MX Technologies

MX Technologies Insights API

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

GitHub OpenAPI

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://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/openapi/mx-technologies-insights-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

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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:


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# Full source: https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/openapi/mx-technologies-insights-api-openapi.yml