plaid.com

Plaid provides financial-data connectivity infrastructure that lets applications connect to users’ bank accounts and access products like transactions, balances, identity, transfers, and related fintech workflows. It also provides developer tooling through a dashboard, CLI, and MCP server for diagnostics and analytics.

3 integrations · MCP · REST · CLI

Plaid exposes a REST API with OpenAPI, a hosted Dashboard MCP server, and a Homebrew-distributed CLI; all require Plaid-issued credentials.

discovered 1d ago

MCP servers1

Plaid Dashboard MCP serverdiscoveredsse

REST · OpenAPI1

The Plaid APIdiscoveredrest

CLI1

Plaid CLIdiscoveredplaid

Credentials

Plaid API client ID and secretcompoundGet key ↗

Create a Plaid account in the Dashboard and open API Keys. Copy your client_id and the environment-specific secret (Sandbox and, after approval, Production).

Plaid OAuth access tokenoauth2_ccSet up OAuth ↗

First obtain your Plaid API client_id and secret from API Keys. Then call `/oauth/token` with grant type client_credentials and the needed scope such as mcp:dashboard to mint an OAuth access_token (and refresh_token).

Plaid CLI local login/sessionoauth2$ plaid login

Acquired by the CLI — running plaid login opens the auth flow and stores the credential.

conventions · 1/8 published

integrations.json✗/.well-known/integrations.json
llms.txt✓https://plaid.com/llms.txt
API catalog✗/.well-known/api-catalog
OpenAPI document✗/api/schema/, /openapi.json, /swagger.json, /api/openapi.json, or /v1/openapi.json
MCP server card✗/.well-known/mcp/server-card.json
OAuth protected resource✗/.well-known/oauth-protected-resource
Agent card✗/.well-known/agent-card.json
Agent skills✗/.well-known/agent-skills/index.json

Publish these signals → /publishing