Create transaction rule

curl --request POST \
  --url https://int-api.mx.com/users/{user_guid}/transaction_rules \
  --header 'Accept-Version: <accept-version>' \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '{}'

import requests

url = "https://int-api.mx.com/users/{user_guid}/transaction_rules"

payload = {}
headers = {
    "Accept-Version": "<accept-version>",
    "Authorization": "Basic <encoded-value>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {
    'Accept-Version': '<accept-version>',
    Authorization: 'Basic <encoded-value>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({})
};

fetch('https://int-api.mx.com/users/{user_guid}/transaction_rules', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://int-api.mx.com/users/{user_guid}/transaction_rules",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    
  ]),
  CURLOPT_HTTPHEADER => [
    "Accept-Version: <accept-version>",
    "Authorization: Basic <encoded-value>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://int-api.mx.com/users/{user_guid}/transaction_rules"

	payload := strings.NewReader("{}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Accept-Version", "<accept-version>")
	req.Header.Add("Authorization", "Basic <encoded-value>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://int-api.mx.com/users/{user_guid}/transaction_rules")
  .header("Accept-Version", "<accept-version>")
  .header("Authorization", "Basic <encoded-value>")
  .header("Content-Type", "application/json")
  .body("{}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://int-api.mx.com/users/{user_guid}/transaction_rules")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Accept-Version"] = '<accept-version>'
request["Authorization"] = 'Basic <encoded-value>'
request["Content-Type"] = 'application/json'
request.body = "{}"

response = http.request(request)
puts response.read_body

{
  "transaction_rule": {
    "category_guid": "CAT-b6d61a19-30a7-e852-2703-bdfb4072289e",
    "created_at": "2025-02-13T18:08:00+00:00",
    "description": "Wal-mart food storage",
    "guid": "TXR-a080e0f9-a2d4-4d6f-9e03-672cc357a4d3",
    "match_description": "Wal-mart",
    "updated_at": "2025-02-13T18:09:00+00:00",
    "user_guid": "USR-fa7537f3-48aa-a683-a02a-b18940482f54"
  }
}

POST

users

{user_guid}

transaction_rules

Create transaction rule

curl --request POST \
  --url https://int-api.mx.com/users/{user_guid}/transaction_rules \
  --header 'Accept-Version: <accept-version>' \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '{}'

import requests

url = "https://int-api.mx.com/users/{user_guid}/transaction_rules"

payload = {}
headers = {
    "Accept-Version": "<accept-version>",
    "Authorization": "Basic <encoded-value>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {
    'Accept-Version': '<accept-version>',
    Authorization: 'Basic <encoded-value>',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({})
};

fetch('https://int-api.mx.com/users/{user_guid}/transaction_rules', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

<?php

$curl = curl_init();

curl_setopt_array($curl, [
  CURLOPT_URL => "https://int-api.mx.com/users/{user_guid}/transaction_rules",
  CURLOPT_RETURNTRANSFER => true,
  CURLOPT_ENCODING => "",
  CURLOPT_MAXREDIRS => 10,
  CURLOPT_TIMEOUT => 30,
  CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
  CURLOPT_CUSTOMREQUEST => "POST",
  CURLOPT_POSTFIELDS => json_encode([
    
  ]),
  CURLOPT_HTTPHEADER => [
    "Accept-Version: <accept-version>",
    "Authorization: Basic <encoded-value>",
    "Content-Type: application/json"
  ],
]);

$response = curl_exec($curl);
$err = curl_error($curl);

curl_close($curl);

if ($err) {
  echo "cURL Error #:" . $err;
} else {
  echo $response;
}

package main

import (
	"fmt"
	"strings"
	"net/http"
	"io"
)

func main() {

	url := "https://int-api.mx.com/users/{user_guid}/transaction_rules"

	payload := strings.NewReader("{}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("Accept-Version", "<accept-version>")
	req.Header.Add("Authorization", "Basic <encoded-value>")
	req.Header.Add("Content-Type", "application/json")

	res, _ := http.DefaultClient.Do(req)

	defer res.Body.Close()
	body, _ := io.ReadAll(res.Body)

	fmt.Println(string(body))

