What can an AI agent do with 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

What agent actions are available for Plaid in Fugentic?

Get Transactions, Get Accounts, Get Account Balances, Get Account Identity, Create Link Token, Exchange Public Token

How can I use Plaid in the Fugentic Agentic Planner?

You can add Plaid as a node in the Fugentic Agentic Planner and connect it to your other tools to build automated AI workflows. The planner lets you visually design, configure, and run agents that use Plaid alongside the rest of your stack. Try it for free at fugentic.ai/solutions/agentic-planner.

Plaid

by Plaid Inc.

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

OtherPaidAPI keybankingfintechtransactionsaccountsbalanceidentity

How agents use 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 actions

Get TransactionsRetrieve bank transactions for a linked account

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

Returns: transactions, totalTransactions, accounts

Get AccountsRetrieve bank account details for a linked item

Inputs: accessToken

Returns: accounts, item

Get Account BalancesGet real-time account balances

Inputs: accessToken, accountIds

Returns: accounts, totalAvailable, totalCurrent

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

Inputs: accessToken

Returns: accounts, owners

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

Inputs: userId, clientName, products, countryCodes, language

Returns: linkToken, expiration

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

Inputs: publicToken

Returns: accessToken, itemId

Example 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

About Plaid

Vendor: Plaid Inc.
Pricing Always review details with the vendor: Paid — Pricing varies by product and volume. Auth: ~$0.60/item, Transactions: ~$0.30/item/month. Sandbox is free.
Authentication: API key
Rate limit Always review details with the vendor: 600 requests / minute
Compatible nodes: AgentResourceInputOutput
Website: https://plaid.com

Build an AI workflow with Plaid

Use the Agentic Planner to design, visualize, and connect Plaid with your other tools.

Open Agentic Planner

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