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Plaid ​

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

DetailValue
CategoryPayments
Base URLhttps://production.plaid.com
AuthenticationAPI Key
Endpoints5
Connector keyplaid

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 — see the table below.

Available Endpoints ​

EndpointSummary
POST /link/token/createCreate a Link token
POST /item/public_token/exchangeExchange a public token
POST /accounts/getRetrieve accounts
POST /transactions/getGet transactions
POST /auth/getRetrieve auth data for an account

Each endpoint has its own page with parameter details, an example API Call node configuration, and the response shape.