• RUNWAY
  • REVENUE
  • EXPENSES
  • HUMAN

How to track business cash flow with your AI

Connect Mercury to your AI client once. After that, you can ask questions about your balances, revenue, and spending patterns in plain English.

Ask AI about this page

Short answer

How can I track my business cash flow with AI?

Your AI client pulls real-time data from your Mercury accounts to calculate your current runway and monthly revenue. You get a clear view of your financial health without logging into a dashboard. This breakdown shows you how to set that up.

Financial visibility outcomes

What you get from your agent

Connecting Mercury gives your AI the data it needs to act as your financial analyst.

RUNWAY

Monitor your runway

The AI looks at your current balances and recent spending to tell you how many months of cash you have left.

REVENUE

Track monthly revenue

By looking at incoming transactions, your agent identifies your monthly revenue trends and growth.

EXPENSES

Spot spending shifts

Your AI analyzes transaction history to flag unusual outflows or changes in your burn rate.

HUMAN

Decide on spending

The AI provides the data, but you decide when to pull the trigger on new hires or large purchases.

The workflow

What your AI does when the data arrives.

The AI uses specific Mercury tools to pull the numbers you need for your analysis.

  1. Check current liquidity

    Your agent pulls the latest totals from all your connected Mercury accounts.

    get_balance

  2. Audit account activity

    The AI scans through your recent history to categorize money coming in and going out.

    list_transactions

  3. Verify incoming funds

    Your agent checks your outstanding and paid invoices to confirm revenue targets.

    list_invoices

  4. Summarize account status

    The AI organizes all account data to give you a high-level view of your business finances.

    list_accounts

Try it

Copy these to start.

Paste these prompts into your AI client to begin.

Starting points

These are ideas to get you started. Swap out the specific account names or timeframes to match your actual Mercury setup.

Mercury Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_TBttHxDdlG6cItEXTY6m4MtRK9QjBfxJ0Q13Xbak/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Mercury capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "mercury-alternative-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_TBttHxDdlG6cItEXTY6m4MtRK9QjBfxJ0Q13Xbak/mcp"
    }
  }
}
Copy into chat04

  • What is my current total balance across all Mercury accounts?

  • How much revenue did I bring in last month based on my transactions?

  • List all unpaid invoices that are currently overdue.

  • Based on my recent spending, what is my estimated runway?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Mercury once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted, and you can immediately start asking questions in your preferred AI client.

Connect Mercury to your AI

FAQ

How this task behaves

  • 01

    Can the AI move money between my accounts?

    No. The AI can only read data from your Mercury accounts. It cannot execute transfers or move funds.

  • 02

    Can the AI delete my transactions?

    No. This MCP is read-only. Your AI can see your history, but it cannot change or delete any records in Mercury.

  • 03

    How often does the AI see my balance updates?

    The AI sees the data in real time whenever you ask a question, as it pulls directly from your Mercury account via the tools.

  • 04

    Does the AI know about my invoices?

    Yes, it can access your invoice list to help you track what customers owe you.

  • 05

    Can I use this with any AI client?

    Yes, you can use this with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • More questions about Mercury? See everything the Mercury Connector can do

Connect Mercury to Claude, Cursor, ChatGPT & more