# MX Documentation > Developer documentation for the MX platform. Covers connecting users to their financial institutions and retrieving enhanced account, transaction, and verification data with the Platform API and Connect Widget; Financial Insights, Personal Finance Management (PFM), and mobile banking experiences; and data products including Data Access, Customer Analytics, and Audiences. ## Home - [Welcome to the MX Documentation](https://docs.mx.com/index.md) - [Products (152 pages)](https://docs.mx.com/_llms/products.md): Documentation for Products. ## Connect Widget ### Connect Widget - [Connect Widget Overview](https://docs.mx.com/connect/index.md): Overview of the Connect Widget for searching and connecting user accounts. Covers retrievable data, browser support, OAuth, session timeouts, and member use cases. - [Best Practices](https://docs.mx.com/connect/best-practices.md): Make the most of your Connect Widget integration with these practical tips. - [Connect Widget UI Walkthrough](https://docs.mx.com/connect/ui-walkthrough.md): Explore the Connect Widget UI and common flows including credential, OAuth, verification, microdeposits, MFA, and error handling. - [MXquickconnect Demo App](https://docs.mx.com/connect/demo-app.md): Set up the MXquickconnect demo app to explore the Connect Widget. Covers cloning, backend setup, frontend setup, and sample Platform API requests. - [Widget Events](https://docs.mx.com/connect/widget-events.md): Reference for Connect Widget events across Web Widget SDK, React Native SDK, JavaScript Loader, and WebView. Includes troubleshooting and event payloads. - [Testing the Connect Widget](https://docs.mx.com/connect/testing-the-connect-widget.md): Testing guides for the Connect Widget including member connection statuses, microdeposits, OAuth in WebViews, and MXCU test scenarios. #### Embed Widget - [Embed Widget](https://docs.mx.com/connect/guides/index.md): Integration options for embedding the Connect Widget. - [React Native SDK](https://docs.mx.com/connect/guides/react-native-sdk.md): Embed the Connect Widget into your React Native app using the React Native SDK. - [WebView](https://docs.mx.com/connect/guides/webviews.md): Embed the Connect Widget in a native app via a WebView. Covers widget URL requests, navigation event handling, and OAuth redirect flows. - [Web SDK](https://docs.mx.com/connect/guides/web-sdk.md): Embed the Connect Widget into your web application using the Web SDK. Covers installation, backend setup, widget URL retrieval, mounting, and unmounting. ## Resources ### Changelog #### Changelog - [Changelog](https://docs.mx.com/resources/changelog/index.md): Track the latest updates, new endpoints, and breaking changes across MX APIs and products. ### Release Notes #### Release Notes - [Release Notes](https://docs.mx.com/release-notes/index.md): Review our Release Notes to stay up to date with product updates and new features. ### Client Dashboard #### Client Dashboard ##### Client Dashboard - [Client Dashboard](https://docs.mx.com/resources/client-dashboard/index.md): The Client Dashboard portal lets you manage your MX product integration, including team members, API keys, IP whitelisting, OAuth, logs, and more. - [User Lookup](https://docs.mx.com/resources/client-dashboard/user-lookup.md): Use User lookup in the Client Dashboard to view a single end user's recent connection attempts, external connections, and aggregation timeline. - [Manage API Keys](https://docs.mx.com/resources/client-dashboard/manage-api-keys.md): Get started with MX APIs by signing up for the Client Dashboard. View, copy, and rotate your development and production API keys. - [Manage Webhooks](https://docs.mx.com/resources/client-dashboard/manage-webhooks.md): Create, edit, test, and delete webhooks from the MX Client Dashboard to receive callbacks when key events occur in your integration. - [Mobile Maintenance Mode](https://docs.mx.com/resources/client-dashboard/mobile.md): Put your MX Mobile app into maintenance mode to disable features and display custom maintenance messages to users. - [How to Set Up SAML SSO Login](https://docs.mx.com/resources/client-dashboard/how-to-setup-saml-sso.md): Set up SAML SSO login for the MX Client Dashboard using your identity provider. Includes attributes and just-in-time user configuration. ### Integration