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How to integrate Mx technologies MCP with Autogen

Connect Autogen to Mx technologies MCP. Create a manual account for a user, list account numbers for a specific member, and more using natural language, with authentication handled for you.

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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

Introduction

This guide walks you through connecting Mx technologies to AutoGen using the Composio tool router. By the end, you'll have a working Mx technologies agent that can list accounts and transactions, manage members and institutions, track budgets and goals, and categorize transactions through natural language commands.

This guide will help you understand how to give your AutoGen agent real control over a Mx technologies account through Composio's Mx technologies MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Mx technologies with

Claude CodeClaude CoworkOpenAI Agents SDKClaude Agent SDKGrok BotCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AI

TL;DR

Here's what you'll learn:
  • Get and set up your OpenAI and Composio API keys
  • Install the required dependencies for Autogen and Composio
  • Initialize Composio and create a Tool Router session for Mx technologies
  • Wire that MCP URL into Autogen using McpWorkbench and StreamableHttpServerParams
  • Configure an Autogen AssistantAgent that can call Mx technologies tools
  • Run a live chat loop where you ask the agent to perform Mx technologies operations

What is AutoGen?

Autogen is a framework for building multi-agent conversational AI systems from Microsoft. It enables you to create agents that can collaborate, use tools, and maintain complex workflows.

Key features include:

  • Multi-Agent Systems: Build collaborative agent workflows
  • MCP Workbench: Native support for Model Context Protocol tools
  • Streaming HTTP: Connect to external services through streamable HTTP
  • AssistantAgent: Pre-built agent class for tool-using assistants

What is the Mx technologies MCP server, and what's possible with it?

The Mx technologies MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Mx technologies account. It provides structured and secure access to financial data aggregation and account management features, so your agent can perform actions like creating accounts, managing members, fetching financial rewards, and handling account ownership on your behalf.

  • Automated account creation and management: Let your agent create new manual accounts, partner accounts, and user SSO accounts for seamless onboarding and testing.
  • Member aggregation and connection: Instruct your agent to create members and initiate aggregation of financial products across institutions, streamlining financial data collection.
  • Rewards and incentives tracking: Have your agent fetch and aggregate member rewards data after account connections, so you never miss out on incentives.
  • Secure access to account details: Direct your agent to list account owners, retrieve account numbers by member, and access configurable widget URLs for enhanced user interactions.
  • Credential and API management: Use your agent to retrieve API credentials for audience services, streamlining authentication flows and integrations.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step08 STEPS
1

Prerequisites

You will need:

  • A Composio API key
  • An OpenAI API key (used by Autogen's OpenAIChatCompletionClient)
  • A Mx technologies account you can connect to Composio
  • Some basic familiarity with Autogen and Python async
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio python-dotenv
pip install autogen-agentchat autogen-ext-openai autogen-ext-tools

Install Composio, Autogen extensions, and dotenv.

What's happening:

  • composio connects your agent to Mx technologies via MCP
  • autogen-agentchat provides the AssistantAgent class
  • autogen-ext-openai provides the OpenAI model client
  • autogen-ext-tools provides MCP workbench support

4

Set up environment variables

bash
COMPOSIO_API_KEY=your-composio-api-key
OPENAI_API_KEY=your-openai-api-key
USER_ID=your-user-identifier@example.com

Create a .env file in your project folder.

What's happening:

  • COMPOSIO_API_KEY is required to talk to Composio
  • OPENAI_API_KEY is used by Autogen's OpenAI client
  • USER_ID is how Composio identifies which user's Mx technologies connections to use
5

Import dependencies and create Tool Router session

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Mx technologies session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["mx_technologies"]
    )
    url = session.mcp.url
What's happening:
  • load_dotenv() reads your .env file
  • Composio(api_key=...) initializes the SDK
  • create(...) creates a Tool Router session that exposes Mx technologies tools
  • session.mcp.url is the MCP endpoint that Autogen will connect to
6

Configure MCP parameters for Autogen

python
# Configure MCP server parameters for Streamable HTTP
server_params = StreamableHttpServerParams(
    url=url,
    timeout=30.0,
    sse_read_timeout=300.0,
    terminate_on_close=True,
    headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
)

Autogen expects parameters describing how to talk to the MCP server. That is what StreamableHttpServerParams is for.

What's happening:

  • url points to the Tool Router MCP endpoint from Composio
  • timeout is the HTTP timeout for requests
  • sse_read_timeout controls how long to wait when streaming responses
  • terminate_on_close=True cleans up the MCP server process when the workbench is closed
7

Create the model client and agent

python
# Create model client
model_client = OpenAIChatCompletionClient(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY")
)

# Use McpWorkbench as context manager
async with McpWorkbench(server_params) as workbench:
    # Create Mx technologies assistant agent with MCP tools
    agent = AssistantAgent(
        name="mx_technologies_assistant",
        description="An AI assistant that helps with Mx technologies operations.",
        model_client=model_client,
        workbench=workbench,
        model_client_stream=True,
        max_tool_iterations=10
    )

What's happening:

  • OpenAIChatCompletionClient wraps the OpenAI model for Autogen
  • McpWorkbench connects the agent to the MCP tools
  • AssistantAgent is configured with the Mx technologies tools from the workbench
8

