# Plaid MCP - Tools, Setup and Examples | FlyMy.AI > Plaid MCP for Claude, Cursor and Codex. Financial workflows, with 22 actions. Your API key. See setup, examples and pricing. Page: https://flymy.ai/mcp/plaid/ MCP / Finance # Plaid MCP: financial workflows Plaid banking data: accounts, transactions, balance, identity, auth. Connect it to Claude, Codex, Cursor or any MCP client through one FlyMy.AI MCP. [Connect Plaid](https://flymy.ai/mcp/plaid/#connect) [What it can do](https://flymy.ai/mcp/plaid/#actions) Your own API key, 22 actions, Finance $ YOUR NEXT RUN Claude Code, Codex, Cursor, Any agent ## Use Plaid MCP in your assistant Paste this prompt into Claude Code, Codex, Cursor or any agent. It reads the guide and helps you connect. ``` Read https://flymy.ai/skill.md and https://flymy.ai/mcp/plaid.md. Help me connect Plaid MCP to this assistant. Then help me run this task: Use Plaid to accounts balance get. Ask me for the required inputs first and show the result. ``` [Open FlyMy.AI](https://app.flymy.ai/new-agent) [Download brief](https://flymy.ai/mcp/plaid.md) ## What Plaid MCP can do 22 actions in the FlyMy.AI catalog, the most used first. Your agent finds them through search_tools and calls the one the task needs. | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/plaid/#method-plaid_accounts_balance_get) `plaid_accounts_balance_get` | Get real-time account balances. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_accounts_list) `plaid_accounts_list` | List all accounts for an item. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_asset_report_create) `plaid_asset_report_create` | Create an asset report for lending/underwriting Snapshot of wealth across multiple accounts. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_asset_report_get) `plaid_asset_report_get` | Get an asset report Retrieves the full asset report (accounts, transactions, identity) for underwriting. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_asset_report_pdf_get) `plaid_asset_report_pdf_get` | Get asset report as PDF. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_auth_get) `plaid_auth_get` | Get bank account numbers and routing numbers. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_identity_get) `plaid_identity_get` | Get verified identity data. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_institutions_get_by_id) `plaid_institutions_get_by_id` | Get institution details by ID. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_institutions_search) `plaid_institutions_search` | Search institutions by name, routing number, or ID. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_investments_holdings_get) `plaid_investments_holdings_get` | Get investment holdings (securities, stocks, bonds). | | [#](https://flymy.ai/mcp/plaid/#method-plaid_investments_transactions_get) `plaid_investments_transactions_get` | Get investment transactions. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_item_exchange_public_token) `plaid_item_exchange_public_token` | Exchange public token for access token Frontend returns public_token after user authenticates in Plaid Link. | **Show all 22 actions** | Action | What it does | |---|---| | [#](https://flymy.ai/mcp/plaid/#method-plaid_item_get) `plaid_item_get` | Get item (access token) metadata. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_item_remove) `plaid_item_remove` | Remove an item (revoke access) Permanently invalidates the access token and disconnects the user's account. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_liabilities_get) `plaid_liabilities_get` | Get liability data (credit, mortgages, student loans, HELOC). | | [#](https://flymy.ai/mcp/plaid/#method-plaid_link_token_create) `plaid_link_token_create` | Create a link token to initialize Plaid Link UI. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_sandbox_item_create) `plaid_sandbox_item_create` | Create a sandbox item for testing Creates a fake user account for development. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_sandbox_item_set_verification_status) `plaid_sandbox_item_set_verification_status` | Set sandbox account verification status Simulate KYC verification states (verified, pending_review, pending_approval, rejected) for testing workflows. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_sandbox_public_token_create) `plaid_sandbox_public_token_create` | Create a public token for a sandbox item. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_transactions_get) `plaid_transactions_get` | Get transactions for a time range. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_transactions_search) `plaid_transactions_search` | Search transactions by merchant/description Free-text search over merchant names and transaction descriptions. | | [#](https://flymy.ai/mcp/plaid/#method-plaid_transactions_sync) `plaid_transactions_sync` | Sync new/updated transactions incrementally. | ## Ask your agent Requests to paste as they are. Each one runs on the actions named under it. **“Use Plaid to accounts balance get. Ask me for the required inputs first and show the result.”** uses `plaid_accounts_balance_get` **“Use Plaid to accounts list. Ask me for the required inputs first and show the result.”** uses `plaid_accounts_list` **“Use Plaid to asset report create. Ask me for the required inputs first and show the result.”** uses `plaid_asset_report_create` ## Connect Plaid in a minute One MCP for every integration. Add it once, then every MCP in the catalog is a request away. 1. 01 ### Add FlyMy.AI Add the FlyMy.AI MCP to your assistant with one of the commands below and sign in. No key to copy. 2. 02 ### Add your Plaid credentials Paste them into the Plaid [connection settings](https://app.flymy.ai/mcp-configs#plaid) once; they stay with FlyMy.AI, never in a prompt or a chat. - **Plaid client_id** - Plaid Dashboard - Team Settings - Keys. [Get key ->](https://dashboard.plaid.com/team/keys) - **Plaid secret** - Same Keys page (sandbox/production). - **Plaid environment** - sandbox | development | production. 3. 03 ### Ask Paste a request from this page. Every run shows what it cost. Claude Code ``` claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp ``` Then run /mcp in Claude Code and sign in. Codex ``` codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp ``` Then run codex mcp login flymy to sign in. claude.ai and Claude Desktop ``` https://mcp-agents.flymy.ai/mcp ``` Settings, Connectors, Add custom connector: paste this URL. ## Pay per run FlyMy.AI bills the run: the model and the tool's seconds. Calls go to your own Plaid account, under its plan and limits. No seats and no minimum. [See usage pricing →](https://flymy.ai/pricing/) ## More Finance MCPs Payments, banking, accounting, invoices and market data. ### Brex Brex corporate cards & banking: transactions, statements, expenses, budgets, spend limits, transfers, vendors, cards, team, accounting, webhooks, travel... 104 actions / your API key Link: https://flymy.ai/mcp/brex/ ### Alpaca Stock and crypto trading platform with commission-free trading, real-time market data, and algorithmic trading capabilities 100 actions / your API key Link: https://flymy.ai/mcp/alpaca/ ### Alpha Vantage Alpha Vantage provides free APIs for real-time and historical financial data, including stock time series, technical indicators, and more 20 actions / your API key Link: https://flymy.ai/mcp/alpha-vantage/ ### Altoviz Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable... 9 actions / your API key Link: https://flymy.ai/mcp/altoviz/ ### Benzinga Benzinga provides real-time financial news and data APIs, offering comprehensive coverage of market-moving information for developers and financial... 9 actions / your API key Link: https://flymy.ai/mcp/benzinga/ ### Better Proposals Better Proposals is a web-based proposal creation tool that enables users to send professionally designed proposals 22 actions / your API key Link: https://flymy.ai/mcp/better-proposals/ ## Go to the source [Plaid in the docs →](https://docs.flymy.ai/mcp/plaid), [Plaid connection settings →](https://app.flymy.ai/mcp-configs#plaid), [Every MCP in the catalog →](https://flymy.ai/mcp/#catalog), [Usage pricing →](https://flymy.ai/pricing/) From the FlyMy.AI platform catalog of 2026-11-03: name, description, actions and setup as the platform lists them. Examples are requests to paste, not recorded runs. --- For agents: the FlyMyAI operating guide (sign up, connect, run models, tools and agents) is https://flymy.ai/skill.md, and https://flymy.ai/llms.txt lists the other pages and the documentation.