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ConnectorMX Technologies

MX Technologies integration for Claude and Codex

Connect MX Technologies once, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

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.

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type.com can ask Claude to create a new MX user, connect them to a financial institution, or disable an account that's no longer active, without digging through the MX Platform dashboard.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.

Use MX Technologies from Claude Code, Codex, and automations

Use MX Technologies from Claude Code or Codex

Once MX Technologies is connected in type.com, install the type.com CLI, and Claude Code or Codex can call its tools with type-cli integrations call. Calls run with your type.com access, and the credentials stay on type.com's servers.

Automate MX Technologies on a schedule or webhook

In a Space with MX Technologies connected, describe the job, and type.com proposes an automation with its trigger, schedule, and destination. Runs can start on a schedule or from a webhook, Slack, GitHub, Linear, email, or RSS, and each run leaves a thread the team can read.

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.

Try asking
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.

Try asking
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.

Try asking
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.

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.

Can Claude Code or Codex use MX Technologies?

Yes. Once MX Technologies is connected in type.com, install the type.com CLI, and Claude Code or Codex can call its tools with type-cli integrations call. Calls run with your type.com access, and the credentials stay on type.com's servers.

Can I automate MX Technologies on a schedule?

Yes. In a Space with MX Technologies connected, describe the job, and type.com proposes an automation with its trigger, schedule, and destination. Runs can start on a schedule or from a webhook, Slack, GitHub, Linear, email, or RSS, and each run leaves a thread the team can read.

Is this the same as an MCP server for MX Technologies?

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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