Plaid
by Plaid Inc.
Integrate an AI agent with Plaid to verify income from real bank data — the agent creates a Link token for the account holder, exchanges it for an access token, then reads transactions, balances, and identity to check what someone actually earns and holds.
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
- ✓Agent requests the income verification product when it creates the Link token, so the income check happens inside the same bank connection rather than as a separate step later
- ✓Agent reads transaction history and account identity together, so the income figure and the person it belongs to are verified from one source instead of two
- ✓Agent exchanges the public token from Link for a permanent access token and stores it, so a repeat income check does not ask the customer to reconnect their bank
- ✓Agent reads current and available balances alongside income history, so a workflow has both what someone earns and what they hold before it decides what to do next
Agenthandlinger
Input: accessToken, startDate, endDate, count, offset, accountIds
Returnerer: transactions, totalTransactions, accounts
Input: accessToken
Returnerer: accounts, item
Input: accessToken, accountIds
Returnerer: accounts, totalAvailable, totalCurrent
Input: accessToken
Returnerer: accounts, owners
Input: userId, clientName, products, countryCodes, language
Returnerer: linkToken, expiration
Input: publicToken
Returnerer: accessToken, itemId
Eksempel på workflows
Income verification
Agent retrieves bank transaction history to verify income for loan applications
Expense categorization
Pull transactions and use AI to categorize business vs. personal spending
Tenant screening
Agent requests the income verification product on the Link token, then reads transaction history to check a rental applicant against the income they stated
Client onboarding
Agent runs Link, exchanges the public token, and pulls identity plus balances so account details are verified once instead of retyped by hand
Om Plaid
- Leverandør
- Plaid Inc.
- Pris Tjek altid detaljerne hos udbyderen
- Betalt — Pricing varies by product and volume. Auth: ~$0.60/item, Transactions: ~$0.30/item/month. Sandbox is free.
- Godkendelse
- API-nøgle
- Anmodningsgrænse Tjek altid detaljerne hos udbyderen
- 600 anmodninger / minut
- Kompatible noder
- AgentResourceInputOutput
- Hjemmeside
- https://plaid.com
Sæt Plaid bag din AI-agent
Opsæt Plaid sammen med dine andre værktøjer i planneren — uden kode — så AI kan bruge det for dine kunder.
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