MX managed data [deprecated] API
The managed data [deprecated] API from MX — 7 operation(s) for managed data [deprecated].
The managed data [deprecated] API from MX — 7 operation(s) for managed data [deprecated].
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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.
## What''s Changed?
Several endpoints, headers, and fields changed in `v20250224`. For more on breaking changes, refer to our [versioning](/api-reference/platform-api/overview/versioning#v20250224) and [migration](/api-reference/platform-api/overview/migration) guides.
## Version Header
Versions are set in the `Accept-Version` header of API requests. Version numbers correspond with the date associated with that version. The example below uses the version `v20250224`.
```
-H ''Accept: application/json''
-H ''Accept-Version: v20250224''
```
---
'
title: MX Platform managed data [deprecated] API
version: '20250224'
servers:
- url: https://int-api.mx.com
- url: https://api.mx.com
security:
- basicAuth: []
tags:
- name: managed data [deprecated]
paths:
/managed_institutions:
get:
description: 'This endpoint returns a list of institutions which can be used to create partner-managed members.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration)
</Warning>
'
operationId: listManagedInstitutions
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/recordsPerPageMax1000'
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/InstitutionsResponseBody'
description: OK
summary: List managed institutions
tags:
- managed data [deprecated]
deprecated: true
/users/{user_guid}/managed_members:
get:
description: 'This endpoint returns a list of all the partner-managed members associated with the specified `user`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: listManagedMembers
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/recordsPerPageMax1000'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/MembersResponseBody'
description: OK
summary: List managed members
tags:
- managed data [deprecated]
deprecated: true
post:
description: 'Use this endpoint to create a new partner-managed `member`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: createManagedMember
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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/json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Create managed member
tags:
- managed data [deprecated]
deprecated: true
/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.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: deleteManagedMember
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/acceptHeader'
- $ref: '#/components/parameters/userGuid'
responses:
'204':
description: No Content
summary: Delete managed member
tags:
- managed data [deprecated]
deprecated: true
get:
description: 'This endpoint returns the attributes of the specified partner-managed`member`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: readManagedMember
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Read managed member
tags:
- managed data [deprecated]
deprecated: true
put:
description: 'Use this endpoint to update the attributes of the specified partner_managed `member`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: updateManagedMember
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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).
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
required: true
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/MemberResponseBody'
description: OK
summary: Update managed member
tags:
- managed data [deprecated]
deprecated: true
/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.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: listManagedAccounts
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/page'
- $ref: '#/components/parameters/recordsPerPageMax1000'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/AccountsResponseBody'
description: OK
summary: List managed accounts
tags:
- managed data [deprecated]
deprecated: true
post:
description: 'Use this endpoint to create a partner-managed account.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: createManagedAccount
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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/json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Create managed account
tags:
- managed data [deprecated]
deprecated: true
/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`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: deleteManagedAccount
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'204':
description: No Content
summary: Delete managed account
tags:
- managed data [deprecated]
deprecated: true
get:
description: 'Use this endpoint to read the attributes of a partner-managed account according to its unique guid.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: readManagedAccount
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Read managed account
tags:
- managed data [deprecated]
deprecated: true
put:
description: 'Use this endpoint to update the attributes of a partner-managed account according to its unique GUID.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: updateManagedAccount
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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/json:
schema:
$ref: '#/components/schemas/AccountResponseBody'
description: OK
summary: Update managed account
tags:
- managed data [deprecated]
deprecated: true
/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`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: listManagedTransactions
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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/json:
schema:
$ref: '#/components/schemas/TransactionsResponseBody'
description: OK
summary: List managed transactions
tags:
- managed data [deprecated]
deprecated: true
post:
description: 'Use this endpoint to create a new partner-managed `transaction`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: createManagedTransaction
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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/json:
schema:
$ref: '#/components/schemas/TransactionResponseBody'
description: OK
summary: Create managed transaction
tags:
- managed data [deprecated]
deprecated: true
/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.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: deleteManagedTransaction
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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 [deprecated]
deprecated: true
get:
description: 'Requests to this endpoint will return the attributes of the specified partner-managed `transaction`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: readManagedTransaction
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $ref: '#/components/parameters/accountGuid'
- $ref: '#/components/parameters/memberGuid'
- $ref: '#/components/parameters/transactionGuid'
- $ref: '#/components/parameters/userGuid'
responses:
'200':
content:
application/json:
schema:
$ref: '#/components/schemas/TransactionResponseBody'
description: OK
summary: Read managed transaction
tags:
- managed data [deprecated]
deprecated: true
put:
description: 'Use this endpoint to update the attributes of the specified partner_managed `transaction`.
<Warning>
This endpoint has been deprecated. For more information, reference the [Migration guide](/api-reference/platform-api/overview/migration).
