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Summary
Read Plaid (bank-linking, transactions, balances, identity, liabilities, investments) from any AI agent. 10 tools, body-credential auth.
Prova a chiedere
Prompt di esempio per Plaid
Clicca su un prompt per copiarlo. Incollalo in Claude, ChatGPT, Cursor, Gemini, Copilot o OpenClaw per eseguirlo contro questo connettore.
Claude è un'AI e può sbagliare. Verifica sempre le risposte.
💡 Niente installazione? Vai direttamente su cloud.anythingmcp.com. Accedi, clicca Connectors → Plaid, inserisci le credenziali, genera una MCP API key — fatto. Niente Docker, niente
git clone, niente server locale.
Plaid
Read Plaid (bank-linking, transactions, balances, identity, liabilities, investments) from any AI agent. 10 tools, body-credential auth.
Setup
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)
Prerequisiti: PLAID_CLIENT_ID, PLAID_SECRET
Installazione locale del connettore
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
Apri http://localhost:3000/connectors/store, scegli Plaid e inserisci le variabili elencate nei Prerequisiti.
Tool disponibili
| 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 |
Prossimi passi
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