MX Technologies

mx_technologies

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

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Acciones

Triggers

Autenticación

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OAuth gestionado

Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (33)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Cancel Partner AccountMX_TECHNOLOGIES_CANCEL_PARTNER_ACCOUNTAcción

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": "..."}}.

Parámetros de entrada

reason_idintegerenum
Reason code for cancellation. Allowed values: 1 (Cost Too High), 2 (Using A Competitive Service), 3 (Not Doing Email Marketing), 11 (Something Missing Or Not Working), 12 (Doing It In-House), 14 (Poor Results), 21 (Too Difficult To Use), 27 (Canceled Online by Customer), 30 (Dissatisfied With Billing Policies).
123111214212730
effective_datestring
Future cancellation timestamp in ISO 8601 format. If omitted or a past time is provided, cancellation defaults to the current date/time.
encoded_account_idstringObligatorio
The client’s MX user GUID (encoded account ID).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create accountMX_TECHNOLOGIES_CREATE_ACCOUNTAcción

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.

Parámetros de entrada

accountobjectObligatorio
Defines the fields for creating a manual account under a user.
user_guidstringObligatorio
GUID of the user under which to create the account, must start with 'USR-'

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Retrieve Audience API CredentialsMX_TECHNOLOGIES_CREATE_AUDIENCE_API_CREDENTIALSAcción

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.

Parámetros de entrada

client_idstring
Audience API credential client ID (optional; falls back to env)
client_secretstring
Audience API credential client secret (optional; falls back to env)

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create memberMX_TECHNOLOGIES_CREATE_MEMBERAcción

Tool to create a member and start aggregating specified financial products. use after confirming user guid and gathering connection credentials or oauth details.

Parámetros de entrada

memberobject
Member creation details; differs for OAuth vs non-OAuth flows.
user_guidstringObligatorio
User GUID prefixed with 'USR-'.
dataRequestobjectObligatorio
Container for requested products to aggregate.
enable_app2appboolean
If false, disable deep-linking into institution mobile apps.
referral_sourcestring
For mobile OAuth only; set to 'APP'.
x_callback_payloadstring
Optional base64-encoded payload echoed in member webhooks; max length 1024 chars.
client_redirect_urlstringuri
URL or URI scheme for returning UI messages in OAuth flows.
ui_message_webview_url_schemestring
Custom scheme for UI message webviews.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Partner AccountMX_TECHNOLOGIES_CREATE_PARTNER_ACCOUNTAcción

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.

Parámetros de entrada

websiteanyuri
passwordstring
Password for the account (8–80 chars). Required unless using SSO/external authenticator.
last_namestring
Last name of the client account owner.
first_namestring
First name of the client account owner.
login_namestringObligatorio
Unique login; allowed characters: alphanumeric, '-', '_', '.', '+', '@'.
state_codestring
Required for US states and Canadian provinces; two-letter code.
external_idstring
External authenticator's unique ID for the client account.
country_codestringObligatorio
Two-letter ISO 3166-1 country code.
gdpr_opt_outboolean
Set true to prevent marketing communications to the account.
idp_providerstring
SSO identity provider name (use in place of password).
time_zone_idstring
Time zone ID for the client's location.
contact_emailstringObligatorio
Valid email address for the new client account.
contact_phonestring
Contact phone number for the client account.
billing_localestringenum
Currency locale; 'en_US' (USD) or 'en_GB' (GBP).
en_USen_GB
idp_provider_idstring
SSO identity provider unique ID (use in place of password).
external_providerstring
Name of the external authenticator (e.g., PayPal, Yahoo).
organization_namestring
Organization name for the client account.
managed_site_ownerboolean
Managed accounts default to true; overriding to false is ignored.
organization_phonestring
Organization phone number for the client account.
partner_account_idstring
Partner-defined unique identifier for billing or reporting.
enable_single_billingboolean
Enable single billing when partner account supports it and managed_site_owner is true.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Create Partner Account User SSOMX_TECHNOLOGIES_CREATE_PARTNER_ACCOUNT_USER_SSOAcción

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.

Parámetros de entrada

last_namestringObligatorio
User's last name
role_namestringObligatorioenum
User role; values include 'account_manager' or 'campaign_creator'
account_managercampaign_creator
first_namestringObligatorio
User's first name
login_namestringObligatorio
Unique login name for the account
external_idstringObligatorio
ID that uniquely identifies the user for the external authenticator
contact_emailstringObligatorioemail
Unique email to associate with the user
encoded_account_idstringObligatorio
The client account's encoded ID

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Fetch rewardsMX_TECHNOLOGIES_FETCH_REWARDSAcción

Tool to initiate rewards aggregation for a specific member. use after connecting the member to trigger an async rewards job.

