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Reporting API Changelog

The MX Reporting API enables a partner to programmatically pull MX’s data into their system on a per-client basis. This data is requested by providing the date, resource, and action.

2024

DateProductsDescription
November2024.11.01
Reporting

Added: use_cases field to the Member resource.

2023

DateProductsDescription
December2023.12.11
Reporting

Added: the micro_call_to_action field to Insights.

November2023.11.16
Reporting

Added: The list daily files endpoint was previously undocumented. Also added information and instructions on the necessity of byte serving all files over 1GB.

September2023.09.28
Reporting

The is_recurring field should be ignored.

April2023.04.12
Reporting

Added additional field is_mobile_webview to Analytics Events and Analytics Pageviews.

2022

DateProductsDescription
October2022.08.30
Reporting

Added: Added a section to the introduction explaining the four resource groups, which ones are enabled by default, and which ones must be enabled separately. Added more information about each of the resources in the analytics events group.

2021

DateProductsDescription
November2021.11.29
Reporting

Added notification profiles to the list of resources available in a snapshot.

2021.11.23
Reporting

Several enumerated values were missing from the documentation for the notification_type and notification_type_name fields. These values are not new, but were incorrectly left out of the documentation.

2021.11.01
Reporting

Added the available_credit,cash_advance_apr,cash_surrender_value,death_benefit,has_monthly_transfer_limit,insured_name,is_personal,last_payment_on,loan_amount,monthly_transfer_count,pay_out_amount,pending_balance,premium_amount,statement_balance, and statement_on fields to the spec for accounts objects.

October2021.10.04
Reporting

Added the FileName field for SFTP manifest files.

August2021.08.30
Reporting

Added discovered accounts and discovered transactions.

March2021.03.19
Reporting

Added the displayed_at and has_been_displayed fields to the spec for beat objects.

February2021.02.16
Reporting

Added the user_communication_profile resource.

January2021.01.19
Reporting

Added the EncryptedFileSize field for SFTP manifest files.

2021.01.08
Reporting

Added is_relevant field in beats, and feed_localized_memo in transactions.

2020

DateProductsDescription
November2020.11.11
Reporting

DISCOVERED_ACCOUNTS and DISCOVERED_TRANSACTIONS were removed from the list of the resource types that may be included in manifest files for SFTP delivery.

August2020.08.09
Reporting

Added two new fields to the data spec for users: email_is_verified and phone_is_verified.

July2020.07.29
Reporting

Added a new field to the transaction spec: feed_description.

2020.07.21
Reporting

Added information on manifest files for SFTP delivery.

June2020.06.12
Reporting

Added a new field to the account spec: is_internal.

April2020.04.27
Reporting

Added information analytics pageviews, analytics timed events, beat feedback, and notification profiles.

2020.04.14
Reporting

Added information on new account subtypes.

2020.04.02
Reporting

Added a new field to the user spec: created_at.