Mercury by Maxmel Tech

mercury is a banking platform for startups and businesses, offering fdic insured accounts, payments, cards, and financial tools integrating mercury with make com lets users automate bank transfers, reconcile transactions, and manage account alerts directly from their workflows this is ai generated content based on official mercury documentation the content may still contain errors—please verify important information if you have questions, contact https //support mercury com/hc/en us/articles/31501481890708 contacting our support team directly how to get support on mercury mercury is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=mercury\&app slug=mercury community\&app unique id=mercury ylw6p3 requirements to use the mercury app in make, you must have an active mercury account with the correct user permissions and an api token, https //mercury com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/mercury community/ click the install button follow the on screen instructions to complete the setup connect mercury and {{product name}} to get started, you must first create a connection between mercury and {{product name}} , allowing the two services to communicate you can connect using the following method api token,basic authentication,bearer authentication,oauth2 api token instructions you need to generate your api token from the settings page of your mercury account log in to your mercury account navigate to the settings page check if you have the correct permissions to create an api token if not, sign in as a user with higher level permissions or request an admin to update your user permissions generate a new api token by following the instructions on the settings page choose the token permission tier read only, read and write, or custom, based on your needs save the generated api token securely as it will not be shown again after closing the dialog basic authentication instructions you need to generate an api token from your account settings log in to your mercury account navigate to the settings page locate the section to generate a new api token if you do not see the option, ensure your user has the correct permissions or contact an admin to update your permissions generate a new api token, choosing the appropriate permission tier read only, read and write, or custom save the generated api token securely, as you will not be able to view it again after closing the dialog bearer authentication instructions you need to generate an api token with the required permissions log in to your mercury account navigate to the settings page locate the section to generate a new api token select the required token permission tier read only, read and write, or custom generate the api token copy and securely save the generated api token, as it will not be shown again after closing the dialog oauth2 instructions you need to generate your token login to your mercury account using your credentials navigate to the settings page ensure your user has the correct permissions to access api token and oauth2 settings if not, contact an admin to update your permissions locate the section for oauth2 integrations start the oauth2 web flow as indicated obtain the tokens required for oauth2 authentication some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=mercury\&app slug=mercury community\&app unique id=mercury ylw6p3 create the connection in {{product name}} https //www make com/en/register , add the mercury module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your mercury account or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page mercury modules after connecting to the mercury app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel an invoice cancels a selected invoice in your system, marking it as no longer active or payable create a customer creates a new customer record in the system, allowing you to store and manage their details for future interactions create a recipient creates and adds a new recipient to your list, allowing you to easily manage and send messages to them create a transaction creates and adds a new transaction record to your account, allowing you to track and manage your financial activities more effectively create an invoice creates a detailed invoice for a specific customer, including all relevant billing information delete a customer permanently deletes a customer’s record from your database, ensuring that all their associated information is removed download account statement pdf retrieves a detailed account statement in pdf format for the account you select, making it easy to review or share your transaction history get account cards fetches all cards that are associated with a specific account, allowing you to view details about each linked card get account statements fetches detailed account statements, allowing you to view a summary of your account activities and transactions get account transactions fetches and displays detailed records of all transactions made within your account, helping you keep track of your financial activity get accounts fetches a complete list of all your accounts, allowing you to view and manage each one easily get customers fetches detailed information about every customer in your account get invoice attachments fetches all files or documents that are attached to a specific invoice, allowing you to access and work with these invoice related attachments get invoices fetches and lists all invoices from your account, allowing you to view and manage your complete invoice history get recipients fetches a complete list of all recipients, allowing you to view and manage everyone who has received messages or notifications get transactions retrieves and displays a comprehensive list of all your transactions, allowing you to easily review and manage your transaction history get treasury accounts fetches detailed information about a specific treasury account, including its current status and key account details get treasury transactions fetches detailed records of treasury related transactions, allowing you to review and analyze all financial movements within your treasury accounts get a customer fetches detailed information about a specific customer from the service using their unique customer id get a recipient fetches detailed information about a specific recipient from the selected service get a transaction fetches detailed information about a particular transaction that matches the criteria you provide get an account fetches detailed information about a specific account using its unique id get an account transaction fetches detailed information about a specific account transaction that matches your chosen criteria get an attachment fetches a file attachment from a chosen location, allowing you to access and use the file within your scenario get an invoice fetches a specific invoice based on the details you provide, allowing you to easily access all the information related to that invoice get an invoice pdf downloads and provides the pdf file for a specific invoice you select make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules send money request initiates a money transfer by sending a request to move funds from one account to another update a customer updates existing customer details, allowing you to change information such as name, contact details, or other customer specific data update a recipient updates an existing recipient by modifying their details or adding new information to their profile update a transaction updates the details or additional information (metadata) associated with a specific transaction update an invoice updates the details of an existing invoice, allowing you to change information such as amounts, dates, or customer details watch account cards this module activates whenever a new account card is created or an existing one is updated, helping you stay informed about any changes or additions to your account cards watch account transactions triggers whenever a new transaction is recorded in your account, allowing you to automatically take action or keep track of account activity watch accounts this module activates whenever a new account is added or when details of an existing account are modified, helping you stay up to date with any changes in your account records watch invoices triggers whenever a brand new invoice is generated in your system, allowing you to automatically start workflows whenever an invoice is created watch transactions triggers whenever a new transaction is recorded, allowing you to automatically respond or take action each time a transaction happens watch treasury accounts triggers whenever a treasury account is created, updated, or modified in any way, allowing you to stay informed about the latest changes to your treasury accounts templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} mercury resources you can have access to more resources related to this app on the following links https //community make com/search?q=mercury https //mercury com https //support mercury com/hc/en us/business https //docs mercury com/changelog/welcome to mercury api https //www make com/en/integrations/mercury community