}

HttpResponse<String> response = Unirest.post("https://int-api.mx.com/users/{user_guid}/transaction_rules")
  .header("Accept-Version", "<accept-version>")
  .header("Authorization", "Basic <encoded-value>")
  .header("Content-Type", "application/json")
  .body("{}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://int-api.mx.com/users/{user_guid}/transaction_rules")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["Accept-Version"] = '<accept-version>'
request["Authorization"] = 'Basic <encoded-value>'
request["Content-Type"] = 'application/json'
request.body = "{}"

response = http.request(request)
puts response.read_body

{
  "transaction_rule": {
    "category_guid": "CAT-b6d61a19-30a7-e852-2703-bdfb4072289e",
    "created_at": "2025-02-13T18:08:00+00:00",
    "description": "Wal-mart food storage",
    "guid": "TXR-a080e0f9-a2d4-4d6f-9e03-672cc357a4d3",
    "match_description": "Wal-mart",
    "updated_at": "2025-02-13T18:09:00+00:00",
    "user_guid": "USR-fa7537f3-48aa-a683-a02a-b18940482f54"
  }
}

Use this endpoint to create a new transaction rule. The newly-created transaction_rule object will be returned if successful. For more information about transaction rules, see the Transaction Rules Guide.

Authorizations

Authorization

string

header

required

The MX Platform API requires basic access authentication using your client_id and api_key. These credentials must be Base64 encoded and included in the Authorization header of each API request to ensure secure access.

Here's an example using curl to access v20250224. Replace https://int-api.mx.com/endpoint with the actual API endpoint you wish to access and your Base64 encoded client_id and api_key.

curl -L -X POST `https://int-api.mx.com/endpoint' \
-H 'Content-Type: application/json' \
-H 'Accept: application/json' \
-H 'Accept-Version: v20250224'
-H 'Authorization: Basic BASE_64_ENCODING_OF{client_id:api_key}'

Headers

Accept-Version

string

default:v20250224

required

MX Platform API version.

Example:

"v20250224"

Path Parameters

user_guid

string

required

The unique identifier for a user, beginning with the prefix USR-.

Body

application/json

TransactionRule object to be created with optional parameters (description) and required parameters (category_guid and match_description)

transaction_rule

object

Hide child attributes

transaction_rule.category_guid

string | null

required

The unique identifier for the category. Defined by MX.

Example:

"CAT-b6d61a19-30a7-e852-2703-bdfb4072289e"

transaction_rule.match_description

string

required

Example:

"Wal-mart"

transaction_rule.description

string

Example:

"Wal-mart food storage"

Response

200 - application/json

transaction_rule

object

Hide child attributes

transaction_rule.category_guid

string | null

The unique identifier for the category. Defined by MX.

Example:

"CAT-b6d61a19-30a7-e852-2703-bdfb4072289e"

transaction_rule.created_at

string | null

The date and time the resource was created, represented in ISO 8601 format with a timestamp.

Example:

"2025-02-13T18:08:00+00:00"

transaction_rule.description

string | null

The matched transaction's description will be updated to the string provided here.

Example:

"Wal-mart food storage"

transaction_rule.guid

string | null

A unique identifier for the transaction_rule. Defined by MX.

Example:

"TXR-a080e0f9-a2d4-4d6f-9e03-672cc357a4d3"

transaction_rule.match_description

string | null

A string used to find a transaction to which the rule will be applied. Transaction matching is based on a comparison of match_description to a transaction's cleansed description.

Example:

"Wal-mart"

transaction_rule.updated_at

string | null

The date and time the resource was last updated in ISO 8601 format with a timestamp.

For categories, this field will always be null when is_default is true.

Example:

"2025-02-13T18:09:00+00:00"

transaction_rule.user_guid

string | null

The unique identifier for the user. Defined by MX.

Example:

"USR-fa7537f3-48aa-a683-a02a-b18940482f54"

List transaction rules

Read transaction rule