How do I connect Mx technologies to Operator?

Connecting Mx technologies is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Mx technologies and you never reauthorize by hand.

Can my agent handle records and reporting in Mx technologies?

Yes. It can create and update records, pull figures, and read a summary back to you in plain language. People use it to log transactions, check a balance, or answer a question about Mx technologies data instead of building the report by hand.

Do I need to write code or manage Mx technologies API keys?

No. Operator manages the Mx technologies connection and token refresh, so there are no API keys to paste and nothing to deploy.

Can my agent use Mx technologies together with my other apps?

Yes. The same agent reaches every app you connect, so it can move between Mx technologies and tools like Stripe, Coupa, Zoho books in one job, reading from one and acting in another without you wiring anything between them.

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Connect Mx technologies to OpenClaw on Operator.io

Mx technologies is a unified API platform for aggregating and enhancing financial data across banks and institutions. It streamlines access to transactional, account, and identity data for smarter financial applications.

Finance & Accounting36 actions

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Automate Mx technologies with AI

Your OpenClaw agent lives on Operator and treats Mx technologies as one more service it can drive. Send it an outcome in a Telegram or Discord message and it works out which of the 36 Mx technologies actions to run, then runs them.

Your agent reaches Mx technologies directly or through connectors like Composio MCP and Pipedream MCP, which handle the sign in and token refresh for you, so there is nothing to wire up and no API keys to paste.

What your agent can do with Mx technologies

Your agent can call any of these Mx technologies actions by name as part of a larger task. Ask for the outcome you want and it picks the right ones.

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_guid} with is_disa...

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 - Track accounts from...

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...

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 Institution Credentials...

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 record in MX.

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 aggregation completes.

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 immediately upon fir...

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 to retrieve accou...

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 transaction history or...

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 filtered by country. No...

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 LIST_USERS action.

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 their connection sta...

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 member_guid (from Lis...

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 statements in PDF form...

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 associations for a u...

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 GUIDs needed for...

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 data (merchants, g...

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 application. Returns us...

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. AUTHENTICATION: This...

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 enhancements like merchant...

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 transactions.

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.

How to connect Mx technologies

You authorize Mx technologies once from your dashboard. Operator holds the connection and refreshes the access tokens on its own, so your agent keeps working with Mx technologies without you signing in again. The same setup unlocks every other app your agent can reach, so you only do it once.

When you are ready, the get started guide walks through standing up your OpenClaw agent.

Common questions about Mx technologies

How do I connect Mx technologies to Operator?: Connecting Mx technologies is a one time sign in from your Operator dashboard. Operator keeps the connection live and rotates the token on its own, so the agent stays connected to Mx technologies and you never reauthorize by hand.
Can my agent handle records and reporting in Mx technologies?: Yes. It can create and update records, pull figures, and read a summary back to you in plain language. People use it to log transactions, check a balance, or answer a question about Mx technologies data instead of building the report by hand.
Do I need to write code or manage Mx technologies API keys?: No. Operator manages the Mx technologies connection and token refresh, so there are no API keys to paste and nothing to deploy.
Can my agent use Mx technologies together with my other apps?: Yes. The same agent reaches every app you connect, so it can move between Mx technologies and tools like Stripe, Coupa, Zoho books in one job, reading from one and acting in another without you wiring anything between them.