Checklist #### Integration Checklist - [API Integration Checklist](https://docs.mx.com/resources/integration-checklist/index.md): Follow this checklist to ensure a seamless Platform API integration, covering widgets, aggregation, verification, OAuth, webhooks, and production readiness. ### Testing The Platform API #### Testing The Platform API ##### Testing The Platform API - [Testing the Platform API](https://docs.mx.com/resources/test-platform/index.md): Test the MX Platform API using OpenAPI specifications, Postman, and test institutions including MX Bank and MXCU. - [Testing with MX Bank](https://docs.mx.com/resources/test-platform/mxbank/index.md): Use the MX Bank test institution to simulate connection statuses, MFA challenges, and OAuth flows with safe test credentials. ###### Testing With MXCU - [Testing with MXCU](https://docs.mx.com/resources/test-platform/mxcu/index.md): Use the MXCU test institutions to simulate OAuth and credential-based authentication flows with generated test data. - [Testing Multiple Account Owners](https://docs.mx.com/resources/test-platform/mxcu/testing-multiple-account-owners.md): Test multiple account owners using the MXCU (OAuth) institution through API endpoints or the Connect Widget with specific test credentials. - [Testing OAuth with MXCU](https://docs.mx.com/resources/test-platform/mxcu/testing-oauth-with-mxcu.md): Test OAuth flows in the integration environment using the MXCU (OAuth) institution with sample login and authorization steps. ### Submitting a Support Ticket #### Support - [Support](https://docs.mx.com/support.md) ### OAuth #### OAuth ##### OAuth - [OAuth](https://docs.mx.com/resources/oauth-guide/index.md): OAuth is a secure authentication method for connecting users to financial institutions without exchanging sensitive credentials. - [OAuth in the Connect Widget](https://docs.mx.com/resources/oauth-guide/oauth-in-connect-widget.md): Build a flow to connect users to their financial institutions using OAuth in the Connect Widget. - [OAuth in Mobile Apps](https://docs.mx.com/resources/oauth-guide/oauth-in-mobile-apps.md): Build an OAuth flow in mobile apps by creating a member with a redirect URL and loading the authorization URL in a secure session. - [OAuth in Browsers](https://docs.mx.com/resources/oauth-guide/oauth-in-browsers.md): Build an OAuth flow in browsers by creating a member, loading the authorization URL, and handling postMessages for success or error states. ### Webhooks #### Webhooks ##### Webhooks - [Webhooks](https://docs.mx.com/resources/webhooks/index.md): MX provides HTTPS POST webhooks that deliver event notifications and JSON payloads to your configured URL. - [Accounts](https://docs.mx.com/resources/webhooks/accounts.md): Accounts webhooks notify you when an account is created, updated, or deleted in the MX system for any user in the client. - [Aggregation](https://docs.mx.com/resources/webhooks/aggregation.md): Aggregation webhooks notify you when any new data is available after a successful aggregation, including counts of new and updated transactions. - [Balance](https://docs.mx.com/resources/webhooks/balance.md): Balance webhooks notify you when new data is available after a successful balance fetch for a member. - [Budgets](https://docs.mx.com/resources/webhooks/budgets.md): Budget webhooks notify you when a budget is created, updated, or deleted in the MX system for any user in the client. - [Categories](https://docs.mx.com/resources/webhooks/categories.md): Categories webhooks notify you when a category is created, updated, or deleted in the MX system for any user in the client. - [Connection Status](https://docs.mx.com/resources/webhooks/connection-status.md): Connection status webhooks notify you whenever a member connection_status field enters into an actionable state for the end user. - [Goals](https://docs.mx.com/resources/webhooks/goals.md): Goals webhooks notify you when a goal is created, updated, or deleted in the MX system for any user in the client. - [History](https://docs.mx.com/resources/webhooks/history.md): History webhooks notify you when any new data is available after a successful history fetch, including counts of new and updated transactions. - [Holdings](https://docs.mx.com/resources/webhooks/holdings.md): Holdings webhooks notify you when a holding