Developer Tools & DevOps

Connect MX Technologies to Your AI Agents

Let your WKIL agents use verified MX Technologies actions for controlled business workflows after the right authentication is configured.

Authentication: Varies by workspace

Build with MX Technologies

What you can do

Disables an MX user account, preventing background updates to accounts and transactions and restricting data access
Creates a manual account for a specified user in MX Platform
Tool to retrieve Audience API credentials
Create a member to connect a user to a financial institution

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

36 verified tools

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

Tool to 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

Tool to list account numbers for a specific member.

View all verified tools (search)

Disable MX User AccountCreate accountRetrieve Audience API CredentialsCreate memberCreate Partner AccountFetch rewardsGet configurable widget URLList Account Numbers by MemberList account ownersList accountsList budgetsList categoriesList challengesList favorite institutionsList goalsList institution credentialsList institutionsList member accountsList membersList rewardsList statements by memberList taggingsList tagsList transactionsList transactions by memberList usersRead accountRead categoryRead FDX accountRead institutionRead transactionRead transaction by accountRead transaction ruleUpdate transactionUpdate transaction rulesUpdate user tagging

Practical agent use cases

A WKIL agent can use MX Technologies to support workflows involving financial-data platform providing account aggregation, transaction enrichment, and categorisation.
A team can review MX Technologies data or actions in WKIL before sensitive changes are made.

How it works with WKIL

1
Choose the integration
Add MX Technologies to your agent from inside the WKIL platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

What does the MX Technologies integration support?

It exposes verified MX Technologies actions that can support controlled workflows after authentication. Available actions depend on the connected account and permissions.

Does WKIL need access to a MX Technologies account?

Yes. The integration requires the appropriate MX Technologies authentication and should be scoped to the permissions your workflow needs.