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ClickRuntime

Automate Mercury

Follow your business bank account in Mercury from your inbox and team chat: each transaction as it posts, a warning when cash runs low, failed payments and a Monday cash position. ClickRuntime checks your accounts on a schedule using a read-only token, so it can watch balances but never move money. Describe what you want to your AI assistant, check what it will do, and it keeps running.

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Try asking

Create a ClickRuntime automation: every 15 minutes, check Mercury for new transactions on all my accounts and post the counterparty, amount and direction to #bank in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Mercury

Every deposit and payment posted to your channel, a balance floor you can't miss, failed payments flagged, and a weekly view of cash in and out. These are ready-made starting points. Anything else you can describe works too.
Every 15 minutes

Post every Mercury transaction to Slack

Deposits and payments appear in your channel within about 15 minutes, each one posted once.

See how it works
Hourly

Get warned when your balance drops below $20,000

You get one email when checking falls under your floor, and another only after it has recovered and dropped again.

See how it works
Every 15 minutes

Get an email when a payment fails or is cancelled

A failed or cancelled Mercury transaction reaches you within about 15 minutes, with the amount and counterparty.

See how it works
Weekly

Get your cash position every Monday

Each Monday you see your account balances and how much came in and went out the week before.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Mercury, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Mercury automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Mercury should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every morning, check my Mercury balance and transactions, and alert me if the balance falls under $20,000 or a single debit is over $5,000.

When a payment arrives in my Mercury account, post the amount and sender to our #finance Slack channel.

Every day, add new Mercury transactions to Google Sheets, match incoming payments to open QuickBooks invoices, and email me any that did not match through Gmail.

Beyond chat

Have Mercury work when you're not in the chat

Connecting Mercury to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Mercury

Mercury connects with an API token you generate in your Mercury settings. Choose a read-only token: it's all these automations need.

Mercury

Fintech / Banking

  1. In Mercury, open Settings and then API Tokens.
  2. Choose Generate token and pick Read Only.
  3. Copy the token.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Mercury.

Good to know

Mercury limits that affect automations

  • Use a read-only token. Mercury only allows tokens that can move money from a fixed list of IP addresses, so those won't work with ClickRuntime.
  • Mercury deletes a token that goes 45 days without use. An automation running on a schedule keeps it in use.
  • Alerts come from regular checks, every 15 minutes or hourly, rather than instantly.

FAQ

Questions about automating Mercury

Can ClickRuntime move money in my Mercury account?
No. You connect a read-only token, which can list accounts, balances and transactions but can't send payments.
What can ClickRuntime see in Mercury?
Your accounts, their balances and their transactions, which is what a read-only token allows.
How soon will I see a new transaction?
Within about 15 minutes. ClickRuntime checks for new transactions on that schedule and skips ones it has already reported.
Will the low balance alert keep emailing me?
No. It emails once when the balance drops below your threshold and waits until it recovers before it can alert again.
Do I need AI for Mercury automations?
No. Balance checks and transaction alerts run without it. No AI key is needed: AI comes with every ClickRuntime plan.
Is this a Mercury connector for ChatGPT or Claude?
Not for chatting with Mercury data. A chat connector lets your assistant read and change Mercury while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Mercury event.

Related pages

Keep exploring

Tell your assistant what Mercury should do

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