is created, updated, or deleted in the MX system for any user in the client. - [Initial Data Ready](https://docs.mx.com/resources/webhooks/initial-data-ready.md): Initial Data Ready webhooks notify you when some initial data you requested has aggregated and is ready for retrieval for Platform API version 20250224. - [Insights](https://docs.mx.com/resources/webhooks/insights.md): Insights webhooks notify you when an insight is created, updated, or deleted in the MX system for any user in the client. - [Job Status](https://docs.mx.com/resources/webhooks/job-status.md): Job Status webhooks notify you when a job hits an actionable state, allowing webhooks to replace read job pings from the Nexus API. - [Members](https://docs.mx.com/resources/webhooks/member.md): Members webhooks notify you when a member is created, updated, or deleted in the MX system for any user in the client. - [Microdeposits](https://docs.mx.com/resources/webhooks/microdeposits.md): Microdeposits webhooks notify you when a microdeposit is created or updated in the MX system for any user in the client. - [Notifications](https://docs.mx.com/resources/webhooks/notifications.md): Notifications webhooks notify you whenever an alertable action occurs on the MX system, including channels, contact info, and related details. - [Spending Plan](https://docs.mx.com/resources/webhooks/spending-plan.md): Spending Plan webhooks notify you when a spending plan is created, updated, or deleted in the MX system for any user in the client. - [Statement](https://docs.mx.com/resources/webhooks/statements.md): Statement webhooks notify you when new data is available after a successful statement fetch and include a count of new statements. - [Tags and Taggings](https://docs.mx.com/resources/webhooks/tags-&-taggings.md): Tags and Taggings webhooks notify you when a tag or tagging is created, updated, or deleted in the MX system for any user in the client. - [Transactions](https://docs.mx.com/resources/webhooks/transactions.md): Transactions webhooks notify you when a transaction is created, updated, or deleted in the MX system for any user in the client. - [Users](https://docs.mx.com/resources/webhooks/users.md): User webhooks notify you when a user is created, updated, or deleted in the MX system. - [Verification](https://docs.mx.com/resources/webhooks/verifications.md): Verification webhooks notify you when a member verification is successful. ### Glossary #### Glossary - [Glossary](https://docs.mx.com/resources/glossary/index.md): Key MX concepts, terminology, and products. ### Product Status Page #### Status Page - [Product Status Page](https://docs.mx.com/resources/status-page/index.md): Check the current status of MX products and APIs at status.mx.com and subscribe to updates for incidents and maintenance. - [API Reference (857 pages)](https://docs.mx.com/_llms/api-reference.md): Documentation for API Reference. ## OpenAPI Specs - [v20260929](/openapi/platform-api/v20260929.yaml) - [v20250224](/openapi/platform-api/v20250224.yaml) - [v20111101](/openapi/platform-api/v20111101.yaml) - [v1](/openapi/nexus/v1.yaml) - [v4](/openapi/consent-management/v4.yaml) - [v1](/openapi/audience/v1.yaml) - [v1](/openapi/rewards/v1.yaml) > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [Products (152 pages)](https://docs.mx.com/_llms/products.md): Documentation for Products. - [API Reference (857 pages)](https://docs.mx.com/_llms/api-reference.md): Documentation for API Reference. - [API Reference / Platform API (602 pages)](https://docs.mx.com/_llms/api-reference/platform-api.md): Documentation for API Reference / Platform API. - [API Reference / Platform API / v20260929 (current) (212 pages)](https://docs.mx.com/_llms/api-reference/platform-api/v20260929-current.md): Documentation for API Reference / Platform API / v20260929 (current). - [API Reference / Platform API / v20250224 (216 pages)](https://docs.mx.com/_llms/api-reference/platform-api/v20250224.md): Documentation for API Reference / Platform API / v20250224. - [API Reference / Platform API / v20111101 (174 pages)](https://docs.mx.com/_llms/api-reference/platform-api/v20111101.md): Documentation for API Reference / Platform API / v20111101. - [API Reference / Nexus (149 pages)](https://docs.mx.com/_llms/api-reference/nexus.md): Documentation for API Reference / Nexus.