MX Technologies managed data API
The managed data API from MX Technologies — 7 operation(s) for managed data.
The managed data API from MX Technologies — 7 operation(s) for managed data.
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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 managed data API
version: '20111101'
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
security:
- basicAuth: []
tags:
- name: managed data
paths:
/managed_institutions:
get:
description: This endpoint returns a list of institutions which can be used to create partner-managed members.
operationId: listManagedInstitutions
parameters:
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/recordsPerPageMax1000'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/InstitutionsResponseBody'
description: OK
summary: List managed institutions
tags:
- managed data
/users/{user_guid}/managed_members:
get:
description: This endpoint returns a list of all the partner-managed members associated with the specified `user`.
operationId: listManagedMembers
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/MembersResponseBody'
description: OK
summary: List managed members
tags:
- managed data
post:
description: Use this endpoint to create a new partner-managed `member`.
operationId: createManagedMember
parameters:
- $ref: '#/components/parameters/userGuid'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedMemberCreateRequestBody'
description: Managed member to be created.
required: true
responses:
'202':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Create managed member
tags:
- managed data
/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:
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/acceptHeader'
- $ref: '#/components/parameters/userGuid'
responses:
'204':
description: No Content
summary: Delete managed member
tags:
- managed data
get:
description: This endpoint returns the attributes of the specified partner-managed`member`.
operationId: readManagedMember
parameters:
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Read managed member
tags:
- managed data
put:
description: Use this endpoint to update the attributes of the specified partner_managed `member`.
operationId: updateManagedMember
parameters:
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
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:
- managed data
/users/{user_guid}/managed_members/{member_guid}/accounts:
get:
description: Use this endpoint to retrieve a list of all the partner-managed accounts associated with the given partner-managed member.
operationId: listManagedAccounts
parameters:
- $ref: '#/components/parameters/memberGuid'
- $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/AccountsResponseBody'
description: OK
summary: List managed accounts
tags:
- managed data
post:
description: Use this endpoint to create a partner-managed account.
operationId: createManagedAccount
parameters:
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedAccountCreateRequestBody'
description: Managed account to be created.
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Create managed account
tags:
- managed data
/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:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'204':
description: No Content
summary: Delete managed account
tags:
- managed data
get:
description: Use this endpoint to read the attributes of a partner-managed account according to its unique guid.
operationId: readManagedAccount
parameters:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Read managed account
tags:
- managed data
put:
description: Use this endpoint to update the attributes of a partner-managed account according to its unique GUID.
operationId: updateManagedAccount
parameters:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
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:
- managed data
/users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions:
get:
description: This endpoint returns a list of all the partner-managed transactions associated with the specified `account`, scoped through a `user` and a `member`.
operationId: listManagedTransactions
parameters:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/fromDate'
- $ref: '#/components/parameters/toDate'
- $ref: '#/components/parameters/recordsPerPageMax1000'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/TransactionsResponseBody'
description: OK
summary: List managed transactions
tags:
- managed data
post:
description: Use this endpoint to create a new partner-managed `transaction`.
operationId: createManagedTransaction
parameters:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/ManagedTransactionCreateRequestBody'
description: Managed transaction to be created.
required: true
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/TransactionResponseBody'
description: OK
summary: Create managed transaction
tags:
- managed data
/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:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/transactionGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'204':
description: No Content
summary: Delete managed transaction
tags:
- managed data
get:
description: Requests to this endpoint will return the attributes of the specified partner-managed `transaction`.
operationId: readManagedTransaction
parameters:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/transactionGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/vnd.mx.api.v1+json:
schema:
$ref: '#/components/schemas/TransactionResponseBody'
description: OK
summary: Read managed transaction
tags:
- managed data
put:
description: Use this endpoint to update the attributes of the specified partner_managed `transaction`.
