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klodr

mercury-invoicing-mcp

mercury_add_recipient

Add a payment recipient to Mercury for ACH, wire, or check transfers. Use to onboard vendors or contractors before sending money. Returns recipient ID needed by send-money tools. Idempotent via idempotency key.

Instructions

Add a new payment recipient (a counterparty you can later send money to via ACH/wire/check).

USE WHEN: onboarding a new vendor, contractor, or other payee before sending money. The returned id is what mercury_send_money and mercury_request_send_money expect as recipientId.

DO NOT USE: for AR customers (use mercury_create_customer — recipients receive money, customers pay invoices). Mercury enforces strict KYC/banking validation on bank fields — invalid routing numbers or account numbers are rejected at create time.

SIDE EFFECTS: writes a new recipient to Mercury. Persistent. Idempotent via idempotencyKey — the MCP auto-generates one if not provided, so repeated calls with the same generated key would not duplicate; pass an explicit idempotencyKey to make this stable across retries you control.

RETURNS: { id, name, status, defaultPaymentMethod, ... } — keep id for the send-money tools.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYesRecipient legal name
emailsYesList of email addresses
paymentMethodYesPayment method to send to this recipient
defaultPaymentMethodNoDefault payment method
electronicRoutingInfoNoBank account info for ACH/wire
idempotencyKeyNoUnique key to prevent duplicates
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description fully carries the behavioral disclosure burden. It clearly states the tool writes a new persistent recipient, enforces KYC/banking validation (invalid routing/account numbers rejected), and describes idempotency via idempotencyKey with details on auto-generation and retry stability.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured with bolded headings (USE WHEN, DO NOT USE, SIDE EFFECTS, RETURNS). It front-loads the core purpose and uses minimal sentences, each adding unique value without redundancy. No extraneous information.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's complexity (6 parameters, nested objects, no output schema), the description covers everything needed: purpose, usage conditions, side effects, return value structure (including id), idempotency behavior, and validation rules. No critical gaps remain.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100% with descriptions, establishing a baseline of 3. The description adds significant value beyond the schema by explaining that banking fields undergo strict validation during creation, and that idempotencyKey auto-generation prevents duplicates while explicit keys enable stable retries. This context helps agents use parameters correctly.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool adds a payment recipient for sending money via ACH/wire/check. It explicitly differentiates from sibling mercury_create_customer, stating that recipients receive money while customers pay invoices, and provides concrete use cases like onboarding vendors or contractors.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicit USE WHEN and DO NOT USE sections are present. It tells when to use (onboarding before sending money), when not to (for AR customers, directing to mercury_create_customer), and explains how the returned id feeds into mercury_send_money and mercury_request_send_money, giving clear alternatives.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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