Where do we stand on cash today?
Ask Zaira to read your Mercury account balances, treasury balance, and recent transactions and give you a plain-language picture of your cash position — no logging into the dashboard, no exporting CSVs.
Mercury AI Agent
Connect your Mercury to Zaira autonomous AI agent. Describe what you need in plain language, Zaira will use Mercury actions like account balances to get the job done for you.
01Capabilities
What can your Mercury AI agent do?
The full Mercury toolkit in plain conversation — balances, transactions, statements, cards, treasury, and invoices — read-only, no code. Zaira carries out tasks using the supported actions listed here.
- Get Accounts — list all Mercury accounts
- Get Account — retrieve a specific account by ID
- Get Account Statements — retrieve monthly statements with date range filtering
- List Transactions — list transactions with advanced filtering
- Get Transaction — retrieve a specific transaction
- Get Transaction By Id — retrieve a transaction with attachments and check images
- List Categories — list all custom expense categories
- List Credit — list all credit accounts
- Get Treasury — retrieve all treasury accounts
- Get Treasury Transactions — retrieve paginated treasury transactions
- Get Treasury Statements — retrieve treasury account statements
- List Cards — retrieve a paginated list of cards
- Get Card — retrieve details of a specific card
- Get Account Cards — retrieve all cards for a specific account
- Get Recipients — list all recipients
- Get Recipient — retrieve a specific recipient by ID
- List Send Money Approval Requests — list send money approval requests
- List Recipients Attachments — list all recipient tax form attachments
- Get Attachment — retrieve attachment details including download URL
- List Customers — list all customers
- Get Customer — retrieve a specific customer by ID
- List Invoices — list all invoices
- Get Invoice — retrieve an invoice by ID
- List Invoice Attachments — list attachments for an invoice
- Get Organization — retrieve org info (EIN, legal name, DBAs)
- Get Users — list all users
- Get User — retrieve a specific user by ID
- Get Webhooks — list all webhook endpoints
- Get Webhook — retrieve a specific webhook endpoint
- Get Safe Requests — list all SAFE agreements
- Get Safe Request — retrieve a specific SAFE agreement
02Use Cases
Automate your Mercury tasks with Zaira effortlessly
See how people are automating their Mercury tasks with Zaira while they sleep.
Morning burn & runway brief
Set Zaira to check your Mercury accounts each morning and push a summary — total cash, net movement, and an updated runway estimate — to your Slack or email, so you start the day knowing you're covered.
Overdue invoice alerts, done for you
Zaira checks your Mercury invoices and tells you which ones are unpaid or past due — and who owes them and how overdue — on a schedule, so chasing payments stops slipping through the cracks.
Flag suspicious spend automatically
Ask Zaira to keep an eye on incoming transactions and alert you when a charge looks out of the ordinary — a new vendor above your threshold, a duplicate, or a category that spiked versus last month.
03How it works
How to set up your Mercury AI agent
Connect Mercury with secure OAuth, ask about your money in plain language, and get cash, burn, and runway briefs to Slack — no code. Run tasks on demand; recurring runs depend on the workflow's supported capabilities.
01
Connect Mercury in one click
Connect your Mercury account with secure sign-in (OAuth) — no API keys, no MCP setup. Zaira is already wired to Mercury with safe read-only access, so you just approve the connection and you're done.
02
Put your finances on autopilot
Set Zaira to check on a schedule and deliver a morning cash, burn, runway, or invoice brief to your Slack, Google Sheets, or email — so you always know where you stand without logging in.
03
Your cash position lands in Slack before the market opens
Daily cash and burn briefs, weekly runway updates, and overdue-invoice flags arrive on schedule — the finance team sees the numbers without pulling a report or logging into banking.
05FAQ
Frequently asked questions
See the answers to the questions people ask about how Mercury works with Zaira.
You choose a task and Zaira uses supported Mercury actions, including account balances, to carry it out. Tasks can run on demand; recurring or event-triggered runs depend on the workflow's available capabilities.
No. The Mercury AI integration from Zaira works with zero code. You connect your Mercury account with secure sign-in in one click (OAuth) — no API keys, no MCP setup, nothing to configure. Zaira is already wired to Mercury, so you just approve the connection and describe what you want in plain language.
Zaira can read your Mercury account balances, transactions, statements, cards, treasury activity, recipients, customers, and invoices — and answer questions in plain English. You can also set it to check on a schedule and deliver cash, burn, runway, and invoice updates to your Slack, Google Sheets, or email automatically.
Yes. The Mercury MCP server is read-only — Zaira can query your accounts, transactions, cards, and invoices to analyze and summarize, but it can't move money or trigger payments without you doing so in Mercury. You connect with secure Mercury sign-in, and with read-only access your money stays where you approve it.
Yes — that's the point. Tell Zaira what to track — total cash, burn rate, runway, treasury balance, or outstanding invoices — and it will check on a schedule and deliver a plain-language brief to your Slack, Google Sheets, or email. Financial updates come to you instead of you checking the dashboard.
Mercury's MCP works with ChatGPT, Claude, and other AI assistants. Zaira provides the smart layer that understands your finances and watches them on a schedule — so you chat in the assistant you already use, and Zaira handles the Mercury connection and the monitoring.
Mercury's built-in AI (Command and Insights) lives inside the Mercury dashboard and can't push updates to your Slack, Sheets, or email on a schedule or combine finance data with your other tools. Bookkeeping tools like QuickBooks sync after the fact. Zaira brings your Mercury data out of the dashboard and into your daily workflow — scheduled cash, burn, runway, and invoice briefs alongside everything else you already track.