Team
Shared credential for production and unattended runs.
Connect MX Technologies with Hookshot™ and your stack
MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.
Tools and triggers
What Agents can do in MX Technologies
Available tools and events after MX Technologies is connected.
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Create Account
Creates a manual account for a specified user in MX Platform. Use this tool when you need to: - Add an external/off-platform account that isn't aggregated through MX - Create a test account for development purposes -…
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Create Member
Create a member to connect a user to a financial institution. A member represents the relationship between an MX user and a financial institution. For non-OAuth institutions, provide credentials obtained from List…
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Create Partner Account
Create a new user (partner account) in the MX Platform. Users represent end-users in your application and are required before creating members, accounts, or accessing financial data. Use this tool to provision a new…
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Disable MX User Account
Disables an MX user account, preventing background updates to accounts and transactions and restricting data access. The user can be re-enabled later via the update user endpoint. Uses MX Platform API: PUT…
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Fetch Rewards
Initiate rewards aggregation for a specific member. This triggers an async job to gather rewards data (points, miles, etc.) from the member's financial institution. Use List Rewards to retrieve the results after…
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Get Configurable Widget URL
Retrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.). Use this tool to generate a single-use URL for displaying MX widgets to end users. The URL expires after 10 minutes or…
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List Account Numbers by Member
Tool to list account numbers for a specific member. Use after obtaining user and member GUIDs.
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List Account Owners
Tool to list account owners for a specific member. Returns identity information (name, address, contact details) for all account owners associated with the member's accounts. Requires user_guid and member_guid. Use…
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List Accounts
Tool to list all accounts for a user. Use after confirming the user GUID.
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List Budgets
List all budgets for a specific MX user. Budgets track spending limits for categories. Prerequisites: Obtain a valid user_guid from the List Users endpoint first. Note: Budgets are automatically generated based on…
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List Categories
Tool to list all categories for a user. Use when you need to fetch both default and custom categories for a given user GUID.
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List Challenges
Tool to list MFA challenges for a member. Use when the member is in CHALLENGED state to retrieve prompts to answer.
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List Favorite Institutions
List the partner's favorite financial institutions, sorted by popularity. Use this tool to retrieve institutions that have been pre-configured as favorites for the partner account. Results are paginated and can be…
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List Goals
List all financial goals for a specific MX user. Use this to retrieve a paginated list of the user's savings goals, including target amounts, progress, and completion dates. Requires a valid user GUID obtained from the…
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List Institution Credentials
Tool to list credential fields required by a given institution. Use after selecting the institution code; supports optional pagination.
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List Institutions
Tool to list financial institutions supported by MX. Use when you need to retrieve available institutions with optional filters like name, country code, or products; supports pagination.
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List Member Accounts
Tool to list accounts for a specific member. Use when you need to retrieve all accounts associated with a given user and member GUID.
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List Members
List all members (financial institution connections) for a specific user. A member represents a connection between a user and a financial institution. Use this tool to retrieve all members linked to a user, including…
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List Rewards
Lists rewards and loyalty program data for a specific member. Returns information about points, miles, and other rewards balances from connected financial institutions. Requires valid user_guid (from List Users) and…
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List Statements by Member
Retrieve a paginated list of monthly account statements (PDF) for a specific member. Use this tool after obtaining valid user_guid (via LIST_USERS) and member_guid (via LIST_MEMBERS). Statements include bank/credit…
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List Taggings
List all taggings for a specific MX user. Taggings are links between custom tags and transactions - they show which labels have been applied to which transactions. Use this when you need to: - See all tag-transaction…
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List Tags
List all custom tags associated with a specific MX user. Tags are labels that can be applied to transactions for organization. Every user has a default 'Business' tag. Returns paginated results. Use this to retrieve…
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List Transactions
Retrieve all financial transactions for an MX user across all their connected accounts and members. Use this tool to get a user's complete transaction history. Supports pagination, date filtering, and optional enhanced…
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List Transactions by Member
Tool to list transactions for a member. Use when you have valid user and member GUIDs and need their transactions.
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List Users
List all users in the MX Platform. Use this to retrieve a paginated list of user accounts with optional filters by ID, email, or disabled status. Each user represents an end user accessing MX Platform through your…
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Read Account
Tool to retrieve details for a specific account. Use after obtaining valid user and account GUIDs to fetch up-to-date account information.
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Read Category
Tool to retrieve a default category by GUID. Use after confirming the default category GUID.
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Read FDX Account
Retrieve details for a specific account using the FDX 4.6 standard API. This action fetches comprehensive account information including balances, status, and account attributes. It requires an FDX account identifier…
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Read Institution
Tool to retrieve details for a specific institution by code. Use when you need to get information about a particular financial institution using its unique code.
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Read Transaction
Tool to retrieve details for a specific transaction by its GUID. Use when you need to fetch information about a particular transaction for a user.
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Read Transaction by Account
Tool to retrieve details for a specific transaction by account. Use when you need to fetch information about a particular transaction using user, member, account, and transaction identifiers. Supports optional…
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Read Transaction Rule
Tool to retrieve details for a specific transaction rule by its GUID. Use when you need to fetch information about a particular transaction rule for a user.
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Retrieve Audience API Credentials
Tool to retrieve Audience API credentials. Use when obtaining client_id and client_secret for Audience Service authentication before generating an access token. Credentials must be created in the Partner Dashboard…
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Update Transaction
Tool to update a specific transaction's description. Use when you need to modify the description of an existing transaction.
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Update Transaction Rules
Tool to update an existing transaction rule. Use when you need to modify how transactions are categorized or described based on pattern matching. Note: Changes to match_description will only be applied to future…
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Update User Tagging
Tool to update a tagging for an MX user. Use when you need to change which tag is associated with a specific transaction. A tagging represents the link between a custom tag and a transaction.
Setup
Connect MX Technologies in Hookshot™
Pick a scope, then confirm what can start a Protege and what it can do.
Trigger Access
What can start a Protege from this app.
Tool Access
What a Protege can do after it starts.
Connection scope
Prefer team for production.
Personal
Tied to one user—only when the workflow needs their account.
Chat
Team-scoped for supported chat surfaces.
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