MX Technologies Integration — Automate MX Technologies with AI on Beauto

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

Category: developer tools, databases · 36 actions available

What you can automate with MX Technologies

Beauto connects MX Technologies with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from MX Technologies events, enrich MX Technologies data with AI, or sync MX Technologies with the rest of your stack — without writing code.

  • Sync MX Technologies data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new MX Technologies events and route the output anywhere
  • Schedule recurring MX Technologies tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

MX Technologies actions Beauto supports

  • Disable MX User Account — Disables an MX user account, preventing background updates to accounts and transactions and restricting data access. The user can be re-enabled later via the update user endpoint. Uses MX Platform API: PUT /users/{user_g
  • Create account — Creates a manual account for a specified user in MX Platform. Use this tool when you need to: - Add an external/off-platform account that isn't aggregated through MX - Create a test account for development purposes - Tra
  • 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 (Partn
  • Create member — Create a member to connect a user to a financial institution. A member represents the relationship between an MX user and a financial institution. For non-OAuth institutions, provide credentials obtained from List Instit
  • Create Partner Account — Create a new user (partner account) in the MX Platform. Users represent end-users in your application and are required before creating members, accounts, or accessing financial data. Use this tool to provision a new user
  • Fetch rewards — Initiate rewards aggregation for a specific member. This triggers an async job to gather rewards data (points, miles, etc.) from the member's financial institution. Use List Rewards to retrieve the results after aggregat
  • Get configurable widget URL — Retrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.). Use this tool to generate a single-use URL for displaying MX widgets to end users. The URL expires after 10 minutes or imm
  • 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 for a specific member. Returns identity information (name, address, contact details) for all account owners associated with the member's accounts. Requires user_guid and member_guid. Use this
  • List accounts — Tool to list all accounts for a user. Use after confirming the user GUID.
  • List budgets — List all budgets for a specific MX user. Budgets track spending limits for categories. Prerequisites: Obtain a valid user_guid from the List Users endpoint first. Note: Budgets are automatically generated based on transa
  • 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 favorite institutions — List the partner's favorite financial institutions, sorted by popularity. Use this tool to retrieve institutions that have been pre-configured as favorites for the partner account. Results are paginated and can be filter
  • List goals — List all financial goals for a specific MX user. Use this to retrieve a paginated list of the user's savings goals, including target amounts, progress, and completion dates. Requires a valid user GUID obtained from the L
  • 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.
  • List member accounts — Tool to list accounts for a specific member. Use when you need to retrieve all accounts associated with a given user and member GUID.
  • List members — List all members (financial institution connections) for a specific user. A member represents a connection between a user and a financial institution. Use this tool to retrieve all members linked to a user, including the
  • List rewards — Lists rewards and loyalty program data for a specific member. Returns information about points, miles, and other rewards balances from connected financial institutions. Requires valid user_guid (from List Users) and memb
  • List statements by member — Retrieve a paginated list of monthly account statements (PDF) for a specific member. Use this tool after obtaining valid user_guid (via LIST_USERS) and member_guid (via LIST_MEMBERS). Statements include bank/credit state
  • List taggings — List all taggings for a specific MX user. Taggings are links between custom tags and transactions - they show which labels have been applied to which transactions. Use this when you need to: - See all tag-transaction ass
  • List tags — List all custom tags associated with a specific MX user. Tags are labels that can be applied to transactions for organization. Every user has a default 'Business' tag. Returns paginated results. Use this to retrieve tag
  • List transactions — Retrieve all financial transactions for an MX user across all their connected accounts and members. Use this tool to get a user's complete transaction history. Supports pagination, date filtering, and optional enhanced d
  • List transactions by member — Tool to list transactions for a member. Use when you have valid user and member GUIDs and need their transactions.
  • List users — List all users in the MX Platform. Use this to retrieve a paginated list of user accounts with optional filters by ID, email, or disabled status. Each user represents an end user accessing MX Platform through your applic
  • Read account — Tool to retrieve details for a specific account. Use after obtaining valid user and account GUIDs to fetch up-to-date account information.
  • Read category — Tool to retrieve a default category by GUID. Use after confirming the default category GUID.
  • Read FDX account — Retrieve details for a specific account using the FDX 4.6 standard API. This action fetches comprehensive account information including balances, status, and account attributes. It requires an FDX account identifier. AUT
  • Read institution — Tool to retrieve details for a specific institution by code. Use when you need to get information about a particular financial institution using its unique code.
  • Read transaction — Tool to retrieve details for a specific transaction by its GUID. Use when you need to fetch information about a particular transaction for a user.
  • Read transaction by account — Tool to retrieve details for a specific transaction by account. Use when you need to fetch information about a particular transaction using user, member, account, and transaction identifiers. Supports optional enhancemen
  • Read transaction rule — Tool to retrieve details for a specific transaction rule by its GUID. Use when you need to fetch information about a particular transaction rule for a user.
  • Update transaction — Tool to update a specific transaction's description. Use when you need to modify the description of an existing transaction.
  • Update transaction rules — Tool to update an existing transaction rule. Use when you need to modify how transactions are categorized or described based on pattern matching. Note: Changes to match_description will only be applied to future transact
  • Update user tagging — Tool to update a tagging for an MX user. Use when you need to change which tag is associated with a specific transaction. A tagging represents the link between a custom tag and a transaction.

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