Can Hubi connect a bank login on a member's behalf?

Hubi can create users and start the member connection through MX, but the actual credential entry and any multi-factor steps run through MX's secure flow rather than through chat. Hubi orchestrates the setup, it does not handle raw bank passwords directly.

Does this work with MX's sandbox as well as production?

Typically yes, since MX exposes the same API surface in test and live environments. You point Hubi at whichever environment your credentials belong to, so you can validate flows before touching real member data.

Will Hubi change account data or only read it?

Most day-to-day asks are reads - transactions, balances, and categories. Hubi can also create users and members, and it confirms those write actions with you first since they provision real records in your MX environment.

How fresh are the transactions Hubi returns?

MX refreshes account data on its own schedule and on demand, so the figures Hubi reports reflect MX's most recent successful aggregation rather than a live tap into the bank at that exact second.

Can Hubi combine MX data with my other connected tools?

Yes. You can chain MX with a spreadsheet, a CRM, or a BI tool, so a request like pulling balances and writing them into a reporting sheet runs across both in a single instruction.

All Integrations

MX Technologies

IT Operations Databases

Aggregating a user's accounts and cleaning up transaction data is the kind of work that lives behind a developer console, not a chat box. Hubi calls MX's financial data APIs to create users, connect accounts, pull transactions and balances, and surface categorized spending so you can ask about the numbers instead of writing the request by hand.

36 tools available

USE CASES

How businesses use MX Technologies + Hubi AI

Real automation scenarios powered by this integration.

💳

Pull a member's recent transactions

Ask for the latest activity on a connected account and Hubi retrieves the transactions and running balance from MX in one answer.

List TransactionsGet AccountRead Balance

👤

Onboard a new MX user and account

Tell Hubi to set up a member and it creates the MX user and starts the account connection so data can begin flowing.

Create UserCreate MemberList Institutions

🏷️

Break down spending by category

Hubi reads MX's categorized and cleansed transactions and returns where the money went without you parsing raw feeds.

List TransactionsGet CategoriesRead Spending

📊

Push balances into a finance dashboard

Hubi retrieves account balances from MX and writes them to your spreadsheet or BI tool so reporting stays current.

List AccountsRead BalanceUpdate Sheet

HOW IT WORKS

Get started in 3 steps

No workflows to build. Just connect, chat, and automate.

1

Connect MX Technologies

Authorize your account with one click. Hubi AI gets secure access to 36 tools.

2

Talk to your agent

Describe what you need in plain language. Your AI agent understands context and picks the right tools.

3

Watch it work

The agent reads, sends, labels, and organizes on your behalf - no manual setup required.

Everything you need to know about MX Technologies + Hubi AI

The Hubi AI MX Technologies integration connects your tools and data to your AI marketing agents. Start automating workflows in minutes.

Hubi uses the API credentials you provide for your own MX environment, so it operates inside your client space. It can reach the users, members, and accounts under those credentials and nothing outside them.