MX Technologies

MX Technologies managed data [deprecated] API

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

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 managed-data institutions (deprecated) · List managed institutions #
Ask an LLM
“Which institutions does the deprecated managed-data API still list for partner-supplied members?”
“Does the old versioned institutions list for managed data support paging?”
Tell an agent
List managed-data institutions on the deprecated endpoint with API version {api_version}.
Fetch page {page} of institutions from the legacy managed-data list.
GET /users/{user_guid}/managed_members List a user's managed members (deprecated) · List managed members #
Ask an LLM
“Where do I list partner-managed members on the deprecated versioned API?”
“Can the legacy managed-data endpoint still return all self-supplied members for one user?”
Tell an agent
List managed members for user {user} via the deprecated API, version {api_version}.
Pull every legacy partner-managed member belonging to user {user}.
POST /users/{user_guid}/managed_members Create a managed member (deprecated) · Create managed member #
Ask an LLM
“Can I still create a partner-managed member through the deprecated versioned endpoint?”
“What body does the legacy create-managed-member call expect?”
Tell an agent
Create a managed member for user {user} on the deprecated API with {member}.
Use the legacy endpoint and API version {api_version} to add a self-supplied member for user {user}.
DELETE /users/{user_guid}/managed_members/{member_guid} Delete a managed member (deprecated) · Delete managed member #
Ask an LLM
“How do I delete a partner-managed member on the deprecated managed-data API?”
“Does the legacy managed-member delete return 204 No Content?”
Tell an agent destructive · confirm first
Delete managed member {member} of user {user} via the deprecated API.
Remove legacy managed member {member} for user {user} using API version {api_version}.
GET /users/{user_guid}/managed_members/{member_guid} Read a managed member (deprecated) · Read managed member #
Ask an LLM
“How do I read a partner-managed member using the deprecated managed-data API?”
“Is the old versioned read for a single managed member still available?”
Tell an agent
Read managed member {member} of user {user} through the deprecated API.
Fetch legacy managed member {member} for user {user} with API version {api_version}.
PUT /users/{user_guid}/managed_members/{member_guid} Update a managed member (deprecated) · Update managed member #
Ask an LLM
“Can I edit a partner-managed member through the deprecated versioned endpoint?”
“Which call on the legacy managed-data API changes a member's attributes?”
Tell an agent
On the deprecated API, update managed member {member} of user {user} with {member_fields}.
Rename legacy managed member {member} under user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts List a managed member's accounts (deprecated) · List managed accounts #
Ask an LLM
“Where are a partner-managed member's accounts listed on the deprecated versioned API?”
“Can the old managed-data endpoint page through a managed member's accounts?”
Tell an agent
List managed accounts of member {member}, user {user} via the deprecated API.
Pull legacy managed accounts under member {member} for user {user}, version {api_version}.
POST /users/{user_guid}/managed_members/{member_guid}/accounts Create a managed account (deprecated) · Create managed account #
Ask an LLM
“Can I still add an account to a partner-managed member through the deprecated endpoint?”
“What account payload does the legacy create-managed-account call take?”
Tell an agent
On the deprecated API, create an account under managed member {member} of user {user} with {account}.
Add a legacy managed account to member {member} for user {user}.
DELETE /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} Delete a managed account (deprecated) · Delete managed account #
Ask an LLM
“I need to drop one self-supplied account from a managed member on the old deprecated API; which call?”
“What status comes back when the legacy endpoint deletes a managed account?”
Tell an agent destructive · confirm first
Deprecated API: erase account {account} held by managed member {member} of user {user}.
Remove legacy managed account {account} from member {member} for user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} Read a managed account (deprecated) · Read managed account #
Ask an LLM
“How do I read one partner-managed account through the deprecated managed-data API?”
“Is the old versioned single-account read for managed data still usable?”
Tell an agent
Read managed account {account} of member {member}, user {user} via the deprecated API.
Fetch legacy managed account {account} in member {member} for user {user}, version {api_version}.
PUT /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid} Update a managed account (deprecated) · Update managed account #
Ask an LLM
“Can I change a partner-managed account's balance on the deprecated versioned API?”
“Which legacy managed-data call edits an account's attributes?”
Tell an agent
On the deprecated API, apply {account_fields} to managed account {account} in member {member}, user {user}.
Change the balance on legacy managed account {account} under member {member} for user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions List managed transactions (deprecated) · List managed transactions #
Ask an LLM
“Where do I list partner-managed transactions on the deprecated versioned API?”
“Can the legacy managed-transactions list filter by from and to dates?”
Tell an agent
List managed transactions on account {account}, member {member}, user {user} via the deprecated API.
Pull legacy managed transactions for account {account} in member {member}, user {user} since {from_date}.
POST /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions Create a managed transaction (deprecated) · Create managed transaction #
Ask an LLM
“Can I still load a transaction into a partner-managed account through the deprecated endpoint?”
“What transaction body does the legacy managed-data create call accept?”
Tell an agent
On the deprecated API, create a transaction on managed account {account}, member {member}, user {user} with {transaction}.
Add a legacy managed transaction to account {account} under member {member} for user {user}.
DELETE /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} Delete a managed transaction (deprecated) · Delete managed transaction #
Ask an LLM
“Can I remove a single self-supplied purchase or deposit with the old deprecated endpoint?”
“Does the legacy delete for a managed transaction return an empty 204?”
Tell an agent destructive · confirm first
Delete managed transaction {transaction} on account {account}, member {member}, user {user} via the deprecated API.
Remove legacy managed transaction {transaction} from account {account} of member {member}, user {user}.
GET /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} Read a managed transaction (deprecated) · Read managed transaction #
Ask an LLM
“Which deprecated call returns a single self-supplied transaction by its GUID?”
“Is the legacy single-transaction read for managed data still around?”
Tell an agent
Read managed transaction {transaction} on account {account}, member {member}, user {user} via the deprecated API.
Fetch legacy managed transaction {transaction} in account {account} of member {member}, user {user}.
PUT /users/{user_guid}/managed_members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid} Update a managed transaction (deprecated) · Update managed transaction #
Ask an LLM
“Can I correct a partner-managed transaction on the deprecated versioned API?”
“Which legacy managed-data call edits a transaction's amount or description?”
Tell an agent
Using the deprecated API, change transaction {transaction} (account {account}, member {member}, user {user}) to {transaction_fields}.
Fix legacy managed transaction {transaction} on account {account} of 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-deprecated-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-deprecated-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.
  title: MX Platform managed data [deprecated] API
  version: '20250224'
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-deprecated-api-openapi.yml