Mercury + Memtro

What is in the bank, what came in this week and what you paid a supplier.

Connect Mercury with a Read Only API token and Memtro reads bank accounts with available and current balances, transactions by date, account, counterparty or text with status, note and category, payment recipients with when they were last paid, the people with access and their roles, and receivable invoices with status and due date. The full account number is never read, only its last four digits. It reads on demand and there is no hourly sync. Nothing is written to Mercury.

In Memtro

What you can do with Mercury in Memtro

Ask in plain English from chat, your editor, a scheduled job or your own agent. The model picks the right Mercury tool, reads what it needs, and answers with the source cited.

Reads

  1. 01Checking, savings and treasury accounts with status and available and current balances
  2. 02Transactions newest first by account, date range or free text, with status, counterparty, note and category
  3. 03Payment recipients by name with status, default payment method and when they were last paid
  4. 04Receivable invoices by status with customer, amount, currency, invoice date and due date
  5. 05People with access to the organisation, with name, email and role
  6. 06The organisation's legal name, trading names and plan, to confirm which company's bank it is

Events

When it happens

Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Mercury for you. Each event can start a job, with the event as its input. Mercury signs every delivery, and one whose signature does not check out is refused before it is read.

Events and webhooks
  • 01A transaction was created
  • 02A transaction changed (for example pending to sent, or failed)
  • 03A checking account balance changed
  • 04A savings account balance changed
  • 05A treasury account balance changed
  • 06A credit account balance changed
  • 07An investment account balance changed
In practice

Ask it like you would a colleague

Once Mercury is connected, these are the kinds of things people ask. Plain questions, no syntax. If the answer lives partly in another system you have connected, Memtro looks there too.

Mercury + Memtro
  • What is our balance across all Mercury accounts?

  • What did we pay Northwind last month?

  • Which invoices are still unpaid, and when were they due?

  • What came in last week?

  • Who has access to the bank account?

01

A supplier query

Northwind's accounts team says an invoice is unpaid. The finance lead asks Memtro what was paid to Northwind this quarter. Memtro reads the transactions with that counterparty, with amounts, status and dates posted, and the recipient's last payment date, so the reply can quote them.

02

Monday cash check

Each Monday the founder asks where the money stands. Memtro reads every account's available and current balance, the past week's incoming and outgoing transactions, and the receivable invoices still unpaid, and answers with the totals and the three largest movements.

Teams

Where it fits

The teams that lean on Mercury most, a question each of them asks, and what they connect beside it.

Better together

Works with

A record in Mercury is rarely the whole story. Connect the systems that hold the rest and Memtro checks them together, then remembers what it learned so the next question starts further along.

Setup

How to connect

Connect withRead Only API token
  1. 1

    In Mercury open the organisation menu (top left) → All Settings → Tokens; only a user allowed to manage tokens, usually an administrator, sees the option

  2. 2

    Create an API token and choose Read Only: Read and Write tokens need an IP allowlist, which Memtro cannot use

  3. 3

    Copy the whole token exactly as shown and paste it into Connections → Mercury in Memtro; a token left unused for a long time lapses

  4. 4

    Ask what you paid a supplier last month

Also works from

Chat in the dashboard, the OpenAI-compatible API, scheduled jobs, and any MCP client: Claude Code, OpenCode, Cursor, Claude Desktop. The Mercury tools are the same everywhere.

FAQ

Questions

Can Memtro change anything in Mercury?+

Not yet. Today every Mercury tool reads, searches or lists. When the connector gains actions, each is marked, granted by name per team and used only when a person asks for exactly that, so nothing is created, sent, updated or deleted until you say so.

Who can use a Mercury connection?+

A personal connection serves only your own requests. A shared connection serves the organisation: everyone, or only the teams an admin chooses. Admins can always add shared connections; other members need the permission.

Does Memtro store my Mercury data?+

Credentials are encrypted at rest. Tool results are cached briefly so agent loops do not repeat identical calls, and the facts the model extracts are saved to your organisation's memory with provenance (system, record and link) so they can be checked and superseded.

How do I connect Mercury?+

Read Only API token. In Mercury open the organisation menu (top left) → All Settings → Tokens; only a user allowed to manage tokens, usually an administrator, sees the option.

Can Mercury start a job?+

Yes. Turn events on in the connection's Events tab on the Connections page, choose the kinds you want, and Memtro registers its address with Mercury for you. A job set to start "When an event arrives" then runs once for each matching event, with the event as its input. The run treats the event as outside data, never as instructions, and anything the run remembers is kept as unverified.

Connect Mercury in a few minutes

Seven-day free trial, then one monthly price per organisation. Connectors, jobs and memory are never metered.

Where agents remember your company

Sign in, add a provider key, create an API key and point your tools at Memtro. It takes about five minutes.

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