operationId: updateManagedTransaction
parameters:
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/transactionGuid'
- $ref: '#/components/parameters/userGuid'
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:
- managed data
components:
schemas:
ManagedMemberCreateRequest:
properties:
id:
example: member123
type: string
institution_code:
example: mxbank
type: string
metadata:
example: some metadata
type: string
name:
example: MX Bank
type: string
required:
- institution_code
type: object
ManagedTransactionCreateRequestBody:
properties:
transaction:
$ref: '#/components/schemas/ManagedTransactionCreateRequest'
type: object
ManagedMemberUpdateRequest:
properties:
id:
example: member123
type: string
metadata:
example: some metadata
type: string
name:
example: MX Bank
type: string
type: object
ManagedAccountCreateRequest:
properties:
account_number:
example: '5366'
type: string
apr:
example: 1
type: number
apy:
example: 1
type: number
available_balance:
example: 1000
type: number
available_credit:
example: 1000
type: number
balance:
example: 1000
type: number
cash_surrender_value:
example: 1000
type: number
credit_limit:
example: 100
type: number
currency_code:
example: USD
type: string
day_payment_is_due:
example: 20
type: integer
death_benefit:
example: 1000
type: integer
id:
example: '1040434698'
type: string
interest_rate:
example: 1
type: number
is_closed:
example: false
type: boolean
is_hidden:
example: false
type: boolean
last_payment:
example: 100
type: number
last_payment_at:
example: '2015-10-13T17:57:37.000Z'
type: string
loan_amount:
example: 1000
type: number
matures_on:
example: '2015-10-13T17:57:37.000Z'
type: string
metadata:
example: some metadata
type: string
minimum_balance:
example: 100
type: number
minimum_payment:
example: 10
type: number
name:
example: Test account 2
type: string
nickname:
example: Swiss Account
type: string
original_balance:
example: 10
type: number
payment_due_at:
example: '2015-10-13T17:57:37.000Z'
type: string
payoff_balance:
example: 10
type: number
routing_number:
example: '68899990000000'
type: string
started_on:
example: '2015-10-13T17:57:37.000Z'
type: string
subtype:
example: NONE
type: string
type:
example: SAVINGS
type: string
required:
- balance
- id
- name
- type
type: object
ManagedAccountUpdateRequest:
properties:
account_number:
example: '5366'
type: string
apr:
example: 1
type: number
apy:
example: 1
type: number
available_balance:
example: 1000
type: number
available_credit:
example: 1000
type: number
balance:
example: 1000
type: number
cash_surrender_value:
example: 1000
type: number
credit_limit:
example: 100
type: number
currency_code:
example: USD
type: string
day_payment_is_due:
example: 20
type: integer
death_benefit:
example: 1000
type: integer
id:
example: '1040434698'
type: string
interest_rate:
example: 1
type: number
is_closed:
example: false
type: boolean
is_hidden:
example: false
type: boolean
last_payment:
example: 100
type: number
last_payment_at:
example: '2015-10-13T17:57:37.000Z'
type: string
loan_amount:
example: 1000
type: number
matures_on:
example: '2015-10-13T17:57:37.000Z'
type: string
metadata:
example: some metadata
type: string
minimum_balance:
example: 100
type: number
minimum_payment:
example: 10
type: number
name:
example: Test account 2
type: string
nickname:
example: Swiss Account
type: string
original_balance:
example: 10
type: number
payment_due_at:
example: '2015-10-13T17:57:37.000Z'
type: string
payoff_balance:
example: 10
type: number
routing_number:
example: '68899990000000'
type: string
started_on:
example: '2015-10-13T17:57:37.000Z'
type: string
subtype:
example: NONE
type: string
type:
example: SAVINGS
type: string
type: object
ManagedMemberUpdateRequestBody:
properties:
member:
$ref: '#/components/schemas/ManagedMemberUpdateRequest'
type: object
ManagedAccountUpdateRequestBody:
properties:
account:
$ref: '#/components/schemas/ManagedAccountUpdateRequest'
type: object
TransactionResponse:
properties:
account_guid:
example: ACT-0af29528-bb91-447f-b5de-85c1c42593e5
type:
- string
- 'null'
account_id:
example: FdvkkAgLS0nbDNUujrblz6rYDSl5w-tTLwYRgIxe7jw
type:
- string
- 'null'
amount:
example: 5003.9
type:
- number
- 'null'
category:
example: Paycheck
type:
- string
- 'null'
category_guid:
example: CAT-982ea9e6-3f0e-0c5b-611b-6657a10ba819
type:
- string
- 'null'
check_number_string:
example: null
type:
- string
- 'null'
created_at:
example: '2024-12-20T18:52:36Z'
type:
- string
- 'null'
currency_code:
example: null
type:
- string
- 'null'
date:
example: '2024-12-20'
type:
- string
- 'null'
description:
example: MX Technologies
type:
- string
- 'null'
extended_transaction_type:
example: null
type:
- string
- 'null'
guid:
example: TRN-429ad9fe-a1d2-4559-8590-885b2603f0e1
type:
- string
- 'null'
id:
example: 1734681600000-178fa8095c154a55b9172f977b4c5f9a-0
type:
- string
- 'null'
is_bill_pay:
example: false
type:
- boolean
- 'null'
is_direct_deposit:
example: false
type:
- boolean
- 'null'
is_expense:
example: false
type:
- boolean
- 'null'
is_fee:
example: false
type:
- boolean
- 'null'
is_income:
example: true
type:
- boolean
- 'null'
is_international:
example: null
type:
- boolean
- 'null'
is_manual:
example: false
type:
- boolean
- 'null'
is_overdraft_fee:
example: false
type:
- boolean
- 'null'
is_payroll_advance:
example: false
type:
- boolean
- 'null'
is_recurring:
example: null
type:
- boolean
- 'null'
is_subscription:
example: false
type:
- boolean
- 'null'
latitude:
example: null
type:
- number
- 'null'
localized_description:
example: null
type:
- string
- 'null'
localized_memo:
example: null
type:
- string
- 'null'
longitude:
example: null
type:
- number
- 'null'
member_guid:
example: MBR-78b14c5f-7297-4fb5-a966-65ac45f74d8
type:
- string
- 'null'
member_is_managed_by_user:
example: true
type:
- boolean
- 'null'
memo:
example: Transactions
type:
- string
- 'null'
merchant_category_code:
example: null
type:
- integer
- 'null'
merchant_guid:
example: MCH-8cc3b01a-1c52-47d4-970d-30f8ee5566f1
type:
- string
- 'null'
merchant_location_guid:
example: null
type:
- string
- 'null'
metadata:
example: null
type:
- string
- 'null'
original_description:
example: MX TECHNOLOGIES PAYMENT
type:
- string
- 'null'
posted_at:
example: '2024-12-20T12:00:00Z'
type:
- string
- 'null'
status:
example: POSTED
type:
- string
- 'null'
top_level_category:
example: Income
type:
- string
- 'null'
transacted_at:
example: '2024-12-20T12:00:00Z'
type:
- string
- 'null'
type:
example: CREDIT
type:
- string
- 'null'
updated_at:
example: '2024-12-20T18:52:38Z'
type:
- string
- 'null'
user_guid:
example: USR-ef7a82f6-d6c1-42c4-9061-bdece5c4d44e
type:
- string
- 'null'
user_id:
example: null
type:
- string
- 'null'
type: object
InstitutionsResponseBody:
properties:
institutions:
items:
$ref: '#/components/schemas/InstitutionResponse'
type: array
pagination:
$ref: '#/components/schemas/PaginationResponse'
type: object
ManagedAccountCreateRequestBody:
properties:
account:
$ref: '#/components/schemas/ManagedAccountCreateRequest'
type: object
MembersResponseBody:
properties:
members:
items:
$ref: '#/components/schemas/MemberResponse'
type: array
pagination:
$ref: '#/components/schemas/PaginationResponse'
type: object
AccountResponse:
properties:
account_number:
example: '5366'
type:
- string
- 'null'
account_number_set_by:
example: 1
type:
- integer
- 'null'
account_ownership:
example: INDIVIDUAL
type:
- string
- 'null'
annuity_policy_to_date:
example: '2016-10-13T17:57:37.000Z'
type:
- string
- 'null'
annuity_provider:
example: Metlife
type:
- string
- 'null'
annuity_term_year:
example: 2048
type:
- integer
- 'null'
apr:
example: 1
type:
- number
- 'null'
apr_set_by:
example: 1
type:
- integer
- 'null'
apy:
example: 1
type:
- number
- 'null'
apy_set_by:
example: 1
type:
- integer
- 'null'
available_balance:
example: 1000
type:
- number
- 'null'
available_balance_set_by:
example: 1
type:
- integer
- 'null'
available_credit:
example: 1000
type:
- number
- 'null'
available_credit_set_by:
example: 1
type:
- integer
- 'null'
balance:
example: 10000
type:
- number
- 'null'
balance_set_by:
example: 1
type:
- integer
- 'null'
calculated_apr:
example: 21.66409
type:
- number
- 'null'
