Data & analytics · Connects with an API key

An AI teammate for MX Technologies.

Connect MX Technologies and your Cicada agent works in it for you: 33 MX Technologies actions, from looking things up to making changes. Ask from iMessage, WhatsApp, Slack or the app, and keep it read-only if you only want it to look.

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300 free credits. No card. Read-only if you want.

Things to ask about MX Technologies
  • What changed in MX Technologies this week compared with last week?
  • Pull these numbers from MX Technologies into a sheet and chart them.
  • Text me if the daily figure in MX Technologies drops by more than 20%.
  • Build me a Monday summary from MX Technologies.
Text it, Slack it, or type it in the app. Swap in your own details.
What Cicada can do in MX Technologies

33 MX Technologies actions, picked for what you ask.

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

Reads

28 in all · always allowed
  • List tags
    List all tags for a user. use after obtaining a valid user guid; supports pagination.
  • List goals
    List goals for a specific user. use after obtaining a valid user guid to view user goals.
  • List users
    List users. use when you need to retrieve a paginated list of user accounts with optional filters.
  • List budgets
    List budgets for a specific user. use after obtaining a valid user guid to retrieve that user’s…
  • List members
    List members associated with a specific user. use when you need to retrieve the members for a given…
  • List rewards
    List rewards associated with a specific user and member. use after confirming both user guid and…
  • Read account
    Retrieve details for a specific account. use after obtaining valid user and account guids to fetch…
  • Fetch rewards
    Initiate rewards aggregation for a specific member. use after connecting the member to trigger an…
  • List accounts
    List all accounts for a user. use after confirming the user guid.
  • List taggings
    List all taggings for a specific user. use when you need to fetch taggings associated with a user…
  • Read category
    Retrieve a default category by guid. use after confirming the default category guid.
  • List categories
    List all categories for a user. use when you need to fetch both default and custom categories for a…
  • List challenges
    List mfa challenges for a member. use when the member is in challenged state to retrieve prompts to…
  • Read FDX account
    Return details for the specified fdx account. use when you have an fdx accountid and need full…
  • List institutions
    List financial institutions supported by mx. use when you need to retrieve available institutions…

Changes

5 in all · off when MX Technologies is read-only
  • Create member
    Create a member and start aggregating specified financial products.
  • Create account
    Create a manual account for a given user. use when you need to add an external or test account to a…
  • Cancel Partner Account
    Cancel (disable) a client account under a partner account.
  • Create Partner Account
    Create a new client account under a partner account. use when provisioning a new constant contact…
  • Create Partner Account User SSO
    Create a new partner account user with single sign-on enabled.

Showing 20 of 33. Your agent can use every one of them; you don't pick them, you ask for the outcome.

How it works

Connected in a minute. In your control after that.

  1. Connect MX Technologies

    Open Connections, find MX Technologies and paste an API key from your MX Technologies account settings. Cicada checks it works before saving it.

  2. Choose what it may do

    Full, Ask first or Read-only, for the whole workspace. Share MX Technologies with the team, or keep it under each person's own login.

  3. Ask from anywhere

    Text your agent on iMessage or WhatsApp, message it in Slack or the app, or put a MX Technologies job on a schedule: every morning, every Friday.

Works with your other tools

MX Technologies, together with the rest of your stack.

Ask for an outcome that spans apps and your agent pulls from each one, cross-checks them and sends back one answer.

Questions

MX Technologies and Cicada, answered.

Does Cicada integrate with MX Technologies?

Yes. MX Technologies is one of the 888 apps with a page here, and it connects with an API key. Once it's connected, every agent in your workspace can use it from any channel you talk to them on.

How do I connect MX Technologies?

Open Connections, find MX Technologies and paste an API key from your MX Technologies account settings. Cicada checks it works before saving it.

What can Cicada do in MX Technologies?

33 actions: 28 that read from MX Technologies and 5 that change things in it, for example list tags, list goals, list users. It picks the right ones for what you ask and chains them with your other apps.

Can I stop Cicada changing things in MX Technologies?

Yes. In Connections, set MX Technologies to Read-only and no agent in your workspace can create, change or delete anything in it; it can still read. Ask first lets it act but makes it check with you before each change.

Can I ask about MX Technologies from my phone?

Yes. Text your agent on iMessage or WhatsApp, or message it in Slack or the app. It answers in the same thread, and it can run MX Technologies jobs on a schedule, like every morning at 8.

Is my MX Technologies data safe?

Your MX Technologies login or key is stored on the server and never appears in a conversation. Disconnecting removes it. Every action an agent takes is in your activity log, and your data isn't used to train models.

One teammate. The output of a team.

Works nights, remembers every decision, answers in the thread. Start free with 300 credits.

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