Agentic Service Discovery

Resources

P

Plaid

by Plaid Inc.

Connect agents to Plaid to access bank account data, transactions, balances, and income verification.

AndetBetaltAPI-nøglebankingfintechtransactionsaccountsbalanceidentity

Sådan bruger agenter Plaid

  • Verify income and employment via bank transaction history
  • Analyze spending patterns for financial planning agents
  • Detect unusual transactions for fraud monitoring
  • Sync bank data to accounting software automatically
  • Generate link tokens for multi-step bank connection workflows

Agenthandlinger

Get TransactionsRetrieve bank transactions for a linked account

Input: accessToken, startDate, endDate, count, offset, accountIds

Returnerer: transactions, totalTransactions, accounts

Get AccountsRetrieve bank account details for a linked item

Input: accessToken

Returnerer: accounts, item

Get Account BalancesGet real-time account balances

Input: accessToken, accountIds

Returnerer: accounts, totalAvailable, totalCurrent

Get Account IdentityRetrieve the account holder identity (name, address, email)

Input: accessToken

Returnerer: accounts, owners

Create Link TokenCreate a Plaid Link token for the frontend Link flow

Input: userId, clientName, products, countryCodes, language

Returnerer: linkToken, expiration

Exchange Public TokenExchange a public token from Link for a permanent access token

Input: publicToken

Returnerer: accessToken, itemId

Eksempel på workflows

1

Income verification

Agent retrieves bank transaction history to verify income for loan applications

2

Expense categorization

Pull transactions and use AI to categorize business vs. personal spending

Om Plaid

Leverandør
Plaid Inc.
Pris Tjek altid detaljer med udbyderen
BetaltPricing varies by product and volume. Auth: ~$0.60/item, Transactions: ~$0.30/item/month. Sandbox is free.
Godkendelse
API-nøgle
Hastighedsgrænse Tjek altid detaljer med udbyderen
600 anmodninger / minut
Kompatible noder
AgentResourceInputOutput

Byg et AI-workflow med Plaid

Brug Agentic Planner til at designe, visualisere og forbinde Plaid med dine andre værktøjer.

Åbn Agentic Planner

Relaterede Andet-værktøjer

Plaid AI Agent Integration | Fugentic