Plaid Expert
The Plaid Expert skill seamlessly integrates Plaid data into your application, streamlining financial workflows and enriching user experiences.
Install on your platform
We auto-selected Claude Code based on this skill’s supported platforms.
Run in terminal (recommended)
claude mcp add plaid-expert npx -- -y @trustedskills/plaid-expert
Or manually add to ~/.claude/settings.json
{
"mcpServers": {
"plaid-expert": {
"command": "npx",
"args": [
"-y",
"@trustedskills/plaid-expert"
]
}
}
}Requires Claude Code (claude CLI). Run claude --version to verify your install.
About This Skill
What it does
This skill allows AI agents to interact with Plaid, a platform for connecting financial accounts. It can retrieve account information like balances and transaction history, enabling automated tasks related to personal finance management. The agent can also perform actions such as initiating transfers between linked accounts.
When to use it
- Automated budgeting: Retrieve current account balances and recent transactions to automatically categorize spending and track progress towards budget goals.
- Bill payment reminders: Monitor account activity for upcoming bill due dates and provide timely reminders.
- Financial reporting: Generate summaries of income, expenses, and net worth based on connected accounts.
- Automated transfers: Set up recurring or one-time transfers between checking and savings accounts to optimize savings strategies.
Key capabilities
- Account balance retrieval
- Transaction history access
- Account transfer initiation
Example prompts
- "What's the current balance in my checking account?"
- "Show me a list of transactions from last month."
- "Transfer $50 from my savings to my checking account."
Tips & gotchas
- Requires user authentication and consent through Plaid’s secure connection process.
- Access is limited by the permissions granted during the Plaid linking flow.
Tags
TrustedSkills Verification
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Security Audits
| Gen Agent Trust Hub | Pass |
| Socket | Pass |
| Snyk | Pass |
🌐 Community
Passed automated security scans.