Mx technologies | Composio Docs

Overview

SLUG: MX_TECHNOLOGIES

Description

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

Authentication Details

API Key

basic_encoded

stringRequired

Connecting to Mx technologies

Create an auth config

Use the dashboard to create an auth config for the Mx technologies toolkit. This allows you to connect multiple Mx technologies accounts to Composio for agents to use.

Select App

Navigate to [Mx technologies](https://platform.composio.dev?next_page=/marketplace/Mx technologies).

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

Create and Get auth config ID

Click “Create Mx technologies Auth Config”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using API Key

1 from composio import Composio
2 
3 # Replace these with your actual values
4 mx_technologies_auth_config_id = "ac_YOUR_MX_TECHNOLOGIES_CONFIG_ID" # Auth config ID created above
5 user_id = "0000-0000-0000"  # UUID from database/app
6 
7 composio = Composio()
8 
9 def authenticate_toolkit(user_id: str, auth_config_id: str):
10     # Replace this with a method to retrieve an API key from the user.
11     # Or supply your own.
12     user_api_key = input("[!] Enter API key")
13 
14     connection_request = composio.connected_accounts.initiate(
15         user_id=user_id,
16         auth_config_id=auth_config_id,
17         config={"auth_scheme": "API_KEY", "val": {"generic_api_key": user_api_key}}
18     )
19 
20     # API Key authentication is immediate - no redirect needed
21     print(f"Successfully connected Mx technologies for user {user_id}")
22     print(f"Connection status: {connection_request.status}")
23     
24     return connection_request.id
25 
26 
27 connection_id = authenticate_toolkit(user_id, mx_technologies_auth_config_id)
28 
29 # You can verify the connection using:
30 connected_account = composio.connected_accounts.get(connection_id)
31 print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the [Mx technologies toolkit’s playground](https://app.composio.dev/app/Mx technologies)

OpenAI (Python)

Anthropic (TypeScript)

Google (Python)

Vercel (TypeScript)

Python

1 from composio import Composio
2 from openai import OpenAI
3 import json
4 
5 openai = OpenAI()
6 composio = Composio()
7 
8 # User ID must be a valid UUID format
9 user_id = "0000-0000-0000"  # Replace with actual user UUID from your database
10 
11 tools = composio.tools.get(user_id=user_id, toolkits=["MX_TECHNOLOGIES"])
12 
13 print("[!] Tools:")
14 print(json.dumps(tools))
15 
16 def invoke_llm(task = "What can you do?"):
17     completion = openai.chat.completions.create(
18         model="gpt-4o",
19         messages=[
20             {
21                 "role": "user",
22                 "content": task,  # Your task here!
23             },
24         ],
25         tools=tools,
26     )
27 
28     # Handle Result from tool call
29     result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30     print(f"[!] Completion: {completion}")
31     print(f"[!] Tool call result: {result}")
32 
33 invoke_llm()

Tool List

MX_TECHNOLOGIES_CANCEL_PARTNER_ACCOUNT

Tool Name: Cancel Partner Account

Description

Tool to cancel (disable) a client account under a partner account. This maps to MX Platform API: PUT /users/{guid} with body {"user": {"is_disabled": true, "metadata": "..."}}.

Action Parameters

effective_date

string

encoded_account_id

stringRequired

reason_id

integer

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_CREATE_ACCOUNT

Tool Name: Create account

Description

Tool to create a manual account for a given user. Use when you need to add an external or test account to a user record.

Action Parameters

account

objectRequired

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_CREATE_AUDIENCE_API_CREDENTIALS

Tool Name: Retrieve Audience API Credentials

Description

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.

Action Parameters

client_id

string

client_secret

string

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_CREATE_MEMBER

Tool Name: Create member

Description

Tool to create a member and start aggregating specified financial products. Use after confirming user GUID and gathering connection credentials or OAuth details.

Action Parameters

client_redirect_url

string

dataRequest

objectRequired

enable_app2app

booleanDefaults to True

member

object

referral_source

string

ui_message_webview_url_scheme

string

user_guid

stringRequired

x_callback_payload

string

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_CREATE_PARTNER_ACCOUNT

Tool Name: Create Partner Account

Description

Tool to create a new client account under a partner account. Use when provisioning a new Constant Contact client after obtaining API key and JWT authorization.

