36 available actions

What your AI agent can do in MX Technologies

MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Read accountTool to retrieve details for a specific account.
Read categoryTool to retrieve a default category by GUID.
Create accountCreates a manual account for a specified user in MX Platform.
Create memberCreate a member to connect a user to a financial institution.
Update transactionTool to update a specific transaction's description.
Update transaction rulesTool to update an existing transaction rule.

Browse all 36 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 29 actionsHide actions

Retrieve Audience API CredentialsTool to retrieve Audience API credentials.
Fetch rewardsInitiate rewards aggregation for a specific member.
Get configurable widget URLRetrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.).
List Account Numbers by MemberTool to list account numbers for a specific member.
List account ownersTool to list account owners for a specific member.
List accountsTool to list all accounts for a user.
List budgetsList all budgets for a specific MX user.
List categoriesTool to list all categories for a user.
List challengesTool to list MFA challenges for a member.
List favorite institutionsList the partner's favorite financial institutions, sorted by popularity.
List goalsList all financial goals for a specific MX user.
List institution credentialsTool to list credential fields required by a given institution.
List institutionsTool to list financial institutions supported by MX.
List member accountsTool to list accounts for a specific member.
List membersList all members (financial institution connections) for a specific user.
List rewardsLists rewards and loyalty program data for a specific member.
List statements by memberRetrieve a paginated list of monthly account statements (PDF) for a specific member.
List taggingsList all taggings for a specific MX user.
List tagsList all custom tags associated with a specific MX user.
List transactionsRetrieve all financial transactions for an MX user across all their connected accounts and members.
List transactions by memberTool to list transactions for a member.
List usersList all users in the MX Platform.
Read accountTool to retrieve details for a specific account.
Read categoryTool to retrieve a default category by GUID.
Read FDX accountRetrieve details for a specific account using the FDX 4.6 standard API.
Read institutionTool to retrieve details for a specific institution by code.
Read transactionTool to retrieve details for a specific transaction by its GUID.
Read transaction by accountTool to retrieve details for a specific transaction by account.
Read transaction ruleTool to retrieve details for a specific transaction rule by its GUID.

Create & communicateCreate records or send supported messagesView 3 actionsHide actions

Create accountCreates a manual account for a specified user in MX Platform.
Create memberCreate a member to connect a user to a financial institution.
Create Partner AccountCreate a new user (partner account) in the MX Platform.

Update & manageChange and manage existing recordsView 4 actionsHide actions

Disable MX User AccountDisables an MX user account, preventing background updates to accounts and transactions and restricting data access.
Update transactionTool to update a specific transaction's description.
Update transaction rulesTool to update an existing transaction rule.
Update user taggingTool to update a tagging for an MX user.

Connection record

A connection you can control.

Sign-in: Customer-managed key
Setup: Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect MX Technologies

How does the agent connect to MX Technologies?

With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.

What can the agent actually do in MX Technologies?

The page above lists the 36 actions currently available through the MX Technologies connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is MX Technologies included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until MX Technologies is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put MX Technologies to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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