ymcrcat/plaid-mcp-server
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The Plaid MCP Server is a Model Context Protocol server and HTTP API designed for integrating Plaid banking services, providing both a web interface and an MCP interface for use with AI assistants like Claude.
Tools
Functions exposed to the LLM to take actions
create_link_token
Create a Plaid Link token
exchange_public_token
Exchange public token for access token
list_items
List all connected bank accounts
get_accounts
Get accounts for a Plaid item
get_balances
Get current balances
get_transactions
Get transactions within a date range
get_recurring_transactions
Get recurring transaction streams
enrich_transactions
Enrich transaction data with merchant information
refresh_statements
Refresh available statements for a date range
list_statements
List all available bank statements
download_statement
Download a specific statement as base64-encoded PDF
Prompts
Interactive templates invoked by user choice
No prompts
Resources
Contextual data attached and managed by the client