Plaid

Connect to bank accounts, verify identities, and process transactions with Plaid.

Detail	Value
Category	Payments
Base URL	https://production.plaid.com
Authentication	API Key
Endpoints	5
Connector key	plaid

Using Plaid in a workflow

1. Go to Connections and click New Connection.
2. Pick Plaid from the marketplace.
3. Enter your credentials (see Authentication above for what's expected).
4. In a workflow, drop an API Call node and select this connection.
5. Pick the operation you need from the Operation dropdown. The full list is below.

Available endpoints

Endpoint	Summary
POST /link/token/create	Create a Link token
POST /item/public_token/exchange	Exchange a public token
POST /accounts/get	Retrieve accounts
POST /transactions/get	Get transactions
POST /auth/get	Retrieve auth data for an account

Each endpoint is documented in full below. Use the outline on the right to jump to one.

POST /link/token/create

Create a Link token

Detail	Value
Operation ID	finance.createLinkToken
Method	POST
Path	/link/token/create

Parameters

No parameters.

Request Body

Field	Type
client_name	string
products	array
country_codes	array
language	string
user	object

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Plaid connection from the Connection dropdown.
3. In the Operation dropdown, select finance.createLinkToken.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Plaid API reference.

POST /item/public_token/exchange

Exchange a public token

Detail	Value
Operation ID	finance.exchangeToken
Method	POST
Path	/item/public_token/exchange

Parameters

No parameters.

Request Body

Field	Type
public_token	string

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Plaid connection from the Connection dropdown.
3. In the Operation dropdown, select finance.exchangeToken.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Plaid API reference.

POST /accounts/get

Retrieve accounts

Detail	Value
Operation ID	finance.getAccounts
Method	POST
Path	/accounts/get

Parameters

No parameters.

Request Body

Field	Type
access_token	string

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Plaid connection from the Connection dropdown.
3. In the Operation dropdown, select finance.getAccounts.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Plaid API reference.

POST /transactions/get

Get transactions

Detail	Value
Operation ID	finance.getTransactions
Method	POST
Path	/transactions/get

Parameters

No parameters.

Request Body

Field	Type
access_token	string
start_date	string
end_date	string

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Plaid connection from the Connection dropdown.
3. In the Operation dropdown, select finance.getTransactions.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Plaid API reference.

POST /auth/get

Retrieve auth data for an account

Detail	Value
Operation ID	finance.getAuth
Method	POST
Path	/auth/get

Parameters

No parameters.

Request Body

Field	Type
access_token	string

Using this endpoint in a workflow

1. Add an API Call node to your workflow.
2. Pick your Plaid connection from the Connection dropdown.
3. In the Operation dropdown, select finance.getAuth.
4. Fill in the parameter fields that appear. Use {{...}} to reference upstream values.

Required fields are marked: fill them or the call will fail at runtime.

What it returns

The API Call node writes the response to the workflow context:

{
  status: 200,
  success: true,
  data: { ...response body from the API... },
  latencyMs: 142
}

Reference response fields downstream as {{nodeId.data.path}}. The exact response shape is documented on the upstream Plaid API reference.