Mx technologies Integration for AI Agents

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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Supported Tools

Tools
Cancel Partner AccountTool to cancel (disable) a client account under a partner account.
Create accountTool to create a manual account for a given user.
Retrieve Audience API CredentialsTool to retrieve audience api credentials.
Create memberTool to create a member and start aggregating specified financial products.
Create Partner AccountTool to create a new client account under a partner account.
Create Partner Account User SSOTool to create a new partner account user with single sign-on enabled.
Fetch rewardsTool to initiate rewards aggregation for a specific member.
Get configurable widget URLTool to retrieve a configurable widget url for a user.
List Account Numbers by MemberTool to list account numbers for a specific member.
List account ownersTool to list account owners associated with a member's account.
List account owners by memberTool to list account owners for a specific member.
List accountsTool to list all accounts for a user.
List budgetsTool to list budgets for a specific user.
List categoriesTool to list all categories for a user.
List challengesTool to list mfa challenges for a member.
List Connect Widget URLsTool to list connect widget urls for a user.
List favorite institutionsTool to list partner favorite institutions, sorted by popularity.
List goalsTool to list goals for a specific user.
List institution credentialsTool to list credential fields required by a given institution.
List institutionsTool to list financial institutions supported by mx.
List member accountsTool to list accounts for a specific member.
List membersTool to list members associated with a specific user.
List rewardsTool to list rewards associated with a specific user and member.
List statements by memberTool to list statements for a member.
List taggingsTool to list all taggings for a specific user.
List tagsTool to list all tags for a user.
List transactionsTool to list transactions for a user.
List transactions by memberTool to list transactions for a member.
List usersTool to list users.
Read accountTool to retrieve details for a specific account.
Read account balanceTool to retrieve the available balance for a specific account.
Read categoryTool to retrieve a default category by guid.
Read FDX accountTool to return details for the specified fdx account.

Connect Mx technologies MCP Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio claude-agent-sdk
Install the Composio SDK and Claude Agent SDK

Create Tool Router Session

python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
Initialize the Composio client and create a Tool Router session

Connect to AI Agent

python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Mx technologies tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('List account owners for member 12345')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
Use the MCP server with your AI agent

Connect Mx technologies API Tool with your Agent

Python
TypeScript

Install Composio

python
pip install composio_openai
Install the Composio SDK

Initialize Composio and Create Tool Router Session

python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
Import and initialize Composio client, then create a Tool Router session

Execute Mx technologies Tools via Tool Router with Your Agent

python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'List account numbers for member 12345'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
Get tools from Tool Router session and execute Mx technologies actions with your Agent

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

Use Mx technologies with any AI Agent Framework

Choose a Framework you want to connect Mx technologies with

Frequently Asked Questions

Do I need my own developer credentials to use Mx technologies with Composio?

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.

Can I use multiple toolkits together?

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

Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

What if the API changes?

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

Used by agents from

Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
ASU
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.

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