MX Technologies

MX Technologies statements API

The statements API from MX Technologies — 5 operation(s) for statements.

GitHub OpenAPI

Operations 5

POST /users/{user_guid}/members/{member_guid}/fetch_statements Fetch statements #
GET /users/{user_guid}/members/{member_guid}/statements List statements by member #
GET /users/{user_guid}/members/{member_guid}/statements/{statement_guid} Read statement by member #
GET /users/{user_guid}/members/{member_guid}/statements/{statement_guid}.pdf Download statement pdf #
POST /users/{user_identifier}/members/{member_identifier}/fetch_statements Fetch statements #

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-statements-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
🔗
GraphQL
https://raw.githubusercontent.com/api-evangelist/mx-technologies/refs/heads/main/graphql/mx-graphql.md

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OpenAPI Specification

mx-technologies-statements-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](/use-cases/).

    '
  title: MX Platform accounts Statements API
  version: '20111101'
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
security:
- basicAuth: []
tags:
- name: statements
paths:
  /users/{user_guid}/members/{member_guid}/fetch_statements:
    post:
      description: Use this endpoint to fetch the statements associated with a particular member.
      operationId: fetchStatements
      parameters:
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '202':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/MemberResponseBody'
          description: Accepted
      summary: Fetch statements
      tags:
      - statements
  /users/{user_guid}/members/{member_guid}/statements:
    get:
      description: Use this endpoint to get an array of available statements.
      operationId: listStatementsByMember
      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/StatementsResponseBody'
          description: OK
      summary: List statements by member
      tags:
      - statements
  /users/{user_guid}/members/{member_guid}/statements/{statement_guid}:
    get:
      description: Use this endpoint to read a JSON representation of the statement.
      operationId: readStatementByMember
      parameters:
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/statementGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+json:
              schema:
                $ref: '#/components/schemas/StatementResponseBody'
          description: OK
      summary: Read statement by member
      tags:
      - statements
  /users/{user_guid}/members/{member_guid}/statements/{statement_guid}.pdf:
    get:
      description: Use this endpoint to download a specified statement PDF.
      operationId: downloadStatementPDF
      parameters:
      - $ref: '#/components/parameters/memberGuid'
      - $ref: '#/components/parameters/statementGuid'
      - $ref: '#/components/parameters/userGuid'
      responses:
        '200':
          content:
            application/vnd.mx.api.v1+pdf:
              schema:
                format: binary
                type: string
          description: OK
      summary: Download statement pdf
      tags:
      - statements
  /users/{user_identifier}/members/{member_identifier}/fetch_statements:
    post:
      description: Use this endpoint to fetch the statements associated with a particular member.
      operationId: fetchStatements
      parameters:
      - $ref: '#/components/parameters/acceptVersion'
      - $ref: '#/components/parameters/memberIdentifier'
      - $ref: '#/components/parameters/userIdentifier'
      responses:
        '202':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/MemberResponseBody'
          description: Accepted
      summary: Fetch statements
      tags:
      - statements
components:
  parameters:
    memberGuid:
      description: The unique id for a `member`.
      example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
      in: path
      name: member_guid
      required: true
      schema:
        type: string
    memberIdentifier:
      description: Use either the member `id` you defined or the MX-defined member `guid`. See [MX-Defined GUIDs vs IDs Defined by You](https://docs.mx.com/products/connectivity/overview/held-data/#mx-defined-guids-vs-ids-defined-by-you).
      name: member_identifier
      in: path
      required: true
      schema:
        type: string
    statementGuid:
      description: The unique id for a `statement`.
      example: STA-737a344b-caae-0f6e-1384-01f52e75dcb1
      in: path
      name: statement_guid
      required: true
      schema:
        type: string
    userGuid:
      description: The unique identifier for a `user`, beginning with the prefix `USR-`.
      example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
      in: path
      name: user_guid
      required: true
      schema:
        type: string
    acceptVersion:
      name: Accept-Version
      in: header
      required: true
      schema:
        type: string
        default: v20250224
        example: v20250224
      description: MX Platform API version.
    page:
      description: Results are paginated. Specify current page.
      example: 1
      in: query
      name: page
      schema:
        type: integer
    recordsPerPageMax1000:
      description: This specifies the number of records to be returned on each page. Defaults to `25`. The valid range is from `10` to `1000`. If the value exceeds `1000`, the default value of `25` will be used instead.
      example: 10
      in: query
      name: records_per_page
      schema:
        type: integer
