MX Technologies

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

VIEWS

162

USERS

2806

VERSION

0.1.0(Updated 12h ago)

162VIEWS

2806USERS

Install MCP Server

Paste and run this command in your terminal to set up Cursor with MCP

npx @composio/cli add cursor --app mx_technologiesnpx @composio/cli add cursor --app mx_technologiesnpx @composio/cli add cursor --app mx_technologiesnpx @composio/cli add cursor --app mx_technologiesnpx @composio/cli add cursor --app mx_technologies

After running the command, restart Cursor to start using the MCP Server.

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Available 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.

Fetch Rewards

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

Get Configurable Widget Url

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

List Account Numbers By Member

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

List Account Owners

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

List Account Owners By Member

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

List Accounts

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

List Budgets

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

List Categories

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

List Challenges

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

List Connect Widget Urls

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

List Favorite Institutions

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

List Goals

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

List Institution Credentials

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

List Institutions

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.

20 actions available