Run the interactive chat loop

python
print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
print("Ask any Mx technologies related question or task to the agent.\n")

# Conversation loop
while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    print("\nAgent is thinking...\n")

    # Run the agent with streaming
    try:
        response_text = ""
        async for message in agent.run_stream(task=user_input):
            if hasattr(message, "content") and message.content:
                response_text = message.content

        # Print the final response
        if response_text:
            print(f"Agent: {response_text}\n")
        else:
            print("Agent: I encountered an issue processing your request.\n")

    except Exception as e:
        print(f"Agent: Sorry, I encountered an error: {str(e)}\n")
What's happening:
  • The script prompts you in a loop with You:
  • Autogen passes your input to the model, which decides which Mx technologies tools to call via MCP
  • agent.run_stream(...) yields streaming messages as the agent thinks and calls tools
  • Typing exit, quit, or bye ends the loop

Complete Code

Here's the complete code to get you started with Mx technologies and AutoGen:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio

from autogen_agentchat.agents import AssistantAgent
from autogen_ext.models.openai import OpenAIChatCompletionClient
from autogen_ext.tools.mcp import McpWorkbench, StreamableHttpServerParams

load_dotenv()

async def main():
    # Initialize Composio and create a Mx technologies session
    composio = Composio(api_key=os.getenv("COMPOSIO_API_KEY"))
    session = composio.create(
        user_id=os.getenv("USER_ID"),
        toolkits=["mx_technologies"]
    )
    url = session.mcp.url

    # Configure MCP server parameters for Streamable HTTP
    server_params = StreamableHttpServerParams(
        url=url,
        timeout=30.0,
        sse_read_timeout=300.0,
        terminate_on_close=True,
        headers={"x-api-key": os.getenv("COMPOSIO_API_KEY")}
    )

    # Create model client
    model_client = OpenAIChatCompletionClient(
        model="gpt-5",
        api_key=os.getenv("OPENAI_API_KEY")
    )

    # Use McpWorkbench as context manager
    async with McpWorkbench(server_params) as workbench:
        # Create Mx technologies assistant agent with MCP tools
        agent = AssistantAgent(
            name="mx_technologies_assistant",
            description="An AI assistant that helps with Mx technologies operations.",
            model_client=model_client,
            workbench=workbench,
            model_client_stream=True,
            max_tool_iterations=10
        )

        print("Chat started! Type 'exit' or 'quit' to end the conversation.\n")
        print("Ask any Mx technologies related question or task to the agent.\n")

        # Conversation loop
        while True:
            user_input = input("You: ").strip()

            if user_input.lower() in ['exit', 'quit', 'bye']:
                print("\nGoodbye!")
                break

            if not user_input:
                continue

            print("\nAgent is thinking...\n")

            # Run the agent with streaming
            try:
                response_text = ""
                async for message in agent.run_stream(task=user_input):
                    if hasattr(message, 'content') and message.content:
                        response_text = message.content

                # Print the final response
                if response_text:
                    print(f"Agent: {response_text}\n")
                else:
                    print("Agent: I encountered an issue processing your request.\n")

            except Exception as e:
                print(f"Agent: Sorry, I encountered an error: {str(e)}\n")

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You now have an Autogen assistant wired into Mx technologies through Composio's Tool Router and MCP. From here you can:
  • Add more toolkits to the toolkits list, for example notion or hubspot
  • Refine the agent description to point it at specific workflows
  • Wrap this script behind a UI, Slack bot, or internal tool
Once the pattern is clear for Mx technologies, you can reuse the same structure for other MCP-enabled apps with minimal code changes.
TOOLS

Supported Tools

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

Disable MX User Account

Disable an MX user account by setting is_disabled to true.

Create account

Creates a manual account for a specified MX user, for tracking an account that is not aggregated through MX.

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

List account owners for a specific member using user and member GUIDs.

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 user and member, with pagination.

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 its FDX identifier, including balances, status, and account attributes when available.

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.

FRAMEWORKS

How to build Mx technologies MCP Agent with another framework

Claude Code logo

Claude Code

Use Mx technologies MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Mx technologies MCP with Claude Cowork

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Mx technologies MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Mx technologies MCP with Claude Agent SDK

Grok Bot logo

Grok Bot

Use Mx technologies MCP with Grok Bot

Codex logo

Codex

Use Mx technologies MCP with Codex

OpenClaw logo

OpenClaw

Use Mx technologies MCP with OpenClaw

Hermes logo

Hermes

Use Mx technologies MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Mx technologies MCP with Atomic Agent

Google ADK logo

Google ADK

Use Mx technologies MCP with Google ADK

LangChain logo

LangChain

Use Mx technologies MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Mx technologies MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Mx technologies MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Mx technologies MCP with LlamaIndex

CrewAI logo

CrewAI

Use Mx technologies MCP with CrewAI

Pydantic AI logo

Pydantic AI

Use Mx technologies MCP with Pydantic AI

FAQ

Frequently asked questions

With a standalone Mx technologies MCP server, the agents and LLMs can only access a fixed set of Mx technologies tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Mx technologies and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Autogen fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Mx technologies tools.

Yes, absolutely. You can configure which Mx technologies scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Mx technologies data and credentials are handled as safely as possible.

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