Configuration Options
| Configuration Option | Description | Data Type | Widget |
|---|---|---|---|
is_mobile_webview | Renders the widget in a mobile WebView. Executes URL updates in place of the JavaScript event postMessages. | Boolean | All |
language (deprecated) | See the SSO language section for preferred settings. Currently, only U.S. English (en-us) and French (fr and fr-ca) are supported. Defaults to en-us. | String | All |
ui_message_version | Use this to specify which version of postMessage events are triggered. All new implementations must include this option when getting any widget URL and must set it to version 4. Prior versions are deprecated and supported only for existing partners. | Integer | All |
client_redirect_url | A URL that MX will redirect to at the end of OAuth with additional query parameters. Only available with oauth_referral_source: "APP" or is_mobile_webview: true. | String | Connect |
color_scheme | Load the Connect widget in the specified color_scheme; options are light and dark. Defaults to light. | String | Connect |
connections_use_case_filter | To use this parameter, you must also set use_cases in the same request. If connections_use_case_filter is set to true, the Connections Widget will show connections (members) with the use_cases you set. For example, if you set connections_use_case_filter to true and use_cases to ["PFM"], then only members containing PFM as one of its use cases will show in the widget. If you make the same request but set use_cases to ["PFM", "MONEY_MOVEMENT"], then members containing either use case will show in the widget. | Boolean | Connections |
current_institution_code | Load the widget into the credential view for the specified institution. | String | Connect |
current_institution_guid | Load the widget into the credential view for the specified institution. | String | Connect |
current_member_guid | Load to a specific member that contains an error or requires MFA from the most recent job. Takes precedence over current_institution_code. | String | Connect |
deep_link_params.account_guid | Used to filter the data shown in the widget by account. Contains an account_guid (string) optional param. | String | Legacy Spending Widget |
deep_link_params.date_range | Used to filter the data shown in the widget by date range. Set the date_range using start_date (string) and end_date (string). | Object | Legacy Spending Widget |
deep_link_params.launch_integration | Enables a direct deposit integration. Set the launch_integration (string) param to direct-deposit. | Object | Actionable Integration Widget |
deep_link_params.widget | Opens the Master Widget a specific widget. Set the widget (string) param to accounts, budgets, cash_flow, debts, finstrong, goals, insights, investments, networth, recurringtransactions, spending, transactions, or trends. | Object | Master Widget |
disable_background_agg | Set to true or false to explicitly set the value of background_aggregation_is_disabled for new members created through the Connect Widget | Boolean | Connect |
disable_institution_search | When set to true, the institution search feature will be disabled and end users will not be able to navigate to it. Must be used with current_institution_code, current_institution_guid, or current_member_guid. | Boolean | Connect |
include_identity | This determines whether account owner identification data (AOI, previously called "identity verification") aggregates after the data that's specified by the mode finishes aggregating. Defaults to false. This can be set in either aggregation or verification mode. Setting this to true will produce the following behaviors:
| ||
include_transactions | When set to false while creating or updating a member, transaction data will not be automatically aggregated. Future manual or background aggregations will not be affected. Defaults to true. | Boolean | Connect |
insight_guid | Set this to the insight guid you want to appear at the top of the insights feed. | String | Pulse |
iso_country_code | An array of strings that filters institutions in the widget by the specified country code. Acceptable codes include US, CA, and MX (Mexico). | Array | Connect |
microwidget_instance_id | Set this to a unique value for each instance of the Micro Widget. This lets us collect unique data for each instance of the widget. | String | Micro Widget |
mode | Loads the Connect Widget into the specified mode; options are verification and aggregation. Defaults to aggregation. | String | Connect |
oauth_referral_source | Must be either BROWSER or APP depending on the implementation. Defaults to BROWSER. | String | Connect |
ui_message_webview_url_scheme | Used in postMessages and OAuth redirects in WebViews. Defaults to mx. | String | Connect |
update_credentials (not recommended) | Loads widget to the update credential view of a current member. This option is no longer recommended. Forcing a user to update credentials may make connection errors worse. Use current_member_guid by itself instead. | Boolean | Connect |
use_cases | Associates a use case with any members the widget creates. Valid values are PFM and/or MONEY_MOVEMENT. For more info, see Member Use Cases. | Array | Connect, Connections |
wait_for_full_aggregation (deprecated) | This option is now ignored. Connect now behaves as if this was set to true and will wait until the member is done aggregating before completing. This change does not require anyone to update their integration and only affects the timing of the member connected post message. If you strongly feel like you need the old behavior, reach out to support. | Boolean | Connect |
hide_mark_as_duplicate | Hides the "mark as duplicate" feature option in the widget. | Boolean | Connections |
hide_partner_managed_members | Hides any "home" members that are managed by the partner. | Boolean | Connections |
selected_institution_guid | Loads the widget to a specific selected institution. | String | Connections |
selected_member_guid | Loads the widget to a selected member. | String | Connections |
update_credentials | Loads to the update credential feature for a current member. Optionally used with selected_member_guid. | Boolean | Connections |
hide_account_filter | Hides the account filter feature within the widget. | Boolean | Transactions |
selected_account_guid | Loads the widget to a selected account. | String | Transactions |
locale | Sets the language of the widget. If you're requesting the Connect or Connections Widgets, you must use the Accept-Language header. | String | All except Connect or Connections |
style | Sets the widget's font. Pass font_name: {font name} with any Google font to change it. | Object | All |
view | When used with the Cash Flow, Settings, or Money Dashboard widget, sets the widget's default view. Valid value for Cash Flow or Money Dashboard Widgets is manage_income. Valid values for the Notifications section of the Settings Widget (notifications_settings_widget) are accounts, budgets, or insights. | Money Dashboard, Cash Flow, or Settings |