MX

FinanceCredentials form

Aggregate and read end users' connected bank accounts and transactions with the MX Platform API.

12 actions

Action	Effect	Data handled
mx_technologies_list_usersLists the end users of your MX client, optionally by your own id, email or disabled state	read	Personal data
mx_technologies_create_userCreates an end user, who can then connect institutions through the Connect widget	write	Personal data
mx_technologies_get_userReturns one end user	read	Personal data
mx_technologies_delete_userDeletes an end user with all their members, accounts and transactions	destructive	General
mx_technologies_list_institutionsSearches the financial institutions MX can connect to, by name or country	read	General
mx_technologies_request_widget_urlReturns a one-time URL of an MX widget, such as the Connect widget a user opens to link or fix a bank connection	write	Personal data
mx_technologies_list_membersLists a user's members, the connections to financial institutions, with their connection status	read	Personal data
mx_technologies_get_member_statusReturns a member's connection and aggregation status, such as CONNECTED, CHALLENGED or DENIED, and whether it is still aggregating	read	General
mx_technologies_aggregate_memberStarts gathering fresh account and transaction data for a member	write	General
mx_technologies_delete_memberDeletes a member with its accounts and transactions, disconnecting that institution	destructive	General
mx_technologies_list_accountsLists a user's accounts across all members, with type, balance and institution	read	Personal data
mx_technologies_list_transactionsLists a user's transactions across all accounts, optionally between two dates, with amount, description, category and merchant	read	Personal data

Sign-in

Method: Credentials form
Multiple accounts: Supported

Also included

Proxy for any MX endpoint
Available over MCP
Several accounts per customer

dexby.createSession({
  userId: customer.id,
  connectors: ['mx_technologies']
})