MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.
Tools
Cancel Partner Account
Tool to cancel (disable) a client account under a partner account. This maps to MX Platform API: PUT /users/{guid} with body {"user": {"is_disabled": true, "metadata": "..."}}.
Create Account
Tool to create a manual account for a given user. Use when you need to add an external or test account to a user record.
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
Tool to create a member and start aggregating specified financial products. Use after confirming user GUID and gathering connection credentials or OAuth details.
Create Partner Account
Tool to create a new client account under a partner account. Use when provisioning a new Constant Contact client after obtaining API key and JWT authorization.
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.