Mx technologies

Mx technologies MCP integration

Reads accounts and transaction history, connects users to institutions through MFA, corrects transaction descriptions and rules, and issues widget URLs.

Connect Mx technologiesSee all integrations

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.

See all 36 actions

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 transaction

  • Connect 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 challenges

  • Fix 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 tagging

  • Hand 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.

  1. 01

    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.

  2. 02

    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.

  3. 03

    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

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.

The tools Mx technologies sits next to

Same connection, same setup. Pick the next one your team already uses.

Browse every integration

Ready to connect Mx technologies?

Authorize the account and your agent has all 36 actions from the first conversation.

Connect Mx technologiesTalk to sales
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