--- title: "Mx Technologies integrations and MCP server - APIANT.ai" description: "Connect Mx Technologies to any other app, or use it from your AI client over MCP." canonical: "https://apiant.ai/connections/mx-technologies" --- # Mx Technologies integrations Connect Mx Technologies to any other app, or use it from your AI client over MCP. API for aggregating and enriching consumer bank account and transaction data for financial apps. Connects with an API key [mx.com](https://mx.com/) **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 to automate with Mx Technologies? 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) Popular ## Mx Technologies with the apps people pair it with most - [ **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) - [ **Google Drive to Mx Technologies** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-mx-technologies) - [ **Mailchimp to Mx Technologies** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-mx-technologies) Pair it ## Connect Mx Technologies with another app - [ **HubSpot to Mx Technologies**](https://apiant.ai/connect/hubspot-to-mx-technologies) - [ **Salesforce to Mx Technologies**](https://apiant.ai/connect/salesforce-to-mx-technologies) - [ **Slack to Mx Technologies**](https://apiant.ai/connect/slack-to-mx-technologies) - [ **Google Sheets to Mx Technologies**](https://apiant.ai/connect/google-sheets-to-mx-technologies) - [ **Gmail to Mx Technologies**](https://apiant.ai/connect/gmail-to-mx-technologies) - [ **Google Calendar to Mx Technologies**](https://apiant.ai/connect/google-calendar-to-mx-technologies) - [ **Google Drive to Mx Technologies**](https://apiant.ai/connect/google-drive-to-mx-technologies) - [ **Mailchimp to Mx Technologies**](https://apiant.ai/connect/mailchimp-to-mx-technologies) - [ **Stripe to Mx Technologies**](https://apiant.ai/connect/stripe-to-mx-technologies) - [ **Shopify to Mx Technologies**](https://apiant.ai/connect/shopify-to-mx-technologies) - [ **QuickBooks Online to Mx Technologies**](https://apiant.ai/connect/quickbooks-online-to-mx-technologies) - [ **Pipedrive to Mx Technologies**](https://apiant.ai/connect/pipedrive-to-mx-technologies) - [ **ActiveCampaign to Mx Technologies**](https://apiant.ai/connect/activecampaign-to-mx-technologies) - [ **Notion to Mx Technologies**](https://apiant.ai/connect/notion-to-mx-technologies) - [ **Airtable to Mx Technologies**](https://apiant.ai/connect/airtable-to-mx-technologies) - [ **Trello to Mx Technologies**](https://apiant.ai/connect/trello-to-mx-technologies) - [ **Asana to Mx Technologies**](https://apiant.ai/connect/asana-to-mx-technologies) - [ **JIRA to Mx Technologies**](https://apiant.ai/connect/jira-to-mx-technologies) - [ **ClickUp to Mx Technologies**](https://apiant.ai/connect/clickup-to-mx-technologies) - [ **Zoom to Mx Technologies**](https://apiant.ai/connect/zoom-to-mx-technologies) - [ **Discord to Mx Technologies**](https://apiant.ai/connect/discord-to-mx-technologies) - [ **Twilio to Mx Technologies**](https://apiant.ai/connect/twilio-to-mx-technologies) - [ **SendGrid to Mx Technologies**](https://apiant.ai/connect/sendgrid-to-mx-technologies) - [ **Outlook to Mx Technologies**](https://apiant.ai/connect/outlook-to-mx-technologies) - [ **Intercom to Mx Technologies**](https://apiant.ai/connect/intercom-to-mx-technologies) - [ **Freshdesk to Mx Technologies**](https://apiant.ai/connect/freshdesk-to-mx-technologies) - [ **Klaviyo to Mx Technologies**](https://apiant.ai/connect/klaviyo-to-mx-technologies) - [ **Brevo to Mx Technologies**](https://apiant.ai/connect/brevo-to-mx-technologies) - [ **Typeform to Mx Technologies**](https://apiant.ai/connect/typeform-to-mx-technologies) - [ **JotForm to Mx Technologies**](https://apiant.ai/connect/jotform-to-mx-technologies) - [ **Calendly to Mx Technologies**](https://apiant.ai/connect/calendly-to-mx-technologies) - [ **PandaDoc to Mx Technologies**](https://apiant.ai/connect/pandadoc-to-mx-technologies) - [ **Webflow to Mx Technologies**](https://apiant.ai/connect/webflow-to-mx-technologies) - [ **Wix to Mx Technologies**](https://apiant.ai/connect/wix-to-mx-technologies) - [ **Instagram to Mx Technologies**](https://apiant.ai/connect/instagram-to-mx-technologies) - [ **OpenAI to Mx Technologies**](https://apiant.ai/connect/openai-to-mx-technologies) - [ **OneDrive to Mx Technologies**](https://apiant.ai/connect/onedrive-to-mx-technologies) - [ **Google Docs to Mx Technologies**](https://apiant.ai/connect/google-docs-to-mx-technologies) - [ **Ontraport to Mx Technologies**](https://apiant.ai/connect/ontraport-to-mx-technologies) - [ **Freshworks CRM to Mx Technologies**](https://apiant.ai/connect/freshworks-crm-to-mx-technologies) - [ **GoHighLevel to Mx Technologies**](https://apiant.ai/connect/gohighlevel-to-mx-technologies) - [ **Capsule CRM to Mx Technologies**](https://apiant.ai/connect/capsule-crm-to-mx-technologies) - [ **Copper to Mx Technologies**](https://apiant.ai/connect/copper-to-mx-technologies) - [ **Streak to Mx Technologies**](https://apiant.ai/connect/streak-to-mx-technologies) - [ **NetHunt CRM to Mx Technologies**](https://apiant.ai/connect/nethunt-crm-to-mx-technologies) - [ **MINDBODY to Mx Technologies**](https://apiant.ai/connect/mindbody-to-mx-technologies) - [ **PostgreSQL to Mx Technologies**](https://apiant.ai/connect/postgresql-to-mx-technologies) - [ **MySQL to Mx Technologies**](https://apiant.ai/connect/mysql-to-mx-technologies) - [ **Vercel to Mx Technologies**](https://apiant.ai/connect/vercel-to-mx-technologies) - [ **PagerDuty to Mx Technologies**](https://apiant.ai/connect/pagerduty-to-mx-technologies) - [ **Gravity Forms to Mx Technologies**](https://apiant.ai/connect/gravity-forms-to-mx-technologies) - [ **HubSpot Enterprise to Mx Technologies**](https://apiant.ai/connect/hubspot-enterprise-to-mx-technologies) - [ **Google Forms to Mx Technologies**](https://apiant.ai/connect/google-forms-to-mx-technologies) - [ **Facebook Lead Ads to Mx Technologies**](https://apiant.ai/connect/facebook-lead-ads-to-mx-technologies) - [ **monday.com to Mx Technologies**](https://apiant.ai/connect/monday-com-to-mx-technologies) - [ **Google Ads to Mx Technologies**](https://apiant.ai/connect/google-ads-to-mx-technologies) - [ **Google Tasks to Mx Technologies**](https://apiant.ai/connect/google-tasks-to-mx-technologies) - [ **Telegram to Mx Technologies**](https://apiant.ai/connect/telegram-to-mx-technologies) - [ **MailerLite to Mx Technologies**](https://apiant.ai/connect/mailerlite-to-mx-technologies) - [ **Google Contacts to Mx Technologies**](https://apiant.ai/connect/google-contacts-to-mx-technologies) 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 ### ### Is there a Mx Technologies MCP server? APIANT's MCP server at https://mcp.apiant.ai works with Mx Technologies. Add that address to any AI client that takes a remote MCP server and sign in once in your browser. Your client can then run Mx Technologies actions on demand, or have APIANT build, test and run automations that use Mx Technologies. Nothing to install. ### ### 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. ### ### Can I use Mx Technologies directly from Claude, ChatGPT or Cursor? Yes. Connect your AI client to APIANT once and it works with Mx Technologies two ways. Ask it to do something in Mx Technologies 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 on its own. A one-off action uses your plan's tasks the same way an automation step does. ### ### Do I need to write code against the Mx Technologies API? No. APIANT connects to the Mx Technologies API for you, with your Mx Technologies API key. Describe what you want in plain language and your agent builds it on the Mx Technologies triggers and actions in the catalog. If you need an endpoint that is not there yet, your agent reads the Mx Technologies API documentation and adds it. ### ### 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.