Plaid
Plaid securely connects to user bank accounts for data retrieval, streamlining financial workflows and enabling richer applications.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add plaid npx -- -y @trustedskills/plaid
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"plaid": {
"command": "npx",
"args": [
"-y",
"@trustedskills/plaid"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
The plaid skill allows AI agents to connect and retrieve financial data from user-authorized Plaid accounts. This includes accessing account balances, transaction history, and identity information. It enables agents to perform tasks requiring real-time financial insights, such as budgeting or fraud detection.
When to use it
- Budgeting Assistance: Help users track spending and create budgets based on their actual transactions.
- Fraud Detection: Identify unusual activity by analyzing transaction history against established patterns.
- Automated Bill Payment: Retrieve account balances to determine if sufficient funds are available for scheduled bill payments.
- Financial Planning: Provide personalized financial advice based on a user's complete financial picture.
Key capabilities
- Connect to Plaid accounts via OAuth
- Retrieve account balances
- Access transaction history
- Fetch identity information
Example prompts
- "What is the current balance of my checking account?"
- "Show me all transactions from last month."
- "Can you identify any unusual spending patterns in my recent activity?"
Tips & gotchas
- Requires user consent and authorization through Plaid's OAuth flow.
- Access to financial data is subject to Plaid’s terms of service and security protocols.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.