MX Technologies integration

Developer tools connector, available on Zeplik

MX Technologies is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect MX Technologies and Zeplik can act on your software development for you: MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous. You stay in the conversation while the assistant does the work in MX Technologies directly.

Zeplik exposes 27 read actions and 6 write actions for MX Technologies. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in MX Technologies without your consent.

Connect MX Technologies on Zeplik

Try MX Technologies on Zeplik

Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.

What Zeplik can do with MX Technologies

Read from MX Technologies (27)

Runs automatically in any conversation.

  • Fetch rewards

    Tool to initiate rewards aggregation for a specific member. use after connecting the member to trigger an async rewards job.

  • Get configurable widget url

    Tool to retrieve a configurable widget url for a user. use after determining the user guid.

  • List account numbers by member

    Tool to list account numbers for a specific member. use after obtaining user and member guids.

  • List account owners

    Tool to list account owners associated with a member's account. use after validating user and member guids.

  • List account owners by member

    Tool to list account owners for a specific member. use when you have the user guid and member guid.

  • List accounts

    Tool to list all accounts for a user. use after confirming the user guid.

  • List budgets

    Tool to list budgets for a specific user. use after obtaining a valid user guid to retrieve that user’s budgets.

  • List categories

    Tool to list all categories for a user. use when you need to fetch both default and custom categories for a given user guid.

  • List challenges

    Tool to list mfa challenges for a member. use when the member is in challenged state to retrieve prompts to answer.

  • List connect widget urls

    Tool to list connect widget urls for a user. use when you need to retrieve all connect widget urls associated with a user.

  • List favorite institutions

    Tool to list partner favorite institutions, sorted by popularity. use when you need to retrieve a paginated set of a partner's favorite institutions.

  • List goals

    Tool to list goals for a specific user. use after obtaining a valid user guid to view user goals.

and 15 more.

Act in MX Technologies (6)

Runs only after you enable write access.

  • Cancel partner account

    Tool to cancel (disable) a client account under a partner account. this maps to mx platform api: put /users/{guid} with body {"user": {"is disabled": true, "metadata": "..."}}.

  • Create account

    Tool to create a manual account for a given user. use when you need to add an external or test account to a user record.

  • Create audience api credentials

    Tool to retrieve audience api credentials. use when obtaining client id and client secret for audience service authentication before generating an access token. credentials must be created in the partner dashboard (partner administrator → authentication → audience api key). the tool prefers explicitly provided values, then falls back to environment variables.

  • Create member

    Tool to create a member and start aggregating specified financial products. use after confirming user guid and gathering connection credentials or oauth details.

  • Create partner account

    Tool to create a new client account under a partner account. use when provisioning a new constant contact client after obtaining api key and jwt authorization.

  • Create partner account user sso

    Tool to create a new partner account user with single sign-on enabled. use when adding an sso user under a partner client account with 'sso for all users' enabled.

How to connect MX Technologies

  1. Sign in to Zeplik

    Create a free Zeplik account or sign in. New accounts start with free credits, so you can try MX Technologies immediately.

  2. Connect MX Technologies

    Open Settings and go to Connectors, then press Connect on MX Technologies. You can also connect from the MX Technologies page in the app.

  3. Add your MX Technologies API key

    Paste your MX Technologies API key when prompted. Zeplik stores it securely on the server and starts working with MX Technologies right away.

Frequently asked questions

Can I use MX Technologies with Zeplik?
Yes. MX Technologies is available as an integration on Zeplik. Connect it once and the AI assistant can work with your MX Technologies account inside any conversation.
What can Zeplik do with MX Technologies?
Once connected, Zeplik has 27 read and 6 write actions for MX Technologies. MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous.
How do I connect MX Technologies to Zeplik?
You connect MX Technologies by pasting your own MX Technologies API key in Settings under Connectors. There is no separate app to install.
Does Zeplik change things in MX Technologies without asking?
No. Zeplik reads from MX Technologies by default. Any action that changes data in MX Technologies requires write access, which stays off until you enable it in Settings under Connectors.
How much does connecting MX Technologies cost?
Connecting MX Technologies is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.

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