What it does
Mercury gives Patina access to your business bank account balances, recent transactions, and account activity. This data feeds into your financial summary at work/financials.md alongside personal finance data from Copilot Money.
Used by
Setup
1
Connect via Claude
Go to claude.ai/settings/connectors and connect your Mercury account. This uses Claude's built-in MCP connector.
2
Test it
Run /sync-finance in Claude Code. Your financial summary should include Mercury account balances and recent transactions.
How it works
Mercury's MCP connector provides read-only access to account balances, transaction history, and account metadata. The /sync-finance skill pulls this data alongside other financial sources and writes a consolidated summary.