Mercury
Let AI connect your sources for you
Skip the manual setup — run this in your project and the wizard auto-detects your databases and APIs and connects them to PostHog.
Connect Mercury to PostHog to sync your data into the PostHog data warehouse for analysis and modeling.
Sync your Mercury business banking data, including accounts, transactions, cards, and invoices.
Create an API token with Read Only access in Mercury under Settings > API tokens. Read Only tokens do not require an IP allowlist.
Configuration
| Option | Type | Required |
|---|---|---|
API token | password | Yes |
Linking Mercury to PostHog
- Go to the Data pipeline page in PostHog
- Click New source and select Mercury
- Fill in the required configuration fields
- Click Next, select the tables you want to sync, and then press Import
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
Accounts | A bank account (checking or savings) in your Mercury organization, including balances and routing details. | Full refresh | — | — |
Cards | A debit or credit card issued in your Mercury organization, with spend controls and lifecycle state. | Full refresh | — | — |
Categories | A custom expense category used to classify transactions in your Mercury organization. | Full refresh | — | — |
CreditAccounts | A credit account in your Mercury organization, including balances and status. | Full refresh | — | — |
Customers | An accounts-receivable customer that invoices can be sent to. | Full refresh | — | — |
Events | An audit event capturing a change to a Mercury resource, with before and after values as a JSON merge patch. | Full refresh | — | — |
Invoices | An accounts-receivable invoice issued by your Mercury organization. | Full refresh | — | — |
Recipients | A payment recipient saved in your Mercury organization, with routing and payment method details. | Full refresh | — | — |
Transactions | A money movement on any account in your Mercury organization, across all payment rails. | Incremental, Full refresh | createdAt | — |
TreasuryAccounts | A treasury account in your Mercury organization, including balances and net returns. | Full refresh | — | — |
Users | A user in your Mercury organization. | Full refresh | — | — |