# Mercury API Documentation

## Guides
- [API Token Security Policies](https://docs.mercury.com/docs/api-token-security-policies.md): Understand token security, automatic downgrades, IP whitelisting, and scope management for API tokens
- [Getting Started](https://docs.mercury.com/docs/getting-started.md): Learn how to authenticate, set up API tokens, and make your first API call to Mercury
- [Using the Mercury Sandbox for Testing](https://docs.mercury.com/docs/using-mercury-sandbox.md): Our Sandbox environment is designed to make it easy for you to test API calls in a safe, simulated version of Mercury — no real money involved.
- [Welcome to Mercury's API docs](https://docs.mercury.com/docs/welcome.md): Access your accounts, transaction histories, and make payments programmatically with the Mercury API
- [Connecting Mercury MCP](https://docs.mercury.com/docs/connecting-mercury-mcp.md): Learn how to get started and plug Mercury into your AI tool.
- [Security best practices](https://docs.mercury.com/docs/security-best-practices.md): Learn how to keep your Mercury account secure when using Mercury's MCP
- [Supported tools on Mercury's MCP](https://docs.mercury.com/docs/supported-tools-on-mercury-mcp.md): Learn what you can do with Mercury's MCP tools.
- [What is Mercury MCP?](https://docs.mercury.com/docs/what-is-mercury-mcp.md): Learn how to connect AI agents to your Mercury accounts.
- [Integrations with OAuth2](https://docs.mercury.com/docs/integrations-with-oauth2.md)

## API Reference
- [Get an attachment](https://docs.mercury.com/reference/getattachment.md): Retrieve attachment details including download URL
- [Create a customer](https://docs.mercury.com/reference/createcustomer.md): Create a new customer for the organization
- [Delete a customer](https://docs.mercury.com/reference/deletecustomer.md): Delete a customer. This action cannot be undone.
- [Get a customer](https://docs.mercury.com/reference/getcustomer.md): Retrieve details of a specific customer by their ID
- [List all customers](https://docs.mercury.com/reference/listcustomers.md): Retrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
- [Update a customer](https://docs.mercury.com/reference/updatecustomer.md): Update an existing customer
- [Accounts Receivable](https://docs.mercury.com/reference/accounts_receivable.md): API for creating and managing invoices
- [Cancel an invoice](https://docs.mercury.com/reference/cancelinvoice.md): Cancel an invoice. This action cannot be undone.
- [Create an invoice](https://docs.mercury.com/reference/createinvoice.md): Create a new invoice for the organization
- [Get an invoice](https://docs.mercury.com/reference/getinvoice.md): Retrieve details of an invoice by its ID
- [Download invoice PDF](https://docs.mercury.com/reference/getinvoicepdf.md): Downloads a PDF file for the specified invoice. The response includes a Content-Disposition header set to 'attachment' with the filename.
- [List invoice attachments](https://docs.mercury.com/reference/listinvoiceattachments.md): Retrieve a list of all attachments for a specific invoice
- [List all invoices](https://docs.mercury.com/reference/listinvoices.md): Retrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
- [Update an invoice](https://docs.mercury.com/reference/updateinvoice.md): Update an existing invoice
- [Create an internal transfer](https://docs.mercury.com/reference/createinternaltransfer.md): Transfer funds between two accounts within the same organization. Supports transfers between depository accounts (checking/savings), from a depository account to a treasury/investment account, and from a treasury/investment account to a depository account. Creates paired debit and credit transactions.
- [Send money to a recipient](https://docs.mercury.com/reference/createtransaction.md): Send money from an account to a recipient. Creates a transaction that will be processed immediately or may require approval.
- [Get account by ID](https://docs.mercury.com/reference/getaccount.md)
- [Get cards for account](https://docs.mercury.com/reference/getaccountcards.md): Retrieve all debit and credit cards associated with a specific account.
- [Get all accounts](https://docs.mercury.com/reference/getaccounts.md): Retrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
- [Get account statements](https://docs.mercury.com/reference/getaccountstatements.md): Retrieve a paginated list of monthly statements for a specific account. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters, as well as date range filtering with start and end parameters.
