← Pipedream + MX Technologies integrations

Create Account with MX Technologies API on New Scheduled Tasks from Pipedream API

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Trigger workflow on
New Scheduled Tasks from the Pipedream API
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Create Account with the MX Technologies API
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Getting Started

This integration creates a workflow with a Pipedream trigger and MX Technologies action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Scheduled Tasks trigger
    1. Connect your Pipedream account
    2. Optional- Configure Secret
  3. Configure the Create Account action
    1. Connect your MX Technologies account
    2. Select a User ID
    3. Select a Account Type
    4. Configure Name
    5. Optional- Configure APR
    6. Optional- Configure APY
    7. Optional- Configure Available Balance
    8. Optional- Configure Balance
    9. Optional- Configure Cash Surrender Value
    10. Optional- Configure Credit Limit
    11. Optional- Configure Currency Code
    12. Optional- Configure Death Benefit
    13. Optional- Configure Interest Rate
    14. Optional- Configure Is Closed
    15. Optional- Configure Is Hidden
    16. Optional- Configure Loan Amount
    17. Optional- Configure Metadata
    18. Optional- Configure Nickname
    19. Optional- Configure Original Balance
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Exposes an HTTP API for scheduling messages to be emitted at a future time
Version:0.3.1
Key:pipedream-new-scheduled-tasks

Pipedream Overview

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

  • An application that can extract data from a database, transform it, and then
    load it into another database.
  • An application that can monitor a data source for changes, and then trigger a
    workflow in response to those changes.
  • An application that can poll an API for new data, and then process that data
    in real-time.

Trigger Code

import pipedream from "../../pipedream.app.mjs";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";

export default {
  key: "pipedream-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  type: "source",
  description:
    "Exposes an HTTP API for scheduling messages to be emitted at a future time",
  version: "0.3.1",
  dedupe: "unique", // Dedupe on a UUID generated for every scheduled task
  props: {
    pipedream,
    secret: {
      type: "string",
      secret: true,
      label: "Secret",
      optional: true,
      description:
        "**Optional but recommended**: if you enter a secret here, you must pass this value in the `x-pd-secret` HTTP header when making requests",
    },
    http: {
      label: "Endpoint",
      description: "The endpoint where you'll send task scheduler requests",
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
  },
  methods: {
    // To schedule future emits, we emit to the selfChannel of the component
    selfChannel() {
      return "self";
    },
    // Queue for future emits that haven't yet been delivered
    queuedEventsChannel() {
      return "$in";
    },
    httpRespond({
      status, body,
    }) {
      this.http.respond({
        headers: {
          "content-type": "application/json",
        },
        status,
        body,
      });
    },
    async selfSubscribe() {
      // Subscribe the component to itself. We do this here because even in
      // the activate hook, the component isn't available to take subscriptions.
      // Scheduled tasks are sent to the self channel, which emits the message at
      // the specified delivery_ts to this component.
      const isSubscribedToSelf = this.db.get("isSubscribedToSelf");
      if (!isSubscribedToSelf) {
        const componentId = process.env.PD_COMPONENT;
        const selfChannel = this.selfChannel();
        console.log(`Subscribing to ${selfChannel} channel for event source`);
        console.log(
          await this.pipedream.subscribe(componentId, componentId, selfChannel),
        );
        this.db.set("isSubscribedToSelf", true);
      }
    },
    validateEventBody(event, operation) {
      const errors = [];

      // Secrets are optional, so we first check if the user configured
      // a secret, then check its value against the prop (validation below)
      if (this.secret && event.headers["x-pd-secret"] !== this.secret) {
        errors.push(
          "Secret on incoming request doesn't match the configured secret",
        );
      }

      if (operation === "schedule") {
        const {
          timestamp,
          message,
        } = event.body;
        // timestamp should be an ISO 8601 string. Parse and check for validity below.
        const epoch = Date.parse(timestamp);

        if (!timestamp) {
          errors.push(
            "No timestamp included in payload. Please provide an ISO8601 timestamp in the 'timestamp' field",
          );
        }
        if (timestamp && !epoch) {
          errors.push("Timestamp isn't a valid ISO 8601 string");
        }
        if (!message) {
          errors.push("No message passed in payload");
        }
      }

