How to connect Mercury MCP to Claude Cowork

Connect Claude Cowork to Mercury MCP MCP. List mercury accounts and current balances, summarize recent mercury card transactions, and more using natural language, with authentication handled for you.

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Mercury MCP is Mercury's official MCP server for read-only business banking data. Use it to safely inspect accounts, balances, transactions, cards, statements, and treasury data.

30 Tools

Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Mercury MCP account to Cowork via Composio Connect, enabling it to list Mercury accounts and current balances, summarize recent Mercury card transactions, find last month’s Mercury bank statements, and more such actions on your behalf without compromising your account security.

Also integrate Mercury MCP with

Codex

Connecting Mercury MCP to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Mercury MCP account

Back in Cowork, ask the agent to connect to Mercury MCP or give it any Mercury MCP-related task.

For example, ask Cowork to:

  • "List Mercury accounts and current balances"
  • "Summarize recent Mercury card transactions"
  • "Find last month’s Mercury bank statements"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Mercury MCP account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Mercury MCP through MCP without you sharing account credentials directly with the agent.

What is the Mercury MCP MCP server, and what's possible with it?

The Mercury MCP MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Mercury MCP account. It provides structured and secure access so your agent can perform Mercury MCP operations on your behalf.

TOOLS

Supported Tools

Every Mercury MCP action and event your agent gets out of the box.

Getaccount

Get account by ID

Getaccountcards

Retrieve all debit and credit cards associated with a specific account.

Getaccounts

Retrieve a paginated list of accounts.

Getaccountstatements

Retrieve a paginated list of monthly statements for a specific account.

Getattachment

Retrieve attachment details including download URL

Getcurrentdate

Get the current date in the format.

Getcustomer

Retrieve details of a specific customer by their ID

Getinvoice

Retrieve details of an invoice by its ID

Getorganization

Retrieve information about your organization including EIN, legal business name, and DBAs.

Getrecipient

Retrieve details of a specific recipient by ID

Getrecipients

Retrieve a paginated list of all recipients.

Getsaferequest

Retrieve a specific SAFE request by its ID.

Getsaferequests

Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.

Gettransaction

Get transaction by ID

Gettransactionbyid

Retrieve a single transaction by its ID.

Gettreasury

Retrieve a paginated list of all treasury accounts associated with the authenticated organization.

Gettreasurystatements

Retrieve a paginated list of statements for a specific treasury account.

Gettreasurytransactions

Retrieve paginated treasury transactions for a specific treasury account.

Getuser

Get user by ID

Getusers

Get all users

Getwebhook

Retrieve details of a specific webhook endpoint by ID

Getwebhooks

Retrieve a paginated list of all webhook endpoints for your organization.

Listcategories

Retrieve a paginated list of all available custom expense categories for the organization.

Listcredit

Retrieve a list of all credit accounts for the organization.

Listcustomers

Retrieve a paginated list of customers.

Listinvoiceattachments

Retrieve a list of all attachments for a specific invoice

Listinvoices

Retrieve a paginated list of invoices.

Listrecipientsattachments

Retrieve a paginated list of all recipient tax form attachments across all recipients in the organization.

Listsendmoneyapprovalrequests

Retrieve a paginated list of send money approval requests for the authenticated organization.

Listtransactions

Retrieve a paginated list of all transactions across all accounts.

FRAMEWORKS

How to build Mercury MCP MCP Agent with another framework

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Codex

Use Mercury MCP MCP with Codex

FAQ

Frequently asked questions

With a standalone Mercury MCP MCP server, the agents and LLMs can only access a fixed set of Mercury MCP tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Mercury MCP and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Claude Cowork fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Mercury MCP tools.

Yes, absolutely. You can configure which Mercury MCP scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Mercury MCP data and credentials are handled as safely as possible.

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