Connect MX Technologies to your AI agent
MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.
We set up the connection using your own MX Technologies account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
Actions
What your agent can do in MX Technologies
Each one is a real action the agent can take on its own, the same things a person clicking around MX Technologies could do. Read-only by default; write actions are confirmed against your policy.
- Disable MX User Account Disables an MX user account, preventing background updates to accounts and transactions and restricting data access. The user can be re-enabled later via the update user endpoint. Uses MX Platform API: PUT /users/{user_…
- Create account Creates a manual account for a specified user in MX Platform. Use this tool when you need to: - Add an external/off-platform account that isn't aggregated through MX - Create a test account for development purposes - Tr…
- Retrieve Audience API Credentials Tool to retrieve Audience API credentials. Use when obtaining client_id and client_secret for Audience Service authentication before generating an access token. Credentials must be created in the Partner Dashboard (Part…
- Create member Create a member to connect a user to a financial institution. A member represents the relationship between an MX user and a financial institution. For non-OAuth institutions, provide credentials obtained from List Insti…
- Create Partner Account Create a new user (partner account) in the MX Platform. Users represent end-users in your application and are required before creating members, accounts, or accessing financial data. Use this tool to provision a new use…
- Fetch rewards Initiate rewards aggregation for a specific member. This triggers an async job to gather rewards data (points, miles, etc.) from the member's financial institution. Use List Rewards to retrieve the results after aggrega…
- Get configurable widget URL Retrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.). Use this tool to generate a single-use URL for displaying MX widgets to end users. The URL expires after 10 minutes or im…
- List Account Numbers by Member Tool to list account numbers for a specific member. Use after obtaining user and member GUIDs.
- List account owners Tool to list account owners for a specific member. Returns identity information (name, address, contact details) for all account owners associated with the member's accounts. Requires user_guid and member_guid. Use this…
- List accounts Tool to list all accounts for a user. Use after confirming the user GUID.
- List budgets List all budgets for a specific MX user. Budgets track spending limits for categories. Prerequisites: Obtain a valid user_guid from the List Users endpoint first. Note: Budgets are automatically generated based on trans…
- List categories Tool to list all categories for a user. Use when you need to fetch both default and custom categories for a given user GUID.
- List challenges Tool to list MFA challenges for a member. Use when the member is in CHALLENGED state to retrieve prompts to answer.
- List favorite institutions List the partner's favorite financial institutions, sorted by popularity. Use this tool to retrieve institutions that have been pre-configured as favorites for the partner account. Results are paginated and can be filte…
- List goals List all financial goals for a specific MX user. Use this to retrieve a paginated list of the user's savings goals, including target amounts, progress, and completion dates. Requires a valid user GUID obtained from the…
- List institution credentials Tool to list credential fields required by a given institution. Use after selecting the institution code; supports optional pagination.
- List institutions Tool to list financial institutions supported by MX. Use when you need to retrieve available institutions with optional filters like name, country code, or products; supports pagination.
- List member accounts Tool to list accounts for a specific member. Use when you need to retrieve all accounts associated with a given user and member GUID.
- List members List all members (financial institution connections) for a specific user. A member represents a connection between a user and a financial institution. Use this tool to retrieve all members linked to a user, including th…
- List rewards Lists rewards and loyalty program data for a specific member. Returns information about points, miles, and other rewards balances from connected financial institutions. Requires valid user_guid (from List Users) and mem…
- List statements by member Retrieve a paginated list of monthly account statements (PDF) for a specific member. Use this tool after obtaining valid user_guid (via LIST_USERS) and member_guid (via LIST_MEMBERS). Statements include bank/credit stat…
- List taggings List all taggings for a specific MX user. Taggings are links between custom tags and transactions - they show which labels have been applied to which transactions. Use this when you need to: - See all tag-transaction as…
- List tags List all custom tags associated with a specific MX user. Tags are labels that can be applied to transactions for organization. Every user has a default 'Business' tag. Returns paginated results. Use this to retrieve tag…
- List transactions Retrieve all financial transactions for an MX user across all their connected accounts and members. Use this tool to get a user's complete transaction history. Supports pagination, date filtering, and optional enhanced…
- List transactions by member Tool to list transactions for a member. Use when you have valid user and member GUIDs and need their transactions.
- List users List all users in the MX Platform. Use this to retrieve a paginated list of user accounts with optional filters by ID, email, or disabled status. Each user represents an end user accessing MX Platform through your appli…
- Read account Tool to retrieve details for a specific account. Use after obtaining valid user and account GUIDs to fetch up-to-date account information.
- Read category Tool to retrieve a default category by GUID. Use after confirming the default category GUID.
- Read FDX account Retrieve details for a specific account using the FDX 4.6 standard API. This action fetches comprehensive account information including balances, status, and account attributes. It requires an FDX account identifier. AU…
- Read institution Tool to retrieve details for a specific institution by code. Use when you need to get information about a particular financial institution using its unique code.
- Read transaction Tool to retrieve details for a specific transaction by its GUID. Use when you need to fetch information about a particular transaction for a user.
- Read transaction by account Tool to retrieve details for a specific transaction by account. Use when you need to fetch information about a particular transaction using user, member, account, and transaction identifiers. Supports optional enhanceme…
- Read transaction rule Tool to retrieve details for a specific transaction rule by its GUID. Use when you need to fetch information about a particular transaction rule for a user.
- Update transaction Tool to update a specific transaction's description. Use when you need to modify the description of an existing transaction.
- Update transaction rules Tool to update an existing transaction rule. Use when you need to modify how transactions are categorized or described based on pattern matching. Note: Changes to match_description will only be applied to future transac…
- Update user tagging Tool to update a tagging for an MX user. Use when you need to change which tag is associated with a specific transaction. A tagging represents the link between a custom tag and a transaction.
Setup
How we connect it
- 1
Connect your account
You create a key in MX Technologies, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
MX Technologies questions, answered.
With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions MX Technologies's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.
Ready to put MX Technologies to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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