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
- 1
In Mercury, go to Settings > API and generate a token
- 2
Go to Settings > Integrations in the Adapt web app
- 3
Create a secret group and add your Mercury API token
- 4
Start a new chat and ask Adapt about your balances
