What do you want to automate

with Plaid and MX Technologies?

Prompt, edit and deploy AI agents that connect to Plaid, MX Technologies and 2,500+ other apps in seconds.

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Create Access Token with Plaid API on New User Created from MX Technologies API
MX Technologies + Plaid
 
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Create Account with MX Technologies API on New Accounts Available (Instant) from Plaid API
Plaid + MX Technologies
 
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Create Account with MX Technologies API on New Event (Instant) from Plaid API
Plaid + MX Technologies
 
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Create Account with MX Technologies API on Sync Updates Available (Instant) from Plaid API
Plaid + MX Technologies
 
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Create Sandbox Public Token with Plaid API on New User Created from MX Technologies API
MX Technologies + Plaid
 
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New User Created from the MX Technologies API

Emit new event for each new user created.

 
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New Accounts Available (Instant) from the Plaid API

Emit new event when there are new accounts available at the Financial Institution. See the documentation

 
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New Event (Instant) from the Plaid API

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation

 
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Sync Updates Available (Instant) from the Plaid API

Emit new event when there are new updates available for a connected account. See the documentation

 
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Create Access Token with the Plaid API

Exchange a Link public_token for an API access_token. See the documentation

 
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Create Account with the MX Technologies API

Creates a new account for a specific user. See the documentation

 
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Create Sandbox Public Token with the Plaid API

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation

 
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Create User with the MX Technologies API

Creates a new user in the MX Technologies platform. See the documentation

 
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Create User with the Plaid API

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation

 
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Integrate the Plaid API with the MX Technologies API
Setup the Plaid API trigger to run a workflow which integrates with the MX Technologies API. Pipedream's integration platform allows you to integrate Plaid and MX Technologies remarkably fast. Free for developers.

Overview of Plaid

The Plaid API offers a multitude of financial data operations, enabling developers to manage and interact with user bank accounts, transactions, identity info, and more, all within a secure and compliant ecosystem. Integrating Plaid with Pipedream can unlock powerful automations, like syncing transaction data to accounting software, verifying user identities for KYC compliance, and automating financial alerts or reporting.

Connect Plaid

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module.exports = defineComponent({
  props: {
    plaid: {
      type: "app",
      app: "plaid",
    }
  },
  async run({steps, $}) {
    const { Configuration, PlaidApi } = require('plaid');
    
    const client = new PlaidApi(
      new Configuration({
        basePath: this.plaid.$auth.environment,
        baseOptions: {
          headers: {
            'PLAID-CLIENT-ID': this.plaid.$auth.client_id,
            'PLAID-SECRET': this.plaid.$auth.client_secret,
          },
        },
      })
    );
    
    // Test request
    const request = {
      count: 10,
      offset: 0,
      country_codes: ['US'],
    };
    
    const response = await client.institutionsGet(request);
    return response.data.institutions;
  },
})

Overview of MX Technologies

The MX Technologies API provides a range of financial data solutions, enabling users to obtain insights into personal finances, conduct risk analysis, and offer personalized financial advice. Within Pipedream, you can harness the power of the MX API to automate financial data aggregation, customer profiling, and trigger custom workflows based on financial events or changes in user data.

Connect MX Technologies

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    mx_technologies: {
      type: "app",
      app: "mx_technologies",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://${this.mx_technologies.$auth.environment}.mx.com/users`,
      headers: {
        "Accept": `application/vnd.mx.api.v1+json`,
      },
      auth: {
        username: `${this.mx_technologies.$auth.client_id}`,
        password: `${this.mx_technologies.$auth.api_key}`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
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Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo