MX Technologies

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.

Tool to list all categories for a user. Use when you need to fetch both default and custom categories for a given user GUID.

Tool to list MFA challenges for a member. Use when the member is in CHALLENGED state to retrieve prompts to answer.

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 filtered by country. Note: Favorite institutions must be configured by MX - contact MX support to set up favorites.

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_USERS action.

Tool to list credential fields required by a given institution. Use after selecting the institution code; supports optional pagination.

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.

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 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 their connection status, aggregation state, and institution details. Useful for checking which accounts are connected, identifying connection issues, or finding member GUIDs for other operations. Returns paginated results with member details and pagination info.

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 member_guid (from List Members). Supports pagination for large result sets.

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 statements in PDF format. The uri field in each statement can be used to download the actual PDF.

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 associations for a user - Find which transactions have been labeled with custom tags - Audit or review a user's transaction categorization Prerequisites: Obtain a valid user_guid from LIST_USERS first.

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 GUIDs needed for tagging 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 data (merchants, geolocations, classifications, repeating transactions). Prerequisites: You need a valid MX user GUID (starts with 'USR-'). Get this from the List Users action.

Tool to list transactions for a member. Use when you have valid user and member GUIDs and need their transactions.

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 application. Returns user details including guid (MX identifier), id (partner-defined identifier), email, and account status flags.

Tool to retrieve details for a specific account. Use after obtaining valid user and account GUIDs to fetch up-to-date account information.

Tool to retrieve a default category by GUID. Use after confirming the default category GUID.

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. AUTHENTICATION: This endpoint requires OAuth Bearer token authentication obtained from the MX Data Access OAuth flow. Basic Auth credentials for the MX Platform API will not work with FDX endpoints. FALLBACK: If FDX endpoints fail and the account_id looks like an MX Platform GUID (starts with 'ACC-' or 'ACT-'), the action will attempt to use the MX Platform API to retrieve the account instead.

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.

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.

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 transactions.

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.