Use MX Technologies from Claude
Add the MX Technologies connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorMX Technologies
MX Technologies integration for Claude and Codex
Create a MX Technologies connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
CategoryDeveloper Tools & IT
Use MX Technologies from Codex
Add the MX Technologies connection to a Space that runs Codex, then use it from every channel in that Space.
Use MX Technologies from Sidekick
Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.
Developer Tools & IT
What the MX Technologies connector can do
MX Technologies aggregates financial account and transaction data across banks for fintech and money-management products. A product or support Space in type.com can ask Claude to create a new MX user, connect them to a financial institution, or disable an account that's no longer active, without digging through the MX Platform dashboard.
One connection, many Spaces
Connect MX Technologies once, then decide which Spaces can use it in threads, skills, automations, and coding work.
What teams do with MX Technologies in type.com
Provision a new MX user
Create a new partner account user before connecting them to any financial institution, a required first step for any MX workflow.
Create a new MX Technologies user for our customer onboarding flow.
Connect a user to their bank
Create a member linking a user to a specific financial institution using their credentials, so account data starts syncing.
Create an MX member connecting user guid usr_8821 to Chase using the credentials we collected.
Disable an inactive account
Turn off background updates for a user who's no longer active, instead of leaving stale accounts pulling data.
Disable the MX user account for guid usr_8821, they closed their account with us last week.
Representative actions
- Disable MX User Account
Disables an MX user account, stopping background updates and restricting data access until re-enabled.
- Create account
Adds a manual or test account under a given user's MX record, apart from normal bank aggregation.
- Retrieve Audience API Credentials
Retrieves the client ID and secret needed to authenticate with the MX Audience API.
- Create member
Connects a user to a financial institution, representing that relationship in MX.
- Create Partner Account
Creates a new user record in the MX Platform, required before creating members or accounts.
Connection
API and auth details
MX Technologies provides financial-data platform APIs for account aggregation, enhanced transaction data, account verification, user/member management, institutions, connections, transactions, statements, and money-experience workflows. Integrations use MX authentication headers and sandbox/production access granted through MX.
- Source
- type.com catalog metadata
- Auth schemes
- Basic auth
- Official site
- https://www.mx.com/
FAQ
Questions people ask before connecting MX Technologies
Can Claude manage MX Technologies users and connections?
Yes. Once an MX Technologies connection is shared with a Space, the agent can create users, connect them to institutions, and disable inactive accounts from a thread.
How do I authenticate MX Technologies in type.com?
MX Technologies uses basic authentication. An admin adds the credentials once when creating the connection, then controls which Spaces can use it.
Can type.com clean up inactive MX accounts on a schedule?
Yes. An automation can check for closed or inactive users on a recurring basis and disable their MX accounts, reporting the result to a channel.
Is this the same as a MX Technologies MCP server?
Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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