What you can do with MX Technologies
Every task in plain language. Pick one, and we can help you get access.
221 things you can do
MX Technologies
MX Technologies is a financial data connectivity platform that provides REST APIs for account aggregation, data cleansing, transaction categorization, and open banking connectivity across more than 16,000 financial institutions. The platform powers money experiences for over 2,000 banks, credit unions, and fintechs by turning raw, unstructured financial data into actionable intelligence. MX offers
Budgeting & Money Management
Update an insight's attributesCreate a financial goalUpdate a goalDelete a goalReorder a user's goal prioritiesAuto-generate budgets from spending historyCreate a budget for a categoryChange an existing budgetDelete a budgetList insights for one accountList all insights for a userList the categories behind an insightList the accounts behind an insightList the merchants behind an insightList scheduled payments behind an insightList transactions behind an insightRead a single insightList insights for one transactionList a user's savings and debt goalsRead one goalList a user's budgetsRead one budgetConsumer Data Access
Connect a user to an institution by GUIDUpdate a member's credentials by GUIDPermanently delete a member by GUIDRefresh a member's accounts and transactions by GUIDRefresh only balances for a member by GUIDStart account-owner identification by GUIDAnswer MFA challenges to resume a GUID memberStart account verification by GUIDConnect a user to an institution (versioned)Update a member's credentials (versioned)Permanently delete a member (versioned)Refresh a member's data (versioned)Refresh only a member's balances (versioned)Start identification on a member (versioned)Answer MFA to resume a member (versioned)Start account verification (versioned)Start or pre-initiate a microdepositDelete a microdepositSubmit the microdeposit amounts to verifyCreate a partner-managed memberUpdate a partner-managed memberDelete a partner-managed memberAdd an account to a partner-managed memberUpdate a partner-managed accountDelete a partner-managed accountAdd a transaction to a partner-managed accountUpdate a partner-managed transactionDelete a partner-managed transactionAdd a transaction to a manual accountUpdate a transaction under its member account by GUIDRequest 24 months of history for a member by GUIDDelete a transaction ruleUpdate a transaction directly under a userDelete a manual transactionSplit a transaction into categorized partsUndo a split on a user's transactionRequest extended history on the versioned APIChange a transaction's description on the versioned APISplit a transaction within a member accountRemove splits from a transaction in a member accountCreate a manual account by user GUIDDelete a manually created accountUpdate an account under its member by GUIDCreate a manual account on the versioned APIMerge duplicate accounts into oneUpdate a member account on the versioned APITurn off Investment Holdings for a userList a user's connected members by MX GUIDLook up one member by its MX GUIDList MFA challenges for a member by GUIDList a member's saved login fields by GUIDCheck a member's latest aggregation status by GUIDList a user's members on the versioned APIRead a member using your own IDs (versioned)List a member's MFA challenges (versioned)List a member's credential fields (versioned)Check a member's aggregation status (versioned)List a user's microdepositsCheck the status of a microdepositList a user's account verificationsList institutions available for managed dataList a user's partner-managed membersGet one partner-managed memberList accounts under a partner-managed memberGet one partner-managed accountList transactions on a partner-managed accountGet one partner-managed transactionCategorize and cleanse raw transactionsList transactions for one account by GUIDList a member's transactions by GUIDList transactions carrying a tag by user GUIDList all of a user's transactions by GUIDRead one transaction for a userList a user's recurring transactionsGet one recurring transactionList an account's transactions under its memberList a member's transactions on the versioned APIList tagged transactions on the versioned APIList a user's transactions on the versioned APIRead a transaction under its member accountList a user's accounts by MX GUIDRead an account by user and account GUIDGet full account numbers for an account by GUIDList account numbers across a memberList account owners for a member by GUIDList a member's accounts by GUIDRead an account under its member by GUIDList a user's accounts on the versioned APIGet account numbers on the versioned APIList account owners on the versioned APIList a member's accounts on the versioned APIRead a member account on the versioned APIList investment holdings for one memberList all investment holdings for a userRead one investment holdingList holdings in one investment accountOther things you can do
Request an authorization code for a processorRequest a payment processor code (legacy)Fetch new statements for a member by GUIDFetch statements for a member (versioned)Create a custom tagRename a tagDelete a tagCreate a custom category for a userRename or edit a custom categoryDelete a custom categoryGet a Connect widget URL (deprecated)Get an embeddable widget URLSend a push notification to a userCreate a transaction categorization ruleEdit a transaction ruleReport an ACH returnUpdate monthly cash flow by MX GUIDUpdate monthly cash flow on the versioned APIAttach a tag to a transactionChange which tag a tagging usesRemove a tag from a transactionRefresh a member's rewards data by GUIDRefresh a member's rewards on the versioned APICreate a new end userUpdate a user by MX GUIDPermanently delete a user by MX GUIDUpdate a user on the versioned APIDelete a user on the versioned APIAdd a planned item to a spending planCreate a spending plan for a userRemove an account from a spending planChange a planned amount in a spending planDelete a line item from a spending planDelete a user's spending planList processor tokens for a user, member or accountGet account and routing numbers (processor)Check a real-time balance (processor)Read the stored account balance (processor)Get account owner information (processor)List a member's available statementsRead a statement's details as JSONDownload a statement PDFList a user's transaction tagsRead one tagList the standard spending categoriesRead one default categoryList a user's default and custom categoriesList default categories scoped to a userRead a user's category, custom or defaultGet an OAuth window URI for a member by GUIDGet an OAuth window URI (versioned)List a user's notificationsRead one notificationList a user's transaction rulesRead one transaction ruleGet a verifiable credential of identity dataGet a verifiable credential of accounts dataGet a verifiable credential of transactionsRead an ACH returnList ACH returnsSearch institutions by name or capabilityList my favorite institutionsRead one institution by codeList login fields for an institution codeList institution login fields (versioned)Read a user's monthly cash flow by MX GUIDRead monthly cash flow on the versioned APIRead a merchant locationList or search merchantsRead a merchant's logo, name and websiteList a user's tag-to-transaction linksRead one taggingList a member's rewards balancesRead one reward for a memberLook up a credit card productList the users you have createdRead a user by MX GUIDRead a user on the versioned APIList line items in a spending planList a user's spending plansRead an account attached to a spending planRead one spending plan line itemRead a user's spending planList accounts included in a spending planList the periods of a spending planRead the current spending plan periodRead a spending plan period by numberShowing 205 of 221. Search above to find the rest.