Integrate Plaid MCP server into Slack for instant access to your AI agent

Plaid

Connect to users' bank accounts.

Available Tools

Tools that your AI agent can use through this MCP server to interact with Plaid

Get Transactions

Retrieves user-authorized transaction data for a specified date range. See the documentation

Get Real-Time Balance

Get the real-time balance for each of an Item's accounts. See the documentation.

Create User

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation.

Create Sandbox Public Token

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation.

Create Access Token

Exchange a Link public_token for an API access_token. See the documentation.