    userIdentifier:
      description: Use either the user `id` you defined or the MX-defined user `guid`. See [MX-Defined GUIDs vs IDs Defined by You​](https://docs.mx.com/products/connectivity/overview/held-data/#mx-defined-guids-vs-ids-defined-by-you).
      in: path
      required: true
      name: user_identifier
      schema:
        type: string
  schemas:
    StatementResponseBody:
      properties:
        statement:
          $ref: '#/components/schemas/StatementResponse'
      type: object
    MemberResponse:
      properties:
        aggregated_at:
          example: '2016-10-13T18:07:57.000Z'
          type:
          - string
          - 'null'
        background_aggregation_is_disabled:
          example: false
          type: boolean
        connection_status:
          example: CONNECTED
          type:
          - string
          - 'null'
        connection_status_message:
          example: Connected to MX Bank
          type:
          - string
          - 'null'
        guid:
          example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
          type:
          - string
          - 'null'
        id:
          example: unique_id
          type:
          - string
          - 'null'
        institution_code:
          example: mxbank
          type:
          - string
          - 'null'
        institution_guid:
          example: INST-12345678-90ab-cdef-1234-567890abcdef
          type: string
        is_being_aggregated:
          example: false
          type:
          - boolean
          - 'null'
        is_managed_by_user:
          example: false
          type:
          - boolean
          - 'null'
        is_manual:
          example: false
          type:
          - boolean
          - 'null'
        is_oauth:
          example: false
          type:
          - boolean
          - 'null'
        metadata:
          example: '\"credentials_last_refreshed_at\": \"2015-10-15\'
          type:
          - string
          - 'null'
        most_recent_job_detail_code:
          example: null
          type:
          - integer
          - 'null'
        most_recent_job_detail_text:
          example: null
          type:
          - boolean
          - 'null'
        most_recent_job_guid:
          example: JOB-12345678-90ab-cdef-1234-567890abcdef
          type:
          - boolean
          - 'null'
        name:
          example: MX Bank
          type:
          - string
          - 'null'
        needs_updated_credentials:
          example: false
          type:
          - boolean
          - 'null'
        oauth_window_uri:
          example: https://mxbank.mx.com/oauth/authorize?client_id=b8OikQ4Ep3NuSUrQ13DdvFuwpNx-qqoAsJDVAQCyLkQ&redirect_uri=https%3A%2F%2Fint-app.moneydesktop.com%2Foauth%2Fredirect_from&response_type=code&scope=openid&state=d745bd4ee6f0f9c184757f574bcc2df2
          type:
          - string
          - 'null'
        successfully_aggregated_at:
          example: '2016-10-13T17:57:38.000Z'
          type:
          - string
          - 'null'
        use_cases:
          type: array
          description: The use case associated with the member. Valid values are `PFM` and/or `MONEY_MOVEMENT`. Only set this if you've met with MX and have opted in to using this field.
          items:
            type: string
            enum:
            - MONEY_MOVEMENT
            - PFM
          example:
          - PFM
        user_guid:
          example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
          type:
          - string
          - 'null'
        user_id:
          example: user123
          type:
          - string
          - 'null'
      type: object
    StatementsResponseBody:
      properties:
        statements:
          items:
            $ref: '#/components/schemas/StatementResponse'
          type: array
        pagination:
          $ref: '#/components/schemas/PaginationResponse'
      type: object
    PaginationResponse:
      properties:
        current_page:
          example: 1
          type: integer
        per_page:
          example: 25
          type: integer
        total_entries:
          example: 1
          type: integer
        total_pages:
          example: 1
          type: integer
      type: object
    MemberResponseBody:
      properties:
        member:
          $ref: '#/components/schemas/MemberResponse'
      type: object
    StatementResponse:
      properties:
        account_guid:
          example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
          type:
          - string
          - 'null'
        content_hash:
          example: ca53785b812d00ef821c3d94bfd6e5bbc0020504410589b7ea8552169f021981
          type:
          - string
          - 'null'
        created_at:
          example: '2016-10-13T18:08:00+00:00'
          type:
          - string
          - 'null'
        guid:
          example: STA-737a344b-caae-0f6e-1384-01f52e75dcb1
          type:
          - string
          - 'null'
        member_guid:
          example: MBR-7c6f361b-e582-15b6-60c0-358f12466b4b
          type:
          - string
          - 'null'
        updated_at:
          example: '2016-10-13T18:09:00+00:00'
          type:
          - string
          - 'null'
        uri:
          example: uri/to/statement
          type:
          - string
          - 'null'
        user_guid:
          example: USR-fa7537f3-48aa-a683-a02a-b18940482f54
          type:
          - string
          - 'null'
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
    basicAuth:
      scheme: basic
      type: http