Action Parameters

billing_locale

string

contact_email

stringRequired

contact_phone

string

country_code

stringRequired

enable_single_billing

boolean

external_id

string

external_provider

string

first_name

string

gdpr_opt_out

boolean

idp_provider

string

idp_provider_id

string

last_name

string

login_name

stringRequired

managed_site_owner

boolean

organization_name

string

organization_phone

string

partner_account_id

string

password

string

state_code

string

time_zone_id

string

website

string

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_CREATE_PARTNER_ACCOUNT_USER_SSO

Tool Name: Create Partner Account User SSO

Description

Tool to create a new partner account user with Single Sign-On enabled. Use when adding an SSO user under a partner client account with 'SSO for all users' enabled.

Action Parameters

contact_email

stringRequired

encoded_account_id

stringRequired

external_id

stringRequired

first_name

stringRequired

last_name

stringRequired

login_name

stringRequired

role_name

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_FETCH_REWARDS

Tool Name: Fetch rewards

Description

Tool to initiate rewards aggregation for a specific member. Use after connecting the member to trigger an async rewards job.

Action Parameters

member_guid

stringRequired

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_GET_CONFIGURABLE_WIDGET_URL

Tool Name: Get configurable widget URL

Description

Tool to retrieve a configurable widget URL for a user. Use after determining the user GUID.

Action Parameters

config

objectRequired

data_request

object

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_ACCOUNT_NUMBERS_BY_MEMBER

Tool Name: List Account Numbers by Member

Description

Tool to list account numbers for a specific member. Use after obtaining user and member GUIDs.

Action Parameters

member_guid

stringRequired

page

integer

records_per_page

integer

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_ACCOUNT_OWNERS

Tool Name: List account owners

Description

Tool to list account owners associated with a member's account. Use after validating user and member GUIDs.

Action Parameters

member_guid

stringRequired

page

integerDefaults to 1

records_per_page

integerDefaults to 25

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_ACCOUNT_OWNERS_BY_MEMBER

Tool Name: List account owners by member

Description

Tool to list account owners for a specific member. Use when you have the user GUID and member GUID.

Action Parameters

member_guid

stringRequired

page

integer

records_per_page

integer

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_ACCOUNTS

Tool Name: List accounts

Description

Tool to list all accounts for a user. Use after confirming the user GUID.

Action Parameters

is_manual

boolean

member_is_managed_by_user

boolean

page

integer

records_per_page

integer

use_case

array

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_BUDGETS

Tool Name: List budgets

Description

Tool to list budgets for a specific user. Use after obtaining a valid user GUID to retrieve that user’s budgets.

Action Parameters

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_CATEGORIES

Tool Name: List categories

Description

Tool to list all categories for a user. Use when you need to fetch both default and custom categories for a given user GUID.

Action Parameters

page

integerDefaults to 1

records_per_page

integerDefaults to 25

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_CHALLENGES

Tool Name: List challenges

Description

Tool to list MFA challenges for a member. Use when the member is in CHALLENGED state to retrieve prompts to answer.

Action Parameters

member_guid

stringRequired

page

integerDefaults to 1

records_per_page

integerDefaults to 25

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_CONNECT_WIDGET_URLS

Tool Name: List Connect Widget URLs

Description

Tool to list Connect widget URLs for a user. Use when you need to retrieve all Connect widget URLs associated with a user.

Action Parameters

config

object

data_request

object

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_FAVORITE_INSTITUTIONS

Tool Name: List favorite institutions

Description

Tool to list partner favorite institutions, sorted by popularity. Use when you need to retrieve a paginated set of a partner's favorite institutions.

Action Parameters

iso_country_code

array

page

integerDefaults to 1

records_per_page

integerDefaults to 25

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_GOALS

Tool Name: List goals

Description

Tool to list goals for a specific user. Use after obtaining a valid user GUID to view user goals.

