Plaid Fintech
This skill securely connects to Plaid’s APIs, enabling access to user financial data for richer applications and insights – useful for fintech development.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add hainamchung-plaid-fintech npx -- -y @trustedskills/hainamchung-plaid-fintech
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"hainamchung-plaid-fintech": {
"command": "npx",
"args": [
"-y",
"@trustedskills/hainamchung-plaid-fintech"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill allows your AI agent to interact with Plaid, a platform that provides access to financial data. Specifically, it enables retrieving account information and transaction history from connected financial institutions. This can be used to build applications requiring real-time or historical financial data.
When to use it
- Automated budgeting: Retrieve recent transactions to categorize spending and provide budget insights.
- Financial planning: Access account balances and transaction history for long-term financial projections.
- Fraud detection: Monitor unusual activity by analyzing transaction patterns.
- Loan application assistance: Automatically pull applicant's bank statements for verification.
Key capabilities
- Connect to Plaid via API
- Retrieve account information (balances, account type)
- Fetch transaction history
Example prompts
- "Get my latest transactions from my checking account."
- "What is the current balance in my savings account?"
- "Show me a list of all transactions over $100 in the last month."
Tips & gotchas
- Requires Plaid API credentials to function.
- User consent and data privacy are crucial when accessing financial information.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.