Plaid

Financial data network and API for connecting bank accounts to apps, with an API, a CLI and a remote MCP server.

MCPCLIAPI

What your agent can do

Connect an LLM application to Plaid Dashboard tools
Via MCP.
Follow these instructions to start building with Plaid.
Via API.
Install and use the Plaid CLI to access your financial data from the terminal
Via CLI.

Tasks depend on the interface and permissions.

Choose a route that fits your agent.

For compatible agent apps

OAuth sign-in

Docs checkedView setup

For agents with a terminal

Docs checkedView setup

For custom integrations

an API key

Docs checkedView paths

MCP connection

MCP server URL

https://api.dashboard.plaid.com/mcp/

Authentication: To connect to the Dashboard MCP server, first create an OAuth token with the

CLI connection

CLI package

plaid login

API connection

API path

https://sandbox.plaid.com

Authentication: You'll have two different API keys, and there are two different Plaid environments.