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Summary
Read Plaid (bank-linking, transactions, balances, identity, liabilities, investments) from any AI agent. 10 tools, body-credential auth.
Frag einfach
Beispiel-Prompts für Plaid
Klick auf einen Prompt, um ihn zu kopieren. In Claude, ChatGPT, Cursor, Gemini, Copilot oder OpenClaw einfügen — und gegen diesen Konnektor laufen lassen.
Claude ist KI und kann Fehler machen. Bitte Antworten gegenprüfen.
💡 Keine Installation? Nutze cloud.anythingmcp.com direkt. Einloggen, Connectors → Plaid klicken, Zugangsdaten einfügen, MCP-API-Key erzeugen — fertig. Kein Docker, kein
git clone, kein lokaler Server.
Plaid
Read Plaid (bank-linking, transactions, balances, identity, liabilities, investments) from any AI agent. 10 tools, body-credential auth.
Einrichtung
This connector wraps the Plaid REST API (per-environment).
Setup:
- Sign up at https://dashboard.plaid.com → Team Settings → Keys. Note your
client_idand one of:sandbox,development,productionsecret. - Environment matters: change baseUrl:
sandbox.plaid.com(free, fake banks),development.plaid.com(real banks, 100 free items),production.plaid.com(paid). Defaults to sandbox. - Set
PLAID_CLIENT_IDandPLAID_SECRET.
Authentication: every POST sends client_id + secret in the JSON body — NOT as headers. The adapter merges them automatically via envVars.
…(continued in the in-app connector instructions)
Voraussetzungen: PLAID_CLIENT_ID, PLAID_SECRET
Connector lokal installieren
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Öffne http://localhost:3000/connectors/store, wähle Plaid und trage die unter Voraussetzungen aufgelisteten Variablen ein.
Verfügbare Tools
| Tool | What it does |
|---|---|
plaid_link_token_create | Create a short-lived link_token to pass to the Plaid Link client |
plaid_item_public_token_exchange | Exchange a public_token (from Plaid Link) for a long-lived access_token + item_id |
plaid_item_get | Get metadata about an Item (institution, products, billed products, status, error) |
plaid_accounts_get | List accounts for an Item with name, mask, type (depository, credit, loan, investment), subtype |
plaid_accounts_balance_get | Get real-time balances for an Item's accounts (may trigger a refresh — slower than accounts_get) |
plaid_transactions_get | Get transactions in a date range (up to 730 days back) |
plaid_transactions_sync | Incremental transactions sync |
plaid_identity_get | Get identity info attached to the Item's accounts (names, emails, addresses, phone numbers) |
plaid_auth_get | Get bank routing + account numbers for ACH/EFT setup |
plaid_institutions_search | Search Plaid's catalog of supported financial institutions by name + country |
Nächste Schritte
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