# Mx technologies

```json
{
  "name": "Mx technologies",
  "slug": "mx_technologies",
  "url": "https://composio.dev/toolkits/mx_technologies",
  "markdown_url": "https://composio.dev/toolkits/mx_technologies.md",
  "logo_url": "https://logos.composio.dev/api/mx_technologies",
  "categories": [
    "finance & accounting"
  ],
  "is_composio_managed": false,
  "updated_at": "2026-05-06T08:20:57.749Z"
}
```

![Mx technologies logo](https://logos.composio.dev/api/mx_technologies)

## Description

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.

## Summary

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.

## Categories

- finance & accounting

## Toolkit Details

- Tools: 33

## Images

- Logo: https://logos.composio.dev/api/mx_technologies

## Authentication

- **Basic**
  - Type: `basic_auth`
  - Description: Basic authentication for MX Technologies.
  - Setup:
    - Configure Basic credentials for MX Technologies.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Create a manual account for a user
- List account numbers for a specific member
- Fetch rewards for a connected member
- Get a configurable widget URL for a user

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `MX_TECHNOLOGIES_CANCEL_PARTNER_ACCOUNT` | Cancel Partner Account | Tool to cancel (disable) a client account under a partner account. this maps to mx platform api: put /users/{guid} with body {"user": {"is disabled": true, "metadata": "..."}}. |
| `MX_TECHNOLOGIES_CREATE_ACCOUNT` | Create account | Tool to create a manual account for a given user. use when you need to add an external or test account to a user record. |
| `MX_TECHNOLOGIES_CREATE_AUDIENCE_API_CREDENTIALS` | 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 → authentication → audience api key). the tool prefers explicitly provided values, then falls back to environment variables. |
| `MX_TECHNOLOGIES_CREATE_MEMBER` | Create member | Tool to create a member and start aggregating specified financial products. use after confirming user guid and gathering connection credentials or oauth details. |
| `MX_TECHNOLOGIES_CREATE_PARTNER_ACCOUNT` | Create Partner Account | Tool to create a new client account under a partner account. use when provisioning a new constant contact client after obtaining api key and jwt authorization. |
| `MX_TECHNOLOGIES_CREATE_PARTNER_ACCOUNT_USER_SSO` | Create Partner Account User SSO | Tool to create a new partner account user with single sign-on enabled. use when adding an sso user under a partner client account with 'sso for all users' enabled. |
| `MX_TECHNOLOGIES_FETCH_REWARDS` | Fetch rewards | Tool to initiate rewards aggregation for a specific member. use after connecting the member to trigger an async rewards job. |
| `MX_TECHNOLOGIES_GET_CONFIGURABLE_WIDGET_URL` | Get configurable widget URL | Tool to retrieve a configurable widget url for a user. use after determining the user guid. |
| `MX_TECHNOLOGIES_LIST_ACCOUNT_NUMBERS_BY_MEMBER` | List Account Numbers by Member | Tool to list account numbers for a specific member. use after obtaining user and member guids. |
| `MX_TECHNOLOGIES_LIST_ACCOUNT_OWNERS` | List account owners | Tool to list account owners associated with a member's account. use after validating user and member guids. |
| `MX_TECHNOLOGIES_LIST_ACCOUNT_OWNERS_BY_MEMBER` | List account owners by member | Tool to list account owners for a specific member. use when you have the user guid and member guid. |
| `MX_TECHNOLOGIES_LIST_ACCOUNTS` | List accounts | Tool to list all accounts for a user. use after confirming the user guid. |
| `MX_TECHNOLOGIES_LIST_BUDGETS` | List budgets | Tool to list budgets for a specific user. use after obtaining a valid user guid to retrieve that user’s budgets. |
| `MX_TECHNOLOGIES_LIST_CATEGORIES` | 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. |
| `MX_TECHNOLOGIES_LIST_CHALLENGES` | List challenges | Tool to list mfa challenges for a member. use when the member is in challenged state to retrieve prompts to answer. |
| `MX_TECHNOLOGIES_LIST_CONNECT_WIDGET_URLS` | List Connect Widget URLs | Tool to list connect widget urls for a user. use when you need to retrieve all connect widget urls associated with a user. |
| `MX_TECHNOLOGIES_LIST_FAVORITE_INSTITUTIONS` | List favorite institutions | Tool to list partner favorite institutions, sorted by popularity. use when you need to retrieve a paginated set of a partner's favorite institutions. |
| `MX_TECHNOLOGIES_LIST_GOALS` | List goals | Tool to list goals for a specific user. use after obtaining a valid user guid to view user goals. |
| `MX_TECHNOLOGIES_LIST_INSTITUTION_CREDENTIALS` | List institution credentials | Tool to list credential fields required by a given institution. use after selecting the institution code; supports optional pagination. |
| `MX_TECHNOLOGIES_LIST_INSTITUTIONS` | 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. |
| `MX_TECHNOLOGIES_LIST_MEMBER_ACCOUNTS` | 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. |
| `MX_TECHNOLOGIES_LIST_MEMBERS` | List members | Tool to list members associated with a specific user. use when you need to retrieve the members for a given user guid. |
| `MX_TECHNOLOGIES_LIST_REWARDS` | List rewards | Tool to list rewards associated with a specific user and member. use after confirming both user guid and member guid; supports pagination. |
