# Mercury

Connect a read-only Mercury account for balances and transaction questions.

Milo's Mercury connection is for reading account activity. Use it to answer a specific question about balances or transactions, with a clear account and period.

## Connect Mercury

Create a read-only API token in Mercury using an account authorized to provide that access. Open **Connections → Mercury** in Milo and enter the token in the connection form. Keep the token out of chat messages and shared documents.

After saving, confirm access with a known account or transaction. A connected status alone does not prove that the token reaches the data you need. If the read fails, review the token's permissions and account access; do not add payment permissions to resolve a read failure.

## Review an account activity question

> Show transactions from our operating account for last month, grouped by counterparty. Include the date range, currency and any limit on the transactions returned. Do not initiate payments.

Before using a total, check which accounts, currencies and transaction dates it includes. Ask for the underlying entries when a summary needs reconciliation.

## Access boundaries

This connection is read-only and does not offer transfers or payment execution. It can only report the information Mercury makes available through the connected account. If a token expires or is revoked, replace it using the connection control.

Disconnect Mercury in Milo when the work no longer needs access. Revoking a credential and deleting information already retained are separate actions; see [Disconnect an account](https://joinhexagon.com/docs/disconnecting-accounts.md).

## Related guides

- [Connections](https://joinhexagon.com/docs/connections.md)
- [Disconnect an account](https://joinhexagon.com/docs/disconnecting-accounts.md)

## References

- [Milo app](https://app.joinhexagon.com)
- [Mercury official documentation](https://docs.mercury.com)

Last updated: 2026-10-31
Canonical: https://joinhexagon.com/docs/mercury
Markdown: https://joinhexagon.com/docs/mercury.md