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Plaid MCP - Connect Plaid to Claude AI

Access bank data, verify accounts, monitor transactions, and build financial integrations with Plaid - all through Claude.

Financial Data · Custom Built
See It In Action

Just ask Claude about your financial data

Claude - Plaid
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What You Can Do

Your financial data layer, through conversation

Account Linking

Connect bank accounts, credit cards, and investment accounts. Monitor connection health and re-authenticate as needed.

Transaction Data

Pull transaction history, search by amount or merchant, and filter by date range or category.

Balance Checking

Check real-time balances across all linked accounts, including available vs. current balance.

Identity Verification

Verify account ownership, check identity data, and confirm account holder information.

Payment Initiation

Initiate bank transfers, check payment status, and manage payment routing through linked accounts.

Spending Analytics

Categorize spending, compare periods, identify trends, and generate spending breakdowns by category.

How It Works

I build it, you use it

1
Tell me what you needShare your Plaid use case and what financial data you want Claude to access
2
I build and test itI develop your custom MCP server and verify it against your Plaid environment
3
Install in Claude DesktopDrop in the config file and start talking to your financial data - done
Get in Touch →

I scope, build, and deliver - usually within 2 weeks

Need Plaid in Claude?

I build custom Plaid integrations for your team.

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Book a free Claude 101