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Finance integration

Mercury MCP integration for AI agents

Insiro connects AI agents to Mercury MCP so they can act in it under your rules. 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. Every Mercury MCP action runs through Insiro's governed gateway, using each person's own connection (OAuth).

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What can AI agents do with Mercury MCP?

With Insiro, agents can reconcile transactions against the ledger, flag exceptions for a reviewer without posting changes, prepare month-end and variance packs and match invoices to purchase orders, all inside the permissions you set for Mercury MCP.

  • Reconcile transactions against the ledger.
  • Flag exceptions for a reviewer without posting changes.
  • Prepare month-end and variance packs.
  • Match invoices to purchase orders.

A journey through Insiro

Mercury MCP logo Mercury MCPInsiroNetSuite

Example: Mercury MCP → Insiro → NetSuite to reconcile payouts against the ledger. Insiro checks permissions, applies approvals and records the evidence at every hop.

Frequently asked questions about Mercury MCP

Can Insiro AI agents use Mercury MCP?

Yes. Insiro connects AI agents to Mercury MCP through its governed MCP gateway. Agents can reconcile transactions against the ledger and flag exceptions for a reviewer without posting changes using each person's own Mercury MCP access, with read-only as the default and approvals for actions that change data.

How does Insiro connect to Mercury MCP?

Mercury MCP connects with OAuth. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.

Can I make Mercury MCP read-only for agents?

Yes. In Insiro Governance, set Mercury MCP to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.

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All Finance & Accounting integrations

Put Mercury MCP to work with governed AI agents.

A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.

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