- [Get transaction by ID](https://docs.mercury.com/reference/gettransaction.md)
- [List account transactions](https://docs.mercury.com/reference/listaccounttransactions.md): Retrieve a paginated list of transactions for a specific account. Supports filtering by date range, status, and search terms.
- [Request to send money](https://docs.mercury.com/reference/requestsendmoney.md): Create a "request to send money" that will require approval based on your organization's approval policies.
- [Create a new category](https://docs.mercury.com/reference/createcategory.md): Create a new custom expense category for the organization.
- [Delete a category](https://docs.mercury.com/reference/deletecategory.md): Delete a custom expense category for the organization.
- [Edit a category](https://docs.mercury.com/reference/editcategory.md): Update an existing custom expense category for the organization.
- [List all categories](https://docs.mercury.com/reference/listcategories.md): Retrieve a paginated list of all available custom expense categories for the organization. Supports cursor-based pagination with limit, order, start_after, and end_before query parameters.
- [List all credit accounts](https://docs.mercury.com/reference/listcredit.md): Retrieve a list of all credit accounts for the organization.
- [Get event by ID](https://docs.mercury.com/reference/getevent.md)
- [Get all events](https://docs.mercury.com/reference/getevents.md)
- [Events](https://docs.mercury.com/reference/events.md): Track changes to your Mercury resources in real-time with an auditable event stream that captures what changed, when it changed, and the before/after values.
- [Submit onboarding data](https://docs.mercury.com/reference/submitonboardingdata-1.md): Submit onboarding data for applicants to pre-fill their Mercury application
- [Get organization information](https://docs.mercury.com/reference/getorganization.md): Retrieve information about your organization including EIN, legal business name, and DBAs.
- [Add a new recipient](https://docs.mercury.com/reference/createrecipient.md): Create a new recipient for making payments
- [Get recipient by ID](https://docs.mercury.com/reference/getrecipient.md): Retrieve details of a specific recipient by ID
- [Get all recipients](https://docs.mercury.com/reference/getrecipients.md): Retrieve a paginated list of all recipients. Use cursor parameters (start_after, end_before) for pagination.
- [List all recipient attachments](https://docs.mercury.com/reference/listrecipientsattachments.md): Retrieve a paginated list of all recipient tax form attachments across all recipients in the organization. Use cursor parameters (start_after, end_before) for pagination.
- [Edit information about a specific recipient](https://docs.mercury.com/reference/updaterecipient.md): Update an existing recipient's information
- [Upload a recipient attachment](https://docs.mercury.com/reference/uploadrecipientattachment.md): Upload a tax form attachment for a recipient. The file is uploaded via multipart/form-data. Supported file types include PDF, images (PNG, JPG, GIF), and common document formats. The attachment will be associated as a tax document for the recipient.
- [Get SAFE by ID](https://docs.mercury.com/reference/getsaferequest.md): Retrieve a specific SAFE request by its ID.
- [Download SAFE document](https://docs.mercury.com/reference/getsaferequestdocument.md): Download the PDF document for a specific SAFE request. Returns binary PDF data with a Content-Disposition header.
- [Get all SAFEs](https://docs.mercury.com/reference/getsaferequests.md): Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.
- [Get send money approval request by ID](https://docs.mercury.com/reference/getsendmoneyapprovalrequest.md)
- [List send money approval requests](https://docs.mercury.com/reference/listsendmoneyapprovalrequests.md): Retrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by account and status.
- [Download account statement PDF](https://docs.mercury.com/reference/getstatementpdf.md): Downloads a PDF file for the specified account statement. The response includes a Content-Disposition header for proper file download handling. Returns binary PDF data.
- [Get a transaction by ID](https://docs.mercury.com/reference/gettransactionbyid.md): Retrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and related metadata.
- [List all transactions](https://docs.mercury.com/reference/listtransactions.md): Retrieve a paginated list of all transactions across all accounts. Supports advanced filtering by date ranges, status, categories, and cursor-based pagination.
