Mx technologies MCP server for AI agents and assistants

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Mx technologies MCP or direct API to fetch account balances, categorize transactions, verify user identities, and aggregate financial data through natural language.

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Basic

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.

36 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

TOOL ROUTER PLAYGROUND
Mx technologies
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TOOLS

Supported Tools

Every Mx technologies action and event your agent gets out of the box.

Disable MX User Account

Disables an MX user account, preventing background updates to accounts and transactions and restricting data access.

Create account

Creates a manual account for a specified user in MX Platform.

Retrieve Audience API Credentials

Tool to retrieve Audience API credentials.

Create member

Create a member to connect a user to a financial institution.

Create Partner Account

Create a new user (partner account) in the MX Platform.

Fetch rewards

Initiate rewards aggregation for a specific member.

Get configurable widget URL

Retrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.

List Account Numbers by Member

Tool to list account numbers for a specific member.

List account owners

Tool to list account owners for a specific member.

List accounts

Tool to list all accounts for a user.

List budgets

List all budgets for a specific MX user.

List categories

Tool to list all categories for a user.

List challenges

Tool to list MFA challenges for a member.

List favorite institutions

List the partner's favorite financial institutions, sorted by popularity.

List goals

List all financial goals for a specific MX user.

List institution credentials

Tool to list credential fields required by a given institution.

List institutions

Tool to list financial institutions supported by MX.

List member accounts

Tool to list accounts for a specific member.

List members

List all members (financial institution connections) for a specific user.

List rewards

Lists rewards and loyalty program data for a specific member.

List statements by member

Retrieve a paginated list of monthly account statements (PDF) for a specific member.

List taggings

List all taggings for a specific MX user.

List tags

List all custom tags associated with a specific MX user.

List transactions

Retrieve all financial transactions for an MX user across all their connected accounts and members.

List transactions by member

Tool to list transactions for a member.

List users

List all users in the MX Platform.

Read account

Tool to retrieve details for a specific account.

Read category

Tool to retrieve a default category by GUID.

Read FDX account

Retrieve details for a specific account using the FDX 4.

Read institution

Tool to retrieve details for a specific institution by code.

Read transaction

Tool to retrieve details for a specific transaction by its GUID.

Read transaction by account

Tool to retrieve details for a specific transaction by account.

Read transaction rule

Tool to retrieve details for a specific transaction rule by its GUID.

Update transaction

Tool to update a specific transaction's description.

Update transaction rules

Tool to update an existing transaction rule.

Update user tagging

Tool to update a tagging for an MX user.

SETUP GUIDE

Connect Mx technologies MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/mcp @ai-sdk/openai
Install the Composio SDK and your agent framework
2

Create a session with MCP enabled

typescript
import { Composio } from "@composio/core";

const composio = new Composio();
const { mcp } = await composio.create("your-user-id", {
  toolkits: ["mx_technologies"],
  mcp: true,
});
Create a session scoped to Mx technologies and read its MCP URL and headers
3

Connect your agent to the MCP server

typescript
import { createMCPClient } from "@ai-sdk/mcp";
import { openai } from "@ai-sdk/openai";
import { generateText, stepCountIs } from "ai";

const client = await createMCPClient({
  transport: { type: "http", url: mcp.url, headers: mcp.headers },
});

const { text } = await generateText({
  model: openai("gpt-5.6-sol"),
  tools: await client.tools(),
  prompt: "List account numbers for member 12345",
  stopWhen: stepCountIs(10),
});

console.log(text);
await client.close();
Pass the session's MCP URL and headers to your agent and run a Mx technologies request
SETUP GUIDE

Connect Mx technologies API Tool with your Agent

1

Install Composio

typescript
npm install @composio/core @composio/openai openai
Install the Composio SDK, the OpenAI provider, and the OpenAI SDK
2

Create a Composio session

typescript
import OpenAI from "openai";
import { Composio } from "@composio/core";
import { OpenAIResponsesProvider } from "@composio/openai";

const composio = new Composio({ provider: new OpenAIResponsesProvider() });
const client = new OpenAI();

const session = await composio.create("your-user-id", { toolkits: ["mx_technologies"] });
const tools = await session.tools();
Initialize Composio with the OpenAI Responses provider and create a session scoped to Mx technologies
3

Run Mx technologies tools with your agent

typescript
let response = await client.responses.create({
  model: "gpt-5.6-sol",
  tools,
  input: [{ role: "user", content: "List account numbers for member 12345" }],
});

while (response.output.some((o) => o.type === "function_call")) {
  const outputs = await composio.provider.handleToolCalls(session, response.output);
  response = await client.responses.create({
    model: "gpt-5.6-sol",
    tools,
    previous_response_id: response.id,
    input: outputs,
  });
}

console.log(response.output_text);
Send a request, execute the Mx technologies tool calls through the session, and print the final answer

Why Use Composio?

AI Native Mx technologies Integration

  • Supports both Mx technologies MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Mx technologies data

Managed Auth

  • Built-in API key management for secure, seamless authentication
  • Central place to manage, scope, and revoke Mx technologies access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Mx technologies
  • Scoped, least privilege access to Mx technologies resources
  • Full audit trail of agent actions to support review and compliance

Rolling this out across your team?

Give your team centralized access control across every framework with Composio’s MCP Gateway.

EXPLORE MCP GATEWAY
FAQ

Frequently asked questions

Yes, Mx technologies requires you to configure your own API key credentials. Once set up, Composio handles secure credential storage and API request handling for you.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Yes. Composio is SOC 2 Type II compliant and is built to keep your Mx technologies connection and credentials secure. OAuth tokens and API keys are encrypted, and sensitive customer data is protected at rest and in transit.

Composio also undergoes independent security testing and continuously monitors its systems for security threats. You can review the latest reports and policies in the Composio Trust Center.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Create the key in your Mx technologies account settings, then paste it once on Composio's connection page. Composio stores it encrypted and uses it only for the Mx technologies actions your agent runs. Nobody else in your workspace can read it, and you can revoke it inside Mx technologies at any time.

When you connect a Mx technologies account through Composio, every action runs under that account, so anything the agent creates, sends, or changes shows up in Mx technologies as done by you. Keep an approval step in your prompt for actions with side effects, such as sending or deleting, and have the agent draft first.

Whatever the credentials you connect allow inside Mx technologies. If Mx technologies lets you scope a key to specific permissions, create a scoped one so the agent can only do what you intend. You can revoke the key inside Mx technologies at any time.

Yes. Composio supports multiple connected accounts for the same app, and that works in Claude, ChatGPT, or any other assistant you connect through Composio. Give each Mx technologies connection a name such as work or personal, and the assistant uses the one you mention in the request. Each account keeps its own credentials and nothing is merged.

The connection stops working the moment Mx technologies rejects the old key. Create a new key in Mx technologies and reconnect the account from the Composio dashboard or by asking your agent to reconnect Mx technologies. Nothing else changes.

Composio's free Hobby plan includes 100,000 tool calls per month with no credit card, which covers most personal Mx technologies use. Paid plans add higher limits and team features. Your Mx technologies plan and its API limits still apply as usual.

Built-in connectors usually give one AI access to a limited set of apps. Many people use Composio because it lets their AI connect to more apps than it normally supports, or connect to multiple accounts for the same app (e.g. connect Claude to multiple Mx technologies accounts).

With Composio, you connect Mx technologies once and then use it across different AI assistants without setting it up separately in each one. Connect your apps to Composio once, then connect Composio to whichever AI you use, whether that's Claude, ChatGPT, Hermes, or your own custom assistant.

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