No install? Use cloud.anythingmcp.com directly.
Sign in, install the Plaid in one click, paste the credentials, mint an MCP API key — done. No Docker, no git clone, no local server to run.
💡 无需安装? 直接使用 cloud.anythingmcp.com。 登录、点击 Connectors → Plaid、粘贴凭证、生成 MCP API key — 完成。无 Docker、无
git clone、无本地服务器。
Plaid + ChatGPT
Read Plaid (bank-linking, transactions, balances, identity, liabilities, investments) from any AI agent. 10 tools, body-credential auth.
前提条件
完整的设置说明已内置在连接器中 (在 store 中选择连接器时可见)。所需环境变量:
PLAID_CLIENT_ID, PLAID_SECRET
步骤 1 — 获取凭证
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)
步骤 2 — 安装 adapter
git clone https://github.com/HelpCode-ai/anythingmcp.git
cd anythingmcp && docker compose up -d
步骤 3 — 在 ChatGPT 中添加连接器
ChatGPT 通过 Connectors 功能 (Plus / Pro / Team / Enterprise 套餐) 支持 MCP 服务器。免费套餐不支持自定义连接器。
- 打开 ChatGPT → Settings → Connectors (或点击 composer 中的 🔧 图标 → Manage connectors)。
- 点击 "Add custom connector"。
- 填入:
- Name:
Plaid - MCP server URL:
https://cloud.anythingmcp.com/mcp - Authentication: Bearer token → 粘贴 MCP API key
- Name:
- 点击 Connect。
可用工具
| 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 |
FAQ
ChatGPT 免费套餐能用自定义 MCP Connectors 吗? 不能 — 需要 Plus、Pro、Team 或 Enterprise。