Mx technologies MCP 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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30 min · no commitment · see it on your stack

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Try Mx technologies now

Enter a prompt below to test the integration in our Tool Router playground. You'll be redirected to sign in and try it live.

Supported Tools

Tools
Disable MX User AccountDisables an MX user account, preventing background updates to accounts and transactions and restricting data access.
Create accountCreates a manual account for a specified user in MX Platform.
Retrieve Audience API CredentialsTool to retrieve Audience API credentials.
Create memberCreate a member to connect a user to a financial institution.
Create Partner AccountCreate a new user (partner account) in the MX Platform.
Fetch rewardsInitiate rewards aggregation for a specific member.
Get configurable widget URLRetrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.
List Account Numbers by MemberTool to list account numbers for a specific member.
List account ownersTool to list account owners for a specific member.
List accountsTool to list all accounts for a user.
List budgetsList all budgets for a specific MX user.
List categoriesTool to list all categories for a user.
List challengesTool to list MFA challenges for a member.
List favorite institutionsList the partner's favorite financial institutions, sorted by popularity.
List goalsList all financial goals for a specific MX 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 membersList all members (financial institution connections) for a specific user.
List rewardsLists rewards and loyalty program data for a specific member.
List statements by memberRetrieve a paginated list of monthly account statements (PDF) for a specific member.
List taggingsList all taggings for a specific MX user.
List tagsList all custom tags associated with a specific MX user.
List transactionsRetrieve all financial transactions for an MX user across all their connected accounts and members.
List transactions by memberTool to list transactions for a member.
List usersList all users in the MX Platform.
Read accountTool to retrieve details for a specific account.
Read categoryTool to retrieve a default category by GUID.
Read FDX accountRetrieve details for a specific account using the FDX 4.
Read institutionTool to retrieve details for a specific institution by code.
Read transactionTool to retrieve details for a specific transaction by its GUID.
Read transaction by accountTool to retrieve details for a specific transaction by account.
Read transaction ruleTool to retrieve details for a specific transaction rule by its GUID.
Update transactionTool to update a specific transaction's description.
Update transaction rulesTool to update an existing transaction rule.
Update user taggingTool to update a tagging for an MX user.
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

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