- [Update transaction metadata](https://docs.mercury.com/reference/updatetransaction.md): Update the note and/or category of an existing transaction. Use null values to clear existing data.
- [Upload a transaction attachment](https://docs.mercury.com/reference/uploadtransactionattachment.md): Upload a file attachment to a transaction. The file is uploaded via multipart/form-data. Supported file types include PDF, images (PNG, JPG, GIF), and common document formats.
- [Get all treasury accounts](https://docs.mercury.com/reference/gettreasury.md): Retrieve a paginated list of all treasury accounts associated with the authenticated organization. Use cursor parameters (start_after, end_before) for pagination.
- [Get treasury account statements](https://docs.mercury.com/reference/gettreasurystatements.md): Retrieve a paginated list of statements for a specific treasury account. Supports cursor-based pagination and filtering by document type.
- [Get treasury transactions](https://docs.mercury.com/reference/gettreasurytransactions.md): Retrieve paginated treasury transactions for a specific treasury account.
- [Get user by ID](https://docs.mercury.com/reference/getuser.md)
- [Get all users](https://docs.mercury.com/reference/getusers.md)
- [Create a new webhook endpoint](https://docs.mercury.com/reference/createwebhook.md): Register a new webhook endpoint to receive event notifications
- [Delete a webhook endpoint](https://docs.mercury.com/reference/deletewebhook.md): Delete a webhook endpoint
- [Get webhook endpoint by ID](https://docs.mercury.com/reference/getwebhook.md): Retrieve details of a specific webhook endpoint by ID
- [Get webhook endpoints](https://docs.mercury.com/reference/getwebhooks.md): Retrieve a paginated list of all webhook endpoints for your organization. Supports filtering by status.
- [Webhooks](https://docs.mercury.com/reference/webhooks.md): Receive real-time notifications when resources in your Mercury account change by configuring webhook endpoints to listen for specific events.
- [Update an existing webhook endpoint](https://docs.mercury.com/reference/updatewebhook.md): Update the configuration of an existing webhook endpoint. A webhook that has been disabled due to consecutive delivery failures can be reactivated by setting its status to 'active'.
- [Verify a webhook endpoint](https://docs.mercury.com/reference/verifywebhook.md): Send a test event to verify the webhook endpoint is properly configured and reachable. The request body accepts an optional 'eventType' field to specify which event type to test (e.g., 'transaction.created', 'transaction.updated'). If omitted from the request body, defaults to 'transaction.created'.
- [Obtain an access token](https://docs.mercury.com/reference/obtainaccesstoken.md): Exchange an authorization code for an access token
- [Start OAuth2 web flow](https://docs.mercury.com/reference/startoauth2flow.md): Initiates the OAuth2 authorization flow. Redirects the user to Mercury's consent page.

## Recipes
- [Bulk upload receipts ](https://docs.mercury.com/recipes/bulk-upload-receipts.md)
- [Bulk upload tax docs](https://docs.mercury.com/recipes/bulk-upload-tax-docs.md)
- [Create a new payment recipient](https://docs.mercury.com/recipes/create-a-new-payment-recipient.md)
- [Retrieve information about all of your accounts](https://docs.mercury.com/recipes/retrieve-information-about-all-of-your-accounts.md)
- [Retrieve information about all of your payment recipients](https://docs.mercury.com/recipes/retrieve-information-about-all-of-your-payment-recipients.md)
- [Send an ACH payment](https://docs.mercury.com/recipes/send-an-ach-payment.md)

## Changelog
- [Categories API now supports create, edit, and delete](https://docs.mercury.com/changelog/categories-api-now-available.md)
- [Send Money API now supports checks and domestic wires as payment methods](https://docs.mercury.com/changelog/send-money-api-now-supports-checks-and-domestic-wires-as-payment-methods.md)
- [n8n community node launch](https://docs.mercury.com/changelog/n8n-community-node-launch.md)
- [Treasury API now supports statements](https://docs.mercury.com/changelog/treasury-statements-now-avaliable.md)
- [SAFE API now available](https://docs.mercury.com/changelog/safe-api-now-available.md)