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mercury

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🇺🇸

Original

English
🇨🇳

Translation

Chinese

Mercury Skill

Mercury Skill

Banking for startups with powerful financial tools.
面向初创企业的银行服务，配备强大的金融工具。

Quick Install

快速安装

bash
curl -sSL https://canifi.com/skills/mercury/install.sh | bash
Or manually:
bash
cp -r skills/mercury ~/.canifi/skills/
bash
curl -sSL https://canifi.com/skills/mercury/install.sh | bash
或者手动安装：
bash
cp -r skills/mercury ~/.canifi/skills/

Setup

设置

Configure via canifi-env:
bash
undefined
通过canifi-env进行配置：
bash
undefined

First, ensure canifi-env is installed:

首先，确保已安装canifi-env：

curl -sSL https://canifi.com/install.sh | bash

curl -sSL https://canifi.com/install.sh | bash

canifi-env set MERCURY_API_KEY "your_api_key"
undefined
canifi-env set MERCURY_API_KEY "your_api_key"
undefined

Privacy & Authentication

隐私与认证

Your credentials, your choice. Canifi LifeOS respects your privacy.
您的凭证，由您掌控。Canifi LifeOS 尊重您的隐私。

Option 1: Manual Browser Login (Recommended)

选项1：手动浏览器登录（推荐）

If you prefer not to share credentials with Claude Code:
  1. Complete the Browser Automation Setup using CDP mode
  2. Login to the service manually in the Playwright-controlled Chrome window
  3. Claude will use your authenticated session without ever seeing your password
如果您不想与Claude Code共享凭证：
  1. 使用CDP模式完成浏览器自动化设置
  2. 在Playwright控制的Chrome窗口中手动登录服务
  3. Claude将使用您的已认证会话，全程不会获取您的密码

Option 2: Environment Variables

选项2：环境变量

If you're comfortable sharing credentials, you can store them locally:
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.
如果您愿意共享凭证，可以将其存储在本地：
bash
canifi-env set SERVICE_EMAIL "your-email"
canifi-env set SERVICE_PASSWORD "your-password"
注意：存储在canifi-env中的凭证仅可在您的本地设备访问，绝不会被传输。

Capabilities

功能

  1. View Accounts: Check balances and activity
  2. Send Payments: ACH, wire, and checks
  3. Manage Cards: Issue and control debit cards
  4. Treasury: Earn yield on deposits
  5. Financial Insights: Runway and analytics
  1. 查看账户：查询余额和交易活动
  2. 发起付款：ACH转账、电汇和支票付款
  3. 管理卡片：发行和管控借记卡
  4. 资金管理：为存款赚取收益
  5. 财务洞察：现金流Runway分析和财务数据统计

Usage Examples

使用示例

Check Balance

查询余额

User: "What's my Mercury balance?"
Assistant: Returns account balance
用户：“我的Mercury账户余额是多少？”
助手：返回账户余额

Send Wire

发起电汇

User: "Send a wire to this vendor"
Assistant: Initiates wire transfer
用户：“向该供应商发起电汇”
助手：启动电汇流程

View Runway

查看现金流Runway

User: "How long is my runway?"
Assistant: Returns financial projection
用户：“我的现金流能支撑多久？”
助手：返回财务预测结果

Issue Card

发行卡片

User: "Create a virtual debit card"
Assistant: Issues new card
用户：“创建一张虚拟借记卡”
助手：发行新卡片

Authentication Flow

认证流程

  1. API key authentication
  2. OAuth for integrations
  3. Bank-level security
  4. Multi-approval workflows
  1. API密钥认证
  2. 集成使用OAuth
  3. 银行级安全保障
  4. 多级审批工作流

Error Handling

错误处理

ErrorCauseSolution
Auth FailedInvalid keyCheck API key
Transfer FailedInsufficient fundsAdd funds
Card ErrorLimit reachedRequest increase
Approval NeededMulti-sig requiredGet approval
错误原因解决方案
认证失败密钥无效检查API密钥
转账失败余额不足充值账户
卡片错误额度已达上限申请提升额度
需要审批需多签确认获取审批

Notes

注意事项

  • Startup banking
  • FDIC insured
  • Treasury yield
  • Virtual cards
  • Full API
  • Accounting integrations
  • 初创企业银行服务
  • FDIC保险保障
  • 资金收益
  • 虚拟卡片
  • 完整API支持
  • 会计系统集成