      return errors;
    },
    scheduleTask(event) {
      const errors = this.validateEventBody(event, "schedule");
      let status, body;

      if (errors.length) {
        console.log(errors);
        status = 400;
        body = {
          errors,
        };
      } else {
        const id = this.emitScheduleEvent(event.body, event.body.timestamp);
        status = 200;
        body = {
          msg: "Successfully scheduled task",
          id,
        };
      }

      this.httpRespond({
        status,
        body,
      });
    },
    emitScheduleEvent(event, timestamp) {
      const selfChannel = this.selfChannel();
      const epoch = Date.parse(timestamp);
      const $id = uuid();

      console.log(`Scheduled event to emit on: ${new Date(epoch)}`);

      this.$emit(
        {
          ...event,
          $channel: selfChannel,
          $id,
        },
        {
          name: selfChannel,
          id: $id,
          delivery_ts: epoch,
        },
      );

      return $id;
    },
    async cancelTask(event) {
      const errors = this.validateEventBody(event, "cancel");
      let status, msg;

      if (errors.length) {
        console.log(errors);
        status = 400;
        msg = "Secret on incoming request doesn't match the configured secret";
      } else {
        try {
          const id = event.body.id;
          const isCanceled = await this.deleteEvent(event);
          if (isCanceled) {
            status = 200;
            msg = `Cancelled scheduled task for event ${id}`;
          } else {
            status = 404;
            msg = `No event with ${id} found`;
          }
        } catch (error) {
          console.log(error);
          status = 500;
          msg = "Failed to schedule task. Please see the logs";
        }
      }

      this.httpRespond({
        status,
        body: {
          msg,
        },
      });
    },
    async deleteEvent(event) {
      const componentId = process.env.PD_COMPONENT;
      const inChannel = this.queuedEventsChannel();

      // The user must pass a scheduled event UUID they'd like to cancel
      // We lookup the event by ID and delete it
      const { id } = event.body;

      // List events in the $in channel - the queue of scheduled events, to be emitted in the future
      const events = await this.pipedream.listEvents(
        componentId,
        inChannel,
      );
      console.log("Events: ", events);

      // Find the event in the list by id
      const eventToCancel = events.data.find((e) => {
        const { metadata } = e;
        return metadata.id === id;
      });

      console.log("Event to cancel: ", eventToCancel);

      if (!eventToCancel) {
        console.log(`No event with ${id} found`);
        return false;
      }

      // Delete the event
      await this.pipedream.deleteEvent(
        componentId,
        eventToCancel.id,
        inChannel,
      );
      return true;
    },
    emitEvent(event, summary) {
      // Delete the channel name and id from the incoming event, which were used only as metadata
      const id = event.$id;
      delete event.$channel;
      delete event.$id;

      this.$emit(event, {
        summary: summary ?? JSON.stringify(event),
        id,
        ts: +new Date(),
      });
    },
  },
  async run(event) {
    await this.selfSubscribe();

    const { path } = event;
    if (path === "/schedule") {
      this.scheduleTask(event);
    } else if (path === "/cancel") {
      await this.cancelTask(event);
    } else if (event.$channel === this.selfChannel()) {
      this.emitEvent(event);
    }
  },
  sampleEmit,
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
PipedreampipedreamappThis component uses the Pipedream app.
Secretsecretstring

Optional but recommended: if you enter a secret here, you must pass this value in the x-pd-secret HTTP header when making requests

N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

Pipedream uses API keys for authentication. When you connect your Pipedream account, Pipedream securely stores the keys so you can easily authenticate to Pipedream APIs in both code and no-code steps.

About Pipedream

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Action

Description:Creates a new account for a specific user. [See the documentation](https://docs.mx.com/api-reference/platform-api/reference/create-manual-account)
Version:0.0.1
Key:mx_technologies-create-account

MX Technologies Overview

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.

