Aggregate account and transaction data using the MX Platform API

domain: docs.mx.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Authenticate requests using HTTP Basic Auth with your client_id as the username and your API key as the password; include the Accept: application/vnd.mx.api.v1+json header
  2. Create or retrieve a User: POST /users with metadata or id to represent the end user in MX's system; note the user guid
  3. Connect an institution: POST /users/{user_guid}/members with institution_code and credentials array to create a Member; MX initiates aggregation automatically on member creation
  4. Poll GET /users/{user_guid}/members/{member_guid} until connection_status is CONNECTED; handle MFA challenges by checking for CHALLENGED status and posting challenge answers to POST /users/{user_guid}/members/{member_guid}/challenges
  5. Fetch aggregated data: GET /users/{user_guid}/accounts for all accounts and GET /users/{user_guid}/transactions for transactions; use page and records_per_page query params for pagination

Known gotchas

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