MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.
Tools
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 User With Sso Metadata
Create a new MX user with SSO-related metadata. Use this tool to create a user in MX Platform while storing SSO identity provider information in the user's metadata. This allows partners to map MX users to their external SSO system (e.g., Okta, Auth0, Azure AD). The tool stores external_id and external_provider in the user's metadata field, which can be retrieved later to correlate MX users with SSO identities.