MX Technologies
Financial data aggregation platform for user accounts, members, manual accounts, transactions, partner accounts, and rewards.
Fits fintech apps that connect users to financial institutions through MX, create partner accounts, manage members, and aggregate rewards and transactions.
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Example Use Cases
These are example ways Snow can use MX Technologies when building apps with you. This list is meant to show examples, not document every possible capability. Connecting an account does not make Snow run these automatically on its own.
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).
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 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.
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.
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.
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).
Tool to list account numbers for a specific member. Use after obtaining user and member GUIDs.
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 to retrieve account holder identity data for verification or compliance purposes.
Tool to list all accounts for a user. Use after confirming the user GUID.
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 transaction history or can be manually created. If a user has no budgets, an empty list is returned.