App

Connect Mx Technologies to any app

API for aggregating and enriching consumer bank account and transaction data for financial apps.

Connects with an API keymx.com
35 actions

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 to automate with Mx Technologies?

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Connect your AI client

Give your AI client this address.

https://mcp.apiant.ai

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)
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)
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)

Popular

Mx Technologies with the apps people pair it with most

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What your agent can do with Mx Technologies

Triggers and actions 35 actions

  • 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.

Reviews

What our customers say

Questions

Mx Technologies, answered

What can your agent do in Mx Technologies?

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.

Which apps can Mx Technologies connect to?

Any app in the catalog; the list on this page pairs Mx Technologies with each of them. If the other app is missing, point your agent at its API documentation and it builds the connector.

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.