Platform API Changelog

The MX Platform API is a powerful, fully featured API designed to make aggregating and enhancing financial data easy and reliable. It can seamlessly connect your app or website to tens of thousands of financial institutions. View our Platform API reference here.

2026

Month	Date	Products	Description
February	2026.02.26	Platform API	Added v20250224: `widget` parameter to the `deep_link_params` in Request Widget URL.
	2026.02.03	Platform API	Added v20250224: `created` 201 response to the Create Member, descriptions of all statuses.
January	2026.01.29	Platform API	Added v20250224: `view` to the `deep_link_params` in Request Widget URL.

2025

Month	Date	Products	Description
December	2025.12.12	Platform API	Added: `date_range` and `account_guid` to the `deep_link_params` in Request Widget URL.
	2025.12.10	Platform API	Replaced `user_guid` with `user_identifier` in `POST /widget_urls` for v20250224
	2025.12.09	Platform API	Added v20250224: List Category Totals by Account, List Category Totals, Read a Job, Aggregate All Members, List Account Balances by Month, Block an Account, Create Split Transactions by Account, Delete Split Transactions by Account, List Transactions by Account per Member, Read Transaction by Account, Update Transaction by Account.
	2025.12.04	Platform API	Added: `date_range` and `account_guid` to the `deep_link_params` in Request Widget URL.
November	2025.11.27	Platform API	Updated v20250224 & v20111101: `records_per_page` on List Institutions and List Favorite Institutions supports up to 1000.
October	2025.10.27	Platform API	Added `deep_link_params` to Request Widget URL.
	2025.10.24	Platform API	Added: `style` object parameter to Request Widget URL.
August	2025.08.27	Platform API	Added v20250224: `created_at`, `guid`, and `is_hidden` fields to Institutions responses.
	2025.08.25	Platform API	Added v20250224: `/users/{user_guid}/accounts/merge` endpoint.
	2025.08.11	Platform API	Added: `instructional_text_steps` and `is_disabled_by_client` fields to institution
September	2025.09.11	Platform API	Added v20111101: Update Transaction by Account.
July	2025.07.31	Platform API	Updated v20111101: List Transactions: add new optional query parameters `from/to_created_at` and `from/to_updated_at`.
	2025.07.31	Platform API	Added: `actionable_integration` widget type.
	2025.07.23	Platform API	Updated v20111101: List Transactions: add new optional query parameters `category_guid` and `top_level_category_guid`.
	2025.07.22	Platform API	Updated v20250224: Notifications: add `created_on` and `threshold` to response, add request body to create, remove date range parameters from index.
	2025.07.22	Platform API	Updated v20250224: Added fields `top_level_category_guid` and `user_guid` to the Enhance Transaction Response.
	2025.07.16	Platform API	Updated v20250224: Member challenges: include `guid` for options and image_options.
	2025.07.08	Platform API	Updated: The `color_scheme` request parameter for Request Widget URL now works for all widgets (excluding legacy PFM widgets). It also accepts the optional `browser` value.
	2025.07.07	Platform API	Added: `v20250224` version with breaking changes. Full details in Migration guide.
June	2025.06.27	Platform API	Added: `merchant` fields: `logo_url` and `website_url`, added `geolocation` fields: `country`, `city`, and `postal_code`, changed `merchant_name` to `name`.
	2025.06.25	Platform API	Added: `include_holdings` and `include_transactions` optional query params to Aggregate Member.
	2025.06.27	Platform API	Added: `merchant` fields: `logo_url` and `website_url`, added `geolocation` fields: `country`, `city`, and `postal_code`, changed `merchant_name` to `name`.
	2025.06.24	Platform API	Added: `_set_by` fields, `feed_` fields, `calculated_apr`, `holdings_value`, `institution_guid` to Account Response.
	2025.06.16	Platform API	Added: `twice_a_month` recurrence type to Repeating Transactions.
April	2025.04.23	Platform API	Added: `connections_use_case_filter` parameter to Request Widget URL.
March	2025.03.28	Platform API	Added: Endpoints to create, read, and list all ACH returns.
February	2025.02.11	Repeating Transactions Transactions	Added: Transaction endpoints may have an added optional parameter `includes` which will return `repeating_transactions`, `merchants`, `classifications`, `geolocations` data.
January	2025.01.31	All products	Added: Create Member, Update Member, Aggregate Member, Verify Member, and Request Widget URL accept a `X-CALLBACK-PAYLOAD` header.
	2025.01.01	Investment Data Enhancement Webhooks	Removed: Support for the `cusip`, `cusip_set_by`, and `cusip_set_by_name` fields has been removed.

