Mx technologies MCP integration
Reads accounts and transaction history, connects users to institutions through MFA, corrects transaction descriptions and rules, and issues widget URLs.
36actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create account
Lyro sets up a manual account in MX Platform for a new user. Enable financial data access and aggregation instantly.
Create member
Lyro connects a user to their financial institution in MX Platform. Aggregate accounts and transactions for complete visibility.
Update user tagging
Lyro tags or categorizes an MX user for organization and reporting. Segment and filter accounts by type or profile.
How businesses use Mx technologies + Lyro
Each card is one request a support team gets, and the Mx technologies actions Lyro runs to close it.
Answer a question about an account or transaction
Lyro lists a user's accounts across every connected institution, pulls their transaction history with merchant, geolocation, and classification detail, and opens the single transaction being queried.
List accountsList transactionsRead transactionConnect a user to their bank
Lyro provisions the MX user, creates the member that links them to an institution using the credential fields that institution requires, and reads back the MFA prompts when the connection is challenged.
Create Partner AccountCreate memberList challengesFix how a transaction reads
Lyro rewrites a transaction's description, adjusts the rule that categorises future ones matching the same pattern, and moves the custom tag applied to it.
Update transactionUpdate transaction rulesUpdate user taggingHand the customer a widget to finish in
When a task needs the customer's own hands, Lyro generates a single-use MX widget URL for Connect, Transactions, or Pulse and names the institution it should open on.
Get configurable widget URLList institutionsList members
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Mx technologies actions it has and picks the ones a request needs.
Connect Mx technologies
Authorize the Mx technologies account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Mx technologies actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Mx technologies · Lyro
What can you do in Mx technologies without me setting anything up?
These, right away:
- Create account
- Retrieve audience API credentials
- Update transaction
Great, let's start with the first one.
FAQ
Everything else about Mx technologies
Setup, permissions, and the limits of what Lyro can do inside Mx technologies.
Ten minutes, or until it is opened once, whichever comes first. Get configurable widget URL returns a single-use link, so Lyro requests a fresh one at the moment the customer needs it rather than caching a URL that will be dead by the time they click it.
Every action available in Mx technologies
All 36 actions your agent can call on Mx technologies, straight from the live MCP connection.
Disable mx user account
Disables an MX user account, preventing background updates to accounts and transactions and restricting data access.
Create account
Creates a manual account for a specified user in MX Platform.
Retrieve audience API credentials
Retrieve Audience API credentials.
Create member
Create a member to connect a user to a financial institution.
Create partner account
Create a new user (partner account) in the MX Platform.
Fetch rewards
Initiate rewards aggregation for a specific member.
Get configurable widget URL
Retrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.).
List account numbers by member
List account numbers for a specific member.
List account owners
List account owners for a specific member.
List accounts
List all accounts for a user.
List budgets
List all budgets for a specific MX user.
List categories
List all categories for a user.
List challenges
List MFA challenges for a member.
List favorite institutions
List the partner's favorite financial institutions, sorted by popularity.
List goals
List all financial goals for a specific MX user.
List institution credentials
List credential fields required by a given institution.
List institutions
List financial institutions supported by MX.
List member accounts
List accounts for a specific member.
List members
List all members (financial institution connections) for a specific user.
List rewards
Lists rewards and loyalty program data for a specific member.
List statements by member
Retrieve a paginated list of monthly account statements (PDF) for a specific member.
List taggings
List all taggings for a specific MX user.
List tags
List all custom tags associated with a specific MX user.
List transactions
Retrieve all financial transactions for an MX user across all their connected accounts and members.
List transactions by member
List transactions for a member.
List users
List all users in the MX Platform.
Read account
Retrieve details for a specific account.
Read category
Retrieve a default category by GUID.
Read fdx account
Retrieve details for a specific account using the FDX 4.6 standard API.
Read institution
Retrieve details for a specific institution by code.
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Ready to connect Mx technologies?
Authorize the account and your agent has all 36 actions from the first conversation.