Parámetros de entrada

user_guidstringObligatorio
MX-assigned unique identifier for the user.
member_guidstringObligatorio
MX-assigned unique identifier for the member.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get configurable widget URLMX_TECHNOLOGIES_GET_CONFIGURABLE_WIDGET_URLAcción

Tool to retrieve a configurable widget url for a user. use after determining the user guid.

Parámetros de entrada

configobjectObligatorio
Configuration options container for the widget URL
user_guidstringObligatorio
The user's GUID; must start with 'USR-' prefix
data_requestobject
Optional data aggregation request (e.g., products).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Account Numbers by MemberMX_TECHNOLOGIES_LIST_ACCOUNT_NUMBERS_BY_MEMBERAcción

Tool to list account numbers for a specific member. use after obtaining user and member guids.

Parámetros de entrada

pageinteger
Page number of results (>=1).
user_guidstringObligatorio
MX user GUID (must start with 'USR-').
member_guidstringObligatorio
MX member GUID (must start with 'MEM-').
records_per_pageinteger
Number of records per page (10-1000).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List account ownersMX_TECHNOLOGIES_LIST_ACCOUNT_OWNERSAcción

Tool to list account owners associated with a member's account. use after validating user and member guids.

Parámetros de entrada

pageinteger
Page number to retrieve (>=1).
user_guidstringObligatorio
User GUID, must start with 'USR-'.
member_guidstringObligatorio
Member GUID, must start with 'MEM-'.
records_per_pageinteger
Number of records per page; valid values 10-1000.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List account owners by memberMX_TECHNOLOGIES_LIST_ACCOUNT_OWNERS_BY_MEMBERAcción

Tool to list account owners for a specific member. use when you have the user guid and member guid.

Parámetros de entrada

pageinteger
Page number for paginated results (>=1).
user_guidstringObligatorio
Unique identifier for the user (prefix USR-).
member_guidstringObligatorio
Unique identifier for the member.
records_per_pageinteger
Number of records per page; defaults to 25 if not provided. Valid range is 10-1000.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List accountsMX_TECHNOLOGIES_LIST_ACCOUNTSAcción

Tool to list all accounts for a user. use after confirming the user guid.

Parámetros de entrada

pageinteger
Page number of results to return (1-based).
use_casestring[]
Filter accounts by member use cases: 'PFM' and/or 'MONEY_MOVEMENT'.
is_manualboolean
Only include accounts that were manually created.
user_guidstringObligatorio
MX user GUID (must start with 'USR-').
records_per_pageinteger
Number of records per page (10-1000). Defaults to MX default of 25.
member_is_managed_by_userboolean
Only include accounts whose member is managed by the user.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List budgetsMX_TECHNOLOGIES_LIST_BUDGETSAcción

Tool to list budgets for a specific user. use after obtaining a valid user guid to retrieve that user’s budgets.

Parámetros de entrada

user_guidstringObligatorio
The unique identifier (GUID) of the MX user.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List categoriesMX_TECHNOLOGIES_LIST_CATEGORIESAcción

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

Parámetros de entrada

pageinteger
Page number of results to return. Must be >= 1.
user_guidstringObligatorio
The unique identifier (GUID) of the MX user.
records_per_pageinteger
Number of records per page (10-1000). Defaults to 25.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List challengesMX_TECHNOLOGIES_LIST_CHALLENGESAcción

Tool to list mfa challenges for a member. use when the member is in challenged state to retrieve prompts to answer.

Parámetros de entrada

pageinteger
Page number for paginated results, must be >= 1.
user_guidstringObligatorio
The unique identifier (GUID) for the MX user (prefix 'USR-').
member_guidstringObligatorio
The unique identifier (GUID) for the member.
records_per_pageinteger
Number of records per page; valid range 10–1000 (default 25).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List Connect Widget URLsMX_TECHNOLOGIES_LIST_CONNECT_WIDGET_URLSAcción

Tool to list connect widget urls for a user. use when you need to retrieve all connect widget urls associated with a user.

