The Scenario
You work in compliance at a lending company. A KYC review landed on your desk this morning: 30 loan applicants, each of whom connected at least one bank account through MX as part of the application flow. Your sheet has a user GUID in column A and a member GUID in column B for each applicant. You need the legal name, address, and phone number on each account to verify identity.
The bad version:
- For each of the 30 rows, manually call the MX list-account-owners endpoint with the user GUID and member GUID from that row.
- Parse the JSON response for each call, locate the owner name and address fields, and paste them into columns C, D, and E.
- Discover midway through that three applicants have multiple account owners on a joint account, which means more rows than you started with and a broken formula that expected one owner per row.
Thirty rows becomes 30 separate API calls, each pasted manually. You are an hour in before you have the first ten done.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It reads the user GUIDs and member GUIDs already in your sheet, calls MX Technologies for each row, and writes the ownership data back to the same row automatically.
For each row in this sheet with a user GUID in column A and member GUID in column B, list the account owners from MX and write owner name, address, and phone to columns C, D, and E.
What You Get
- Owner name written to column C for each row.
- Mailing address written to column D.
- Phone number written to column E.
- For joint accounts with multiple owners, additional rows inserted below the original row with the same user/member GUIDs for context.
- Any row where MX returns no owner data gets "No data returned" written to column C.
What If the Data Is Not Quite Ready
Some members returned multiple account owners and you need to handle joint accounts explicitly
For each row with user GUID in column A and member GUID in column B, fetch account owners from MX — if there are multiple owners, write each owner to a separate row, repeating the user GUID and member GUID, and add an "Owner sequence" number in column F starting at 1.
Owner addresses are returning in a single string but you need them split into street, city, and state
For each row in this sheet, fetch the MX account owner using user GUID from column A and member GUID from column B — write the owner name to column C, then split the address into street in column D, city in column E, and state in column F.
You need to cross-check the owner name against the applicant name already in the sheet
For each row, fetch the MX account owner using user GUID in column A and member GUID in column B — write owner name to column C and in column D compare it to the applicant name in the Application Name tab using row number as the key, writing "Match", "Mismatch", or "No data" accordingly.
You want to pull ownership data for all 30 applicants, flag mismatches against the application database, and summarize the review findings in one operation
For each row in this sheet with user GUID in column A and member GUID in column B, fetch account owner name, address, and phone from MX and write to columns C, D, E — in column F compare owner name to applicant name in column G and write "Verified", "Mismatch", or "No data" — then in a Summary tab show total verified, total mismatches, and total rows with no data returned.
Running the comparison inline with the data pull removes one entire manual step from your review workflow.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with MX user and member GUIDs, then ask it to pull account owner identity data for your applicant list. For auditing the full user roster rather than specific members, see the MX user roster audit article.