Connect freee to Mx Technologies

Both apps 59freee 24Mx Technologies 35

• Trigger
  New manual journal

  Triggers when a new manual journal (振替伝票) is created in the selected freee company.

• Trigger
  Unsettled Deal

  Triggers when a new unsettled income or expense deal (取引) appears in the selected freee company.

• Action
  Add account item

  Creates a new account item (勘定科目) in a freee Accounting company and returns the created account item.

• Action
  Add deal

  Creates an income or expense deal (取引) in a freee company, with its line items and, optionally, the payments that settle it.

• Action
  Add manual journal

  Creates a manual journal (振替伝票) in a freee company, with balanced debit and credit lines.

• Action
  Add transfer

  Creates a transfer (口座振替) in a freee company, moving money from one bank account, credit card or wallet to one or more other accounts.

• Action
  Create Item

  Creates a new item (品目) in a freee company, which can then be selected on deals and other transactions.

• Action
  Create Partner

  Creates a new partner (取引先) — a customer or supplier — in a freee company, for use on deals and invoices.

• Action
  Create Tag

  Creates a new memo tag (メモタグ) in a freee company, which can then be attached to deal and transfer line items.

• Action
  Delete deal

  Deletes an income or expense deal (取引) from a freee company.

• Action
  Get deal

  Returns one income or expense deal (取引) in a freee company, including its detail lines, payments, renewals and attached receipts.

• Action
  Get partner

  Returns one partner (取引先) of a freee company by its id, including contact, address, bank account and payment-term settings.

• Action
  Get Section

  Returns a single section (department) of a freee company by its id, including its name, official name, shortcuts and availability.

• Action
  Get Tag

  Returns one memo tag (メモタグ) in a freee company by its id, including its name, shortcuts and last update date.

• Action
  Get Transfer

  Returns one transfer (振替) between accounts in a freee company, including its destination account lines.

• Action
  List account items

  Returns the account items (勘定科目) defined for a freee company, optionally filtered by keyword or update date.

• Action
  List companies

  Returns every freee company (事業所) the connected user belongs to, with each company's id, name, display name, company number and the user's role there.

• Action
  List deals

  Returns the income and expense deals (取引) recorded in a freee company, optionally filtered by partner, account item, settlement status, type, dates or remaining amount.

• Action
  List items

  Returns the items (品目) registered in a freee company, including items marked as not in use. Optionally limited to items updated within a date range.

• Action
  List manual journals

  Returns the manual journals (振替伝票) of a freee company, optionally filtered by date, account item, amount, partner, item, section, segment tags, comments, adjustment type or journal number.

• Action
  List partners

  Returns the partners (取引先) registered in a freee company, optionally filtered by keyword or last-updated date. Archived partners are not included.

• Action
  List walletables

  Returns the company's walletables — bank accounts, credit cards and other payment accounts such as cash — optionally with balances and sync status.

• Action
  Update deal

  Updates an existing income or expense deal (取引) in freee Accounting, replacing its dates, partner, reference number, line items and attached receipts.

• Action
  Update partner

  Updates an existing partner (取引先) in freee Accounting. Only the details you fill in are changed; everything else keeps its current value.

• Action
  Add account

  Creates a manual account for an MX user. Manual accounts sit under the Manual Institution member and never aggregate data from a financial institution.

• Action
  Add budget

  Creates a budget for a category on an MX user.

• Action
  Add category

  Create a custom category for a user.

• Action
  Add goal

  Create a goal for a user.

• Action
  Add member

  Create a member (connection between a user and a financial institution) to start aggregation.

• Action
  Add transaction

  Creates a manual transaction on a manual account belonging to an MX user.

• Action
  Add user

  Creates a new MX user. The returned user guid is what other MX actions (such as Add member) use to identify the user.

• Action
  Aggregate member

  Starts an aggregation for a member, pulling the latest account and transaction data from the connected institution. MX may skip the aggregation if the data was updated recently.

• Action
  Delete account

  Delete a manually created account.

• Action
  Delete budget

  Deletes a budget belonging to an MX user.

• Action
  Delete category

  Delete a custom category.

• Action
  Delete goal

  Delete a goal.

• Action
  Delete member

  Delete a member connection.

• Action
  Delete user

  Delete a user.

• Action
  Get account

  Read an account's attributes.

• Action
  Get budget

  Retrieves a specific budget for an MX user.

• Action
  Get institution

  Read an institution's attributes.

• Action
  Get member

  Read a member's attributes and connection status.

• Action
  Get merchant

  Returns information about a particular merchant, such as its logo, name, and website.

• Action
  Get transaction

  Read a transaction's attributes.

• Action
  Get user

  Retrieves the attributes of a specific MX user.

• Action
  List accounts

  Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.

• Action
  List categories

  Lists all categories for an MX user, including default and custom categories.

• Action
  List goals

  Lists all goals for an MX user.

• Action
  List institutions

  Lists financial institutions available through MX, optionally filtered by name, country and supported product.

• Action
  List members

  List all members belonging to a user.

• Action
  List merchants

  Lists merchants in the MX system, optionally filtered by a name substring.

• Action
  List transactions

  List all transactions for a user.

• Action
  Update account

  Updates an account belonging to a member. Manual accounts can have every field updated; aggregated accounts only accept changes to Is Business, Is Hidden and Metadata.

• Action
  Update budget

  Update a specific budget.

• Action
  Update category

  Update a custom category.

• Action
  Update goal

  Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.

• Action
  Update member

  Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.

• Action
  Update transaction

  Update a transaction's category, description, or other editable attributes.

• Action
  Update user

  Update a user's attributes.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.