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MX Technologies, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your MX Technologies account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • Developer Tools
  • Connects with a key
  • 33 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What MX Technologies is

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

You paste in a key from your own MX Technologies account. It is kept encrypted, and you can withdraw it from inside MX Technologies whenever you like.

How a run works

One message in, the work done in MX Technologies.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in MX Technologies. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own MX Technologies account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

33 tools it already has

What it can do in MX Technologies

These are the ready-made tools your AI employee already has in MX Technologies. It is not limited to them, but it never has to be taught these.

  • Cancel Partner AccountTool 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 accountTool to create a manual account for a given user. use when you need to add an external or test account to a user record.
  • Create memberTool to create a member and start aggregating specified financial products. use after confirming user guid and gathering connection credentials or oauth details.
  • Create Partner AccountTool 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 SSOTool 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 rewardsTool to initiate rewards aggregation for a specific member. use after connecting the member to trigger an async rewards job.
  • Get configurable widget URLTool to retrieve a configurable widget url for a user. use after determining the user guid.
  • List Account Numbers by MemberTool to list account numbers for a specific member. use after obtaining user and member guids.
  • List account ownersTool to list account owners associated with a member's account. use after validating user and member guids.
  • List account owners by memberTool to list account owners for a specific member. use when you have the user guid and member guid.
  • List accountsTool to list all accounts for a user. use after confirming the user guid.
  • List budgetsTool to list budgets for a specific user. use after obtaining a valid user guid to retrieve that user’s budgets.
  • List categoriesTool to list all categories for a user. use when you need to fetch both default and custom categories for a given user guid.
  • List challengesTool to list mfa challenges for a member. use when the member is in challenged state to retrieve prompts to answer.
  • List Connect Widget URLsTool to list connect widget urls for a user. use when you need to retrieve all connect widget urls associated with a user.
  • List favorite institutionsTool to list partner favorite institutions, sorted by popularity. use when you need to retrieve a paginated set of a partner's favorite institutions.
  • List goalsTool to list goals for a specific user. use after obtaining a valid user guid to view user goals.
  • List institution credentialsTool to list credential fields required by a given institution. use after selecting the institution code; supports optional pagination.
  • List institutionsTool 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 pagin
  • List member accountsTool to list accounts for a specific member. use when you need to retrieve all accounts associated with a given user and member guid.
  • List membersTool to list members associated with a specific user. use when you need to retrieve the members for a given user guid.
  • List rewardsTool to list rewards associated with a specific user and member. use after confirming both user guid and member guid; supports pagination.
  • List statements by memberTool to list statements for a member. use after obtaining valid user and member guids.
  • List taggingsTool to list all taggings for a specific user. use when you need to fetch taggings associated with a user after obtaining their user guid.
  • List tagsTool to list all tags for a user. use after obtaining a valid user guid; supports pagination.
  • List transactionsTool 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.
  • List transactions by memberTool to list transactions for a member. use when you have valid user and member guids and need their transactions.
  • List usersTool to list users. use when you need to retrieve a paginated list of user accounts with optional filters.
  • Read accountTool to retrieve details for a specific account. use after obtaining valid user and account guids to fetch up-to-date account information.
  • Read account balanceTool to retrieve the available balance for a specific account. use after confirming the user and account guids.
  • Read categoryTool to retrieve a default category by guid. use after confirming the default category guid.
  • Read FDX accountTool to return details for the specified fdx account. use when you have an fdx accountid and need full account info.
  • Retrieve Audience API CredentialsTool 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
Access, and who is in charge of it

You stay the boss of your MX Technologies account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own MX Technologies account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in MX Technologies is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in MX Technologies and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

See every app

Questions people ask about MX Technologies

Can an AI employee really work inside MX Technologies?
Yes. It signs in to your own MX Technologies account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of MX Technologies?
No. Nothing moves and nothing is replaced. Your records stay in MX Technologies, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my MX Technologies account?
You paste in a key from your own MX Technologies account. It is kept encrypted, and you can withdraw it from inside MX Technologies whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in MX Technologies?
It has 33 ready-made tools in MX Technologies today, among them Cancel Partner Account, Create account and Create member. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use MX Technologies and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in MX Technologies and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in MX Technologies?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in MX Technologies is written down with what it did and when.