How do I connect MX Technologies?

Sign up for Conductor Deck, then add a MX Technologies step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.

Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.

What's the difference between a trigger and an action?

A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

MX Technologies + Stream Deck

developer-tools · databases · 0 triggers · 36 actions

MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions. Add MX Technologies to your Stream Deck workflows with guided setup for the connection details it needs.

Build an MX Technologies workflow — free See how it works

No code
Free tier
One Stream Deck press
Pairs with OBS & Elgato tools
OAuth & keys handled in-builder

Popular ways to use MX Technologies

Add MX Technologies to a workflow and pair it with a Stream Deck button to run it in one press — handy for developer-tools tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.

Browse all templates

Triggers & actions

Steps your workflow can perform in MX Technologies.

Read institution

Tool to retrieve details for a specific institution by code. Use when you need to get information about a particular financial institution using its unique code.

Read transaction

Tool to retrieve details for a specific transaction by its GUID. Use when you need to fetch information about a particular transaction for a user.

Read transaction by account

Tool to retrieve details for a specific transaction by account. Use when you need to fetch information about a particular transaction using user, member, account, and transaction identifiers. Supports optional enhancements like merchant details, geolocations, classifications, and repeating transaction patterns.

Update transaction

Tool to update a specific transaction's description. Use when you need to modify the description of an existing transaction.

Create account

Creates a manual account for a specified user in MX Platform. Use this tool when you need to: - Add an external/off-platform account that isn't aggregated through MX - Create a test account for development purposes - Track accounts from institutions not supported by MX aggregation Note: Manual accounts do not aggregate data from financial institutions. They are created under the special 'Manual Institution' member and require manual updates for balance and transaction information. Requires: A valid user_guid (obtained from List Users or Create User).

Create member

Create a member to connect a user to a financial institution. A member represents the relationship between an MX user and a financial institution. For non-OAuth institutions, provide credentials obtained from List Institution Credentials. For OAuth institutions, set is_oauth=true and use the returned oauth_window_uri. Prerequisites: - user_guid from List Users or Create User - institution_code from List Institutions - credentials from List Institution Credentials (for non-OAuth) Test credentials for MX Bank (mxbank): username='mxuser', password='password'

Create Partner Account

Create a new user (partner account) in the MX Platform. Users represent end-users in your application and are required before creating members, accounts, or accessing financial data. Use this tool to provision a new user record in MX.

Disable MX User Account

Disables an MX user account, preventing background updates to accounts and transactions and restricting data access. The user can be re-enabled later via the update user endpoint. Uses MX Platform API: PUT /users/{user_guid} with is_disabled=true.

About MX Technologies

MX Technologies provides a comprehensive API platform for aggregating and enhancing financial data, enabling seamless connections to numerous financial institutions.

developer-toolsdatabases

How to connect

Sign up for free

Create your Conductor Deck account: no credit card required.

Connect MX Technologies

Follow the setup prompts for MX Technologies. Conductor Deck handles the app authorization or required connection details inside the workflow builder.

Build a workflow

Add an MX Technologies action to your visual workflow canvas. Configure the options you need, then connect it to other steps.

Assign to Stream Deck

Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.

Frequently asked questions

How do I connect MX Technologies?: Sign up for Conductor Deck, then add a MX Technologies step to a workflow on the visual canvas. The builder walks you through the connection it needs — an account authorization or the required keys — right inside the step. No separate setup or code.
Is it free?: Yes — Conductor Deck has a free tier you can build and run workflows on, with no credit card required. Paid plans raise the monthly run limits and add advanced features when you need them.
What's the difference between a trigger and an action?: A trigger is the event that starts a workflow — for example, a Stream Deck button press or an incoming event from a connected app. An action is a step the workflow performs once it runs. A workflow is one trigger followed by one or more actions.

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