The Scenario
You are a freelance bookkeeper. The client you're prepping for year-end tax review uses MX and has been diligently tagging transactions throughout the year with custom labels — "Client Meals", "Home Office", "Software", "Training". Your job is to export all of those tags and the transactions they're applied to before your CPA call on Friday.
Nobody told you how many tags the client created. Nobody told you how many taggings there are. You are starting from a blank Excel workbook and a user GUID.
The bad version:
- Call the MX list-tags endpoint to get all custom tags — copy the tag names and GUIDs to a notepad so you can use them in the next step.
- For each tag GUID, call list-taggings to find which transactions carry that label — a separate API call per tag.
- Assemble two tables manually: one for the tag catalog, one for the taggings. Paste them into separate worksheets. Realize the taggings table needs transaction descriptions and amounts from a third endpoint call to be useful for the CPA.
You have five other client workbooks to prep before Friday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It connects to MX Technologies, resolves the tag and tagging structure for the user, and writes both tables into your workbook in one pass.
Fetch all taggings for MX user USR-abc123 and write tag name, transaction GUID, and transaction description to this worksheet so I can audit categorization.
What You Get
- One row per tagging.
- Column A: tag name (e.g., "Client Meals", "Software").
- Column B: transaction GUID.
- Column C: transaction description as returned by MX.
- All tags and their associated transactions fetched without you specifying individual tag GUIDs.
What If the Data Is Not Quite Ready
You need transaction amounts alongside the descriptions for the CPA
Fetch all taggings for MX user USR-abc123 and write tag name, transaction GUID, description, and amount to columns A through D — then in a Tax Summary worksheet group by tag name and show total dollar amount per tag sorted descending.
Some transactions carry multiple tags and need to appear on separate rows
Fetch all taggings for MX user USR-abc123 and write one row per tagging — if a transaction appears under multiple tags, write each tag as its own row repeating the transaction GUID and description, then flag multi-tagged rows in column E.
You want to filter the taggings to only business-expense tags
Fetch all taggings for MX user USR-abc123 and write tag name, transaction GUID, description, and amount to columns A through D — filter to include only taggings where the tag name contains "Business", "Client", "Office", or "Software".
You want the full year-end tax prep package: tag catalog, tagged transactions with amounts, and a CPA-ready category summary in one operation
For MX user USR-abc123, list all custom tags and write tag name and GUID to Sheet1 — then fetch all taggings with description and amount and write to Sheet2 — in a Tax Summary worksheet group by tag name, sum amounts, and show transaction count per tag sorted by total amount descending — flag any tag where total exceeds 1000 dollars in column D.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with your client's MX user GUID, then ask it to export all transaction tags and taggings for year-end review. For comparing those spending categories against the client's budget targets, see the budget vs. actual spend article.