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How to connect Mx technologies to Claude

Connect Claude Web, Desktop and Cowork 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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Mx technologies account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Mx technologies with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

Connecting Mx technologies to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Mx technologies account

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

For example, ask Claude 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 Claude, and your Mx technologies account is ready to use.

What is the Mx technologies Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Mx technologies?

The connector can show as connected, but Claude must use it in each Mx technologies conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Mx technologies again.

2. Why does Claude show an MCP server error before Mx technologies connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Mx technologies.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Mx technologies.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Mx technologies authorization link not work?

The Composio connector is one server. Your Mx technologies account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Mx technologies connection.
  • Composio creates a fresh Mx technologies authorization link.
  • Open that link in your browser and finish the Mx technologies sign-in.

4. Why do Mx technologies actions fail after they worked before?

The Mx technologies connection can expire or lose permission.

  • Ask Claude to inspect the Mx technologies connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Mx technologies account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Mx technologies.
  • If the action still fails with a permission error, check that the connected account has that permission in Mx technologies itself.

5. How do I switch to a different Mx technologies account?

Claude can manage the Mx technologies connection for you.

  • Ask Claude to disconnect or delete the current Mx technologies account.
  • Ask Claude to connect Mx technologies again.
  • Open the new Composio authorization link for Mx technologies.
  • Sign in with the other Mx technologies account in the browser.
  • After the account connects, ask Claude to retry the Mx technologies task.

6. Why is my Mx technologies connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Mx technologies connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Mx technologies tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Mx technologies.
TOOLS

Supported Tools

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

Disable MX User Account

Disables an MX user account, preventing background updates to accounts and transactions and restricting data access.

Create account

Creates a manual account for a specified user in MX Platform.

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

Tool to list account owners for a specific member.

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 member.

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 the FDX 4.

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

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

Claude Code logo

Claude Code

Use Mx technologies MCP with Claude Code

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

AutoGen logo

AutoGen

Use Mx technologies MCP with AutoGen

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. 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.

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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