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plaid

Plaid

    Server Summary

    • Access banking transactions

    • Retrieve account balances

    • Verify account identity

    • Manage financial institutions

Plaid MCP Server

A Model Context Protocol (MCP) server that brings Plaid's financial data capabilities directly into your AI workflows. This server enables seamless integration with Plaid's API, allowing you to access banking transactions, account balances, identity verification, and other financial services through natural language interactions with your AI assistant.

Overview

The Plaid MCP Server acts as a bridge between AI applications and Plaid's comprehensive financial data platform. By exposing Plaid's functionality through the MCP protocol, this server enables developers and users to interact with banking and financial data using conversational interfaces, making complex financial operations more accessible and intuitive.

Features

Account Management

  • Retrieve account balances across multiple financial institutions
  • Access detailed account information including type, subtype, and ownership details
  • Monitor real-time account status and availability

Transaction Data

  • Fetch transaction histories with flexible date ranges
  • Access detailed transaction metadata including merchant information, categories, and payment channels
  • Query transactions across multiple accounts simultaneously

Identity Verification

  • Retrieve account holder identity information
  • Access verified contact details, names, and addresses
  • Validate account ownership data

Institution Information

  • Search and retrieve information about supported financial institutions
  • Access institution metadata and capabilities
  • Check institution status and availability

Link Management

  • Create and manage Plaid Link tokens for account connections
  • Handle institution authentication flows
  • Manage connected accounts and their authorization status

Use Cases

The Plaid MCP Server is ideal for building AI-powered financial applications, personal finance assistants, accounting automation tools, and any application that requires natural language access to banking data. Whether you're creating a budgeting assistant, expense tracker, or financial analysis tool, this server provides the foundation for conversational financial data access.