Financial data aggregation: accounts and transactions. Your client pastes their MX Technologies key once, and your agent or your code works with their access.
Accounting
About MX Technologies
Through Operate As, your agent, n8n workflow or code works in MX Technologies with your client's own access. Your client pastes their API key from MX Technologies once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of MX Technologies's API through the request tool, with the client's access attached.
Common uses in Accounting
Create invoices and record payments
Match transactions and chase overdue bills
Pull numbers for a monthly report
MX Technologies
MX Technologies · Accounting
API key
Financial data aggregation: accounts and transactions
The client pastes their API key from MX Technologies's settings. We store it encrypted.
Tested against MX Technologies's live API.
Building with MX Technologies? The docs have setup steps and code for every tool.
Add a client, select the services, copy the link. You'll get an email the moment their access is ready. Start free, no card required. Paid plans are one flat monthly price, and a busy month never takes your agents offline.