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pp-mercury

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Mercury banking API for account management, transaction processing, balance tracking, and payment handling. Trigger phrases: `mercury account balance`, `mercury transactions`, `send a Mercury payment`, `use mercury`.

Backend & APIs

What this skill does

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# Mercury — Printing Press CLI

## Prerequisites: Install the CLI

This skill drives the `mercury-pp-cli` binary. **You must verify the CLI is installed before invoking any command from this skill.** If it is missing, install it first:

1. Install via the Printing Press installer. It defaults binaries to `$HOME/.local/bin` on macOS/Linux and `%LOCALAPPDATA%\Programs\PrintingPress\bin` on Windows:
   ```bash
   npx -y @mvanhorn/printing-press-library install mercury --cli-only
   ```
2. Verify: `mercury-pp-cli --version`
3. Ensure the reported install directory is on `$PATH` for the agent/runtime that will invoke this skill.

If the `npx` install fails (no Node, offline, etc.), fall back to a direct Go install (requires Go 1.26.3 or newer):

```bash
go install github.com/mvanhorn/printing-press-library/library/payments/mercury/cmd/mercury-pp-cli@latest
```

If `--version` reports "command not found" after install, the runtime cannot see the binary directory on `$PATH`. Do not proceed with skill commands until verification succeeds.

## Unique Capabilities

These capabilities aren't available in any other tool for this API.

- **`workflow payment-plan`** — Builds a read-only approval plan with body, idempotency key, dry-run command, and execute command before payment or transfer writes.

  _Agents can prepare exact write commands without moving money._

  ```bash
  mercury-pp-cli workflow payment-plan --kind transfer --source-account-id acct_src --destination-account-id acct_dst --amount 25 --agent
  ```
- **`workflow archive`** — Syncs supported Mercury resources into a local SQLite store for offline search and analytics.

  _Reduces API calls and gives agents repeatable context._

  ```bash
  mercury-pp-cli workflow archive --agent
  ```
- **`agent-context`** — Emits machine-readable command metadata for agents and MCP hosts.

  _Improves autonomous command selection and reduces context waste._

  ```bash
  mercury-pp-cli agent-context --agent
  ```

## Command Reference

**account** — Manage bank accounts

- `mercury-pp-cli account <accountId>` — Get account by ID

**accounts** — Manage bank accounts

- `mercury-pp-cli accounts` — Retrieve a paginated list of accounts. Supports cursor-based pagination with limit, order, start_after, and...

**ar** — Manage ar

- `mercury-pp-cli ar cancel-invoice` — Cancel an invoice. This action cannot be undone.
- `mercury-pp-cli ar create-customer` — Create a new customer for the organization
- `mercury-pp-cli ar create-invoice` — Create a new invoice for the organization
- `mercury-pp-cli ar delete-customer` — Delete a customer. This action cannot be undone.
- `mercury-pp-cli ar get-attachment` — Retrieve attachment details including download URL
- `mercury-pp-cli ar get-customer` — Retrieve details of a specific customer by their ID
- `mercury-pp-cli ar get-invoice` — Retrieve details of an invoice by its ID
- `mercury-pp-cli ar get-invoice-pdf` — Downloads a PDF file for the specified invoice. The response includes a Content-Disposition header set to...
- `mercury-pp-cli ar list-customers` — Retrieve a paginated list of customers. Supports cursor-based pagination with limit, order, start_after, and...
- `mercury-pp-cli ar list-invoice-attachments` — Retrieve a list of all attachments for a specific invoice
- `mercury-pp-cli ar list-invoices` — Retrieve a paginated list of invoices. Supports cursor-based pagination with limit, order, start_after, and...
- `mercury-pp-cli ar update-customer` — Update an existing customer
- `mercury-pp-cli ar update-invoice` — Update an existing invoice

**books** — Manage organization books

- `mercury-pp-cli books delete-agent-coa-template` — Delete a specific Chart of Accounts template.
- `mercury-pp-cli books delete-agent-ledger-template` — Delete an existing ledger within an agent-owned Chart of Accounts template.
- `mercury-pp-cli books delete-journal-entries` — Bulk delete journal entries
- `mercury-pp-cli books get-agent-coa-template` — Retrieve details of a specific Chart of Accounts template.
- `mercury-pp-cli books get-agent-coa-templates` — Retrieve a paginated list of all default and agent-owned Chart of Accounts templates. These templates can be used...
- `mercury-pp-cli books get-journal-entries` — List all journal entries
- `mercury-pp-cli books get-journal-entry` — Retrieve a Journal Entry
- `mercury-pp-cli books post-agent-coa-templates` — Create a new agent-owned Chart of Accounts template. These templates can be used when creating new Books instances...
- `mercury-pp-cli books post-agent-ledger-templates` — Create a new ledger within an agent-owned Chart of Accounts template.
- `mercury-pp-cli books post-journal-entries` — Create multiple Journal Entries
- `mercury-pp-cli books put-agent-ledger-template` — Update an existing ledger within an agent-owned Chart of Accounts template.
- `mercury-pp-cli books put-journal-entries` — Bulk update journal entries

**cards** — Manage cards

- `mercury-pp-cli cards create` — Issue a new virtual card.
- `mercury-pp-cli cards get` — Retrieve details of a specific card by its ID.
- `mercury-pp-cli cards list` — Retrieve a paginated list of cards.
- `mercury-pp-cli cards update` — Update a card's nickname or spending limits.

**categories** — Manage expense categories

- `mercury-pp-cli categories create-category` — Create a new custom expense category for the organization.
- `mercury-pp-cli categories list` — Retrieve a paginated list of all available custom expense categories for the organization. Supports cursor-based...

**credit** — Manage credit accounts

- `mercury-pp-cli credit` — Retrieve a list of all credit accounts for the organization.

**events** — Manage API events

- `mercury-pp-cli events get` — Get all events
- `mercury-pp-cli events get-eventid` — Get event by ID

**organization** — Organization information

- `mercury-pp-cli organization` — Retrieve information about your organization including EIN, legal business name, and DBAs.

**recipient** — Manage payment recipients

- `mercury-pp-cli recipient get` — Retrieve details of a specific recipient by ID
- `mercury-pp-cli recipient update` — Edit information about a specific recipient

**recipients** — Manage payment recipients

- `mercury-pp-cli recipients create` — Create a new recipient for making payments
- `mercury-pp-cli recipients get` — Retrieve a paginated list of all recipients. Use cursor parameters (start_after, end_before) for pagination.
- `mercury-pp-cli recipients list-attachments` — Retrieve a paginated list of all recipient tax form attachments across all recipients in the organization. Use...

**request-send-money** — Manage request send money

- `mercury-pp-cli request-send-money get-send-money-approval-request` — Get send money approval request by ID
- `mercury-pp-cli request-send-money list-send-money-approval-requests` — Retrieve a paginated list of send money approval requests for the authenticated organization. Supports filtering by...

**safes** — Manage SAFE (Simple Agreement for Future Equity) requests

- `mercury-pp-cli safes get-request` — Retrieve a specific SAFE request by its ID.
- `mercury-pp-cli safes get-requests` — Retrieve all SAFE (Simple Agreement for Future Equity) requests for your organization.

**statements** — Download account statements


**transaction** — Manage transactions

- `mercury-pp-cli transaction get-by-id` — Retrieve a single transaction by its ID. Returns full transaction details including attachments, check images, and...
- `mercury-pp-cli transaction update` — Update the note and/or category of an existing transaction. Use null values to c

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