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Integration

Plaid

Bank account data: accounts, balances, transactions and identity. Your client pastes their Plaid key once, and your agent or your code works with their access.

Payments

About Plaid

Plaid connects apps to bank accounts for balances, transactions and identity.

Once your client connects Plaid, your agent or code can read accounts, balances, transactions and identity.

Plaid

Plaid · Payments

API key

Bank account data: accounts, balances, transactions and identity

The client pastes their secret from Plaid's settings. We store it encrypted.

Tested against Plaid's live API.

Tools

Every tool your agent gets for Plaid. Select one to see its inputs and an example call.

  • Loading every tool…

Building with Plaid? The docs have setup steps and code for every tool.

Open the Plaid docs

Any other endpoint

The request tool calls any Plaid endpoint the tools above don't cover, with the client's access attached.

Base URL for request

https://{environment}.plaid.com

  • request

    HTTPS ANY /v1/clients/{clientId}/plaid/{path}

    Any endpoint of Plaid's own API, with the client's access attached.

    servicestringrequired
    This service: plaid
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://{environment}.plaid.com
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Plaid key you paste, with only the access you gave that key

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