The Scenario
You are a product manager at a fintech startup. A prospective bank partner sent a list of 50 US financial institutions they want confirmed as MX-supported before they'll sign the data-sharing agreement. The list is in column A of an Excel workbook. They want OAuth status confirmed for each institution too.
The business development team needs the answer by Thursday to keep the deal on track.
The bad version:
- Open the MX developer console and use the institution search to look up each of the 50 names one by one.
- Copy the institution code and OAuth flag from each result into the workbook.
- Hit 9 institutions whose names in the partner's list don't exactly match the MX catalog naming — "Midwest Community Bank" versus "Midwest Community Bank and Trust" — and now you're making judgment calls about which is which.
Fifty lookups, nine ambiguous matches, a business development deadline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads the institution names in column A, searches the MX institution catalog for each, and writes institution codes and OAuth support status back to the same row.
For each institution name in column A, look it up in the MX institution list and write the MX institution code and whether it supports OAuth to columns B and C.
What You Get
- Column B: MX institution code for each matched institution.
- Column C: OAuth support flag (true/false).
- Rows with no catalog match get "Not found" in column B.
- Near-matches get the closest result with a match-quality note.
What If the Data Is Not Quite Ready
Institution names from the partner list don't exactly match MX naming conventions
For each institution name in column A, search the MX institution catalog for the closest match and write matched name, MX code, and OAuth support to columns B, C, D — in column E write "Exact" if the name matched perfectly or "Approximate" if it required fuzzy matching.
You want to add a third check: whether the institution supports card data in addition to bank accounts
For each institution name in column A, look it up in the MX catalog and write MX code, OAuth support, and card aggregation support to columns B, C, D — for institutions not found write "Not in MX catalog" in column B.
You want to filter the full MX catalog to US institutions and build your own reference table first
List all US financial institutions supported by MX and write institution name, code, and OAuth support to a Catalog worksheet — then in the Partner List worksheet for each name in column A look up the matching institution in the Catalog worksheet and write the code and OAuth status to columns B and C.
You want a complete partnership validation report: all 50 institutions checked, match quality recorded, OAuth and card support confirmed, and a summary for the business development team
For each institution name in column A, look it up in the MX catalog and write matched name, MX code, OAuth support, and card support to columns B through E — in column F record match quality as "Exact", "Approximate", or "Not found" — in a BD Summary worksheet show total confirmed, total not found in MX, and total that support OAuth.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of financial institution names, then ask it to check each one against the MX catalog and confirm OAuth support for your partner validation. For pulling transaction and account data from those institutions once the deal is signed, see the transaction pull article.