Plaid
Read Plaid (bank-linking, transactions, balances, identity, liabilities, investments) from any AI agent. 10 tools, body-credential auth.
7 días gratis · sin tarjeta · hosting UE
Pregunta cualquier cosa a Plaid
Prueba un prompt real contra Plaid vía AnythingMCP — Claude llama a los tools y responde. Pulsa Enter en tu mensaje para instalar en Cloud.
Instalar Plaid en CloudClaude es IA y puede equivocarse. Verifica siempre las respuestas.
Setup en 2 minutos
- 1Inicia trial gratuita en cloud.anythingmcp.com.
- 2Click en Plaid en el connector store. Pega las credenciales.
- 3Genera MCP API key y apunta el cliente AI a la URL MCP.
Guías para Plaid
Setup paso a paso para los principales clientes AI.
Configurar Plaid
Directamente de la definición del conector: dónde encontrar las credenciales, qué permisos necesitan y con qué API habla este adaptador. Proporcionadas en inglés por el autor del conector.
This connector wraps the Plaid REST API.
Environments: Plaid has two, each with its own secret and its own Items:
- Sandbox (
https://sandbox.plaid.com): test institutions and test data, free. This connector calls Sandbox by default. - Production (
https://production.plaid.com): real banks. New teams (US and Canada, created since 15 April 2026) can use it for free on a Trial plan; older teams may still have Limited Production, which also runs on production.plaid.com with the Production secret, with capped free calls. Full Production access is requested in the Dashboard.
The former Development environment no longer exists: development.plaid.com does not answer and there is no Development secret any more.
Setup:
- Sign up at https://dashboard.plaid.com and open Developers → Keys (https://dashboard.plaid.com/developers/keys). Copy your
client_idand the secret of the environment you want. - Set
PLAID_CLIENT_IDandPLAID_SECRET. - For real bank data, change the connector's base URL to
https://production.plaid.comand use the Production secret. The secret must match the host: a Sandbox secret sent to Production (or the reverse) fails withINVALID_API_KEYS. Items and access tokens cannot be moved between environments, so link the bank again after switching.
Authentication: every POST sends client_id and secret in the JSON body, NOT as headers. The adapter merges them automatically via envVars.
Link flow: Plaid is server plus client. To obtain an access_token, your frontend uses Plaid Link with a link_token you minted server-side. This adapter assumes you already have an access_token for an Item (one connected bank). For Link itself use plaid_link_token_create.
Identifiers:
link_token: short-lived (~30 min), passed to Link.public_token: returned by Link, exchanged once for an access_token.access_token: long-lived, scoped to one Item (institution+user).item_id: stable ID for an access_token's Item.
Rate limits: vary by environment + product. Sandbox is loose; production limits depend on plan. 429 with Retry-After.
Out of scope here: webhooks setup, Plaid Signal (risk scores), Income/Employment products' end-user flows, Transfer (ACH origination).
Tu IA está a dos clicks de Plaid.
Instala el conector, pega credenciales, pregunta a la IA. 7 días gratis, sin tarjeta.