MX Platform Mx_platform API
The Mx_platform API from MX Platform — 22 operation(s) for mx_platform.
The Mx_platform API from MX Platform — 22 operation(s) for mx_platform.
openapi: 3.0.0
info:
contact:
name: MX Platform API
url: https://www.mx.com/products/platform-api
description: '
The MX Platform API is a powerful, fully-featured API designed to make
aggregating and enhancing financial data easy and reliable. It can
seamlessly connect your app or website to tens of thousands of financial
institutions.'
title: MX Platform Mx_platform API
version: 0.1.0
servers:
- url: https://api.mx.com
- url: https://int-api.mx.com
security:
- basicAuth: []
tags:
- name: Mx_platform
paths:
/authorization_code:
post:
description: Clients use this endpoint to request an authorization code according to the parameters specified in the scope. Clients then pass this code to processors. Processor access is scoped only to the GUIDs and features specified in this request. Before requesting an authorization code which includes a member in the scope, clients must have verified that member.
operationId: requestAuthorizationCode
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/AuthorizationCodeRequestBody'
description: The scope for the authorization code.
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AuthorizationCodeResponseBody'
description: OK
summary: Request an authorization code.
tags:
- Mx_platform
/categories/{category_guid}:
get:
description: Use this endpoint to read the attributes of a default category.
operationId: readDefaultCategory
parameters:
- description: The unique id for a `category`.
example: CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874
in: path
name: category_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/CategoryResponseBody'
description: OK
summary: Read a default category
tags:
- Mx_platform
/institutions:
get:
description: This endpoint returns a list of institutions based on the specified search term or parameter.
operationId: listInstitutions
parameters:
- description: This will list only institutions in which the appended string appears.
example: chase
in: query
name: name
schema:
type: string
- description: Specify current page.
example: 1
in: query
name: page
schema:
type: integer
- description: Specify records per page.
example: 10
in: query
name: records_per_page
schema:
type: integer
- description: Filter only institutions which support account identification.
example: true
in: query
name: supports_account_identification
schema:
type: boolean
- description: Filter only institutions which support account statements.
example: true
in: query
name: supports_account_statement
schema:
type: boolean
- description: Filter only institutions which support account verification.
example: true
in: query
name: supports_account_verification
schema:
type: boolean
- description: Filter only institutions which support extended transaction history.
example: true
in: query
name: supports_transaction_history
schema:
type: boolean
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InstitutionsResponseBody'
description: OK
summary: List institutions
tags:
- Mx_platform
/managed_institutions:
get:
description: This endpoint returns a list of institutions which can be used to create partner-managed members.
operationId: listManagedInstitutions
parameters:
- description: Specify current page.
example: 1
in: query
name: page
schema:
type: integer
- description: Specify records per page.
example: 10
in: query
name: records_per_page
schema:
type: integer
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InstitutionsResponseBody'
description: OK
summary: List managed institutions
tags:
- Mx_platform
/merchants/{merchant_guid}:
get:
description: Returns information about a particular merchant, such as a logo, name, and website.
operationId: readMerchant
parameters:
- description: The unique id for a `merchant`.
example: MCH-7ed79542-884d-2b1b-dd74-501c5cc9d25b
in: path
name: merchant_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/MerchantResponseBody'
description: OK
summary: Read merchant
tags:
- Mx_platform
/payment_processor_authorization_code:
post:
description: (This endpoint is deprecated. Clients should use `/authorization_code`.) Clients use this endpoint to request an authorization_code according to a user, member, and account specified in the request body. Clients then pass this code to processors. Processor access is scoped only to the user/member/account specified in this request. Before requesting an authorization_code, clients must have verified the specified member.
operationId: deprecatedRequestPaymentProcessorAuthorizationCode
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/PaymentProcessorAuthorizationCodeRequestBody'
description: The scope for the authorization code.
