MX Technologies

MX Technologies Insights API

The insights API from MX Technologies — 9 operation(s) for insights.

GitHub OpenAPI
Business capability
Budgeting & Money Management AE-190.10

Operations 10

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /users/{user_guid}/accounts/{account_guid}/insights List insights for one account · List insights by account #
Ask an LLM
“What financial insights has MX generated about a specific account?”
“Can I page through the insights tied to one checking account?”
Tell an agent
List insights for account {account} of user {user}.
Show the tips and alerts generated for account {account} belonging to {user}.
GET /users/{user_guid}/insights List all insights for a user · List all insights for a user #
Ask an LLM
“What money insights does a user have across all their accounts?”
“How many insights has a user received, and can I page through them?”
Tell an agent
List every insight for user {user}.
Show {per_page} of user {user}'s insights per page.
GET /users/{user_guid}/insights/{insight_guid}/categories List the categories behind an insight · List all categories associated with an insight #
Ask an LLM
“Which spending categories is a particular insight about?”
“Can I see what categories an insight references?”
Tell an agent
List the categories linked to insight {insight} for user {user}.
Show which spending categories insight {insight} of {user} covers.
GET /users/{user_guid}/insights/{insight_guid}/accounts List the accounts behind an insight · List all accounts associated with an insight #
Ask an LLM
“Which of a user's accounts does a given insight refer to?”
“Can I find out what accounts triggered an insight?”
Tell an agent
List accounts associated with insight {insight} for user {user}.
Show which accounts insight {insight} of {user} is based on.
GET /users/{user_guid}/insights/{insight_guid}/merchants List the merchants behind an insight · List all merchants associated with an insight #
Ask an LLM
“Which merchants is a spending insight talking about?”
“Can I get the stores or businesses referenced by an insight?”
Tell an agent
List merchants tied to insight {insight} for user {user}.
Show the merchants that insight {insight} of {user} mentions.
GET /users/{user_guid}/insights/{insight_guid}/scheduled_payments List scheduled payments behind an insight · List all scheduled payments associated with an insight #
Ask an LLM
“Which upcoming bills or recurring payments does an insight refer to?”
“Can I see the scheduled payments linked to an insight about subscriptions?”
Tell an agent
List scheduled payments associated with insight {insight} for user {user}.
Show the recurring payments that insight {insight} of {user} flags.
GET /users/{user_guid}/insights/{insight_guid}/transactions List transactions behind an insight · List all transactions associated with an insight #
Ask an LLM
“Which transactions caused a particular insight to be generated?”
“Can I drill from an insight down to the individual purchases it's about?”
Tell an agent
List transactions associated with insight {insight} for user {user}.
Show the purchases behind insight {insight} of {user}.
GET /users/{user_guid}/insights/{insight_guid} Read a single insight · Read insight #
Ask an LLM
“What does one specific insight say, and when was it created?”
“Can I fetch the full details of an insight by its GUID?”
Tell an agent
Get insight {insight} for user {user}.
Read the attributes of insight {insight} belonging to {user}.
PUT /users/{user_guid}/insights/{insight_guid} Update an insight's attributes · Update insight #
Ask an LLM
“How do I change the stored attributes of an insight a user received?”
“Can an existing insight be edited by its GUID?”
Tell an agent
Update insight {insight} for user {user} with {insight_fields}.
Save changes to {user}'s insight {insight}.
GET /users/{user_guid}/transactions/{transaction_guid}/insights List insights for one transaction · List insights by transaction #
Ask an LLM
“Has MX generated any insights about a specific transaction?”
“Which insights mention a particular purchase?”
Tell an agent
List insights for transaction {transaction} of user {user}.
Show any alerts raised about transaction {transaction} for {user}.

Documentation

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

Specifications

⚙
OpenAPI
https://artifacts.apis.io/mx-technologies/openapi/mx-technologies-insights-api-openapi.yml

Schemas & Data

📊
JSONSchema
https://artifacts.apis.io/mx-technologies/json-schema/mx-technologies-platform-api.json

Other Resources

🔗
Examples
https://artifacts.apis.io/mx-technologies/examples/mx-technologies-platform-api-examples.json

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OpenAPI Specification

mx-technologies-insights-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Mx Technologies Insights API
  contact:
    name: MX Platform API
    url: https://www.mx.com/products/platform-api
  version: '1.0'
  description: 'Operations tagged insights across 2 of this provider''s published API definitions: mx-technologies-platform-openapi.yml, mx-technologies-platform-v20250224-openapi.yml. Each path carries the servers of the definition it was published in.'
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
security:
- basicAuth: []
tags:


# --- truncated at 32 KB (70 KB total) ---
# Full source: https://artifacts.apis.io/mx-technologies/openapi/mx-technologies-insights-api-openapi.yml