MX Technologies

MX Technologies managed data API

The managed data API from MX Technologies — 7 operation(s) for managed data.

GitHub OpenAPI

Operations 16

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 /managed_institutions List institutions available for managed data · List managed institutions #
Ask an LLM
“Which institutions can I use when loading my own account data into MX as partner-managed members?”
“Can I page through the institutions that support partner-managed members?”
Tell an agent
List institutions I can use for partner-managed members.
Show page {page} of managed-data institutions, {per_page} per page.
GET /users/{user_guid}/managed_members List a user's partner-managed members · List managed members #
Ask an LLM
“What partner-managed members have I created for a given user?”
“Can I see only the members my own system supplies data for, not the aggregated ones?”
Tell an agent
List the partner-managed members for user {user}.
Show every member I manage the data for under user {user}.
POST /users/{user_guid}/managed_members Create a partner-managed member · Create managed member #
Ask an LLM
“How do I set up a member whose account data I push in myself instead of aggregating?”
“What institution details are needed to create a partner-managed member?”
Tell an agent
Create a partner-managed member for user {user} with {member}.
Add a self-managed institution connection under user {user}.
DELETE /users/{user_guid}/managed_members/{member_guid} Delete a partner-managed member · Delete managed member #
Ask an LLM
“How do I remove a member whose data I was supplying myself?”
“What does the API return after a partner-managed member is deleted?”
Tell an agent destructive · confirm first
Delete partner-managed member {member} of user {user}.
Remove my managed member {member} and its data from user {user}.
GET /users/{user_guid}/managed_members/{member_guid} Get one partner-managed member · Read managed member #
Ask an LLM
“Can I look up the attributes of a single partner-managed member?”
“What does MX store for a member I supply data for?”
Tell an agent
Get partner-managed member {member} of user {user}.
Show the details of my managed member {member} under user {user}.
PUT /users/{user_guid}/managed_members/{member_guid} Update a partner-managed member · Update managed member #
Ask an LLM
“How do I rename or change metadata on a partner-managed member?”
“Can I edit a managed member's institution or id after creating it?”
Tell an agent
Update partner-managed member {member} of user {user} with {member_fields}.
Change the name on my managed member {member} under user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts List accounts under a partner-managed member · List managed accounts #
Ask an LLM
“What accounts have I loaded under a partner-managed member?”
“Can I list the self-supplied accounts for one managed member?”
Tell an agent
List partner-managed accounts for member {member} of user {user}.
Show the accounts I manage under member {member} for user {user}.
POST /users/{user_guid}/managed_members/{member_guid}/accounts Add an account to a partner-managed member · Create managed account #
Ask an LLM
“How do I push a new checking or savings account into a partner-managed member?”
“What account fields must I provide when creating a partner-managed account?”
Tell an agent
Create a partner-managed account under member {member} of user {user} with {account}.
Add a new self-supplied account to managed member {member} for user {user}.
DELETE /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} Delete a partner-managed account · Delete managed account #
Ask an LLM
“How do I remove an account I previously loaded as partner-managed data?”
“Does deleting a partner-managed account return any body?”
Tell an agent destructive · confirm first
Delete partner-managed account {account} of member {member} for user {user}.
Remove my managed account {account} from member {member}, user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} Get one partner-managed account · Read managed account #
Ask an LLM
“Can I read back a single account I loaded as partner-managed data?”
“What balance and type details are stored on a partner-managed account?”
Tell an agent
Get partner-managed account {account} of member {member} for user {user}.
Show managed account {account} under member {member}, user {user}.
PUT /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} Update a partner-managed account · Update managed account #
Ask an LLM
“How do I push a new balance to an account I manage in MX?”
“Can I change the name or type of a partner-managed account?”
Tell an agent
Apply {account_fields} to the partner-managed account {account} in member {member}, user {user}.
Set a new balance on my managed account {account} under member {member} for user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions List transactions on a partner-managed account · List managed transactions #
Ask an LLM
“What transactions have I pushed into a partner-managed account?”
“Can I limit partner-managed transactions to a date range?”
Tell an agent
List partner-managed transactions on account {account}, member {member}, user {user}.
Show managed transactions on account {account} of member {member} for user {user} from {from_date} to {to_date}.
POST /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions Add a transaction to a partner-managed account · Create managed transaction #
Ask an LLM
“How do I load a purchase or deposit into an account I manage in MX?”
“What fields does a new partner-managed transaction need?”
Tell an agent
Create a partner-managed transaction on account {account}, member {member}, user {user} with {transaction}.
Record a new self-supplied transaction on managed account {account} under member {member} for user {user}.
DELETE /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} Delete a partner-managed transaction · Delete managed transaction #
Ask an LLM
“How do I remove a transaction I loaded into a partner-managed account?”
“Is a deleted partner-managed transaction gone for good?”
Tell an agent destructive · confirm first
Delete partner-managed transaction {transaction} on account {account}, member {member}, user {user}.
Remove managed transaction {transaction} from account {account} under member {member}, user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} Get one partner-managed transaction · Read managed transaction #
Ask an LLM
“Can I read a single transaction I loaded into a partner-managed account?”
“What attributes does MX keep on a partner-managed transaction?”
Tell an agent
Get partner-managed transaction {transaction} on account {account}, member {member}, user {user}.
Show managed transaction {transaction} from account {account} under member {member} for user {user}.
PUT /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} Update a partner-managed transaction · Update managed transaction #
Ask an LLM
“How do I correct the amount or description of a transaction I pushed in myself?”
“Can a partner-managed transaction be edited after it is created?”
Tell an agent
Update partner-managed transaction {transaction} on account {account}, member {member}, user {user} with {transaction_fields}.
Fix the description on managed transaction {transaction} in account {account}, member {member}, user {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-managed-data-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-managed-data-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.'
  title: MX Platform managed data API
  version: '20111101'
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-managed-data-api-openapi.yml