MX
To authenticate the MX connector, you will need a valid Client ID
and API Key
.
To obtain an API Key
and authenticate the connector, please follow the steps below:
1. Log into the MX dashboard
Log into the MX dashboard found here.
2. Locate a valid Client ID
and API Key
On the home page of the dashboard, find the available Client ID
and API Key
seen under Your Account in either the Development or Production sections, depending on which environment you wish to authenticate.
3. Allow the Cyclr IP address to access MX
Add the Cyclr servers IP to MX Whitelist. https://docs.cyclr.com/cyclr-ip-allowlist (note they only allow US server IP's)
## Authenticate the connector
You can now use the Client ID
and API Key
to authenticate your MX connector. First select either the Development URL or Production URL depending on which environment you wish to authenticate. Click next. Then enter the corresponding Client ID
and API Key
and click next.
Your MX connector is now set up! You can test it by installing it to one of your Cyclr accounts and using one of the methods to confirm it returns data. Please read the information below concerning how to run Institution
methods.
Create custom Institution objects
To populate request and response fields for methods within a custom object, you can create custom Institution
objects. To create a custom object:
Go to the Edit Connector page for the MX connector.
Under the Methods & Fields heading, locate the Institutions category and select it to expand.
Select the red Copy this Category to create a Custom Object Category icon.
Use the dropdown menu to select the required
Institution
.Select Copy.
You can repeat this process to make as many Institution
objects as you need.
Methods in the newly created custom category run against the specified Institution
.