MX Technologies Transactions API
The transactions API from MX Technologies — 19 operation(s) for transactions.
Operations 25
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
Ask an LLM
“Can I get messy bank transaction descriptions cleaned up and categorized without storing them?”
“Is there a way to classify a batch of raw transactions I already have into spending categories?”
Tell an agent
Enhance these raw transactions with categories and clean descriptions: {transactions}.
Run {transactions} through transaction enhancement and return the cleansed merchant names without persisting anything.
POST
/users/{user_guid}/accounts/{account_guid}/transactions
Add a transaction to a manual account · Create manual transaction
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Ask an LLM
“How do I record a cash purchase against an account the user created by hand?”
“Can I add transactions to an aggregated bank account, or only to manual accounts?”
Tell an agent
Add manual transaction {transaction} to manual account {account} for user {user}.
Record a hand-entered transaction on manual account {account} of user {user}.
GET
/users/{user_guid}/accounts/{account_guid}/transactions
List transactions for one account by GUID · List transactions by account
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Ask an LLM
“What transactions have posted to one specific account, looked up by its MX account GUID?”
“Can I pull a single account's transactions between two dates and filter by top-level category?”
Tell an agent
List transactions on account GUID {account} for user GUID {user}.
Show account {account} transactions for user {user} from {from_date} to {to_date}.
PUT
/users/{user_guid}/members/{member_guid}/accounts/{account_guid}/transactions/{transaction_guid}
Update a transaction under its member account by GUID · Update Transaction by Account
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Ask an LLM
“How do I edit a transaction when I address it through its member and account GUIDs?”
“Can I change a transaction nested under a specific member's account on the GUID-based path?”
Tell an agent
Update transaction {transaction} on account {account} of member {member} for user GUID {user} with {changes}.
Edit the member-scoped transaction {transaction} under account GUID {account}, member {member}, user {user}.
POST
/users/{user_guid}/members/{member_guid}/extend_history
Request 24 months of history for a member by GUID · Extend history
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Ask an LLM
“How do I pull up to two years of transaction history for a bank connection using its MX GUIDs?”
“Could requesting extended history on the GUID path trigger multi-factor authentication?”
Tell an agent
Extend transaction history for member GUID {member} of user GUID {user}.
Start an extended 24-month history fetch on member {member} for MX user {user}.
GET
/users/{user_guid}/members/{member_guid}/transactions
List a member's transactions by GUID · List transactions by member
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Ask an LLM
“What transactions came in across every account of one bank connection, using MX GUIDs?”
“Can I narrow a member's transactions on the GUID endpoint to those updated since a certain date?”
Tell an agent
List all transactions for member GUID {member} of user GUID {user}.
Show transactions updated after {from_updated_at} across member {member} for MX user {user}.
GET
/users/{user_guid}/tags/{tag_guid}/transactions
List transactions carrying a tag by user GUID · List transactions by tag
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Ask an LLM
“Which transactions has a user labelled with a given tag, looked up by MX user GUID?”
“Can I see tagged transactions for one category only on the GUID-based tag endpoint?”
Tell an agent
List transactions tagged {tag} for user GUID {user}.
Show MX user {user}'s transactions with tag {tag} in category {category}.
DELETE
/users/{user_guid}/transaction_rules/{transaction_rule_guid}
Delete a transaction rule · Delete transaction rule
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Ask an LLM
“How do I permanently remove an auto-categorization rule a user no longer wants?”
“Is deleting a transaction rule reversible?”
Tell an agent destructive · confirm first
Delete transaction rule {rule} for user {user}.
Permanently remove rule {rule} from user {user}'s transaction rules.
Ask an LLM
“Can I get every transaction for a user across all their banks and accounts using the MX user GUID?”
“What date and category filters work when listing all of a user's transactions on the GUID path?”
Tell an agent
List every transaction for MX user GUID {user}.
Show all of user GUID {user}'s transactions between {from_date} and {to_date} in top-level category {top_category}.
GET
/users/{user_guid}/transactions/{transaction_guid}
Read one transaction for a user · Read transaction
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Ask an LLM
“How can I look up the details of a single transaction straight from the user, without its account?”
“Can I read a manual transaction by passing its MAN- prefixed GUID?”
Tell an agent
Get transaction {transaction} for user {user}.
Read user {user}'s transaction {transaction} including {includes}.
PUT
/users/{user_guid}/transactions/{transaction_guid}
Update a transaction directly under a user · Update transaction
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Ask an LLM
“How do I change a transaction's details when I only know the user and transaction GUID?”
“Can I recategorize a transaction without going through its member and account?”
Tell an agent
Update user {user}'s transaction {transaction} with {changes}.
Edit transaction {transaction} belonging to user {user} using the user-level path.
DELETE
/users/{user_guid}/transactions/{transaction_guid}
Delete a manual transaction · Delete manual transactions
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Ask an LLM
“How do I remove a transaction the user entered by hand?”
“What GUID format do I use to delete a manually created transaction?”
Tell an agent destructive · confirm first
Delete manual transaction {transaction} for user {user}.
Remove hand-entered transaction {transaction} from user {user}'s records.
GET
/users/{user_guid}/repeating_transactions
List a user's recurring transactions · List Repeating Transactions
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Ask an LLM
“Which subscriptions and recurring bills does a user have?”
“Can I detect the repeating charges in someone's transaction history?”
Tell an agent
List repeating transactions for user {user}.
Show every recurring charge detected for user {user}.
