The Scenario
You are a product manager at a fintech startup that uses MX aggregation. A partner bank sent a list of 50 specific US banks and credit unions they want to confirm you support before signing a contract. The list is in column A of your Google Sheet. You need to verify each one against the MX institution catalog and confirm whether it supports OAuth-based aggregation.
The partner wants the answer by Thursday. It's Tuesday afternoon.
The bad version:
- Call the MX list-institutions endpoint, which returns paginated results in alphabetical order — scroll through dozens of pages to find each of the 50 institution names one by one.
- Note down the MX institution code and OAuth support flag for each match found.
- Come across 8 institutions whose names in the partner's list don't exactly match the name in MX — "First National Bank of Springfield" versus "First National Bank Springfield" — and now you have to make a judgment call about whether they're the same institution.
Fifty lookups, eight ambiguous matches, one Thursday deadline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Google Sheet. It reads the institution names from column A, searches the MX institution catalog for each one, and writes the institution code 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 status (true/false or "Supported"/"Not supported").
- For names with no match in the MX catalog, column B gets "Not found".
- For ambiguous matches, column B gets the closest match with a note in column C.
What If the Data Is Not Quite Ready
Some institution names in your list don't exactly match MX's naming convention
For each institution name in column A, search the MX institution list for the closest match and write the matched institution name, MX code, and OAuth support to columns B, C, D — in column E write "Exact" if the name matches exactly or "Approximate" if it was a near match.
You want to filter results to only US institutions
List all financial institutions supported by MX filtered for US country code and write institution name, code, and OAuth support to a lookup table in Sheet2 — then for each name in Sheet1 column A use that lookup to write the institution code and OAuth status to columns B and C.
You need to add a third check: whether the institution supports card aggregation in addition to bank accounts
For each institution name in column A, look it up in the MX institution list and write MX institution code, OAuth support status, and whether card aggregation is supported to columns B, C, and D — for institutions not found write "Not in MX catalog" in column B.
You want a complete partner validation report: all 50 banks checked, match quality noted, OAuth and card support confirmed, and a summary for the contract team
For each institution name in column A, look it up in the MX institution catalog and write matched name, MX code, OAuth support, and card support to columns B through E — note match quality in column F as "Exact", "Approximate", or "Not found" — in a Summary tab show total institutions confirmed, total not found, and total that support OAuth.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet with a list of financial institution names, then ask it to check each one against the MX catalog and confirm OAuth support. For pulling account and transaction data from those institutions for connected users, see the transaction pull article.