MX Technologies for AI agents
Agents read MX Technologies at once. Changes and sends are held for a person's approval by default.
About MX Technologies
MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.
What an agent can do in MX Technologies
Every MX Technologies action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in MX Technologies without asking first. 26 actions.
- Read institutionTool 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 transactionTool 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 accountTool 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
- Retrieve Audience API CredentialsTool 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 Part
- List Account Numbers by MemberTool to list account numbers for a specific member. Use after obtaining user and member GUIDs.
- List account ownersTool 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 me
- List accountsTool to list all accounts for a user. Use after confirming the user GUID.
- List budgetsList 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 gener
- List categoriesTool to list all categories for a user. Use when you need to fetch both default and custom categories for a given user GUID.
- List favorite institutionsList 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 paginat
- List goalsList 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
- List institution credentialsTool to list credential fields required by a given institution. Use after selecting the institution code; supports optional pagination.
Show all 26
- List institutionsTool 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 accountsTool to list accounts for a specific member. Use when you need to retrieve all accounts associated with a given user and member GUID.
- List membersList 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
- List rewardsLists 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 statements by memberRetrieve 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 inclu
- List taggingsList 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
- List tagsList 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 t
- List transactionsRetrieve 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
- List transactions by memberTool to list transactions for a member. Use when you have valid user and member GUIDs and need their transactions.
- List usersList 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
- Read accountTool to retrieve details for a specific account. Use after obtaining valid user and account GUIDs to fetch up-to-date account information.
- Read categoryTool to retrieve a default category by GUID. Use after confirming the default category GUID.
- Read FDX accountRetrieve 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 acc
- Read transaction ruleTool 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.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 9 actions.
- Update transactionTool to update a specific transaction's description. Use when you need to modify the description of an existing transaction.
- Disable MX User AccountDisables 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
- Create accountCreates 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 develo
- Create memberCreate 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 obtai
- Create Partner AccountCreate 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
- Fetch rewardsInitiate 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 re
- Get configurable widget URLRetrieve 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 aft
- Update transaction rulesTool 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 applie
- Update user taggingTool 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.
Changes wait in Needs you
Changes and sends in MX Technologies are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
MX Technologies questions
Can an agent change data in MX Technologies on its own?
Not by default. Changes and sends in MX Technologies are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in MX Technologies?
This connector lists 26 read actions. Reads run at once, without waiting for approval.
How does MX Technologies connect?
It connects with Username and password. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.