MX Technologies for AI agents

MX Technologies aggregates and enriches financial data, connecting apps to bank accounts, transactions, and budgets across thousands of financial institutions. Connect it once through Arc0, and your agent, or Claude, ChatGPT and Cursor, can use it through one MCP endpoint, limited to what each user approved.

Connect MX Technologies See the 36 actions ↓

Finance and accountingUsername and passwordMCP + RESTmx.com

AUDIT LOG · MX TECHNOLOGIESPOLICY: acme-support

09:41:07 · claude · u_8f2read

mx_technologies.list_tags

List tags✓ allowed · 212ms

09:41:08 · claude · u_8f2read

mx_technologies.list_goals

List goals✓ allowed · 164ms

09:41:09 · claude · u_8f2write

mx_technologies.create_member

Create member✓ approved · approved by user

09:41:12 · claude · u_8f2destructive

mx_technologies.cancel_partner_account

Disable MX User Account✕ blocked · policy: deny

EVERY MX TECHNOLOGIES CALL, ON THE RECORD

01 · USE CASES

What agents do in MX Technologies.

List a member's accounts

Pull the accounts linked to a member to check current balances, read-only.

Check recent transactions

List a member's recent transactions to categorize spending for a budget view.

Approve before disabling a user account

Require approval before disabling a user account, since it cuts off their linked financial data access.

02 · ACTIONS

36 MX Technologies actions, graded by risk.

Every MX Technologies action is tagged read, write or destructive, so one policy covers the whole app and new actions inherit the right default.

read

Look things up. Allowed by default.

mx_technologies.list_tags
List tags
mx_technologies.list_goals
List goals
mx_technologies.list_users
List users
mx_technologies.list_budgets
List budgets
mx_technologies.list_members
List members
mx_technologies.list_rewards
List rewards
mx_technologies.list_accounts
List accounts
mx_technologies.list_taggings
List taggings
mx_technologies.list_categories
List categories
mx_technologies.list_challenges
List challenges
mx_technologies.list_institutions
List institutions
mx_technologies.list_transactions
List transactions
mx_technologies.list_account_owners
List account owners
mx_technologies.list_member_accounts
List member accounts
mx_technologies.list_statements_by_member
List statements by member
mx_technologies.list_favorite_institutions
List favorite institutions

+ 12 MORE

write

Create and change things. Allow, or ask the user first.

mx_technologies.create_member
Create member
mx_technologies.create_account
Create account
mx_technologies.update_transaction
Update transaction
mx_technologies.update_users_taggings
Update user tagging
mx_technologies.create_partner_account
Create Partner Account
mx_technologies.update_transaction_rules
Update transaction rules
mx_technologies.create_audience_api_credentials
Retrieve Audience API Credentials

destructive

Delete, cancel or archive. Ask first, or deny outright.

mx_technologies.cancel_partner_account
Disable MX User Account

03 · HOW IT WORKS

MX Technologies in three steps.

01Your users connect MX TechnologiesThey add their MX Technologies username and password on Arc0 Connect, under your brand. It goes straight into the vault.
02You set the rulesReads run, writes like “create member” can wait for the user, and “disable MX User Account” can be denied outright.
03Any agent can actYour agent calls MX Technologies through the Arc0 SDK or MCP, and so can Claude, ChatGPT and Cursor. Every call lands on the audit log.

POLICY.TS

await arc0.policies.set('mx_technologies', {
  read: 'allow',
  write: 'ask',        // create_member
  destructive: 'deny',  // cancel_partner_account
})

# Claude Code: the same connection, one URL
$ claude mcp add --transport http arc0 \
    https://mcp.arc0.ai/u/u_8f2

04 · AUTH AND DATA

How MX Technologies connects.

Users add their MX Technologies username and password on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

The same MX Technologies connection serves your agent over MCP and your own backend over REST and the proxy, so a user connects once. How Arc0 handles credentials →

AUTH: Username and password
CREDENTIALS: Per-tenant encrypted vault
MODEL SEES: Results only, never credentials
AUDIT LOG: Every call, on every plan

05 · WORKS WITH

Use MX Technologies from any agent.

Claude

ChatGPT

Cursor

Codex

VS Code

OpenAI Agents SDK

Claude Agent SDK

Vercel AI SDK

Mastra

LangGraph

06 · RELATED

More finance and accounting apps.

Stripe433 actions 44API4 actions

Zoho Books265 actions

Maxio177 actions

ALL FINANCE AND ACCOUNTING APPS →

07 · FAQ

MX Technologies and Arc0, answered.

Q01

Can I use MX Technologies with Claude, ChatGPT or Cursor?

Yes. Connect MX Technologies to Arc0 once, then add your Arc0 MCP URL to Claude, ChatGPT, Cursor, Claude Code or any other remote-MCP client. Each assistant only gets the MX Technologies actions you allow.

Q02

How do users connect MX Technologies?

Users add their MX Technologies username and password on Arc0 Connect. It is encrypted in the vault, never shown to the model, and each user can rotate or revoke it at any time.

Q03

Which MX Technologies actions can my agent take?

36 in total: 28 read, 7 write and 1 destructive, such as “create member”. Your policies decide which of them each agent may call.

Q04

Can I stop my agent from deleting things in MX Technologies?

Yes. Actions like “disable MX User Account” are graded destructive. Set destructive actions to deny, or to ask so the user approves each one, and blocked calls still show up on the audit log.

Q05

Can my own backend call MX Technologies too?

Yes. The same MX Technologies connection is available over REST and through the Arc0 proxy, so your product and your agent share one connection per user.

Get started

Plug MX Technologies into your agent.

Your users connect MX Technologies once, under your brand. Your agent gets 36 actions behind your policies, with every call on the record.

Connect MX Technologies Browse all apps →

Free to build · MCP + REST · Audit log on every plan