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Productivity

Mercury MCP

Let your phone agent answer balance and transaction questions from Mercury, read-only.

Connect Mercury MCP to your AgentCalls number and your agent can look up account balances, recent transactions, cards, recipients and statements while it is on the phone. It only reads your data. It cannot move money or change anything in your Mercury account, so a caller can ask where a payment landed or what the balance is, and the agent answers from your live banking records.

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What your agent can do with Mercury MCP

  • Read account balances and recent transactions during a call
  • Look up whether a specific payment or deposit has posted
  • Check card details and recent card activity for a cardholder
  • Find recipients and send a statement summary to the caller by text or email

Mercury MCP exposes 30 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Owner checks a payment before a call

  1. Caller

    Hi, it's Dana from Northgate Print. Did the payment from Lakeview Paper come through yesterday?

  2. Agent

    Let me check that for you. I see a deposit of $4,820.00 from Lakeview Paper Co. posted yesterday at 3:12 pm to your operating account.

  3. Caller

    Perfect, thanks. What's the balance now?

  4. Agent

    Your operating account balance is $18,904.37 as of this morning.

Bookkeeper asks for recent card spending

  1. Caller

    This is Marcus from the bookkeeping team. Can you tell me what the marketing card spent on last week?

  2. Agent

    Sure. The marketing card had four transactions last week, totaling $1,236.50. The largest was $640.00 to a software vendor on Tuesday.

  3. Caller

    Can you text me the full list?

  4. Agent

    Done. I've sent the list of four transactions to the number on your profile.

Customer asks about a statement

  1. Caller

    Hello, I need last month's bank statement for my records.

  2. Agent

    I can help with that. Your statement for last month is ready. Would you like me to email it to the address on file?

  3. Caller

    Yes, please send it to accounts@brightlinehvac.com.

  4. Agent

    It's on its way to accounts@brightlinehvac.com now.

How to connect Mercury MCP

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Mercury MCP

    From Integrations in the dashboard, choose Mercury MCP and enter the connection details from your Mercury MCP account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Mercury MCP actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Can the agent move money or make payments with Mercury MCP?

No. Mercury MCP is read-only. Your agent can view balances, transactions, cards and statements, but it cannot initiate transfers or change any account data.

Does this work during the call or after it?

During the call. Your agent queries Mercury while the caller is on the line, so answers reflect your current banking records.

What do I need to connect Mercury?

A Mercury account with access to the data you want shared. Sign in from the AgentCalls dashboard, enter your Mercury credentials in the tool settings, and choose which accounts the agent can read. Integrations are included from the Growth plan.

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Put your agent to work with Mercury MCP.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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