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/PaymentProcessorAuthorizationCodeResponseBody'
description: OK
summary: (Deprecated) Request an authorization code.
tags:
- Mx_platform
/users/{user_guid}:
delete:
description: Use this endpoint to delete the specified `user`. The response will have a status of `204 No Content` without an object.
operationId: deleteUser
parameters:
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'204':
description: No Content
summary: Delete user
tags:
- Mx_platform
get:
description: Use this endpoint to read the attributes of a specific user.
operationId: readUser
parameters:
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/UserResponseBody'
description: OK
summary: Read user
tags:
- Mx_platform
put:
description: Use this endpoint to update the attributes of the specified user.
operationId: updateUser
parameters:
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/UserUpdateRequestBody'
description: User object to be updated (None of these parameters are required, but the user object cannot be empty.)
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/UserResponseBody'
description: OK
summary: Update user
tags:
- Mx_platform
/users/{user_guid}/accounts/{account_guid}:
delete:
description: This endpoint deletes accounts that were manually created. The API will respond with an empty object and a status of `204 No Content`.
operationId: deleteManualAccount
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'204':
description: No content.
summary: Delete manual account
tags:
- Mx_platform
get:
description: This endpoint returns the specified `account` resource.
operationId: readAccount
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Read account
tags:
- Mx_platform
/users/{user_guid}/categories/{category_guid}:
delete:
description: Use this endpoint to delete a specific custom category according to its unique GUID. The API will respond with an empty object and a status of `204 No Content`.
operationId: deleteCategory
parameters:
- description: The unique id for a `category`.
example: CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874
in: path
name: category_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'204':
description: No Content
summary: Delete category
tags:
- Mx_platform
get:
description: Use this endpoint to read the attributes of either a default category or a custom category.
operationId: readCategory
parameters:
- description: The unique id for a `category`.
example: CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874
in: path
name: category_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/CategoryResponseBody'
description: OK
summary: Read a custom category
tags:
- Mx_platform
put:
description: Use this endpoint to update the attributes of a custom category according to its unique GUID.
operationId: updateCategory
parameters:
- description: The unique id for a `category`.
example: CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874
in: path
name: category_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/CategoryUpdateRequestBody'
description: Category object to be updated (While no single parameter is required, the `category` object cannot be empty)
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/CategoryResponseBody'
description: OK
summary: Update category
tags:
- Mx_platform
/users/{user_guid}/holdings/{holding_guid}:
get:
description: Use this endpoint to read the attributes of a specific `holding`.
operationId: readHolding
parameters:
- description: The unique id for a `holding`.
example: HOL-d65683e8-9eab-26bb-bcfd-ced159c9abe2
in: path
name: holding_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/HoldingResponseBody'
description: OK
summary: Read holding
tags:
- Mx_platform
/users/{user_guid}/managed_members/{member_guid}:
delete:
description: Use this endpoint to delete the specified partner-managed `member`. The endpoint will respond with a status of `204 No Content` without a resource.
operationId: deleteManagedMember
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'204':
description: No Content
summary: Delete managed member
tags:
- Mx_platform
get:
description: This endpoint returns the attributes of the specified partner-managed `member`.
operationId: readManagedMember
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Read managed member
tags:
- Mx_platform
put:
description: Use this endpoint to update the attributes of the specified partner_managed `member`.
operationId: updateManagedMember
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedMemberUpdateRequestBody'
description: Managed member object to be updated (While no single parameter is required, the request body can't be empty)
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Update managed member
tags:
- Mx_platform
/users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}:
delete:
description: Use this endpoint to delete a partner-managed account according to its unique GUID. If successful, the API will respond with a status of `204 No Content`.
operationId: deleteManagedAccount
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'204':
description: No Content
summary: Delete managed account
tags:
- Mx_platform
get:
description: Use this endpoint to read the attributes of a partner-managed account according to its unique guid.
operationId: readManagedAccount
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Read managed account
tags:
- Mx_platform
put:
description: Use this endpoint to update the attributes of a partner-managed account according to its unique GUID.
