Connect Mx Technologies to AI agents

Connect Mx Technologies to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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Supported Triggers

Tools31Triggers8

connection_status_events

Connection Status Events

Triggered when the connection status of a member changes (e.g., connected, disconnected, challenged, denied, failed).

account_events

Account Events

Triggered when account data changes for a user's connected accounts (created, updated, deleted).

member_events

Member Events

Triggered when a member is created, updated, or deleted.

statement_events

Statement Events

Triggered when statement retrieval completes for a member.

holding_events

Holding Events

Triggered when investment holdings data changes for a user.

transaction_events

Transaction Events

Triggered when new or updated transactions are available for a user.

aggregation_events

Aggregation Events

Triggered when aggregation, balance check, verification, identification, or extended history jobs complete for a member.

user_events

User Events

Triggered when a user is created or updated.

More integrations teams use with Mx Technologies

GitHub

Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.

Sharepoint

Manage SharePoint sites, document libraries, lists, and files. Create, read, update, and delete lists and list items with custom columns. Upload, download, move, copy, and version files in document libraries. Search across sites, files, folders, lists, and list items using Microsoft Search. Manage permissions at site, list, and item levels with granular access control. Define and manage content types and site columns. Subscribe to webhooks for list and library change notifications. Retrieve site properties and search for sites across Microsoft 365.

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Airtable

Create, read, update, and delete records in Airtable bases and tables. Manage base schemas including creating tables and fields. Filter records using formulas, sort by fields, and scope queries to specific views. Upsert records to find, create, or update in a single call. Upload attachments to records, read and write record comments, list accessible bases, and receive real-time base change events through webhooks.

Bitbucket

Manage Git repositories, pull requests, and CI/CD pipelines on Bitbucket Cloud. Create, fork, and configure repositories within workspaces and projects. Create, review, approve, merge, and decline pull requests with inline code comments. Browse source code, list commits, and manage branches and tags. Track issues with the built-in issue tracker. Trigger, monitor, and manage Bitbucket Pipelines. List workspace members, configure repository default reviewers and branch restrictions, create and manage repository webhooks, and search code across repositories.

Heroku

Deploy, manage, and scale applications on Heroku's cloud platform. Create and configure apps, scale dynos, provision add-ons (databases, caching, etc.), manage configuration variables, build and release code, add custom domains and SSL certificates, manage collaborators and team permissions, configure pipelines for continuous delivery, set up log drains, and sync data with Salesforce via Heroku Connect. Subscribe to webhooks for real-time notifications on app changes, builds, releases, dyno lifecycle events, and more.

Technical notes for Mx Technologies

Aggregate, enhance, and verify financial data by connecting to thousands of financial institutions. Create and manage users and their financial institution connections (members). Aggregate account balances, transactions, and account details across connected institutions. Verify accounts instantly (IAV) with account and routing number verification. Retrieve account owner identity information for KYC processes. Perform balance checks on connected accounts. Access extended transaction history for underwriting and analysis. Retrieve account statements in PDF format. Enhance and categorize raw transaction data with merchant information. Verify accounts via microdeposit flows. Generate personalized financial insights and recommendations. Retrieve enhanced investment holdings data. Search and browse supported financial institutions and their capabilities. Track data changes across all users via the Reporting API. Receive webhooks for aggregation, balance, verification, connection status, transaction, and other data change events.

Connect Mx Technologies to production AI agents

See how Metorial gives Mx Technologies access the governance, tracing, and security controls teams need.

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Frequently asked questions

Common questions about connecting Mx Technologies to AI agents with Metorial.

  1. Can Metorial connect Mx Technologies to AI agents?
    Yes. Metorial connects AI agents to Mx Technologies through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.