--- title: "Connect Zengine to Mx Technologies - APIANT.ai" description: "When \"New Event\" fires in Zengine, your agent runs \"Add user\" in Mx Technologies." canonical: "https://apiant.ai/connect/zengine-to-mx-technologies" --- # Connect Zengine to Mx Technologies When **New Event** fires in [Zengine](https://apiant.ai/connections/zengine), your agent runs **Add user** in [Mx Technologies](https://apiant.ai/connections/mx-technologies). Describe the whole flow and it is built, tested on every scenario and kept running. Zengine **3** triggers Zengine **12** actions Mx Technologies **35** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Zengine and Mx Technologies to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Zengine can start in Mx Technologies - When **New Event** in Zengine then **Add user** in Mx Technologies - When **New Task** in Zengine then **Add account** 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 Zengine and Mx Technologies ## Triggers and actions 3 triggers · 47 actions - Trigger **New Event** Triggers when a new event is added. - Trigger **New Task** Triggers when a new task is added. - Trigger **Updated Record** Triggers when any record is updated in a form of your choice. - Action **Add Comment** Adds a comment to a record or workspace. - Action **Add Form Record** Adds a record to a form. - Action **Add record** Create a record in a form. - Action **Create Event** Creates a calendar event in a Zengine workspace. - Action **Create Task** Creates a task in a Zengine workspace. - Action **Delete Record** Deletes a record. - Action **Find Record** Returns the records in a form that match the specified name, folder, creator, completion state or dates. - Action **Get Event** Returns one calendar event by id. - Action **Get record** Retrieve one record by id. - Action **Get Task** Returns one task by id. - Action **Update Record** Updates a record. - Action **Upload File to Field** Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action. - 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. ## Each app on its own - [ **Zengine** Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through...](https://apiant.ai/connections/zengine) - [ **Mx Technologies** API for aggregating and enriching consumer bank account and transaction data for financial apps.](https://apiant.ai/connections/mx-technologies) Reviews ## What our customers say ## More from Zengine - [ **Zengine to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zengine-to-zoom) - [ **Zengine to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/zengine-to-linkedin) - [ **Zengine to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/zengine-to-facebook) - [ **Zengine to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/zengine-to-anthropic) - [ **Zengine to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/zengine-to-supabase) - [ **Zengine to ElevenLabs** ElevenLabs is an AI audio research and deployment company.](https://apiant.ai/connect/zengine-to-elevenlabs) ## More into Mx Technologies - [ **HubSpot to Mx Technologies** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-mx-technologies) - [ **Salesforce to Mx Technologies** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-mx-technologies) - [ **Slack to Mx Technologies** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-mx-technologies) - [ **Google Sheets to Mx Technologies** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-mx-technologies) - [ **Gmail to Mx Technologies** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-mx-technologies) - [ **Google Calendar to Mx Technologies** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-mx-technologies) Questions ## Zengine and Mx Technologies, answered ### ### What can start an automation from Zengine? Any of Zengine's 3 triggers in the catalog, including New Event, New Task and Updated Record. 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 Zengine? 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 Zengine? Mx Technologies has no triggers in the catalog today, so automations start in Zengine. 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 Zengine 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 Zengine 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.