Workflow Diagram

1
Create a Member
To create an OAuth member, set
"is_oauth": true.We recommend always including a unique id when creating any Platform API resource to simplify syncing between your systems and ours.To choose which products aggregate after a successful OAuth connection, include the data_request.products parameter in your request.Endpoint: POST /users/{user_guid}/members2
Load the OAuth URI
Load the
oauth.authorization_url from the last step for the end user.Authorization URLs are one-time use. Don’t hard code an expected URI into your application. To get a new URL, use the create OAuth authorization URL endpoint (POST /users/{user_guid}/members/{member_guid}/oauth/authorization_url).Don’t prepend https:// to the URI string; MX includes it.Here, the user interacts with the institution’s OAuth page and chooses what data to share with MX and, therefore, with you.3
MX's OAuth Complete Page Loads
The user is redirected to an MX webpage that shows the final state of the OAuth process and delivers success or failure postMessages.You must capture these postMessages, which are one of the following:
OAuth Complete Error PostMessage
Triggers when the OAuth process ends in an error state. The OAuth UI sends the oauthComplete/error message, which is used in API implementations.Error ReasonsJSON
OAuth Complete Success PostMessage
Triggers when the OAuth process completes successfully.JSON