operationId: updateManagedAccount
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedAccountUpdateRequestBody'
description: Managed account object to be updated (While no single parameter is required, the request body can't be empty)
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Update managed account
tags:
- Mx_platform
/users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid}:
delete:
description: Use this endpoint to delete the specified partner-managed `transaction`. The endpoint will respond with a status of `204 No Content` without a resource.
operationId: deleteManagedTransaction
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `transaction`.
example: TRN-810828b0-5210-4878-9bd3-f4ce514f90c4
in: path
name: transaction_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'204':
description: No Content
summary: Delete managed transaction
tags:
- Mx_platform
get:
description: Requests to this endpoint will return the attributes of the specified partner-managed `transaction`.
operationId: readManagedTransaction
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `transaction`.
example: TRN-810828b0-5210-4878-9bd3-f4ce514f90c4
in: path
name: transaction_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/TransactionResponseBody'
description: OK
summary: Read managed transaction
tags:
- Mx_platform
put:
description: Use this endpoint to update the attributes of the specified partner_managed `transaction`.
operationId: updateManagedTransaction
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `transaction`.
example: TRN-810828b0-5210-4878-9bd3-f4ce514f90c4
in: path
name: transaction_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedTransactionUpdateRequestBody'
description: Managed transaction object to be updated (While no single parameter is required, the request body can't be empty)
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/TransactionResponseBody'
description: OK
summary: Update managed transaction
tags:
- Mx_platform
/users/{user_guid}/members/{member_guid}:
delete:
description: Accessing this endpoint will permanently delete a member.
operationId: deleteMember
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'204':
description: No Content
summary: Delete member
tags:
- Mx_platform
get:
description: Use this endpoint to read the attributes of a specific member.
operationId: readMember
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Read member
tags:
- Mx_platform
put:
description: Use this endpoint to update a members attributes. Only the credentials, id, and metadata parameters can be updated. To get a list of the required credentials for the member, use the list member credentials endpoint.
operationId: updateMember
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/MemberUpdateRequestBody'
description: Member object to be updated (While no single parameter is required, the request body can't be empty)
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Update member
tags:
- Mx_platform
/users/{user_guid}/members/{member_guid}/accounts/{account_guid}:
get:
description: This endpoint allows you to read the attributes of an `account` resource.
operationId: readAccountByMember
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Read account by member
tags:
- Mx_platform
put:
description: This endpoint allows you to update certain attributes of an `account` resource, including manual accounts. For manual accounts, you can update every field listed. For aggregated accounts, you can only update `is_business`, `is_hidden` and `metadata`.
operationId: updateAccountByMember
parameters:
- description: The unique id for an `account`.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
in: path
name: account_guid
required: true
schema:
type: string
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/AccountUpdateRequestBody'
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Update account by member
tags:
- Mx_platform
/users/{user_guid}/members/{member_guid}/rewards/{reward_guid}:
get:
description: Use this endpoint to read a specific `reward` based on its unique GUID..
operationId: readRewards
parameters:
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
- description: The unique identifier for the member. Defined by MX.
example: MBR-fa7537f3-48aa-a683-a02a-b18345562f54
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique identifier for the rewards. Defined by MX.
example: RWD-fa7537f3-48aa-a683-a02a-b324322f54
in: path
name: reward_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/RewardResponseBody'
description: OK
summary: Read Reward
tags:
- Mx_platform
/users/{user_guid}/members/{member_guid}/statements/{statement_guid}:
get:
description: Use this endpoint to read a JSON representation of the statement.
operationId: readStatementByMember
parameters:
- description: The unique id for a `member`.
example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
in: path
name: member_guid
required: true
schema:
type: string
- description: The unique id for a `statement`.
example: STA-737a344b-caae-0f6e-1384-01f52e75dcb1
in: path
name: statement_guid
required: true
schema:
type: string
- description: The unique id for a `user`.
example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
in: path
name: user_guid
required: true
schema:
type: string
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/StatementResponseBody'
description: OK
summary: Read statement by member
tags:
- Mx_platform
/users/{user_guid}/membe
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