Finance
REST API
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Plaid (Bank Accounts)

Connect to bank accounts, credit cards, and financial institutions via Plaid. Access transaction history, balances, and account information.

Plaid (Bank Accounts)

Capabilities

read

Supported Data Types

transactions
balances
accounts

Setup Instructions

Quick Start

  1. Click "Connect Now" to go to your dashboard
  2. Click "Connect" and authorize access via OAuth
  3. Configure connection settings (optional)
  4. Use this connection in your AI agent tasks
View full documentation

Authentication

OAuth 2.0

Secure authorization via plaid

API Key Required

Your API key is encrypted using AES-256 encryption

Common Use Cases

Specifications

Protocol

REST API

Category

Finance

Status

Active

Quick Connect

Ready to connect Plaid (Bank Accounts) to your AI agents?

Set up in less than 2 minutes