How to integrate Mx technologies MCP with Hermes

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows. This guide explains the easiest and most robust way to connect your Mx technologies account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

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Basic

Mx technologies is a unified API platform for aggregating and enhancing financial data across banks and institutions. It streamlines access to transactional, account, and identity data for smarter financial applications.

36 Tools

Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Mx technologies account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Mx technologies with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Mx technologies with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Mx technologies

Ask your agent to connect to Mx technologies, or simply request any Mx technologies-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Mx technologies connection.


Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

2. Open the Hermes config file

bash
nano ~/.hermes/config.yaml

3. Add the Composio Connect MCP server

bash
mcp_servers:
  composio:
    url: "https://connect.composio.dev/mcp"
    headers:
      x-consumer-api-key: "YOUR_COMPOSIO_API_KEY"
    connect_timeout: 60
    timeout: 180

Save with Ctrl + O, Enter, then exit with Ctrl + X.

4. Restart your Hermes agent

Once restarted, ask your agent to connect to Mx technologies or request any Mx technologies-related task. It will prompt you to authenticate and authorize access.

5. Done!

What is the Mx technologies MCP server, and what's possible with it?

The Mx technologies MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Mx technologies account. It provides structured and secure access to financial data aggregation and account management features, so your agent can perform actions like creating accounts, managing members, fetching financial rewards, and handling account ownership on your behalf.

  • Automated account creation and management: Let your agent create new manual accounts, partner accounts, and user SSO accounts for seamless onboarding and testing.
  • Member aggregation and connection: Instruct your agent to create members and initiate aggregation of financial products across institutions, streamlining financial data collection.
  • Rewards and incentives tracking: Have your agent fetch and aggregate member rewards data after account connections, so you never miss out on incentives.
  • Secure access to account details: Direct your agent to list account owners, retrieve account numbers by member, and access configurable widget URLs for enhanced user interactions.
  • Credential and API management: Use your agent to retrieve API credentials for audience services, streamlining authentication flows and integrations.

Way Forward

With Mx technologies connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

TOOLS

Supported Tools

Every Mx technologies action and event your agent gets out of the box.

Disable MX User Account

Disables an MX user account, preventing background updates to accounts and transactions and restricting data access.

Create account

Creates a manual account for a specified user in MX Platform.

Retrieve Audience API Credentials

Tool to retrieve Audience API credentials.

Create member

Create a member to connect a user to a financial institution.

Create Partner Account

Create a new user (partner account) in the MX Platform.

Fetch rewards

Initiate rewards aggregation for a specific member.

Get configurable widget URL

Retrieve a configurable widget URL for embedding MX widgets (Connect, Transactions, Pulse, etc.

List Account Numbers by Member

Tool to list account numbers for a specific member.

List account owners

Tool to list account owners for a specific member.

List accounts

Tool to list all accounts for a user.

List budgets

List all budgets for a specific MX user.

List categories

Tool to list all categories for a user.

List challenges

Tool to list MFA challenges for a member.

List favorite institutions

List the partner's favorite financial institutions, sorted by popularity.

List goals

List all financial goals for a specific MX user.

List institution credentials

Tool to list credential fields required by a given institution.

List institutions

Tool to list financial institutions supported by MX.

List member accounts

Tool to list accounts for a specific member.

List members

List all members (financial institution connections) for a specific user.

List rewards

Lists rewards and loyalty program data for a specific member.

List statements by member

Retrieve a paginated list of monthly account statements (PDF) for a specific member.

List taggings

List all taggings for a specific MX user.

List tags

List all custom tags associated with a specific MX user.

List transactions

Retrieve all financial transactions for an MX user across all their connected accounts and members.

List transactions by member

Tool to list transactions for a member.

List users

List all users in the MX Platform.

Read account

Tool to retrieve details for a specific account.

Read category

Tool to retrieve a default category by GUID.

Read FDX account

Retrieve details for a specific account using the FDX 4.

Read institution

Tool to retrieve details for a specific institution by code.

Read transaction

Tool to retrieve details for a specific transaction by its GUID.

Read transaction by account

Tool to retrieve details for a specific transaction by account.

Read transaction rule

Tool to retrieve details for a specific transaction rule by its GUID.

Update transaction

Tool to update a specific transaction's description.

Update transaction rules

Tool to update an existing transaction rule.

Update user tagging

Tool to update a tagging for an MX user.

FAQ

Frequently asked questions

With a standalone Mx technologies MCP server, the agents and LLMs can only access a fixed set of Mx technologies tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Mx technologies and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Hermes fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Mx technologies tools.

Yes, absolutely. You can configure which Mx technologies scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Mx technologies data and credentials are handled as safely as possible.

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