MX Technologies

MX Technologies categories API

The categories API from MX Technologies — 5 operation(s) for categories.

GitHub OpenAPI

Operations 8

GET /categories/default List default categories #
GET /categories/{category_guid} Read a default category #
GET /users/{user_guid}/categories List categories #
POST /users/{user_guid}/categories Create category #
GET /users/{user_guid}/categories/default List default categories by user #
DELETE /users/{user_guid}/categories/{category_guid} Delete category #
GET /users/{user_guid}/categories/{category_guid} Read a custom category #
PUT /users/{user_guid}/categories/{category_guid} Update category #

Documentation

📖
Documentation
https://docs.mx.com/api-reference/platform-api/overview/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/openapi/mx-technologies-categories-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/json-schema/mx-technologies-platform-api.json

Other Resources

🔗
Examples
https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/examples/mx-technologies-platform-api-examples.json
🔗
GraphQL
https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/graphql/mx-graphql.md

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OpenAPI Specification

mx-technologies-categories-api-openapi.yml Raw ↑ 
openapi: 3.2.0
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.


    Just getting started? See our [use case guides](/use-cases/).

    '
  title: MX Platform accounts Categories API
  version: '20111101'
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
security:
- basicAuth: []
tags:
- name: categories
paths:
  /categories/default:
    get:
      description: Use this endpoint to retrieve a list of all the default categories and subcategories offered within the MX Platform API. In other words, each item in the returned list will have its `is_default` field set to `true`. There are currently 119 default categories and subcategories. Both the _list default categories_ and _list default categories by user_ endpoints return the same results. The different routes are provided for convenience.
      operationId: listDefaultCategories
      parameters:
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/recordsPerPage'
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/CategoriesResponseBody'
          description: OK
      summary: List default categories
      tags:
      - categories
  /categories/{category_guid}:
    get:
      description: Use this endpoint to read the attributes of a default category.
      operationId: readDefaultCategory
      parameters:
      - $ref: '#/components/parameters/categoryGuid'
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/CategoryResponseBody'
          description: OK
      summary: Read a default category
      tags:
      - categories
  /users/{user_guid}/categories:
    get:
      description: Use this endpoint to list all categories associated with a `user`, including both default and custom categories.
      operationId: listCategories
      parameters:
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/recordsPerPageMax1000'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/CategoriesResponseBody'
          description: OK
      summary: List categories
      tags:
      - categories
    post:
      description: Use this endpoint to create a new custom category for a specific `user`.
      operationId: createCategory
      parameters:
      - $ref: '#/components/parameters/userGuid'
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CategoryCreateRequestBody'
        description: Custom category object to be created
        required: true
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/CategoryResponseBody'
          description: OK
      summary: Create category
      tags:
      - categories
  /users/{user_guid}/categories/default:
    get:
      description: Use this endpoint to retrieve a list of all the default categories and subcategories, scoped by user, offered within the MX Platform API. In other words, each item in the returned list will have its `is_default` field set to `true`. There are currently 119 default categories and subcategories. Both the _list default categories_ and _list default categories by user_ endpoints return the same results. The different routes are provided for convenience.
      operationId: listDefaultCategoriesByUser
      parameters:
      - $ref: '#/components/parameters/page'
      - $ref: '#/components/parameters/recordsPerPageMax1000'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/CategoriesResponseBody'
          description: OK
      summary: List default categories by user
      tags:
      - categories
  /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:
      - $ref: '#/components/parameters/categoryGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '204':
          description: No Content
      summary: Delete category
      tags:
      - categories
    get:
      description: Use this endpoint to read the attributes of either a default category or a custom category.
      operationId: readCategory
      parameters:
      - $ref: '#/components/parameters/categoryGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/CategoryResponseBody'
          description: OK
      summary: Read a custom category
      tags:
      - categories
    put:
      description: Use this endpoint to update the attributes of a custom category according to its unique GUID.
      operationId: updateCategory
      parameters:
      - $ref: '#/components/parameters/categoryGuid'
      - $ref: '#/components/parameters/userGuid'
      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:
      - categories
components:
  schemas:
    CategoryUpdateRequestBody:
      properties:
        category:
          $ref: '#/components/schemas/CategoryUpdateRequest'
      type: object
    CategoriesResponseBody:
      properties:
        categories:
          items:
            $ref: '#/components/schemas/CategoryResponse'
          type: array
        pagination:
          $ref: '#/components/schemas/PaginationResponse'
      type: object
    CategoryCreateRequest:
      properties:
        metadata:
          example: some metadata
          type: string
        name:
          example: Online Shopping
          type: string
        parent_guid:
          example: CAT-aad51b46-d6f7-3da5-fd6e-492328b3023f
          type: string
      required:
      - name
      - parent_guid
      type: object
    PaginationResponse:
      properties:
        current_page:
          example: 1
          type: integer
        per_page:
          example: 25
          type: integer
        total_entries:
          example: 1
          type: integer
        total_pages:
          example: 1
          type: integer
      type: object
    CategoryCreateRequestBody:
      properties:
        category:
          $ref: '#/components/schemas/CategoryCreateRequest'
      type: object
    CategoryResponse:
      properties:
        created_at:
          description: Category creation date-time.
          example: '2015-04-13T18:01:23.000Z'
          type:
          - string
          - 'null'
        guid:
          example: CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874
          type:
          - string
          - 'null'
        is_default:
          example: true
          type:
          - boolean
          - 'null'
        is_income:
          example: false
          type:
          - boolean
          - 'null'
        metadata:
          example: some metadata
          type:
          - string
          - 'null'
        name:
          example: Auto Insurance
          type:
          - string
          - 'null'
        parent_guid:
          example: CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874
          type:
          - string
          - 'null'
        updated_at:
          example: '2015-05-13T18:01:23.000Z'
          type:
          - string
          - 'null'
      type: object
    CategoryResponseBody:
      properties:
        category:
          $ref: '#/components/schemas/CategoryResponse'
      type: object
    CategoryUpdateRequest:
      properties:
        metadata:
          example: some metadata
          type: string
        name:
          example: Web shopping
          type: string
      type: object
  parameters:
    userGuid:
      description: The unique identifier for a `user`, beginning with the prefix `USR-`.
      example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
      in: path
      name: user_guid
      required: true
      schema:
        type: string
    page:
      description: Results are paginated. Specify current page.
      example: 1
      in: query
      name: page
      schema:
        type: integer
    recordsPerPageMax1000:
      description: This specifies the number of records to be returned on each page. Defaults to `25`. The valid range is from `10` to `1000`. If the value exceeds `1000`, the default value of `25` will be used instead.
      example: 10
      in: query
      name: records_per_page
      schema:
        type: integer
    categoryGuid:
      name: category_guid
      description: The unique id for a `category`.
      in: path
      required: true
      schema:
        type: string
        example: CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874
    recordsPerPage:
      description: This specifies the number of records to be returned on each page. Defaults to `25`. The valid range is from `10` to `100`. If the value exceeds `100`, the default value of `25` will be used instead.
      example: 10
      in: query
      name: records_per_page
      schema:
        type: integer
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
    basicAuth:
      scheme: basic
      type: http