Data & Analytics36 toolsPaste one API key
MX Technologies integration for AI agents
MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.
Use it from your agent
One ClawLink account serves every agent you run. Pick the guide for yours, or connect MX Technologies once and call the same tools from all of them.
MX Technologies for OpenClawInstall, pair, connect, first prompt
MX Technologies for Hermes AgentInstall, pair, connect, first promptMCPClaude Code, Cursor, any MCP clientCLI login or the remote MCP serverSetup
Connect MX Technologies through ClawLink's hosted setup.
- Auth: Paste one API key. The credential stays on the ClawLink server; your agent holds only a ClawLink key you can revoke.
- Where: the ClawLink dashboard, or ask your agent to connect it.
What your agent can do
MX Technologies exposes 36 tools through ClawLink. The 30 most used are listed here; your agent sees all of them.
| Tool | What it does | Kind |
|---|---|---|
mx_technologies_create_audience_api_credentials | Retrieve Audience API credentials | Write |
mx_technologies_list_account_numbers_by_member | List account numbers for a specific member | Read |
mx_technologies_list_account_owners | List account owners for a specific member | Read |
mx_technologies_list_accounts | List all accounts for a user | Read |
mx_technologies_list_budgets | List all budgets for a specific MX user | Read |
mx_technologies_list_categories | List all categories for a user | Read |
mx_technologies_list_challenges | List MFA challenges for a member | Read |
mx_technologies_list_favorite_institutions | List the partner's favorite financial institutions, sorted by popularity | Read |
mx_technologies_list_goals | List all financial goals for a specific MX user | Read |
mx_technologies_list_institution_credentials | List credential fields required by a given institution | Read |
mx_technologies_list_institutions | List financial institutions supported by MX | Read |
mx_technologies_list_member_accounts | List accounts for a specific member | Read |
mx_technologies_list_members | List all members (financial institution connections) for a specific user | Read |
mx_technologies_list_rewards | Lists rewards and loyalty program data for a specific member | Read |
mx_technologies_list_statements_by_member | Retrieve a paginated list of monthly account statements (PDF) for a specific member | Read |
mx_technologies_list_taggings | List all taggings for a specific MX user | Read |
mx_technologies_list_tags | List all custom tags associated with a specific MX user | Read |
mx_technologies_list_transactions | Retrieve all financial transactions for an MX user across all their connected accounts and | Read |
mx_technologies_list_transactions_by_member | List transactions for a member | Read |
mx_technologies_list_users | List all users in the MX Platform | Read |
mx_technologies_read_account | Retrieve details for a specific account | Read |
mx_technologies_read_category | Retrieve a default category by GUID | Read |
mx_technologies_read_fdx_account | Retrieve details for a specific account using the FDX 4.6 standard API | Read |
mx_technologies_read_institution | Retrieve details for a specific institution by code | Read |
mx_technologies_read_transaction | Retrieve details for a specific transaction by its GUID | Read |
mx_technologies_read_transaction_by_account | Retrieve details for a specific transaction by account | Read |
mx_technologies_read_transaction_rule | Retrieve details for a specific transaction rule by its GUID | Read |
mx_technologies_create_account | Creates a manual account for a specified user in MX Platform | Write |
mx_technologies_create_member | Create a member to connect a user to a financial institution | Write |
mx_technologies_create_partner_account | Create a new user (partner account) in the MX Platform | Write |
