Financial Data Aggregation

Mx technologies

Learn how to use Mx technologies with Composio

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

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.

1

Select App

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

2

Configure Auth Config Settings

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

3

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

1from composio import Composio
2
3# Replace these with your actual values
4mx_technologies_auth_config_id = "ac_YOUR_MX_TECHNOLOGIES_CONFIG_ID" # Auth config ID created above
5user_id = "0000-0000-0000"  # UUID from database/app
6
7composio = Composio()
8
9def 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
27connection_id = authenticate_toolkit(user_id, mx_technologies_auth_config_id)
28
29# You can verify the connection using:
30connected_account = composio.connected_accounts.get(connection_id)
31print(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)

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000"  # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["MX_TECHNOLOGIES"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def 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
33invoke_llm()

Tool List

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

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

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

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

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

Action Response

data
objectRequired
error
string
successful
booleanRequired

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

email
string
id
string
is_disabled
boolean
page
integer
records_per_page
integer

Action Response

data
objectRequired
error
string
successful
booleanRequired

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

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

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

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