Action Code

import { ACCOUNT_TYPE_OPTIONS } from "../../common/constants.mjs";
import mxTechnologies from "../../mx_technologies.app.mjs";

export default {
  key: "mx_technologies-create-account",
  name: "Create Account",
  description: "Creates a new account for a specific user. [See the documentation](https://docs.mx.com/api-reference/platform-api/reference/create-manual-account)",
  version: "0.0.1",
  type: "action",
  props: {
    mxTechnologies,
    userId: {
      propDefinition: [
        mxTechnologies,
        "userId",
      ],
    },
    accountType: {
      type: "string",
      label: "Account Type",
      description: "The general or parent type of the **account**.",
      options: ACCOUNT_TYPE_OPTIONS,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The human-readable name for the **account**.",
    },
    apr: {
      type: "string",
      label: "APR",
      description: "The annual percentage rate associated with the **account**.",
      optional: true,
    },
    apy: {
      type: "string",
      label: "APY",
      description: "The annual percentage yield associated with the **account**.",
      optional: true,
    },
    availableBalance: {
      type: "string",
      label: "Available Balance",
      description: "The balance that is available for use in asset accounts like checking and savings. **PENDING** transactions are typically taken into account with the available balance, but this may not always be the case. `available_balance` will usually be a positive value for all account types, determined in the same way as the **balance** field.",
      optional: true,
    },
    balance: {
      type: "string",
      label: "Balance",
      description: "The current balance of the account. **PENDING** transactions are typically not taken into account with the current balance, but this may not always be the case. This is the value used for the account balance displayed in MX UIs. The balance will usually be a positive value for all account types. Asset-type accounts (**CHECKING**, **SAVINGS**, **INVESTMENT**) may have a negative balance if they are in overdraft. Debt-type accounts (**CREDIT_CARD**, **LOAN**, **LINE_OF_CREDIT**, **MORTGAGE**) may have a negative balance if they are overpaid.",
      optional: true,
    },
    cashSurrenderValue: {
      type: "string",
      label: "Cash Surrender Value",
      description: "The sum of money paid to the policyholder or annuity holder in the event the policy is voluntarily terminated before it matures, or the insured event occurs.",
      optional: true,
    },
    creditLimit: {
      type: "string",
      label: "Credit Limit",
      description: "The credit limit associated with the **account**.",
      optional: true,
    },
    currencyCode: {
      type: "string",
      label: "Currency Code",
      description: "The three-character ISO 4217 currency code.",
      optional: true,
    },
    deathBenefit: {
      type: "integer",
      label: "Death Benefit",
      description: "The amount paid to the beneficiary of the account upon death of the account owner.",
      optional: true,
    },
    interestRate: {
      type: "string",
      label: "Interest Rate",
      description: "The interest rate associated with the **account**.",
      optional: true,
    },
    isClosed: {
      type: "boolean",
      label: "Is Closed",
      description: "This indicates whether an account has been closed.",
      optional: true,
    },
    isHidden: {
      type: "boolean",
      label: "Is Hidden",
      description: "This indicates whether the account is hidden.",
      optional: true,
    },
    loanAmount: {
      type: "string",
      label: "Loan Amount",
      description: "The amount of the loan associated with the **account**.",
      optional: true,
    },
    metadata: {
      propDefinition: [
        mxTechnologies,
        "metadata",
      ],
      description: "Additional information a partner can store on the **account**.",
      optional: true,
    },
    nickname: {
      type: "string",
      label: "Nickname",
      description: "An alternate name for the **account**.",
      optional: true,
    },
    originalBalance: {
      type: "string",
      label: "Original Balance",
      description: "The original balance associated with the **account**.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.mxTechnologies.createManualAccount({
      $,
      userGuid: this.userId,
      data: {
        account: {
          account_type: this.accountType,
          name: this.name,
          apr: this.apr && parseFloat(this.apr),
          apy: this.apy && parseFloat(this.apy),
          available_balance: this.availableBalance && parseFloat(this.availableBalance),
          balance: this.balance && parseFloat(this.balance),
          cash_surrender_value: this.cashSurrenderValue && parseFloat(this.cashSurrenderValue),
          credit_limit: this.creditLimit && parseFloat(this.creditLimit),
          currency_code: this.currencyCode,
          death_benefit: this.deathBenefit,
          interest_rate: this.interestRate && parseFloat(this.interestRate),
          is_closed: this.isClosed,
          is_hidden: this.isHidden,
          loan_amount: this.loanAmount && parseFloat(this.loanAmount),
          metadata: this.metadata && JSON.stringify(this.metadata),
          nickname: this.nickname,
          original_balance: this.originalBalance && parseFloat(this.originalBalance),
        },
      },
    });

