Finance & Accounting
Mercury
Business banking. Connect Adapt to Mercury for accounts, transactions, and balances via API.
Use cases
Adapt connects to Mercury so you can ask questions about accounts, transactions, and balances. Add your API token in Settings > Integrations and Adapt can query Mercury on your behalf.
Check account balances
Query transactions and transfers
Summarize cash flow
Reference Mercury data in conversations
Configuring Mercury
In Mercury, go to Settings > API and generate a token
Go to Settings > Integrations in the Adapt web app
Create a secret group and add your Mercury API token
Start a new chat and ask Adapt about your balances
Integrate Mercury with Adapt
Connect Mercury to Adapt and let AI handle your workflows automatically. From data sync to automated actions, Adapt understands your context and gets work done across your entire stack.
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