Parámetros de entrada

configobject
Optional configuration for the widget. If provided, keys will be sent under widget_url. If a 'type' key is provided it will be mapped to 'widget_type'.
user_guidstringObligatorio
The unique identifier (GUID) of the MX user.
data_requestobject
Optional data aggregation request (e.g., { 'products': ['transactions'] }).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List favorite institutionsMX_TECHNOLOGIES_LIST_FAVORITE_INSTITUTIONSAcción

Tool to list partner favorite institutions, sorted by popularity. use when you need to retrieve a paginated set of a partner's favorite institutions.

Parámetros de entrada

pageinteger
Page number of results to return. Must be >= 1.
iso_country_codestring[]
Filter by ISO country codes (e.g., ['US', 'CA']).
records_per_pageinteger
Number of records per page (10-100). Defaults to 25.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List goalsMX_TECHNOLOGIES_LIST_GOALSAcción

Tool to list goals for a specific user. use after obtaining a valid user guid to view user goals.

Parámetros de entrada

pageinteger
Page number of results to return. Must be >= 1.
to_datestring
Return goals created on or before this date (YYYY-MM-DD).
from_datestring
Return goals created on or after this date (YYYY-MM-DD).
user_guidstringObligatorio
The unique identifier (GUID) of the MX user.
records_per_pageinteger
Number of records per page (1-1000).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List institution credentialsMX_TECHNOLOGIES_LIST_INSTITUTION_CREDENTIALSAcción

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

Parámetros de entrada

pageinteger
Page number for pagination; must be >= 1.
institution_codestringObligatorio
MX-defined code for the institution (e.g., 'mxbank').
records_per_pageinteger
Number of records per page for pagination; must be >= 1.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List institutionsMX_TECHNOLOGIES_LIST_INSTITUTIONSAcción

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.

Parámetros de entrada

namestring
Filter to institutions whose name contains the given substring.
pageinteger
Page number for pagination; must be >= 1.
iso_country_codestring[]
Filter by ISO country codes (e.g., ['US', 'CA', 'MX']).
records_per_pageinteger
Records per page; valid values: 10-100. Defaults to 25; values >100 reset to 25.
supported_productsstring[]
Filter by supported products; e.g., ['account_verification','identity_verification','transactions','history','statements','investments'].

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List member accountsMX_TECHNOLOGIES_LIST_MEMBER_ACCOUNTSAcción

Tool to list accounts for a specific member. use when you need to retrieve all accounts associated with a given user and member guid.

Parámetros de entrada

pageinteger
Page number of results to return (1-based).
user_guidstringObligatorio
MX user GUID (must start with 'USR-').
member_guidstringObligatorio
MX member GUID (must start with 'MBR-' or 'MEM-').
records_per_pageinteger
Number of records per page. Defaults to MX default if not specified.
member_is_managed_by_userboolean
Filter accounts whose member is managed by the user.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List membersMX_TECHNOLOGIES_LIST_MEMBERSAcción

Tool to list members associated with a specific user. use when you need to retrieve the members for a given user guid.

Parámetros de entrada

pageinteger
Page number of results to return. Must be >= 1.
use_casestring[]
Filter members by one or more use cases: PFM and/or MONEY_MOVEMENT.
user_guidstringObligatorio
MX-defined unique user identifier (prefix 'USR-').
records_per_pageinteger
Number of records per page (10-1000). Defaults to 25.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List rewardsMX_TECHNOLOGIES_LIST_REWARDSAcción

Tool to list rewards associated with a specific user and member. use after confirming both user guid and member guid; supports pagination.

Parámetros de entrada

pageinteger
Page number for paginated results (>=1).
user_guidstringObligatorio
MX-assigned unique identifier for the user.
member_guidstringObligatorio
MX-assigned unique identifier for the member.
records_per_pageinteger
Number of records per page (>=1).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List statements by memberMX_TECHNOLOGIES_LIST_STATEMENTS_BY_MEMBERAcción

Tool to list statements for a member. use after obtaining valid user and member guids.

Parámetros de entrada

pageinteger
Page number of results to return (1-based).
user_guidstringObligatorio
MX user GUID (must start with 'USR-').
member_guidstringObligatorio
MX member GUID (must start with 'MEM-').
records_per_pageinteger
Number of records per page (10-1000). Defaults to MX default of 25.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List taggingsMX_TECHNOLOGIES_LIST_TAGGINGSAcción

Tool to list all taggings for a specific user. use when you need to fetch taggings associated with a user after obtaining their user guid.

Parámetros de entrada

pageinteger
Page number of results to return. Must be >= 1.
user_guidstringObligatorio
The unique identifier (GUID) of the MX user (prefix USR-).
records_per_pageinteger
Number of records per page (10-1000). Defaults to 25.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List tagsMX_TECHNOLOGIES_LIST_TAGSAcción

Tool to list all tags for a user. use after obtaining a valid user guid; supports pagination.

Parámetros de entrada

pageinteger
Page number of results to return. Must be >= 1.
user_guidstringObligatorio
The unique identifier (GUID) of the MX user.
records_per_pageinteger
Number of records per page (>=1).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List transactionsMX_TECHNOLOGIES_LIST_TRANSACTIONSAcción

Tool to list transactions for a user. use when you need to retrieve a user's transaction history across all accounts. use after obtaining a valid user guid.

Parámetros de entrada

pageinteger
Page number of results to return (1-based).
to_dateinteger
Unix timestamp to filter transactions up to this date (inclusive).
includesstring[]
Optional enhancements to include: repeating_transactions, merchants, classifications, geolocations.
use_casestring[]
Allowed values: 'PFM' and/or 'MONEY_MOVEMENT'.
from_dateinteger
Unix timestamp to filter transactions from this date (inclusive).
user_guidstringObligatorio
The unique identifier (GUID) of the MX user (must start with 'USR-').
to_created_atinteger
Unix timestamp to filter transactions created up to this time (inclusive).
to_updated_atinteger
Unix timestamp to filter transactions updated up to this time (inclusive).
from_created_atinteger
Unix timestamp to filter transactions created from this time (inclusive).
from_updated_atinteger
Unix timestamp to filter transactions updated from this time (inclusive).
records_per_pageinteger
Number of records per page (10-1000). Defaults to MX API default of 25 if not specified.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List transactions by memberMX_TECHNOLOGIES_LIST_TRANSACTIONS_BY_MEMBERAcción

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

Parámetros de entrada

pageinteger
Page number of results to return (1-based).
to_dateinteger
Unix timestamp to filter transactions to this date (midnight); defaults to 5 days forward.
includesstring
Comma-separated list of enhancements: repeating_transactions,merchants,classifications,geolocations
from_dateinteger
Unix timestamp to filter transactions from this date; defaults to 120 days ago.
user_guidstringObligatorio
MX user GUID (must start with 'USR-').
member_guidstringObligatorio
MX member GUID (must start with 'MEM-').
to_timestampinteger
Unix timestamp to filter transactions to created time.
to_created_atinteger
Unix timestamp to filter transactions to created-at.
to_updated_atinteger
Unix timestamp to filter transactions to updated-at.
from_timestampinteger
Unix timestamp to filter transactions from created time.
from_created_atinteger
Unix timestamp to filter transactions from created-at.
from_updated_atinteger
Unix timestamp to filter transactions from updated-at.
records_per_pageinteger
Number of records per page (10-1000). Defaults to MX default of 25.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

List usersMX_TECHNOLOGIES_LIST_USERSAcción

Tool to list users. use when you need to retrieve a paginated list of user accounts with optional filters.

Parámetros de entrada

idstring
Filter by partner-defined user ID.
pageinteger
Page number for paginated results (>=1).
emailstring
Filter by user email.
is_disabledboolean
Filter to only disabled users.
records_per_pageinteger
Number of records per page (10-1000).

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Read accountMX_TECHNOLOGIES_READ_ACCOUNTAcción

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

Parámetros de entrada

user_guidstringObligatorio
The unique identifier (GUID) of the MX user.
account_guidstringObligatorio
The unique identifier (GUID) of the account.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Read account balanceMX_TECHNOLOGIES_READ_ACCOUNT_BALANCEAcción

Tool to retrieve the available balance for a specific account. use after confirming the user and account guids.

Parámetros de entrada

user_guidstringObligatorio
MX-defined user GUID (must start with 'USR-').
account_guidstringObligatorio
Unique identifier (GUID) of the account.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Read categoryMX_TECHNOLOGIES_READ_CATEGORYAcción

Tool to retrieve a default category by guid. use after confirming the default category guid.

Parámetros de entrada

category_guidstringObligatorio
The unique identifier (GUID) of the default category to retrieve.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Read FDX accountMX_TECHNOLOGIES_READ_FDX_ACCOUNTAcción

Tool to return details for the specified fdx account. use when you have an fdx accountid and need full account info.

Parámetros de entrada

accountIdstringObligatorio
The FDX account identifier whose details to return.

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not