    $.export("$summary", `Successfully created a new account with Id: ${response.account.guid}`);
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
MX TechnologiesmxTechnologiesappThis component uses the MX Technologies app.
User IDuserIdstringSelect a value from the drop down menu.
Account TypeaccountTypestringSelect a value from the drop down menu:{ "label": "ANY", "value": "ANY" }{ "label": "CHECKING", "value": "CHECKING" }{ "label": "SAVINGS - MONEY_MARKET", "value": "MONEY_MARKET" }{ "label": "SAVINGS - CERTIFICATE_OF_DEPOSIT", "value": "CERTIFICATE_OF_DEPOSIT" }{ "label": "LOAN - AUTO", "value": "AUTO" }{ "label": "LOAN - STUDENT", "value": "STUDENT" }{ "label": "LOAN - SMALL_BUSINESS", "value": "SMALL_BUSINESS" }{ "label": "LOAN - PERSONAL", "value": "PERSONAL" }{ "label": "LOAN - PERSONAL_WITH_COLLATERAL", "value": "PERSONAL_WITH_COLLATERAL" }{ "label": "LOAN - HOME_EQUITY", "value": "HOME_EQUITY" }{ "label": "LOAN - BOAT", "value": "BOAT" }{ "label": "LOAN - POWERSPORTS", "value": "POWERSPORTS" }{ "label": "LOAN - RV", "value": "RV" }{ "label": "LOAN - HELOC", "value": "HELOC" }{ "label": "LOAN - CREDIT_CARD", "value": "CREDIT_CARD" }{ "label": "INVESTMENT - PLAN_401_K", "value": "PLAN_401_K" }{ "label": "INVESTMENT - PLAN_403_B", "value": "PLAN_403_B" }{ "label": "INVESTMENT - PLAN_529", "value": "PLAN_529" }{ "label": "INVESTMENT - IRA", "value": "IRA" }{ "label": "INVESTMENT - ROLLOVER_IRA", "value": "ROLLOVER_IRA" }{ "label": "INVESTMENT - ROTH_IRA", "value": "ROTH_IRA" }{ "label": "INVESTMENT - TAXABLE", "value": "TAXABLE" }{ "label": "INVESTMENT - NON_TAXABLE", "value": "NON_TAXABLE" }{ "label": "INVESTMENT - BROKERAGE", "value": "BROKERAGE" }{ "label": "INVESTMENT - TRUST", "value": "TRUST" }{ "label": "INVESTMENT - UNIFORM_GIFTS_TO_MINORS_ACT", "value": "UNIFORM_GIFTS_TO_MINORS_ACT" }{ "label": "INVESTMENT - PLAN_457", "value": "PLAN_457" }{ "label": "INVESTMENT - PENSION", "value": "PENSION" }{ "label": "INVESTMENT - EMPLOYEE_STOCK_OWNERSHIP_PLAN", "value": "EMPLOYEE_STOCK_OWNERSHIP_PLAN" }{ "label": "INVESTMENT - SIMPLIFIED_EMPLOYEE_PENSION", "value": "SIMPLIFIED_EMPLOYEE_PENSION" }{ "label": "INVESTMENT - SIMPLE_IRA", "value": "SIMPLE_IRA" }{ "label": "INVESTMENT - PLAN_ROTH_401_K", "value": "PLAN_ROTH_401_K" }{ "label": "INVESTMENT - FIXED_ANNUITY", "value": "FIXED_ANNUITY" }{ "label": "INVESTMENT - VARIABLE_ANNUITY", "value": "VARIABLE_ANNUITY" }{ "label": "INVESTMENT - HSA", "value": "HSA" }{ "label": "INVESTMENT - TAX_FREE_SAVINGS_ACCOUNT", "value": "TAX_FREE_SAVINGS_ACCOUNT" }{ "label": "INVESTMENT - INDIVIDUAL", "value": "INDIVIDUAL" }{ "label": "INVESTMENT - REGISTERED_RETIREMENT_INCOME_FUND", "value": "REGISTERED_RETIREMENT_INCOME_FUND" }{ "label": "INVESTMENT - CASH_MANAGEMENT_ACCOUNT", "value": "CASH_MANAGEMENT_ACCOUNT" }{ "label": "INVESTMENT - EMPLOYEE_STOCK_PURCHASE_PLAN", "value": "EMPLOYEE_STOCK_PURCHASE_PLAN" }{ "label": "INVESTMENT - REGISTERED_EDUCATION_SAVINGS_PLAN", "value": "REGISTERED_EDUCATION_SAVINGS_PLAN" }{ "label": "INVESTMENT - PROFIT_SHARING_PLAN", "value": "PROFIT_SHARING_PLAN" }{ "label": "INVESTMENT - UNIFORM_TRANSFER_TO_MINORS_ACT", "value": "UNIFORM_TRANSFER_TO_MINORS_ACT" }{ "label": "INVESTMENT - PLAN_401_A", "value": "PLAN_401_A" }{ "label": "INVESTMENT - SARSEP_IRA", "value": "SARSEP_IRA" }{ "label": "INVESTMENT - FIXED_ANNUITY_TRADITIONAL_IRA", "value": "FIXED_ANNUITY_TRADITIONAL_IRA" }{ "label": "INVESTMENT - VARIABLE_ANNUITY_TRADITIONAL_IRA", "value": "VARIABLE_ANNUITY_TRADITIONAL_IRA" }{ "label": "INVESTMENT - SEPP_IRA", "value": "SEPP_IRA" }{ "label": "INVESTMENT - INHERITED_TRADITIONAL_IRA", "value": "INHERITED_TRADITIONAL_IRA" }{ "label": "INVESTMENT - FIXED_ANNUITY_ROTH_IRA", "value": "FIXED_ANNUITY_ROTH_IRA" }{ "label": "INVESTMENT - VARIABLE_ANNUITY_ROTH_IRA", "value": "VARIABLE_ANNUITY_ROTH_IRA" }{ "label": "INVESTMENT - INHERITED_ROTH_IRA", "value": "INHERITED_ROTH_IRA" }{ "label": "INVESTMENT - COVERDELL", "value": "COVERDELL" }{ "label": "INVESTMENT - ADVISORY_ACCOUNT", "value": "ADVISORY_ACCOUNT" }{ "label": "INVESTMENT - BROKERAGE_MARGIN", "value": "BROKERAGE_MARGIN" }{ "label": "INVESTMENT - CHARITABLE_GIFT_ACCOUNT", "value": "CHARITABLE_GIFT_ACCOUNT" }{ "label": "INVESTMENT - CHURCH_ACCOUNT", "value": "CHURCH_ACCOUNT" }{ "label": "INVESTMENT - CONSERVATORSHIP", "value": "CONSERVATORSHIP" }{ "label": "INVESTMENT - CUSTODIAL", "value": "CUSTODIAL" }{ "label": "INVESTMENT - DEFINED_BENEFIT_PLAN", "value": "DEFINED_BENEFIT_PLAN" }{ "label": "INVESTMENT - DEFINED_CONTRIBUTION_PLAN", "value": "DEFINED_CONTRIBUTION_PLAN" }{ "label": "INVESTMENT - EDUCATIONAL", "value": "EDUCATIONAL" }{ "label": "INVESTMENT - ESTATE", "value": "ESTATE" }{ "label": "INVESTMENT - EXECUTOR", "value": "EXECUTOR" }{ "label": "INVESTMENT - GROUP_RETIREMENT_SAVINGS_PLAN", "value": "GROUP_RETIREMENT_SAVINGS_PLAN" }{ "label": "INVESTMENT - GUARANTEED_INVESTMENT_CERTIFICATE", "value": "GUARANTEED_INVESTMENT_CERTIFICATE" }{ "label": "INVESTMENT - HRA", "value": "HRA" }{ "label": "INVESTMENT - INDEXED_ANNUITY", "value": "INDEXED_ANNUITY" }{ "label": "INVESTMENT - INVESTMENT_CLUB", "value": "INVESTMENT_CLUB" }{ "label": "INVESTMENT - IRREVOCABLE_TRUST", "value": "IRREVOCABLE_TRUST" }{ "label": "INVESTMENT - JOINT_TENANTS_BY_ENTIRITY", "value": "JOINT_TENANTS_BY_ENTIRITY" }{ "label": "INVESTMENT - JOINT_TENANTS_COMMUNITY_PROPERTY", "value": "JOINT_TENANTS_COMMUNITY_PROPERTY" }{ "label": "INVESTMENT - JOINT_TENANTS_IN_COMMON", "value": "JOINT_TENANTS_IN_COMMON" }{ "label": "INVESTMENT - JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP", "value": "JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP" }{ "label": "INVESTMENT - KEOUGH_PLAN", "value": "KEOUGH_PLAN" }{ "label": "INVESTMENT - LIFE_INCOME_FUND", "value": "LIFE_INCOME_FUND" }{ "label": "INVESTMENT - LIVING_TRUST", "value": "LIVING_TRUST" }{ "label": "INVESTMENT - LOCKED_IN_RETIREMENT_ACCOUNT", "value": "LOCKED_IN_RETIREMENT_ACCOUNT" }{ "label": "INVESTMENT - LOCKED_IN_RETIREMENT_INVESTMENT_FUND", "value": "LOCKED_IN_RETIREMENT_INVESTMENT_FUND" }{ "label": "INVESTMENT - LOCKED_IN_RETIREMENT_SAVINGS_ACCOUNT", "value": "LOCKED_IN_RETIREMENT_SAVINGS_ACCOUNT" }{ "label": "INVESTMENT - MONEY_PURCHASE_PLAN", "value": "MONEY_PURCHASE_PLAN" }{ "label": "INVESTMENT - PARTNERSHIP", "value": "PARTNERSHIP" }{ "label": "INVESTMENT - PLAN_409_A", "value": "PLAN_409_A" }{ "label": "INVESTMENT - PLAN_ROTH_403_B", "value": "PLAN_ROTH_403_B" }{ "label": "INVESTMENT - REGISTERED_DISABILITY_SAVINGS_PLAN", "value": "REGISTERED_DISABILITY_SAVINGS_PLAN" }{ "label": "INVESTMENT - REGISTERED_LOCKED_IN_SAVINGS_PLAN", "value": "REGISTERED_LOCKED_IN_SAVINGS_PLAN" }{ "label": "INVESTMENT - REGISTERED_PENSION_PLAN", "value": "REGISTERED_PENSION_PLAN" }{ "label": "INVESTMENT - REGISTERED_RETIREMENT_SAVINGS_PLAN", "value": "REGISTERED_RETIREMENT_SAVINGS_PLAN" }{ "label": "INVESTMENT - REVOCABLE_TRUST", "value": "REVOCABLE_TRUST" }{ "label": "INVESTMENT - ROTH_CONVERSION", "value": "ROTH_CONVERSION" }{ "label": "INVESTMENT - SOLE_PROPRIETORSHIP", "value": "SOLE_PROPRIETORSHIP" }{ "label": "INVESTMENT - SPOUSAL_IRA", "value": "SPOUSAL_IRA" }{ "label": "INVESTMENT - SPOUSAL_ROTH_IRA", "value": "SPOUSAL_ROTH_IRA" }{ "label": "INVESTMENT - TESTAMENTARY_TRUST", "value": "TESTAMENTARY_TRUST" }{ "label": "INVESTMENT - THRIFT_SAVINGS_PLAN", "value": "THRIFT_SAVINGS_PLAN" }{ "label": "INVESTMENT - INHERITED_ANNUITY", "value": "INHERITED_ANNUITY" }{ "label": "INVESTMENT - CORPORATE_ACCOUNT", "value": "CORPORATE_ACCOUNT" }{ "label": "INVESTMENT - LIMITED_LIABILITY_ACCOUNT", "value": "LIMITED_LIABILITY_ACCOUNT" }{ "label": "INVESTMENT - LINE_OF_CREDIT", "value": "LINE_OF_CREDIT" }{ "label": "INVESTMENT - MORTGAGE", "value": "MORTGAGE" }{ "label": "INVESTMENT - PROPERTY", "value": "PROPERTY" }{ "label": "INVESTMENT - CASH", "value": "CASH" }{ "label": "INSURANCE - VEHICLE_INSURANCE", "value": "VEHICLE_INSURANCE" }{ "label": "INSURANCE - DISABILITY", "value": "DISABILITY" }{ "label": "INSURANCE - HEALTH", "value": "HEALTH" }{ "label": "INSURANCE - LONG_TERM_CARE", "value": "LONG_TERM_CARE" }{ "label": "INSURANCE - PROPERTY_AND_CASUALTY", "value": "PROPERTY_AND_CASUALTY" }{ "label": "INSURANCE - UNIVERSAL_LIFE", "value": "UNIVERSAL_LIFE" }{ "label": "INSURANCE - TERM_LIFE", "value": "TERM_LIFE" }{ "label": "INSURANCE - WHOLE_LIFE", "value": "WHOLE_LIFE" }{ "label": "INSURANCE - ACCIDENTAL_DEATH_AND_DISMEMBERMENT", "value": "ACCIDENTAL_DEATH_AND_DISMEMBERMENT" }{ "label": "INSURANCE - VARIABLE_UNIVERSAL_LIFE", "value": "VARIABLE_UNIVERSAL_LIFE" }{ "label": "INSURANCE - PREPAID", "value": "PREPAID" }{ "label": "INSURANCE - CHECKING_LINE_OF_CREDIT", "value": "CHECKING_LINE_OF_CREDIT" }{ "label": "INSURANCE - DIGITAL_WALLET", "value": "DIGITAL_WALLET" }
Namenamestring