Action Parameters

from_date

string

page

integer

records_per_page

integer

to_date

string

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_INSTITUTION_CREDENTIALS

Tool Name: List institution credentials

Description

Tool to list credential fields required by a given institution. Use after selecting the institution code; supports optional pagination.

Action Parameters

institution_code

stringRequired

page

integer

records_per_page

integer

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_INSTITUTIONS

Tool Name: List institutions

Description

Tool to list financial institutions supported by MX. Use when you need to retrieve available institutions with optional filters like name, country code, or products; supports pagination.

Action Parameters

iso_country_code

array

name

string

page

integerDefaults to 1

records_per_page

integerDefaults to 25

supported_products

array

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_MEMBER_ACCOUNTS

Tool Name: List member accounts

Description

Tool to list accounts for a specific member. Use when you need to retrieve all accounts associated with a given user and member GUID.

Action Parameters

member_guid

stringRequired

member_is_managed_by_user

boolean

page

integer

records_per_page

integer

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_MEMBERS

Tool Name: List members

Description

Tool to list members associated with a specific user. Use when you need to retrieve the members for a given user GUID.

Action Parameters

page

integerDefaults to 1

records_per_page

integerDefaults to 25

use_case

array

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_REWARDS

Tool Name: List rewards

Description

Tool to list rewards associated with a specific user and member. Use after confirming both user_guid and member_guid; supports pagination.

Action Parameters

member_guid

stringRequired

page

integer

records_per_page

integer

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_STATEMENTS_BY_MEMBER

Tool Name: List statements by member

Description

Tool to list statements for a member. Use after obtaining valid user and member GUIDs.

Action Parameters

member_guid

stringRequired

page

integer

records_per_page

integer

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_TAGGINGS

Tool Name: List taggings

Description

Tool to list all taggings for a specific user. Use when you need to fetch taggings associated with a user after obtaining their user GUID.

Action Parameters

page

integerDefaults to 1

records_per_page

integerDefaults to 25

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_TAGS

Tool Name: List tags

Description

Tool to list all tags for a user. Use after obtaining a valid user GUID; supports pagination.

Action Parameters

page

integer

records_per_page

integer

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_TRANSACTIONS

Tool Name: List transactions

Description

Tool to list transactions for a user. Use when you need to retrieve a user's transaction history across all accounts. Use after obtaining a valid user GUID.

Action Parameters

from_created_at

integer

from_date

integer

from_updated_at

integer

includes

array

page

integer

records_per_page

integer

to_created_at

integer

to_date

integer

to_updated_at

integer

use_case

array

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_TRANSACTIONS_BY_MEMBER

Tool Name: List transactions by member

Description

Tool to list transactions for a member. Use when you have valid user and member GUIDs and need their transactions.

Action Parameters

from_created_at

integer

from_date

integer

from_timestamp

integer

from_updated_at

integer

includes

string

member_guid

stringRequired

page

integer

records_per_page

integer

to_created_at

integer

to_date

integer

to_timestamp

integer

to_updated_at

integer

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_LIST_USERS

Tool Name: List users

Description

Tool to list users. Use when you need to retrieve a paginated list of user accounts with optional filters.

Action Parameters

string

is_disabled

boolean

page

integer

records_per_page

integer

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_READ_ACCOUNT

Tool Name: Read account

Description

Tool to retrieve details for a specific account. Use after obtaining valid user and account GUIDs to fetch up-to-date account information.

Action Parameters

account_guid

stringRequired

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_READ_ACCOUNT_BALANCE

Tool Name: Read account balance

Description

Tool to retrieve the available balance for a specific account. Use after confirming the user and account GUIDs.

Action Parameters

account_guid

stringRequired

user_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_READ_CATEGORY

Tool Name: Read category

Description

Tool to retrieve a default category by GUID. Use after confirming the default category GUID.

Action Parameters

category_guid

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired

MX_TECHNOLOGIES_READ_FDX_ACCOUNT

Tool Name: Read FDX account

Description

Tool to return details for the specified FDX account. Use when you have an FDX accountId and need full account info.

Action Parameters

accountId

stringRequired

Action Response

data

objectRequired

error

string

successful

booleanRequired