How to connect Mx technologies to Claude Cowork

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Introduction

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Mx technologies account to Cowork via Composio Connect, enabling it to create a manual account for a user, list account numbers for a specific member, fetch rewards for a connected member, and more such actions on your behalf without compromising your account security.

Also integrate Mx technologies with

Connecting Mx technologies to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Mx technologies account

Back in Cowork, ask the agent to connect to Mx technologies or give it any Mx technologies-related task.

For example, ask Cowork to:

  • "Create a manual account for a user"
  • "List account numbers for a specific member"
  • "Fetch rewards for a connected member"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Mx technologies account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Mx technologies through MCP without you sharing account credentials directly with the agent.

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.

Supported Tools & Triggers

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.

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FAQ

What are the differences in Tool Router MCP and Mx technologies MCP?

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.

Can I use Tool Router MCP with Claude Cowork?

Yes, you can. Claude Cowork 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.

Can I manage the permissions and scopes for Mx technologies while using Tool Router?

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.

How safe is my data with Composio Tool Router?

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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