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AI agent integrationMX Technologies

MX Technologies integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in MX Technologies never means pasting credentials into a prompt.

Use MX Technologies from Claude Code

Bring MX Technologies context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate MX Technologies with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Developer Tools & IT

What the MX Technologies integration exposes

MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.

One connection, many teammates

Connect MX Technologies once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • 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 /users/{user_guid} with is_disabled=true.

  • 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 - Track accounts from institutions not supported by MX aggregation Note: Manual accounts do not aggregate data from financial institutions. They are created under the special 'Manual Institution' member and require manual updates for balance and transaction information. Requires: A valid user_guid (obtained from List Users or Create User).

  • 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 (Partner Administrator → Authentication → Audience API Key). The tool prefers explicitly provided values, then falls back to environment variables.

  • 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 Institution Credentials. For OAuth institutions, set is_oauth=true and use the returned oauth_window_uri. Prerequisites: - user_guid from List Users or Create User - institution_code from List Institutions - credentials from List Institution Credentials (for non-OAuth) Test credentials for MX Bank (mxbank): username='mxuser', password='password'

  • 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 user record in MX.

Connection

API and auth details

MX Technologies provides financial-data platform APIs for account aggregation, enhanced transaction data, account verification, user/member management, institutions, connections, transactions, statements, and money-experience workflows. Integrations use MX authentication headers and sandbox/production access granted through MX.

FAQ

Questions people ask before connecting MX Technologies

Can Claude Code use MX Technologies?

Yes. Type lets an AI teammate use connected MX Technologies actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with MX Technologies through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The MX Technologies catalog entry includes public integration details and example capabilities where available.

Is this the same as a MX Technologies MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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