GET
/users/{user_guid}/repeating_transactions/{repeating_transaction_guid}
Get one recurring transaction · Get a Repeating Transaction
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Ask an LLM
“How do I look up the details of one specific recurring payment pattern?”
“What does MX know about a single repeating transaction, like its frequency?”
Tell an agent
Get repeating transaction {repeating} for user {user}.
Show details of recurring charge {repeating} on user {user}'s profile.
DELETE
/users/{user_guid}/transactions/{transaction_guid}/split
Undo a split on a user's transaction · Delete split transactions
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Ask an LLM
“How do I remove the child pieces of a split transaction and keep the original?”
“What happens to the parent transaction when its splits are deleted at the user level?”
Tell an agent destructive · confirm first
Delete all splits on transaction {transaction} for user {user}.
Unsplit user {user}'s transaction {transaction} so only the parent remains.
POST
/users/{user_guid}/transactions/{transaction_guid}/split
Split a transaction into categorized parts · Create split transactions
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Ask an LLM
“Can I break one grocery store charge into separate categories like food and household?”
“Do the split pieces have to add up to the original transaction amount?”
Tell an agent
Split user {user}'s transaction {transaction} into {splits}.
Divide transaction {transaction} for user {user} into child transactions with their own categories and amounts: {splits}.
GET
/users/{user_guid}/members/{member_guid}/accounts/{account_guid}/transactions
List an account's transactions under its member · List transactions by account per member
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Ask an LLM
“How do I get one account's transactions when I address it through its member on the versioned API?”
“Can I filter an account's transactions by created date when going through the member path?”
Tell an agent
List transactions on account {account} of member {member} for user {user}, API version {api_version}.
Show member {member}'s account {account} transactions created after {from_created_at} for user {user}.
POST
/users/{user_identifier}/members/{member_identifier}/extend_history
Request extended history on the versioned API · Extend history
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Ask an LLM
“How do I request up to 24 months of transactions for a member identified by my own ID?”
“Which institutions support extended history on the versioned extend endpoint?”
Tell an agent
Extend history for member {member} of user {user} on API version {api_version}.
Fetch two years of transactions for my user ID {user}'s connection {member}.
GET
/users/{user_identifier}/members/{member_identifier}/transactions
List a member's transactions on the versioned API · List transactions by member
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Ask an LLM
“Which transactions belong to a bank connection when I look it up by the IDs I defined?”
“Can I filter a member's transactions by timestamp range on the versioned endpoint?”
Tell an agent
List transactions for member {member} of user {user}, API version {api_version}.
Show member {member}'s transactions for my user ID {user} between {from_timestamp} and {to_timestamp}.
GET
/users/{user_identifier}/tags/{tag_guid}/transactions
List tagged transactions on the versioned API · List transactions by tag
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Ask an LLM
“Which transactions carry a given tag for a user I identify with my own user ID?”
“Can I page through a tag's transactions on the versioned endpoint?”
Tell an agent
List transactions tagged {tag} for user {user}, API version {api_version}.
Show my user ID {user}'s transactions with tag {tag}, {per_page} per page.
GET
/users/{user_identifier}/transactions
List a user's transactions on the versioned API · List transactions
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Ask an LLM
“How do I pull every transaction for a user referenced by the ID my own system assigned?”
“Can I restrict a user's full transaction list to a money-movement or PFM use case on the versioned API?”
Tell an agent
List all transactions for user {user} on API version {api_version}.
Show my user ID {user}'s transactions for the {use_case} use case from {from_date}.
GET
/users/{user_identifier}/members/{member_identifier}/accounts/{account_identifier}/transactions/{transaction_identifier}
Read a transaction under its member account · Read transaction by account
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Ask an LLM
“How do I read one transaction by walking user, member, account and transaction identifiers?”
“Can I fetch enhanced data for a single transaction inside a specific account?”
Tell an agent
Read transaction {transaction} on account {account} of member {member} for user {user}, API version {api_version}.
Get account {account}'s transaction {transaction} under member {member} for user {user}, including {includes}.
PUT
/users/{user_identifier}/members/{member_identifier}/accounts/{account_identifier}/transactions/{transaction_identifier}
Change a transaction's description on the versioned API · Update transaction
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Ask an LLM
“How do I rename a transaction's description inside a specific account using my own identifiers?”
“Is the description the only thing I can change on the versioned account transaction update?”
Tell an agent
Set the description of transaction {transaction} on account {account}, member {member}, user {user} to {changes}.
Rename account {account}'s transaction {transaction} for member {member} and user {user} on API version {api_version}.
DELETE
/users/{user_identifier}/members/{member_identifier}/accounts/{account_identifier}/transactions/{transaction_identifier}/split
Remove splits from a transaction in a member account · Delete split transactions by account
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Ask an LLM
“How do I undo a split for a transaction addressed through its member and account on the versioned API?”
“Does deleting splits within an account leave the parent transaction active?”
Tell an agent destructive · confirm first
Delete splits on transaction {transaction} in account {account} of member {member} for user {user}.
Unsplit account {account}'s transaction {transaction} for member {member}, user {user}, on API version {api_version}.
POST
/users/{user_identifier}/members/{member_identifier}/accounts/{account_identifier}/transactions/{transaction_identifier}/split
Split a transaction within a member account · Create split transactions by account
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Ask an LLM
“Can I split a charge into parts when I address it by user, member and account identifiers?”
“How do I split a transaction on the versioned account-scoped endpoint?”
Tell an agent
Split transaction {transaction} on account {account} of member {member} for user {user} into {splits}.
Break account {account}'s transaction {transaction} into child transactions {splits} for member {member}, user {user}, API version {api_version}.