Categories API now supports create, edit, and delete

We've expanded the Mercury API with three new /api/v1/categories endpoints that make it easier to manage expense categories for your organization.

Create Category

You can now create a new expense category by providing a name along with three required visibility flags: visibleForCardSpend (whether the category applies to card transactions), visibleForOther (whether it applies to all other transaction kinds), and visibleForReimbursements (whether it applies to expense reimbursement transactions). The endpoint returns the newly created category, including its expenseCategoryId so you can immediately reference it elsewhere.

Edit Category

You can update an existing category by providing its expenseCategoryId along with any combination of optional fields: name (a new name for the category), visibleForCardSpend (whether the category applies to card transactions), visibleForOther (whether it applies to all other transaction kinds), and visibleForReimbursements (whether it applies to expense reimbursement transactions). The endpoint returns the updated category, so you can immediately confirm the new state.

Delete Category

This endpoint lets you delete a category by its expenseCategoryId.

If you have questions or want to see additional category related functionality in future releases, feel free to reach out to [email protected].