How to connect Mx technologies to Grok Bot

Connect Grok Bot 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.

Mx technologies logoMx technologies
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

Grok is xAI's assistant, and its bot builder lets you create a personal agent that holds context, runs skills, and connects to the apps you already use through plugins.

This guide explains how to connect Mx technologies to a Grok bot using Composio Connect, which handles OAuth, token refresh, and reliability so you do not have to. You add Composio as a plugin, authenticate once, then ask your bot to work with Mx technologies in plain language.

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Why use Composio?

Composio exposes 1,500+ apps to your Grok bot through a single connection, so you get:

  • Connect to 1,500+ apps with on-demand tool loading, so you do not fill your context window with unnecessary tool definitions.
  • Use programmatic tool calling through a remote workbench, letting the model write its own code to handle complex tool chaining. This reduces back-and-forth for frequent tool calls.
  • Handle large tool responses outside the model context to keep conversations lean.

Connecting Mx technologies to Grok Bot

Once Grok Bot is set up, you connect Mx technologies entirely from its interface, and the whole flow takes under a minute.

Set up Grok Bot

Get access. Grok Bot is included with Cursor Ultra, Cursor Premium Teams, and SuperGrok Heavy. Get the desktop app for macOS or Windows from x.ai/bot and sign in. An iPhone companion app is also available, and your bots sync across devices.

Create a bot. Pick a suggested role or define your own, then give it a short name, one primary job, and a short description of how it should work. Focused bots work best, because a clear role gives the bot more useful context over time.

Connect Mx technologies

1. Add the Composio plugin

Click the button. The Composio listing on x.ai opens and launches Grok Bot for you. If the app does not open on its own, click Add to Grok Bot.

Add to Grok Bot

Composio for Grok Bot listing on x.ai with the Add to Grok Bot button

Grok Bot opens the Composio plugin, showing its connector and skills. Click Add.

Composio plugin sheet in Grok Bot with the Add button

2. Authenticate

Go to the Installed section and click the Composio entry. You'll see its connector and skills listed.

Installed Composio plugin showing the Authenticate button

Click Authenticate. You'll be taken to the Composio consent screen. Review the access it requests and click Authorize. Composio handles the OAuth handshake for you, so you never touch API keys or tokens.

Composio authorization screen with Authorize and Deny

3. Connect your Mx technologies account

Back in the chat, ask your bot to connect to Mx technologies or give it any Mx technologies task.

For example, ask it 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 your Grok bot, and your Mx technologies account is ready to use.

What is Grok Bot?

Grok is xAI's assistant, available as a chat interface and a bot builder for creating personal agents that run skills and connect to external apps.

With Composio Connect, your Grok bot 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.

Way Forward

Now that Mx technologies is connected, extend your setup by connecting the other apps you already use every day, so your Grok bot can run true cross-app workflows end to end.

  • Connect Calendar to turn threads into scheduled meetings automatically.
  • Connect Slack or Teams to post summaries, approvals, and alerts where your team works.
  • Connect Notion, Linear, Jira, or Asana to convert requests into tickets, tasks, and docs.
  • Connect Drive, Dropbox, or OneDrive to fetch, file, and share attachments without manual steps.

Start with one workflow you do repeatedly, then keep adding apps as you find new handoffs. With everything behind a single connection, your bot can coordinate multiple tools safely and reliably in one conversation.

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.

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. Grok Bot 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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