a webhook endpoint

Deny a submitted reimbursement. The reason is recorded as a reviewer comment.

Update an existing custom expense category for the organization.

Temporarily freeze a card. The card must be active.

Get account by ID

Retrieve all debit and credit cards associated with a specific account.

Retrieve a paginated list of monthly statements for a specific account. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters, as well as date range filtering with start and end parameters.

Retrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Retrieve attachment details including download URL

Retrieve details of a specific Chart of Accounts template.

Retrieve a paginated list of all default and agent-owned Chart of Accounts templates. These templates can be used when creating new Books instances for clients.

List all journal entries

Retrieve a Journal Entry

Retrieve details of a specific card by its ID.

Retrieve details of a specific customer by their ID

Get event by ID

Get all events

Retrieve details of an invoice by its ID

Downloads a PDF file for the specified invoice. The response includes a Content-Disposition header set to 'attachment' with the filename.

Retrieve information about your organization including EIN, legal business name, and DBAs.

Retrieve details of a specific recipient by ID

Retrieve details of a specific recipient invite by ID.

Retrieve a paginated list of all recipients. Use cursor parameters (start_after, end_before) for pagination.

Retrieve details of a specific reimbursement by its id, including its review and payment status.

Retrieve a specific SAFE request by its ID.

Download the PDF document for a specific SAFE request. Returns binary PDF data with a Content-Disposition header.

Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.

Get send money approval request by ID

Downloads a PDF file for the specified account statement. The response includes a Content-Disposition header for proper file download handling. Returns binary PDF data.

Get transaction by ID

Retrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and related metadata.

Retrieve a paginated list of all treasury accounts associated with the authenticated organization. Use cursor parameters (start_after, end_before) for pagination.

Retrieve a paginated list of statements for a specific treasury account. Supports cursor-based pagination and filtering by document type.

Retrieve paginated treasury transactions for a specific treasury account.

Get user by ID

Get all users

Retrieve details of a specific webhook endpoint by ID

Retrieve a paginated list of all webhook endpoints for your organization. Supports filtering by status.

Retrieve a paginated list of transactions for a specific account. Supports filtering by date range, status, and search terms.

Retrieve a paginated list of cards.

Retrieve a paginated list of all available custom expense categories for the organization. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Retrieve a list of all credit accounts for the organization.

Retrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Retrieve a list of all attachments for a specific invoice

Retrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Retrieve a paginated list of priority merchants that can be used for spend controls like merchant locking. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters, plus an optional case-insensitive search by merchant name.

Retrieve a paginated list of all recipient invites for your organization. Supports filtering by status.

Retrieve a paginated list of all recipient tax form attachments across all recipients in the organization. Use cursor parameters (start_after, end_before) for pagination.

Retrieve a paginated list of reimbursements for the organization, newest first. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.

Retrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by account and status.

Retrieve a paginated list of all transactions across all accounts. Supports advanced filtering by date ranges, status, categories, and cursor-based pagination.

Create a new agent-owned Chart of Accounts template. These templates can be used when creating new Books instances for clients.

Create a new ledger within an agent-owned Chart of Accounts template.

Create multiple Journal Entries

Update an existing ledger within an agent-owned Chart of Accounts template.

Bulk update journal entries

Create a "request to send money" that will require approval based on your organization's approval policies.

Retrieve the full card number, expiration date, and CVC for a card. Available for agentic cards only.

Submit onboarding data for applicants to pre-fill their Mercury application

Unfreeze a previously frozen card, restoring it to active status.

Update a card's nickname or spending limits.

Update an existing customer

Update an existing invoice

Update an existing recipient's information

Replace the fields of an existing reimbursement. Only reimbursements still in review can be edited.

Update the note and/or category of an existing transaction. Use null values to clear existing data.

Update the configuration of an existing webhook endpoint. A webhook that has been disabled due to consecutive delivery failures can be reactivated by setting its status to 'active'.

Send a test event to verify the webhook endpoint is properly configured and reachable. The request body accepts an optional 'eventType' field to specify which event type to test (e.g., 'transaction.created', 'transaction.updated'). If omitted from the request body, defaults to 'transaction.created'.