</Warning>
'
operationId: updateManagedTransaction
parameters:
- $ref: '#/components/parameters/acceptVersion'
- $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/json:
schema:
$ref: '#/components/schemas/TransactionResponseBody'
description: OK
summary: Update managed transaction
tags:
- managed data [deprecated]
deprecated: true
components:
schemas:
ManagedMemberCreateRequest:
properties:
id:
description: The unique partner-defined identifier for the member.
example: member123
type: string
institution_code:
description: The code identifying a financial institution.
example: mxbank
type: string
metadata:
description: Additional information you can store about the `member`.
example: some metadata
type: string
name:
description: The name of the `member`.
example: MX Bank
type: string
required:
- institution_code
type: object
ManagedTransactionCreateRequestBody:
properties:
transaction:
$ref: '#/components/schemas/ManagedTransactionCreateRequest'
type: object
ManagedMemberUpdateRequest:
properties:
id:
description: The unique partner-defined identifier for the member.
example: member123
type: string
metadata:
description: Additional information you can store about the `member`.
example: some metadata
type: string
name:
description: The name of the `member`.
example: MX Bank
type: string
type: object
ManagedAccountCreateRequest:
properties:
account_number:
description: The account number associated with the account. This will typically be a masked or partial account number.
example: '3331261'
type: string
apr:
description: The annual percentage rate associated with the `account`.
example: 5.25
type: number
apy:
description: The annual percentage yield associated with the `account`.
example: 2.35
type: number
available_balance:
description: 'The balance that is available for use in asset accounts like checking and savings.
`PENDING` transactions are typically (not always) taken into account with the available balance.
`available_balance` will usually be a positive value for all account types, determined in the same way as the balance field.
'
example: 1000
type: number
available_credit:
description: 'The amount of credit available for use in liability accounts like credit cards and lines of credit.
`PENDING` transactions are typically (not always) taken into account with available credit.
`available_credit` will usually be a positive value for all account types, determined in the same way as the `balance` field.
'
example: 4000
type:
- number
- 'null'
balance:
description: "The current balance of the account.\n\n`PENDING` transactions are typically not taken into account with the current balance, but this may not always be the case.\n \nThe balance will usually be a positive value for all account types. Asset-type accounts (`CHECKING`, `SAVINGS`, `INVESTMENT`) may have a negative balance if they are in overdraft.\n\nDebt-type accounts (`CREDIT_CARD`, `LOAN`, `LINE_OF_CREDIT`, `MORTGAGE`) may have a negative balance if they are overpaid.\n"
example: 1000
type: number
cash_surrender_value:
description: Can only be updated for manual accounts. The sum of money paid to the policyholder or annuity holder in the event the policy is voluntarily terminated before it matures, or the insured event occurs.
example: 1000
type: number
credit_limit:
description: The credit limit associated with the `account`.
example: 5000
type: number
currency_code:
description: The three-character ISO 4217 currency code, for example, `USD`.
example: USD
type:
- string
- 'null'
day_payment_is_due:
description: The day of the month the payment is due. For example, the 14th is passed as `14`.
example: 14
type:
- integer
- 'null'
death_benefit:
description: The amount paid to the beneficiary of the account upon death of the account owner.
example: 1000
type: integer
id:
description: The unique partner-defined identifier for the account.
example: '1040434698'
type: string
interest_rate:
description: The interest rate associated with the account.
example: 3.25
type: number
is_closed:
description: Indicates whether an account has been closed. Closed accounts will no longer update balance or transaction information.
example: false
type: boolean
is_hidden:
example: false
type: boolean
description: Indicates whether the account is hidden. Hidden accounts can still have an active balance and receive transactions. Defaults to `false`.
last_payment:
description: The amount of the most recent payment on the `account`.
example: 100
type: number
last_payment_at:
description: The date and time when the last payment was made, represented in ISO 8601 format with a timestamp.
example: '2015-10-13T17:57:37.000Z'
type: string
loan_amount:
description: The amount of the loan associated with the `account`.
example: 1000
type: number
matures_on:
description: The date on which the `account` matures.
example: '2015-10-13T17:57:37.000Z'
type: string
metadata:
description: Additional information you can store about the `account`.
type: string
minimum_balance:
description: The minimum balance associated with the `account`.
example: 100
type: number
minimum_payment:
description: The minimum payment required for an account. This can apply to any debt account.
example: 10
type: number
name:
description: The name of the account.
example: Test account 2
type: string
nickname:
description: An alternate name for the `account`.
example: Swiss Account
type: string
original_balance:
description: The original balance associated with the `account`.
example: 10
type: number
payment_due_at:
description: The date and time at which the next payment is due on the `account`.
example: '2015-10-13T17:57:37.000Z'
type: string
payoff_balance:
description: The payoff balance for a debt account. This will normally be a positive number.
example: 10
type: number
routing_number:
description: The routing number for the `account`.
example: '68899990000000'
type: string
started_on:
description: The date on which the loan from a debt account started.
example: '2015-10-13T17:57:37.000Z'
type: string
subtype:
description: The account's subtype, e.g., `PLAN_401_K`, `MONEY_MARKET`, or `HOME_EQUITY`.
example: NONE
type: string
type:
description: The general or parent type of the `account`.
example: SAVINGS
type: string
required:
- balance
- id
- name
- type
type: object
ManagedAccountUpdateRequest:
properties:
account_number:
description: The account number associated with the account. This will typically be a masked or partial account number.
example: '3331261'
type: string
apr:
description: The annual percentage rate associated with the `account`.
example: 5.25
type: number
apy:
description: The annual percentage yield associated with the `account`.
example: 2.35
type: number
available_balance:
description: 'The balance that is available for use in asset accounts like checking and savings.