The human-readable name for the account.

APRaprstring

The annual percentage rate associated with the account.

APYapystring

The annual percentage yield associated with the account.

Available BalanceavailableBalancestring

The balance that is available for use in asset accounts like checking and savings. PENDING transactions are typically taken into account with the available balance, but this may not always be the case. available_balance will usually be a positive value for all account types, determined in the same way as the balance field.

Balancebalancestring

The current balance of the account. PENDING transactions are typically not taken into account with the current balance, but this may not always be the case. This is the value used for the account balance displayed in MX UIs. The balance will usually be a positive value for all account types. Asset-type accounts (CHECKING, SAVINGS, INVESTMENT) may have a negative balance if they are in overdraft. Debt-type accounts (CREDIT_CARD, LOAN, LINE_OF_CREDIT, MORTGAGE) may have a negative balance if they are overpaid.

Cash Surrender ValuecashSurrenderValuestring

The sum of money paid to the policyholder or annuity holder in the event the policy is voluntarily terminated before it matures, or the insured event occurs.

Credit LimitcreditLimitstring

The credit limit associated with the account.

Currency CodecurrencyCodestring

The three-character ISO 4217 currency code.

Death BenefitdeathBenefitinteger

The amount paid to the beneficiary of the account upon death of the account owner.

Interest RateinterestRatestring

The interest rate associated with the account.

Is ClosedisClosedboolean

This indicates whether an account has been closed.

Is HiddenisHiddenboolean

This indicates whether the account is hidden.

Loan AmountloanAmountstring

The amount of the loan associated with the account.

Metadatametadataobject

Additional information a partner can store on the account.

Nicknamenicknamestring

An alternate name for the account.

Original BalanceoriginalBalancestring

The original balance associated with the account.

Action Authentication

MX Technologies uses API keys for authentication. When you connect your MX Technologies account, Pipedream securely stores the keys so you can easily authenticate to MX Technologies APIs in both code and no-code steps.

Sign in and copy your API Key and Client ID directly from your dashboard.

About MX Technologies

MX is a fintech company that offers open banking, bank APIs, mobile banking, and more via modern connectivity and data enhancement.

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