Let agents pull answers from your Mercury data
QX reads balances, transactions, statements and treasury positions in real time—so finance stops digging through dashboards and starts acting on what matters.
Stop logging into banking dashboards, reconciling spreadsheets, and chasing finance for numbers. Hand it to an agent.
Always-on balance reporting
Get up-to-the-minute totals across every operating, treasury and credit account—delivered where your team works, without anyone logging into the bank or refreshing a spreadsheet.
Catch the unusual instantly
Agents watch transactions as they post, flag duplicates, spikes and unfamiliar vendors, and surface the ones a human should actually look at—before they become a problem.
Books that close themselves
Match transactions to invoices, recipients and expense categories automatically, pull statements on demand, and hand finance a clean, annotated ledger instead of a weekend of work.
Mercury MCP
Real workflows, built for your team
Build complex workflows in minutes that chain Mercury together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.
Finance: Daily cash position, delivered automatically
Every weekday at 8am
Scheduled trigger
Pull balances across accounts
in Mercury
Pull treasury positions
in Mercury
Compare against yesterday & forecast
Agent step
Update the cash dashboard
in Google Sheets
Post the morning summary
Alert via Slack
QX agents can pull balances, read transactions, fetch statements—and a lot more
+ 22 more actions
About Mercury MCP
Mercury is the modern business banking platform trusted by tens of thousands of startups and growth-stage companies for operating accounts, treasury, and credit. Its official MCP server exposes a clean, read-only interface to accounts, transactions, statements, recipients and treasury data—purpose-built for safe automation.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See Mercury working inside your stack
Want an AI co-worker that watches your bank accounts and answers finance questions on demand? Book a demo to walk through your use cases, or get started for free.
Book a demo
