How to connect MX Technologies to Hermes Agent
Connect MX Technologies to Hermes with ClawLink: paste your MX Technologies key once and 36 tools work from chat. No MCP server to run, nothing stored on your machine.
MX TechnologiesBASIC AUTHMCPMX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.. Once connected, Hermes Agent can read and act on MX Technologies from chat — pairing, token refresh, and tool wiring handled for you.
Most guides for giving Hermes Agent MX Technologies access start with registering your own OAuth app or pasting API keys into env files, then leave the token refresh and tool wiring to you. ClawLink gives Hermes a more practical MX Technologies setup: pair once in the browser and your always-on Hermes agent can act on MX Technologies for you, reading and doing real work on your behalf with no auth, token refresh, or tool wiring to build yourself.
Setup
It takes three steps to connect Hermes to MX Technologies.
1Install and pair
Install the ClawLink plugin, then pair Hermes with a one-time browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable- 2
Connect MX Technologies
Enter your account details in the dashboard.
- 3
Use it from chat
Ask Hermes Agent: "What can you do with MX Technologies?"
Install by command
The prompt above walks Hermes through this. By hand, it is four commands and a browser approval:
hermes plugins install ClawLink-HQ/hermes-plugin --enable
hermes clawlink begin # prints an approval link — open it and approve
hermes clawlink finish # after approving in the browser
hermes clawlink testThen connect MX Technologies in the ClawLink dashboard — enter your MX Technologies account details once.
Verify the connection by asking Hermes:
Create it in MX Technologies for me, then confirm the important fields before you finish.
Using a different agent?
The Hermes plugin is one client of ClawLink's MCP server. Claude Code, Cursor, Codex, or any agent that can run a shell command pairs with the same ClawLink account through the CLI:
npx -y @useclawlink/cli loginlogin opens the same browser approval and stores a credential locally. Once MX Technologies is connected in the dashboard, that agent calls the same 36 MX Technologies tools over MCP. Full setup for MCP clients and shell agents: connect apps to any AI agent.
MX Technologies MCP for Hermes
Looking for a MX Technologies MCP server for Hermes Agent? ClawLink connects MX Technologies to Hermes Agent and exposes 36 MX Technologies tools your agent can call over MCP, with hosted auth and nothing to run or maintain yourself. Using OpenClaw instead? The OpenClaw MX Technologies integration works the same way.
What the Hermes Agent MX Technologies integration can do
36 MX Technologies tools are ready for Hermes Agent once the account is connected. The 30 below are the ones people reach for most; your agent can call all 36.
30 of 36 MX Technologies tools for Hermes
| Tool | What it does |
|---|---|
Create audience API credentials mx_technologies_create_audience_api_credentials | Retrieve Audience API credentials |
List account numbers by member mx_technologies_list_account_numbers_by_member | List account numbers for a specific member |
List account owners mx_technologies_list_account_owners | List account owners for a specific member |
List accounts mx_technologies_list_accounts | List all accounts for a user |
List budgets mx_technologies_list_budgets | List all budgets for a specific MX user |
List categories mx_technologies_list_categories | List all categories for a user |
List challenges mx_technologies_list_challenges | List MFA challenges for a member |
List favorite institutions mx_technologies_list_favorite_institutions | List the partner's favorite financial institutions, sorted by popularity |
List goals mx_technologies_list_goals | List all financial goals for a specific MX user |
List institution credentials mx_technologies_list_institution_credentials | List credential fields required by a given institution |
List institutions mx_technologies_list_institutions | List financial institutions supported by MX |
List member accounts mx_technologies_list_member_accounts | List accounts for a specific member |
List members mx_technologies_list_members | List all members (financial institution connections) for a specific user |
List rewards mx_technologies_list_rewards | Lists rewards and loyalty program data for a specific member |
List statements by member mx_technologies_list_statements_by_member | Retrieve a paginated list of monthly account statements (PDF) for a specific member |
List taggings mx_technologies_list_taggings | List all taggings for a specific MX user |
List tags mx_technologies_list_tags | List all custom tags associated with a specific MX user |
List transactions mx_technologies_list_transactions | Retrieve all financial transactions for an MX user across all their connected accounts and |
List transactions by member mx_technologies_list_transactions_by_member | List transactions for a member |
List users mx_technologies_list_users | List all users in the MX Platform |
Read account mx_technologies_read_account | Retrieve details for a specific account |
Read category mx_technologies_read_category | Retrieve a default category by GUID |
Read fdx account mx_technologies_read_fdx_account | Retrieve details for a specific account using the FDX 4.6 standard API |
Read institution mx_technologies_read_institution | Retrieve details for a specific institution by code |
Read transaction mx_technologies_read_transaction | Retrieve details for a specific transaction by its GUID |
Read transaction by account mx_technologies_read_transaction_by_account | Retrieve details for a specific transaction by account |
Read transaction rule mx_technologies_read_transaction_rule | Retrieve details for a specific transaction rule by its GUID |
Create account mx_technologies_create_account | Creates a manual account for a specified user in MX Platform |
Create member mx_technologies_create_member | Create a member to connect a user to a financial institution |
Create partner account mx_technologies_create_partner_account | Create a new user (partner account) in the MX Platform |
Try it: find the MX Technologies tool you need
Browse the 30 MX Technologies tools
Click any tool to see exactly what Hermes can do and copy a ready-to-use prompt.