2024

Month	Date	Products	Description
January	2024.01.17	Microdeposits	Added: Added/Released: Microdeposits is officially generally available. For more information about enabling Microdeposits, contact your MX representative. Documentation is now available publicly.
February	2024.02.20	Connect Widget	Added: A backToSearch postmessage for the Connect Widget to our INT environment. This postmessage is intended to be used in combination with the `disable_search_institution` configuration for the Connect Widget.
March	2024.03.20	Microdeposits	Added: We now automatically delete stale and inactive microdeposits after 21 days.
April	2024.04.01	Connect Widget	Added: A invalidData postmessage for the Connect Widget. This postmessage will be triggered when there are no valid DDA accounts on a member.
July	2024.07.25	All products	Added: Verifiable Credential endpoints.
October	2024.10.08	Account Aggregation Balance Checks Extended Transaction History	Added: `federal_insurance_status` field to accounts object.
	2024.10.08	Investment Data Enhancement	Added: Investment Data Enhancement. These new endpoints allow you to view investment holdings data by user, member, and account, as well as deactivate a user from the product. Please see the product overview for more information.
December	2024.12.03	All Products	Added: `use_cases` request parameter to Create Member and Update Member.
	2024.12.03	All Products	Added: `use_case` query parameter to List Accounts, List Members, and List Transactions.
	2024.12.19	PFM	Added: `money_dashboard_widget` widget type.

2023

Month	Date	Products	Description
December	2023.12.13	All products	Added: Overview section clarifying that string values are not encoded.
November	2023.11.28	Account Aggregation Account Owner Identification Connect Widget Instant Account Verification Personal Finance Management	Added: The request widget URL endpoint now accepts the optional `enable_app2app` parameter.
	2023.11.28	Personal Finance Management	Added: Spending Plan endpoints.
	2023.11.29	Webhooks	Added: The `transactions_created_count` and `transactions_updated_count` fields were removed from the verification webhook response. The `accounts` field was added.
October	2023.10.23	Account Aggregation Extended Transaction History Instant Account Verification Statements Account Owner Identification	The `supports_oauth` field on institution objects returns as `true` only when the institution supports oauth and you have been properly registered with that institution. Only one of these conditions was previously documented.
	2023.10.18	Microdeposits Instant Account Verification	Changed: The error message returned when attempting to create a microdeposit with the same account and routing numbers as an existing microdeposit now includes the GUID of the existing microdeposit.
September	2023.09.12	Microdeposits Instant Account Verification	Removed: The `CONFLICTED` and `REJECTED` statuses are no longer possible in the production environment and have been removed from the status table.
	2023.09.12	Microdeposits Instant Account Verification	Changed: The `account_name` parameter is no longer required when creating a microdeposit.
August	2023.08.16	Account Aggregation Extended Transaction History Personal Finance Management	The `is_recurring` field on transactions should be ignored.
	2023.08.08	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History Statements Balance Checks	The `enable_app2app` parameter was added for member create requests as a body parameter, and for generate OAuth URI requests as a query parameter.
	2023.08.07	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History Balance Checks	Added: Create manual account and delete manual account endpoints. Expanded permissible fields for update account endpoint.
March	2023.03.16	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History	Added: the `forgot_password_url`, `forgot_username_url`, and `trouble_signing_in_url` fields to the institution object.
February	2023.02.21	Instant Account Verification	Added: The `passed_validation` field was added to account numbers objects.
	2023.02.21	Instant Account Verification	Added: The Connect Widget will now issue a `postMessage` when there are no valid DDA account in verification mode, and the user selects OK on the associated error screen
	2023.02.10	Account Owner Identification	Added: Partners may optionally enable display of separate `last_name` and `first_name` fields on account owner objects.
	2023.02.03	Instant Account Verification	Added: `access_tokens` for processors now expire 60 days from the time they were issued. All tokens created on or before 2023-02-03 will expire on 2023-04-19. All tokens created on or before 2022-09-11 will be deleted.
	2023.02.02	Personal Finance Management	Added: The `mini_pulse_carousel_widget` now supports filtering through a query string.
January	2023.01.25	Account Aggregation Instant Account Verification Extended Transaction History	Added: A new endpoint for reading account details: `/users/{user_guid}/members/{member_guid}/accounts/{account_guid}`
	2023.01.12	Account Aggregation Instant Account Verification Extended Transaction History	Added: The list accounts by user and list accounts by member endpoints now accept the optional `member_is_managed_by_user` query string parameter.
	2023.01.04	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History Statements	Added: The list users endpoint now accepts query parameters to search for users by `id`, `email`, and `is_disabled`.

