Manage your Mercury banking from one chat — track transactions and pay recipients, while your AI assistant does the steps
Mercury actions
Ask in plain language — Praxivara picks the right Mercury action, runs it, and confirms anything sensitive first.
List all your Mercury bank accounts with their balances.
List the debit and credit cards linked to one account.
List transactions for a single account, with date and status filters.
Get the full details of one transaction in a specific account.
Search and list transactions across all your accounts at once.
Get the full details of a single transaction by its ID.
Change a transaction's note or category.
List your custom spending categories.
Create a new spending category.
Rename or change a spending category.
Delete a spending category.
List merchants seen in your transactions.
List your saved payees.
Get the details of one saved payee.
Save a new payee you can pay later.
Update a saved payee's details.
Remove a saved payee.
List payee tax-form attachments across your organization.
Email a payee a link to enter their own payment details.
Get the status of one payee invite.
List payee invites you have sent.
Cancel a payee invite.
Queue a payment to a payee that needs a teammate's approval before it sends.
Send money from an account to a saved payee.
Move money between two of your own Mercury accounts.
List payments waiting for approval and their status.
Check the status of one payment approval request.
List your treasury savings accounts and their yield.
List transactions in a treasury account.
List statement download links for a treasury account.
List your Mercury credit accounts and balances.
List monthly statements for an account, each with a download link.
Download an account statement as a PDF.
List your Mercury cards.
Create a new virtual card.
Get the details of one card.
Change a card's nickname or spending limit.
Permanently cancel a card.
Temporarily freeze a card.
Unfreeze a frozen card.
Reveal an agent card's full number, expiry, and security code.
Get your organization's profile and plan.
List the people on your Mercury team.
Get details for one team member.
List a history of changes to your accounts and transactions.
Get the details of one change event.
Set up a web address that gets notified when account activity happens.
List your notification endpoints.
Get one notification endpoint's settings.
Update a notification endpoint.
Send a test notification to check an endpoint works.
Remove a notification endpoint.
List your organization's SAFE fundraising agreements.
Get one SAFE agreement.
Download a SAFE agreement as a PDF.
List the customers you send invoices to.
Add a new invoicing customer.
Get one invoicing customer's details.
Update an invoicing customer's details.
Remove an invoicing customer.
List the invoices you have created.
Create and email an invoice asking a customer to pay you.
Get the details of one invoice.
Update an unpaid invoice.
Cancel an unpaid invoice.
List files attached to an invoice.
Download an invoice as a PDF.
Get a temporary download link for an attachment.
Mercury triggers
Events in Mercury that can start an automation on their own — no clicks required once you set it up.
Fires when a new transaction posts to a Mercury account you choose.
What you can ask in plain English
No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Mercury steps and shows you exactly what it did.
Related integrations
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