Integration
Connect Sunwise to Mx Technologies
When Created Project fires in Sunwise, your agent runs Add user in Mx Technologies. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Sunwise and Mx Technologies to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Sunwise can start in Mx Technologies
When Created Project in Sunwise
then Add user in Mx Technologies
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Sunwise and Mx Technologies
Triggers and actions 3 triggers · 54 actions
- Created Project
Triggers when a new project is created in Sunwise.
- New Contact
Triggers when a new contact is created in Sunwise.
- Updated Contact
Triggers when a contact is created or its details change in Sunwise.
- Add Contact Tracking
Logs a follow-up activity (call, email, visit, message) against a Sunwise contact, with an optional reminder.
- Add Proposal
Creates a new proposal inside an existing Sunwise project, optionally from a preset plan and optionally generated right away.
- Add Report
Creates a new report for a project from one of its historical records.
- Create or Update Contact
Creates a contact in Sunwise with name, email and telephone.
- Get All Proposals for a Project
Returns every proposal in a project along with its contact.
- Get Contact
Returns a single Sunwise contact by its ID, including name, email, telephone, company and status.
- Get Favorite Proposal ID
Returns the favorite proposal of a project.
- Get Project
Returns a Sunwise project by its ID, including its location, contact, agent and favorite commercial offer.
- Get Proposal
Returns the details of one proposal.
- List Contacts
Returns the contacts visible to the connected account, optionally filtered by text, agent, status or contact status.
- List Contact Trackings
Returns all tracking records (follow-ups) for a contact, most recent first, each with its comments.
- List Presets
Returns all active proposal presets (plans) for your Sunwise company.
- Search Contacts
Searches active contacts matching the given text and returns the matches.
- Search Projects
Searches active projects matching the given text and returns the matches.
- Search Project Summaries
Searches active project summaries matching the given text and returns the matches.
- Search Proposals
Searches active proposals matching the given text and returns the matches.
- Search Proposal Summaries
Searches active proposal summaries matching the given text and returns the matches.
- Search Reports
Searches active reports matching the given text and returns the matches.
- Update Contact
Updates an existing Sunwise contact's name, email, telephone and details.
- 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.
- Add budget
Creates a budget for a category on an MX user.
- Add category
Create a custom category for a user.
- Add goal
Create a goal for a user.
- Add member
Create a member (connection between a user and a financial institution) to start aggregation.
- Add transaction
Creates a manual transaction on a manual account belonging to an MX user.
- 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.
- 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.
- Delete account
Delete a manually created account.
- Delete budget
Deletes a budget belonging to an MX user.
- Delete category
Delete a custom category.
- Delete goal
Delete a goal.
- Delete member
Delete a member connection.
- Delete user
Delete a user.
- Get account
Read an account's attributes.
- Get budget
Retrieves a specific budget for an MX user.
- Get institution
Read an institution's attributes.
- Get member
Read a member's attributes and connection status.
- Get merchant
Returns information about a particular merchant, such as its logo, name, and website.
- Get transaction
Read a transaction's attributes.
- Get user
Retrieves the attributes of a specific MX user.
- List accounts
Lists all accounts belonging to an MX user. Returns up to 1000 accounts in one call.
- List categories
Lists all categories for an MX user, including default and custom categories.
- List goals
Lists all goals for an MX user.
- List institutions
Lists financial institutions available through MX, optionally filtered by name, country and supported product.
- List members
List all members belonging to a user.
- List merchants
Lists merchants in the MX system, optionally filtered by a name substring.
- List transactions
List all transactions for a user.
- 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.
- Update budget
Update a specific budget.
- Update category
Update a custom category.
- Update goal
Updates an existing savings or payoff goal for an MX user. Only the fields you fill in are changed.
- Update member
Updates a member's credentials, id, metadata, background aggregation setting or use cases. At least one value to update must be supplied.
- Update transaction
Update a transaction's category, description, or other editable attributes.
- 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.
Each app on its own
Reviews
What our customers say
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Questions
Sunwise and Mx Technologies, answered
What can start an automation from Sunwise?
Any of Sunwise's 3 triggers in the catalog, including Created Project, New Contact and Updated Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Mx Technologies when something happens in Sunwise?
Any of Mx Technologies's 35 actions, including Update account, Update budget, Update category and Update goal. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Mx Technologies to Sunwise?
Mx Technologies has no triggers in the catalog today, so automations start in Sunwise. If you need the other direction, ask: your agent reads Mx Technologies's API documentation and adds it.
Do I have to build a connector for Sunwise or Mx Technologies?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Sunwise and Mx Technologies without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.