2022

Month	Date	Products	Description
December	2022.12.21	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History Statements	Added: The list accounts by member endpoint (`/users/{user_guid}/members/{member_guid}/accounts`) is now available for use.
	2022.12.20	Account Owner Identification	Added: The Connect Widget configuration now accepts the `include_identity` parameter.
	2022.12.15	Instant Account Verification	Added: The Connect Widget configuration now accepts the `include_identity` parameter.
	2022.12.15	Instant Account Verification	Changed: The `/payment_processor_token` endpoint has been deprecated. New processors should use the `/token` endpoint instead.
	2022.12.15	Instant Account Verification	Added: The `/authorization_code` and `/token` endpoints were added for processor token.
November	2022.11.21	Instant Account Verification	Added: The response for the `/payment_account` endpoint now returns the `user_guid`, `member_guid`, and `account_guid`.
	2022.11.09	Account Aggregation	Changed: Only standard aggregations will trigger the agg throttle period. This throttle only applies standard aggs, and no other agg-type jobs are throttled.
October	2022.10.21	Account Aggregation	Added: The `job_guid`, `user_id`, and `is_background` fields were added to the AGGREGATION webhook payload.
September	2022.09.30	Microdeposits Instant Account Verification	Changed: Requests to microdeposit API endpoints no longer require the beta accept header.
	2022.09.28	Microdeposits Instant Account Verification	Added: Microdeposit and account verification objects now include the `institution_name` field.
August	2022.08.02	Instant Account Verification	Added: The get payment account information endpoint was un-deprecated.
July	2022.07.20	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History	Removed: `verifyError` step has been removed and is no longer part of the connect widget flow. The widget now handles this scenario in the connecting step. The most common scenario that led users to this step has been optimized and no longer happens.
June	2022.06.29	Account Aggregation	Removed: `wait_for_full_aggregation` is no longer used. Widget behaves as if it was true
	2022.06.06	Data	Added: The `holding_type_id` field now appears on holding resources.
	2022.06.03	Instant Account Verification	Added: Processor Token endpoints for instant account verification are now available.
May	2022.05.18	Account Aggregation Instant Account Verification	Changed: Renamed `stepChange`'s `selectMember` step to `verifyExistingMember` for clarification.
April	2022.04.26	Account Aggregation Instant Account Verification	Added: Added `error_reason` to the values we may return as part of the `client_redirect_url`
	2022.04.20	All products	Added: The `instructional_text` field now appears on institution objects.
March	2022.03.10	All products	Added: A `type` field to credentials responses for the Platform API.
February	2022.02.02	Account Aggregation Instant Account Verification	Added: `member_guid` field to `oauthRequest` `postMessage` payload

2021

Month	Date	Products	Description
December	2021.12.06	Data	Added: List default categories endpoint and read default category endpoints
	2021.12.03	Account Aggregation Instant Account Verification	Added: `es` is now available as a language option for the Connect Widget.
November	2021.11.10	Data	Added: New fields to the enhance transactions endpoint: `category_guid`, `date`, memo
	2021.11.04	Microdeposits Instant Account Verification	Changed: Updated the description on PostMessages (Come Back, Error, Verified). The cURL examples were corrected to use `GET` instead of `POST`.
	2022.11.01	Microdeposits Instant Account Verification	Removed: The list account verifications response no longer returns the `micro_deposit_status` field.
October	2021.10.29	Account Aggregation Extended Transaction History	Added: The `category_guid` field is now returned on transaction responses.
September	2021.09.01	Account Aggregation Instant Account Verification	Added: `imported_at` field for accounts.
August	2021.08.30	Data	Added: `logo_updated_at` field for merchant resources.
	2021.08.18	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History	Added: The `user_id` and `member_id` fields are now returned in account responses.
	2021.08.17	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History	Added: The `user_id` and `member_id` fields are now returned in account responses.
July	2021.07.27	Account Aggregation Instant Account Verification Account Owner Identification Extended Transaction History	Added: The `user_id` field is now returned in member responses.
	2021.07.21	Account Aggregation	Added: The `member_is_managed_by_user` field in the account and transaction fields lists.
	2021.07.13	Account Aggregation Instant Account Verification	Added: `skip_aggregation` query parameter for the generate OAuth window URI member endpoint.
June	2021.06.30	Account Aggregation Instant Account Verification	Added: `mx/connect/memberDeleted` postMessage event.
	2021.06.25	Account Aggregation Instant Account Verification	Added: `include_transactions` parameter for verification and identification.
	2021.06.25	Data	Added: The `merchant_location_guid` field is now returned in responses from the enhance transactions endpoint.
May	2021.05.10	Account Aggregation	Added: List transactions by account endpoint.
April	2021.04.07	Personal Finance Management	Added: Documented the list tag transactions endpoint.
	2021.04.07	Statements	New product: Statements
March	2021.03.16	Account Aggregation Extended Transaction History	Added: `is_recurring` and `is_subscription` field on transaction objects.
	2021.03.04	Account Aggregation Instant Account Verification	Added: `onEvent` function/event handler for the Connect loader, which is compatible with `ui_message_version: 4`
February	2021.02.17	Extended Transaction History	Added: New extend history endpoint
	2021.02.05	Account Aggregation	Added: new insurance-related fields on the accounts resource: `insured_name`, `pay_out_amount`, and `premium_amount`.
January	2021.01.12	Account Aggregation Instant Account Verification Extended Transaction History	Added: Five types of webhooks including: connection status, aggregation, balance, history, and statements.

Platform API Changelog

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