Home General Platform Settings Connecting Mercury Banking

Connecting Mercury Banking

Last updated on Jul 08, 2026

Mercury is a business banking platform. Connecting Mercury to PocketOS enables direct bank payouts to porters and managers, and displays your account balances in the dashboard.

How to Access

  1. Go to Settings → Connections → Mercury

What Mercury Integration Does

  • Direct bank payouts — Send porter and manager payouts as ACH transfers directly from Mercury
  • Account balances — View your Mercury account balances within PocketOS
  • Account list — See all connected Mercury accounts (checking, savings)

How to Connect

Option 1: API Key (Recommended)

  1. Log in to your Mercury account at mercury.com
  2. Go to Settings → API → Generate API Key
  3. Copy the API key
  4. In PocketOS, click Connect via API Key
  5. Paste the key in the modal and click Connect

Option 2: OAuth2

OAuth2 connection is available but may be disabled depending on Mercury's current API availability. If available, click the OAuth button to be redirected to Mercury for authorization.

After Connecting

Once connected, you'll see:

  • Active badge confirming the connection
  • Mercury Accounts card showing your accounts and balances
  • Retry button if account loading fails

Using Mercury for Payouts

Once connected, the payout features in Porter Settings and Manager Settings can send payments directly through Mercury as ACH bank transfers. Without Mercury, payouts must be sent externally and recorded manually.

Disconnecting

Click Disconnect to remove the Mercury integration. This does not affect your Mercury bank account — it only removes PocketOS's access.

Don't Have Mercury?

If you don't have a Mercury account, the page shows a promotional card with information about Mercury's banking services and a link to sign up.

Frequently Asked Questions

Is Mercury required?
No. Mercury is optional. Without it, you can still use PocketOS fully — you'd just send payouts externally (Zelle, wire, check) and record them manually.

Are my banking credentials stored?
PocketOS stores only the API key token, not your Mercury login credentials. You can revoke the API key from Mercury's settings at any time.