Connect MX Technologies to vMira

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": "..."}}.

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.

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...

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

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.

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.

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

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

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

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

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

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

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

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

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

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

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

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

Tool to list credential fields required by a given institution. use after selecting the institution code; supports optional pagination.

Tool to list financial institutions supported by mx. use when you need to retrieve available institutions with optional filters like name, country code, or products; supports pa...

Tool to list accounts for a specific member. use when you need to retrieve all accounts associated with a given user and member guid.

Tool to list members associated with a specific user. use when you need to retrieve the members for a given user guid.

Tool to list rewards associated with a specific user and member. use after confirming both user guid and member guid; supports pagination.

Tool to list statements for a member. use after obtaining valid user and member guids.

Tool to list all taggings for a specific user. use when you need to fetch taggings associated with a user after obtaining their user guid.

Tool to list all tags for a user. use after obtaining a valid user guid; supports pagination.

Tool to list transactions for a user. use when you need to retrieve a user's transaction history across all accounts. use after obtaining a valid user guid.

Tool to list transactions for a member. use when you have valid user and member guids and need their transactions.

Tool to list users. use when you need to retrieve a paginated list of user accounts with optional filters.

Tool to retrieve details for a specific account. use after obtaining valid user and account guids to fetch up-to-date account information.

Tool to retrieve the available balance for a specific account. use after confirming the user and account guids.

Tool to retrieve a default category by guid. use after confirming the default category guid.

Tool to return details for the specified fdx account. use when you have an fdx accountid and need full account info.