# MX Technologies AI integration on Definable

> MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.

## What this connects

MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.

Vendor: https://www.mx.com

## Tools available

**36** tools available. First 12:

- `MX_TECHNOLOGIES_CANCEL_PARTNER_ACCOUNT` — Disable MX User Account — Disables an MX user account, preventing background updates to accounts and transactions and restricting data access. The user can be re-enabled later via the update user endpoint. Uses MX Platform API: PUT /users/{user_guid} with is_disabled=true.
- `MX_TECHNOLOGIES_CREATE_ACCOUNT` — Create account — Creates a manual account for a specified user in MX Platform. Use this tool when you need to: - Add an external/off-platform account that isn't aggregated through MX - Create a test account for development purposes - Track accounts from institutions not supported by MX aggregation Note: Manual accounts do not aggregate data from financial institutions. They are created under the special 'Manual Institution' member and require manual updates for balance and transaction information. Requires: A valid user_guid (obtained from List Users or Create User).
- `MX_TECHNOLOGIES_CREATE_AUDIENCE_API_CREDENTIALS` — Retrieve Audience API Credentials — Tool to retrieve Audience API credentials. Use when obtaining client_id and client_secret for Audience Service authentication before generating an access token. Credentials must be created in the Partner Dashboard (Partner Administrator → Authentication → Audience API Key). The tool prefers explicitly provided values, then falls back to environment variables.
- `MX_TECHNOLOGIES_CREATE_MEMBER` — Create member — Create a member to connect a user to a financial institution. A member represents the relationship between an MX user and a financial institution. For non-OAuth institutions, provide credentials obtained from List Institution Credentials. For OAuth institutions, set is_oauth=true and use the returned oauth_window_uri. Prerequisites: - user_guid from List Users or Create User - institution_code from List Institutions - credentials from List Institution Credentials (for non-OAuth) Test credentials for MX Bank (mxbank): username='mxuser', password='password'
- `MX_TECHNOLOGIES_CREATE_PARTNER_ACCOUNT` — Create Partner Account — Create a new user (partner account) in the MX Platform. Users represent end-users in your application and are required before creating members, accounts, or accessing financial data. Use this tool to provision a new user record in MX.
- `MX_TECHNOLOGIES_FETCH_REWARDS` — Fetch rewards — Initiate rewards aggregation for a specific member. This triggers an async job to gather rewards data (points, miles, etc.) from the member's financial institution. Use List Rewards to retrieve the results after aggregation completes.
- `MX_TECHNOLOGIES_GET_CONFIGURABLE_WIDGET_URL` — Get configurable widget URL — Retrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.). Use this tool to generate a single-use URL for displaying MX widgets to end users. The URL expires after 10 minutes or immediately upon first use, so always request a fresh URL when loading the widget. Requires a valid user_guid (obtained from list_users or create_user actions).
- `MX_TECHNOLOGIES_LIST_ACCOUNT_NUMBERS_BY_MEMBER` — List Account Numbers by Member — Tool to list account numbers for a specific member. Use after obtaining user and member GUIDs.
- `MX_TECHNOLOGIES_LIST_ACCOUNT_OWNERS` — List account owners — Tool to list account owners for a specific member. Returns identity information (name, address, contact details) for all account owners associated with the member's accounts. Requires user_guid and member_guid. Use this to retrieve account holder identity data for verification or compliance purposes.
- `MX_TECHNOLOGIES_LIST_ACCOUNTS` — List accounts — Tool to list all accounts for a user. Use after confirming the user GUID.
- `MX_TECHNOLOGIES_LIST_BUDGETS` — List budgets — List all budgets for a specific MX user. Budgets track spending limits for categories. Prerequisites: Obtain a valid user_guid from the List Users endpoint first. Note: Budgets are automatically generated based on transaction history or can be manually created. If a user has no budgets, an empty list is returned.
- `MX_TECHNOLOGIES_LIST_CATEGORIES` — List categories — Tool to list all categories for a user. Use when you need to fetch both default and custom categories for a given user GUID.

## Auth

Auth schemes: `BASIC`.

## How agents use MX Technologies

Inside a Definable workflow, MX Technologies is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → MX Technologies** — the Researcher (GPT-5.5) pulls context from MX Technologies (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → MX Technologies** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into MX Technologies (create record, post message, draft email).
- **Designer / Engineer → Distributor → MX Technologies** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via MX Technologies (attach file, open PR comment, post status).

The Verifier checks every MX Technologies call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- developer tools — https://definable.ai/apps/category/developer-tools/
- databases — https://definable.ai/apps/category/databases/

## Related

- HTML page: https://definable.ai/apps/mx_technologies/
- Same category (developer tools): https://definable.ai/apps/category/developer-tools/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt