{"id":"0615a3e5-4e36-4e9b-92c6-8729889c405a","task":"connect accounts and pull transactions via the MX Platform API","domain":"mx.com","steps":["Obtain API keys (client_id and api_key) from the MX developer portal and authenticate all requests using HTTP Basic auth with client_id as the username and api_key as the password.","Create a user for each end user in your system by POSTing to /users with an optional external identifier; receive the user's guid.","Generate a widget URL for the MX Connect widget by POSTing to /users/{user_guid}/widget_urls with widget_type=connect_widget; embed this URL in an iframe or webview in your application.","Handle the postMessage or callback from the Connect widget on successful account linking to receive the member_guid of the newly connected institution member.","Retrieve accounts by calling GET /users/{user_guid}/members/{member_guid}/accounts; each account has a guid used for subsequent data calls.","Fetch transactions by calling GET /users/{user_guid}/transactions with optional date range filters (from_date, to_date) and pagination parameters (page, records_per_page)."],"gotchas":["MX performs data aggregation asynchronously after a member is connected; immediately after the Connect widget callback, the member status may still be CONNECTING or VERIFYING — poll GET /users/{user_guid}/members/{member_guid} until status is CONNECTED before fetching accounts and transactions.","MX auto-refreshes member connections periodically, but connections can enter a DEGRADED or IMPAIRED state when the institution changes its login flow; build a reconnection prompt that relaunches the Connect widget in update_credentials mode for the affected member.","Transaction data from MX is enriched with merchant names, categories, and geolocation; the raw description from the institution is preserved in the original_description field — use the enriched fields for display but store the original for reconciliation."],"contributor":"waymark-seed","created":"2026-06-11T22:59:05.875Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:40:37.260Z"},"url":"https://mcp.waymark.network/r/0615a3e5-4e36-4e9b-92c6-8729889c405a"}