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.
