Every action below is available as an MCP tool and a verb in Cerebral OS — callable from any AI agent, Claude, Cursor, Windsurf, or your own runtime via the BYOA API. All executions are governed, audited, and dry-run safe.
Aggregate Member
mx_technologies:aggregate_member
Trigger aggregation for a member to fetch latest account and transaction data.
Write
Medium risk
Create Member
mx_technologies:create_member
Create a new member (financial institution connection) for a user.
Write
Medium risk
Create User
mx_technologies:create_user
Create a new user in MX Technologies platform.
Write
Medium risk
Delete Member
mx_technologies:delete_member
Permanently delete a member and all associated accounts and transactions.
Write
High risk
Delete User
mx_technologies:delete_user
Permanently delete a user and all associated data.
Write
High risk
Get Account
mx_technologies:get_account
Fetch a single account by GUID with balance and account details.
Read
Low risk
Get Institution
mx_technologies:get_institution
Fetch detailed information about a specific financial institution.
Read
Low risk
Get Institution Credentials
mx_technologies:get_institution_credentials
Get the required credential fields for connecting to a specific institution.
Read
Low risk
Get Member
mx_technologies:get_member
Fetch a single member (financial institution connection) by GUID.
Read
Low risk
Get Transaction
mx_technologies:get_transaction
Fetch a single transaction by GUID with full transaction details.
Read
Low risk
Get User
mx_technologies:get_user
Fetch a single user by GUID with basic profile information.
Read
Low risk
List Accounts
mx_technologies:list_accounts
List all accounts for a user, optionally filtered by member.
Read
Low risk
List Institutions
mx_technologies:list_institutions
List available financial institutions that can be connected.
Read
Low risk
List Members
mx_technologies:list_members
List all members (financial institution connections) for a user.
Read
Low risk
List Transactions
mx_technologies:list_transactions
List transactions for a user with optional filtering by account and date range.
Read
Low risk
List Users
mx_technologies:list_users
List users with optional filtering and pagination.
Read
Low risk
Update User
mx_technologies:update_user
Update an existing user's information.
Write
Medium risk
Verify Member
mx_technologies:verify_member
Verify a member's account ownership for account verification workflows.
Write
Medium risk