cash_balance:
example: 1000
type:
- number
- 'null'
cash_balance_set_by:
example: 1
type:
- integer
- 'null'
cash_surrender_value:
example: 1000
type:
- number
- 'null'
cash_surrender_value_set_by:
example: 1
type:
- integer
- 'null'
created_at:
example: '2023-07-25T17:14:46Z'
type: string
credit_limit:
example: 100
type:
- number
- 'null'
credit_limit_set_by:
example: 1
type:
- integer
- 'null'
currency_code:
example: USD
type:
- string
- 'null'
currency_code_set_by:
example: 1
type:
- integer
- 'null'
day_payment_is_due:
example: 20
type:
- integer
- 'null'
day_payment_is_due_set_by:
example: 1
type:
- integer
- 'null'
death_benefit:
example: 1000
type:
- integer
- 'null'
death_benefit_set_by:
example: 1
type:
- integer
- 'null'
federal_insurance_status:
example: INSURED
type:
- string
- 'null'
feed_account_number:
example: '5366'
type:
- string
- 'null'
feed_account_subtype:
example: 1
type:
- integer
- 'null'
feed_account_type:
example: 1
type:
- integer
- 'null'
feed_apr:
example: 1
type:
- number
- 'null'
feed_apy:
example: 1
type:
- number
- 'null'
feed_available_balance:
example: 1000
type:
- number
- 'null'
feed_balance:
example: 1000
type:
- number
- 'null'
feed_cash_balance:
example: 1000
type:
- number
- 'null'
feed_cash_surrender_value:
example: 1000
type:
- number
- 'null'
feed_credit_limit:
example: 100
type:
- number
- 'null'
feed_currency_code:
example: USD
type:
- string
- 'null'
feed_day_payment_is_due:
example: 20
type:
- integer
- 'null'
feed_death_benefit:
example: 1000
type:
- integer
- 'null'
feed_holdings_value:
example: 1000
type:
- number
- 'null'
feed_interest_rate:
example: 1
type:
- number
- 'null'
feed_is_closed:
example: false
type:
- boolean
- 'null'
feed_last_payment:
example: 100
type:
- number
- 'null'
feed_last_payment_at:
example: '2023-07-25T17:14:46Z'
type:
- string
- 'null'
feed_loan_amount:
example: 1000
type:
- number
- 'null'
feed_matures_on:
example: '2015-10-13T17:57:37.000Z'
type:
- string
- 'null'
feed_minimum_balance:
example: 100
type:
- number
- 'null'
feed_minimum_payment:
example: 10
type:
- number
- 'null'
feed_name:
example: Test account 2
type:
- string
- 'null'
feed_nickname:
example: My Checking
type:
- string
- 'null'
feed_original_balance:
example: 10
type:
- number
- 'null'
feed_payment_due_at:
example: '2025-02-13T17:57:37.000Z'
type:
- string
- 'null'
feed_payoff_balance:
example: 10
type:
- number
- 'null'
feed_routing_number:
example: '68899990000000'
type:
- string
- 'null'
feed_started_on:
example: '2020-10-13T17:57:37.000Z'
type:
- string
- 'null'
feed_statement_balance:
example: 100
type:
- number
- 'null'
feed_total_account_value:
example: 100
type:
- number
- 'null'
guid:
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
type:
- string
- 'null'
holdings_value:
example: 1000
type:
- number
- 'null'
holdings_value_set_by:
example: 1
type:
- integer
- 'null'
id:
example: '1040434698'
type:
- string
- 'null'
imported_at:
example: '2015-10-13T17:57:37.000Z'
type:
- string
- 'null'
institution_code:
example: 3af3685e-05d9-7060-359f-008d0755e993
type:
- string
- 'null'
institution_guid:
example: INS-12a3b-4c5dd6-1349-008d0755e993
type:
- string
- 'null'
insured_name:
example: Tommy Shelby
type:
- string
- 'null'
interest_rate:
example: 1
type:
- number
- 'null'
interest_rate_set_by:
example: 1
type:
- integer
- 'null'
is_closed:
example: false
type:
- boolean
- 'null'
is_closed_set_by:
example: 1
type:
- integer
- 'null'
is_hidden:
example: false
type:
- boolean
- 'null'
is_manual:
example: false
type:
- boolean
- 'null'
last_payment:
example: 100
type:
- number
- 'null'
last_payment_set_by:
example: 1
type:
- integer
- 'null'
last_payment_at:
example: '2023-07-25T17:14:46Z'
type:
- string
- 'null'
last_payment_at_set_by:
example: 1
type:
- integer
- 'null'
loan_amount:
example: 1000
type:
- number
- 'null'
loan_amount_set_by:
example: 1
type:
- integer
- 'null'
margin_balance:
example: 1000
type:
- number
- 'null'
mature
# --- truncated at 32 KB (49 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/openapi/mx-technologies-managed-data-api-openapi.yml