Example prompts
Create it in MX Technologies for me, then confirm the important fields before you finish.
List the relevant items in MX Technologies, group them by priority, and recommend what Hermes should do next.
List the relevant items in MX Technologies, group them by priority, and recommend what Hermes should do next.
List the relevant items in MX Technologies, group them by priority, and recommend what Hermes should do next.
ClawLink vs. building it yourself
The alternative to ClawLink is usually manual credential setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want MX Technologies working from chat.
| Manual | ClawLink | |
|---|---|---|
| Setup flow | Collect and store the right MX Technologies credentials yourself, then keep the account mapping and request format correct. | ClawLink keeps the setup in one hosted flow so non-technical users can link MX Technologies without custom integration screens. |
| Ongoing maintenance | You own refresh logic, permission debugging, environment config, and every provider-specific edge case for MX Technologies. | ClawLink handles the repetitive integration plumbing so your team can focus on the workflow instead of the infrastructure. |
| Agent usability | You still need to expose the right MX Technologies actions to the runtime in a format your agent can reliably use. | 36 tools for MX Technologies are already exposed through ClawLink, so the agent can read and act from chat immediately. |
ClawLink vs. Composio
Composio also exposes MX Technologies to AI agents. It is developer infrastructure: Python and TypeScript SDKs, an MCP server, and a catalog past 1,000 apps, aimed at teams shipping agent products. ClawLink is built for Hermes Agent users instead. You install the plugin once, connect MX Technologies in the browser, and the 36 tools above work from chat. There is no SDK and no config file, and the MX Technologies key you paste at setup is stored server-side rather than kept in your environment. Choosing between them? Read the full Composio alternatives comparison.
Troubleshooting
Hermes paired but still can't use MX Technologies
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
Connection succeeds but no tools appear
Reconnect MX Technologies from the dashboard, then start a fresh chat if the runtime still has the old tool catalog loaded.
"Tool schema not loaded yet" error when calling MX Technologies tools
MX Technologies tool schemas load on demand the first time a tool runs and are cached after that, so this error usually clears on its own: wait a few seconds and retry the same request. If every MX Technologies call keeps failing with it in a fresh chat, reconnect from the dashboard, and contact support if it still persists — that pattern points to a configuration problem on our side, not something you can fix by reconnecting again.
MX Technologies returns 403 or "permission denied" on one action while others work
Two usual causes. The connected account may not have access to the specific workspace, inbox, store, or project in the request — check that first. If access looks right, the agent may have sent a placeholder value (like "YOUR_ID" or an example id from documentation) instead of a real one: ask it to run a list or search tool first, then retry the action with a real id from those results. Most failures at this stage are one of these two, not ClawLink bugs.
The setup form accepts credentials but calls still fail
Re-enter the credentials carefully and verify the account-level permissions for MX Technologies. Basic and token-based integrations tend to fail on formatting mistakes or limited account roles.
FAQ
Is there a Hermes Agent MX Technologies integration?
Yes. ClawLink is the fastest way to connect Hermes to MX Technologies: link your MX Technologies account once in the browser and Hermes Agent can call the MX Technologies API through 36 ready-made tools — no custom code or token handling.
How do I connect MX Technologies to Hermes with ClawLink?
Install the plugin with hermes plugins install ClawLink-HQ/hermes-plugin --enable, then pair once: run hermes clawlink begin, approve the link in your browser, and run hermes clawlink finish. Connect MX Technologies in the dashboard and Hermes can use it from the next message — no config files, and the MX Technologies key you paste is stored server-side instead of in your environment.
How long does it take to connect MX Technologies to Hermes Agent?
About two minutes. Sign in, click Connect next to MX Technologies in the dashboard, authenticate, and Hermes Agent can use it from the next chat message.
Why use ClawLink instead of wiring MX Technologies up myself?
The alternative to ClawLink is usually manual credential setup plus your own token handling, permission troubleshooting, and tool plumbing for Hermes Agent. That is fine if you want to build and maintain the integration yourself. Most teams just want MX Technologies working from chat.
Hermes paired but still can't use MX Technologies
Pairing is a two-step handshake: run hermes clawlink begin, approve the link in your browser, then run hermes clawlink finish. If you ran finish before approving, or the approval link expired, run hermes clawlink begin again to get a fresh link. Confirm the plugin was installed with --enable, then verify with hermes clawlink test.