`PENDING` transactions are typically (not always) taken into account with the available balance.
`available_balance` will usually be a positive value for all account types, determined in the same way as the balance field.
'
example: 1000
type: number
available_credit:
description: 'The amount of credit available for use in liability accounts like credit cards and lines of credit.
`PENDING` transactions are typically (not always) taken into account with available credit.
`available_credit` will usually be a positive value for all account types, determined in the same way as the `balance` field.
'
example: 4000
type:
- number
- 'null'
balance:
description: "The current balance of the account.\n\n`PENDING` transactions are typically not taken into account with the current balance, but this may not always be the case.\n \nThe balance will usually be a positive value for all account types. Asset-type accounts (`CHECKING`, `SAVINGS`, `INVESTMENT`) may have a negative balance if they are in overdraft.\n\nDebt-type accounts (`CREDIT_CARD`, `LOAN`, `LINE_OF_CREDIT`, `MORTGAGE`) may have a negative balance if they are overpaid.\n"
example: 1000
type:
- number
- 'null'
cash_surrender_value:
description: Can only be updated for manual accounts. The sum of money paid to the policyholder or annuity holder in the event the policy is voluntarily terminated before it matures, or the insured event occurs.
example: 1000
type: number
credit_limit:
description: The credit limit associated with the `account`.
example: 5000
type: number
currency_code:
description: The three-character ISO 4217 currency code, for example, `USD`.
example: USD
type:
- string
- 'null'
day_payment_is_due:
description: The day of the month the payment is due. For example, the 14th is passed as `14`.
example: 14
type:
- integer
- 'null'
death_benefit:
description: The amount paid to the beneficiary of the account upon death of the account owner.
example: 1000
type: integer
id:
description: The unique partner-defined identifier for the `account`.
example: '1040434698'
type: string
interest_rate:
description: The interest rate associated with the `account`.
example: 3.25
type: number
is_closed:
description: Indicates whether an account has been closed. Closed accounts will no longer update balance or transaction information.
example: false
type: boolean
is_hidden:
description: Indicates whether the account is hidden. Hidden accounts can still have an active balance and receive transactions. Defaults to `false`.
example: false
type: boolean
last_payment:
description: The amount of the most recent payment on the `account`.
example: 100
type: number
last_payment_at:
description: The date and time when the last payment was made, represented in ISO 8601 format with a timestamp.
example: '2015-10-13T17:57:37.000Z'
type: string
loan_amount:
description: The amount of the loan associated with the `account`.
example: 1000
type: number
matures_on:
description: The date on which the `account` matures.
example: '2015-10-13T17:57:37.000Z'
type: string
metadata:
description: Additional information you can store about the `account`.
example: some metadata
type: string
minimum_balance:
description: The minimum balance associated with the `account`.
example: 100
type: number
minimum_payment:
description: The minimum payment required for an `account`. This can apply to any debt `account`.
example: 10
type: number
name:
description: The name of the `account`.
example: Test account 2
type: string
nickname:
description: A short, informal name for the `account`.
example: Swiss Account
type: string
original_balance:
description: The original balance associated with the `account`.
example: 10
type: number
payment_due_at:
description: The date and time at which the next payment is due on the `account`.
example: '2015-10-13T17:57:37.000Z'
type: string
payoff_balance:
description: The payoff balance for a debt account. This will normally be a positive number.
example: 10
type: number
routing_number:
description: The routing number for the `account`.
example: '68899990000000'
type: string
started_on:
description: The date on which the loan from a debt account started.
example: '2015-10-13T17:57:37.000Z'
type: string
subtype:
description: The account's subtype, e.g., `PLAN_401_K`, `MONEY_MARKET`, or `HOME_EQUITY`.
example: NONE
type: string
type:
description: The general or parent type of the `account`.
example: SAVINGS
type: string
type: object
SupportedProducts:
type: string
enum:
- account_verification
- identity_verification
- transactions
- transaction_history
- statements
- investments
- rewards
ManagedMemberUpdateRequestBody:
properties:
member:
$ref: '#/components/schemas/ManagedMemberUpdateRequest'
type: object
ManagedAccountUpdateRequestBody:
properties:
account:
$ref: '#/components/schemas/ManagedAccountUpdateRequest'
type: object
TransactionResponse:
properties:
account_guid:
description: The unique identifier for an account. Defined by MX.
example: ACT-06d7f44b-caae-0f6e-1384-01f52e75dcb1
type: string
account_id:
description: The unique client-defined identifier for the account.
example: account123
type:
- string
- 'null'
amount:
description: The monetary amount of the `transaction`.
example: 61.11
type:
- number
- 'null'
category:
description: The category of the `transactio
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# Full source: https://raw.githubusercontent.com/api-evangelist/mx/refs/heads/main/openapi/mx-managed-data-deprecated-api-openapi.yml