Connect Mercury with a read-only API token

Before you start

• You're an admin on the Mercury account. Only admins can create tokens.

Steps

1. 1

   Step 1: In Accountable, open Connections (Settings › Banks, cards and payroll), press Connect an account and pick Mercury. The dialog Connect Mercury with an API token opens.

2. 2

   Step 2: In Mercury, click your organization's name at the top left and choose All Settings.

3. 3

   Step 3: Open Tokens in the left menu and click Create an API Token.

4. 4

   Step 4: Choose Read Only and create the token. Read-only tokens don't need an IP allowlist.

5. 5

   Step 5: Copy the token. It starts with secret-token:mercury_ and Mercury shows it only once.

6. 6

   Step 6: Back in Accountable, paste it into API token and press Connect. We check it with Mercury before saving and store it encrypted.

7. 7

   Step 7: Every Mercury account (checking, savings, treasury and cards) appears in Connections and starts posting within minutes.

Good to know

• Mercury deletes a token that goes unused for 45 days. Accountable syncs every day, which keeps it alive.
• If you delete the token in Mercury, the feed shows Broken. Create a new one and press Reconnect.

Related articles

• Which banks, cards and payroll tools connect
• Fix a disconnected or late feed
• A Mercury, Brex or Ramp connection stopped working
• Sync, pause or disconnect an account