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.
$ YOUR NEXT RUN
Any agentUse 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.
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 |
|---|---|
# plaid_accounts_balance_get | Get real-time account balances. |
# plaid_accounts_list | List all accounts for an item. |
# plaid_asset_report_create | Create an asset report for lending/underwriting Snapshot of wealth across multiple accounts. |
# plaid_asset_report_get | Get an asset report Retrieves the full asset report (accounts, transactions, identity) for underwriting. |
# plaid_asset_report_pdf_get | Get asset report as PDF. |
# plaid_auth_get | Get bank account numbers and routing numbers. |
# plaid_identity_get | Get verified identity data. |
# plaid_institutions_get_by_id | Get institution details by ID. |
# plaid_institutions_search | Search institutions by name, routing number, or ID. |
# plaid_investments_holdings_get | Get investment holdings (securities, stocks, bonds). |
# plaid_investments_transactions_get | Get investment transactions. |
# 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 |
|---|---|
# plaid_item_get | Get item (access token) metadata. |
# plaid_item_remove | Remove an item (revoke access) Permanently invalidates the access token and disconnects the user's account. |
# plaid_liabilities_get | Get liability data (credit, mortgages, student loans, HELOC). |
# plaid_link_token_create | Create a link token to initialize Plaid Link UI. |
# plaid_sandbox_item_create | Create a sandbox item for testing Creates a fake user account for development. |
# plaid_sandbox_item_set_verification_status | Set sandbox account verification status Simulate KYC verification states (verified, pending_review, pending_approval, rejected) for testing workflows. |
# plaid_sandbox_public_token_create | Create a public token for a sandbox item. |
# plaid_transactions_get | Get transactions for a time range. |
# plaid_transactions_search | Search transactions by merchant/description Free-text search over merchant names and transaction descriptions. |
# 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.
plaid_accounts_balance_getplaid_accounts_listplaid_asset_report_createConnect Plaid in a minute
One MCP for every integration. Add it once, then every MCP in the catalog is a request away.
- 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.
- 02
Add your Plaid credentials
Paste them into the Plaid connection settings once; they stay with FlyMy.AI, never in a prompt or a chat.
- Plaid client_id - Plaid Dashboard - Team Settings - Keys. Get key ->
- Plaid secret - Same Keys page (sandbox/production).
- Plaid environment - sandbox | development | production.
- 03
Ask
Paste a request from this page. Every run shows what it cost.
claude mcp add --transport http flymyai https://mcp-agents.flymy.ai/mcp
Then run /mcp in Claude Code and sign in.
codex mcp add flymy --url https://mcp-agents.flymy.ai/mcp
Then run codex mcp login flymy to sign in.
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.
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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.