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.