Use MX Technologies from Claude Code
Bring MX Technologies context into engineering work while Type keeps app access attached to the teammate and workspace.
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.
Bring MX Technologies context into engineering work while Type keeps app access attached to the teammate and workspace.
Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.
Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.
MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.
Connect MX Technologies once, then decide which teammates can use it for threads, automations, skills, and coding work.
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.
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).
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 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 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.
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.
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.
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.
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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