Dev_toolsIn development

MX Technologies

MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.

In development

Cataloged and scoped, not yet available to run in production.

36: actions

Integrations

View provider documentation

Actions

Operations this integration can perform.

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_guid} with is_disabled=true.

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 - Track accounts from institutions not supported by MX aggregation Note: Manual accounts do not aggregate data from financial institutions. They are created under the special 'Manual Institution' member and require manual updates for balance and transaction information. Requires: A valid user_guid (obtained from List Users or Create User).

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 (Partner Administrator → Authentication → Audience API Key). The tool prefers explicitly provided values, then falls back to environment variables.

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 Institution Credentials. For OAuth institutions, set is_oauth=true and use the returned oauth_window_uri. Prerequisites: - user_guid from List Users or Create User - institution_code from List Institutions - credentials from List Institution Credentials (for non-OAuth) Test credentials for MX Bank (mxbank): username='mxuser', password='password'

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 user record in MX.

Create Partner Account User SSO

Tool to create a new partner account user with single sign-on enabled. use when adding an sso user under a partner client account with 'sso for all users' enabled.

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 aggregation completes.

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 immediately upon first use, so always request a fresh URL when loading the widget. Requires a valid user_guid (obtained from list_users or create_user actions).