generated: '2026-07-23'
method: derived
source: openapi/mx-platform-api-openapi.yml
notes: >-
  Entity-relationship graph derived from the MX Platform API OpenAPI path
  structure and id-reference fields. The core hierarchy is
  User -> Member -> Account -> Transaction, with categorization, insights, and
  verification products hanging off accounts/transactions. Objects are addressed
  by MX-defined GUIDs.
entities:
  - name: User
    id_field: guid
    detail: The top-level container representing an end user of the client.
  - name: Member
    id_field: guid
    detail: A user's overall connection/relationship with one financial institution.
  - name: Institution
    id_field: code
    detail: A financial institution MX can connect to.
  - name: Account
    id_field: guid
    detail: A checking, savings, loan, investment, or other account held at an institution.
  - name: Transaction
    id_field: guid
    detail: An individual transaction on an account.
  - name: Category
    id_field: guid
    detail: A (default or custom) transaction category.
  - name: Tagging
    id_field: guid
    detail: Association between a tag and a transaction.
  - name: Holding
    id_field: guid
    detail: An investment holding within an investment account.
  - name: Statement
    id_field: guid
    detail: A retrieved account statement.
  - name: Merchant
    id_field: guid
    detail: A cleansed merchant associated with transactions.
relationships:
  - from: Member
    to: User
    kind: belongs_to
    via: user_guid
  - from: Member
    to: Institution
    kind: belongs_to
    via: institution_code
  - from: User
    to: Member
    kind: has_many
    via: user_guid
  - from: Account
    to: Member
    kind: belongs_to
    via: member_guid
  - from: Account
    to: User
    kind: belongs_to
    via: user_guid
  - from: Member
    to: Account
    kind: has_many
    via: member_guid
  - from: Transaction
    to: Account
    kind: belongs_to
    via: account_guid
  - from: Transaction
    to: Member
    kind: belongs_to
    via: member_guid
  - from: Transaction
    to: Category
    kind: belongs_to
    via: category_guid
  - from: Account
    to: Transaction
    kind: has_many
    via: account_guid
  - from: Holding
    to: Account
    kind: belongs_to
    via: account_guid
  - from: Tagging
    to: Transaction
    kind: belongs_to
    via: transaction_guid