| `MX_TECHNOLOGIES_LIST_STATEMENTS_BY_MEMBER` | List statements by member | Tool to list statements for a member. use after obtaining valid user and member guids. |
| `MX_TECHNOLOGIES_LIST_TAGGINGS` | List taggings | Tool to list all taggings for a specific user. use when you need to fetch taggings associated with a user after obtaining their user guid. |
| `MX_TECHNOLOGIES_LIST_TAGS` | List tags | Tool to list all tags for a user. use after obtaining a valid user guid; supports pagination. |
| `MX_TECHNOLOGIES_LIST_TRANSACTIONS` | List transactions | Tool to list transactions for a user. use when you need to retrieve a user's transaction history across all accounts. use after obtaining a valid user guid. |
| `MX_TECHNOLOGIES_LIST_TRANSACTIONS_BY_MEMBER` | List transactions by member | Tool to list transactions for a member. use when you have valid user and member guids and need their transactions. |
| `MX_TECHNOLOGIES_LIST_USERS` | List users | Tool to list users. use when you need to retrieve a paginated list of user accounts with optional filters. |
| `MX_TECHNOLOGIES_READ_ACCOUNT` | 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. |
| `MX_TECHNOLOGIES_READ_ACCOUNT_BALANCE` | Read account balance | Tool to retrieve the available balance for a specific account. use after confirming the user and account guids. |
| `MX_TECHNOLOGIES_READ_CATEGORY` | Read category | Tool to retrieve a default category by guid. use after confirming the default category guid. |
| `MX_TECHNOLOGIES_READ_FDX_ACCOUNT` | Read FDX account | Tool to return details for the specified fdx account. use when you have an fdx accountid and need full account info. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a 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')
```

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

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Mx technologies Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Mx technologies actions 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)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'List account numbers for member 12345'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

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

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a 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
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your 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())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'List account owners for member 12345' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. 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

### 2. 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

### 3. 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

### 4. 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:

- [OpenAI Agents SDK](https://composio.dev/toolkits/mx_technologies/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/mx_technologies/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/mx_technologies/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/mx_technologies/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/mx_technologies/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/mx_technologies/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/mx_technologies/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/mx_technologies/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/mx_technologies/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/mx_technologies/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/mx_technologies/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/mx_technologies/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/mx_technologies/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/mx_technologies/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/mx_technologies/framework/autogen)

## Related Toolkits

- [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide.
- [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions.
- [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.
- [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly.
- [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth.
- [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone.
- [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place.
- [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations.
- [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications.
- [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities.
- [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation.
- [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place.
- [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics.
- [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses.
- [Finage](https://composio.dev/toolkits/finage) - Finage is a secure API platform delivering real-time and historical financial data for stocks, forex, crypto, indices, and commodities. It empowers developers and businesses to access, analyze, and act on market data instantly.
- [Finmei](https://composio.dev/toolkits/finmei) - Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place.
- [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows.
- [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free.

## 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](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

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

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)