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plaid

Apps & Automation
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plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances.

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How to use this skill

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  2. Copy the prompt below and paste it into your agent.
  3. Review the proposed files and risks before you approve installation.
Prompt to paste
I want to install this Agent Skill for this project in Codex.

Source SKILL.md: https://github.com/majiayu000/claude-skill-registry/blob/HEAD/skills/integration/plaid-thinkfleetai-thinkfleet-engine/SKILL.md

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First, summarize what it does, its dependencies, license status if identifiable, and any risks. Show the exact files you propose to add under .agents/skills/plaid/. Do not write files or run scripts until I approve.

After I approve, install the complete skill folder, including required referenced files, into that project location. Verify it is discoverable, then tell me its actual invocation name and how to use it. Do not claim it is installed until you have verified it.

Copying this prompt does not install or run the skill. Review third-party files before use. Codex skill guide

Plaid

Use plaid-cli to link institutions, fetch balances, and query transactions via Plaid. Do not print or log secrets (client id, secret, access tokens).

Install

  • go install github.com/jverdi/plaid-cli@0.0.2

Setup

  • Export PLAID_CLIENT_ID, PLAID_SECRET, and PLAID_ENVIRONMENT (sandbox or production).
  • Optional: PLAID_LANGUAGE (en, fr, es, nl), PLAID_COUNTRIES (US, CA, GB, IE, ES, FR, NL).
  • Optional config file: ~/.plaid-cli/config.toml. 
    [plaid]
client_id = "..."
secret = "..."
environment = "sandbox"
  • Data directory: ~/.plaid-cli (stores tokens and aliases).

Link + aliases

  • Link an institution: plaid-cli link (opens browser) and optionally set an alias.
  • Relink: plaid-cli link <item-id-or-alias>.
  • Alias: plaid-cli alias <item-id> <name>, list with plaid-cli aliases.

Accounts + balances

  • List accounts and balances: plaid-cli accounts <item-id-or-alias>.

Search transactions

  • Pull a date range as JSON, then filter locally:
    • plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json
    • jq -r '.[] | select(.name | test("grocery"; "i")) | [.date, .name, .amount] | @tsv'
  • Use --account-id from accounts output to narrow results.
  • Output formats: json or csv.

Monitor transactions

  • Poll a rolling window and compare transaction ids to detect new activity: 
    state=/tmp/plaid.txids
next=/tmp/plaid.txids.next
plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json \
  | jq -r '.[].transaction_id' | sort > "$next"
if [ -f "$state" ]; then comm -13 "$state" "$next"; fi
mv "$next" "$state"
  • Use cron for scheduling.

Notes

  • Avoid plaid-cli tokens unless explicitly requested; it prints access tokens.
  • Relink is auto-triggered on ITEM_LOGIN_REQUIRED errors.

Recognize requests such as:

  • "Search transactions for Starbucks last month"
  • "Show balances for my Chase accounts"