Mx technologies for your voice agent
Mx technologies is a unified API platform for aggregating and enhancing financial data across banks and institutions. It streamlines access to transactional, account, and identity data for smarter financial applications.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With an API key. You create a key in Mx technologies and paste it on a secure page in Connected apps.
- What it reads
- 28 actions, such as fetch rewards, get configurable widget URL and list Account Numbers by Member.
- What it changes
- 8 actions, such as create account, retrieve Audience API Credentials and create member.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 36. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Mx technologies actions
Reads 28
- Fetch rewards
- Get configurable widget URL
- List Account Numbers by Member
- List account owners
- List accounts
- List budgets
- List categories
- List challenges
- List favorite institutions
- List goals
- List institution credentials
- List institutions
- List member accounts
- List members
- List rewards
- List statements by member
- List taggings
- List tags
- List transactions
- List transactions by member
- List users
- Read account
- Read category
- Read FDX account
4 more
- Read institution
- Read transaction
- Read transaction by account
- Read transaction rule
Changes 7
- Create account
- Retrieve Audience API Credentials
- Create member
- Create Partner Account
- Update transaction
- Update transaction rules
- Update user tagging
Deletes 1
- Disable MX User Account
Mx technologies setup
Pasting a Mx technologies API key
Create an API key in Mx technologies, choose Mx technologies in Connected apps and paste the key on the secure page.
Choosing the actions
Choose which of the 36 actions the agent may use. Start with lookups and add the ones that change Mx technologies when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
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