MX Technologies

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

33 actionsAPI key

Connect MX Technologies

What your bot can do in MX Technologies

Takes action

  • Cancel Partner AccountCancel (disable) a client account under a partner account.
  • Create accountCreate a manual account for a given user.
  • Create memberCreate a member and start aggregating specified financial products.
  • Create Partner AccountCreate a new client account under a partner account.
  • Create Partner Account User SSOCreate a new partner account user with single sign-on enabled.
  • Fetch rewardsInitiate rewards aggregation for a specific member.
  • Get configurable widget URLRetrieve a configurable widget url for a user.
  • List Account Numbers by MemberList account numbers for a specific member.
  • List account ownersList account owners associated with a member's account.
  • List account owners by memberList account owners for a specific member.
Show 23 more
  • List accountsList all accounts for a user.
  • List budgetsList budgets for a specific user.
  • List categoriesList all categories for a user.
  • List challengesList mfa challenges for a member.
  • List Connect Widget URLsList connect widget urls for a user.
  • List favorite institutionsList partner favorite institutions, sorted by popularity.
  • List goalsList goals for a specific user.
  • List institution credentialsList credential fields required by a given institution.
  • List institutionsList financial institutions supported by mx.
  • List member accountsList accounts for a specific member.
  • List membersList members associated with a specific user.
  • List rewardsList rewards associated with a specific user and member.
  • List statements by memberList statements for a member.
  • List taggingsList all taggings for a specific user.
  • List tagsList all tags for a user.
  • List transactionsList transactions for a user.
  • List transactions by memberList transactions for a member.
  • List usersList users.
  • Read accountRetrieve details for a specific account.
  • Read account balanceRetrieve the available balance for a specific account.
  • Read categoryRetrieve a default category by guid.
  • Read FDX accountReturn details for the specified fdx account.
  • Retrieve Audience API CredentialsRetrieve audience api credentials.

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