# MX transaction rules API

**Canonical:** https://apis.io/apis/mx/mx-transaction-rules-api/  
**Provider:** MX — https://apis.io/providers/mx/  
**Base URL:** https://api.mx.com  
**Documentation:** https://docs.mx.com/api-reference/platform-api/reference/mx-platform-api

MX transaction rules API is one of 28 APIs that [MX](https://apis.io/providers/mx/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include transaction rules. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and authentication docs.

Transaction Rules allow users to automatically recategorize or rename all similar transactions according to their preferences. This only applies to future transactions. When recategorizing or renaming a transaction, the user will be asked whether they want the new data to apply to the selected transaction or to all future transactions. If they choose to apply it to all future transactions, it will create a transaction rule which will automatically apply the changes going forward.

## Machine-readable artifacts (5)

- **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/mx/refs/heads/main/openapi/mx-transaction-rules-api-openapi.yml
- **Documentation** — https://docs.mx.com/api-reference/platform-api/overview/architecture-and-security
- **APIReference** — https://docs.mx.com/api-reference/platform-api/reference/mx-platform-api
- **Authentication** — https://docs.mx.com/resources/oauth-guide
- **ToolCrosswalk** — https://raw.githubusercontent.com/api-evangelist/mx/refs/heads/main/mcp/mx-tool-crosswalk.yml

## Other MX APIs (12)

- [MX Data Access](https://apis.io/apis/mx/mx-data-access/)
- [MX Accounts API](https://apis.io/apis/mx/mx-accounts-api/)
- [MX ach return API](https://apis.io/apis/mx/mx-ach-return-api/)
- [MX Budgets API](https://apis.io/apis/mx/mx-budgets-api/)
- [MX Categories API](https://apis.io/apis/mx/mx-categories-api/)
- [MX Consent Management API](https://apis.io/apis/mx/mx-consent-management-api/)
- [MX Goals API](https://apis.io/apis/mx/mx-goals-api/)
- [MX Insights API](https://apis.io/apis/mx/mx-insights-api/)
- [MX Institutions API](https://apis.io/apis/mx/mx-institutions-api/)
- [MX investment holdings API](https://apis.io/apis/mx/mx-investment-holdings-api/)
- [MX Jobs API](https://apis.io/apis/mx/mx-jobs-api/)
- [MX managed data [deprecated] API](https://apis.io/apis/mx/mx-managed-data-deprecated-api/)

## Tags

transaction rules

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/mx/mx-transaction-rules-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/mx/.