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Mercury
Mercury

Mercury

Manage Banking Experience
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Releases
Releases
3
August 2, 2023
  • Updated statement schema to include the statement period as the id property. Ex. August 2023.
  • Added start date parameter to statements sync table and formula, and introduced the statement period to the response to serve as the id property.
  • Removed the column format for statements since the start date is now required.

2
August 1, 2023
  • Added start date parameter and a continuation to the transactions sync table so all transactions are fetched.

1
December 13, 2022
Initial Release
Releases
Updates
  • Release #3 for the Mercury Pack
    After discovering an issue with the statements formula and sync table, we released an update allowing you to fetch individual statements for an account going as far back as the start date provided. We expect these features to be much more useful to everyone.
    Published August 2, 2023
  • Release #2 for the Mercury Pack
    We updated the transactions sync table so that you can set a start date. The sync table will continue to fetch all transactions since the start date in groups of 100 transactions
    Published August 1, 2023

Overview

The Mercury Pack lets you connect your Mercury account data to your Coda docs.

The Mercury Pack for Coda is not affiliated with Mercury.

Use Cases

  • Create a shared view of your Mercury accounts’ current and available balances.

Building Blocks

Column Formats

4
Account
Formats a column containing an account id into an account.
Cards
Formats a column containing an account id into a list of cards.
Statements
Formats a column containing an account id into a list of statements.
Recipient
Formats a column containing a recipient id into a recipient.

Formulas

5
Account
Retrieves details for an individual account using a account id.
Cards
Retrieves all cards for a given account id.
Transaction
Retrieves details for an individual transaction using a transaction id.
Statements
Retrieves all statements for a given account id.
Recipient
Retrieves details for an individual recipient using a recipient id.

Sync Tables

5
Accounts
Retrieves all banks accounts for a given connection.
Cards
Retrieves all cards for a given account id.
Transactions
Retrieves all transactions for a given connection.
Statements
Retrieves all statements for a given connection.
Recipients
Retrieves all recipients for a given connection.
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