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Plaid MCP Server

Community

Contributed by Plaid

Query your Plaid Dashboard through Plaid's official hosted MCP server: inspect Items, accounts, transactions, webhooks, logs, and account-health data without leaving your AI client.

About the Plaid MCP Server

The Plaid MCP server is a remote (HTTP) Model Context Protocol server available in the McpMux registry. Query your Plaid Dashboard through Plaid's official hosted MCP server: inspect Items, accounts, transactions, webhooks, logs, and account-health data without leaving your AI client. This is a community-contributed MCP server by Plaid.

Install the Plaid MCP server with one click using McpMux. It works with Cursor, Claude Desktop, Claude Code, VS Code, ChatGPT, Windsurf, JetBrains, and any MCP-compatible AI client. This server requires an API key — McpMux securely stores your credentials with AES-256-GCM encryption.

Transport Configuration

Transport Configuration
{
  "type": "http",
  "url": "https://api.dashboard.plaid.com/mcp/",
  "headers": {
    "Authorization": "Bearer ${input:PLAID_ACCESS_TOKEN}"
  },
  "metadata": {
    "inputs": [
      {
        "id": "PLAID_ACCESS_TOKEN",
        "label": "Plaid MCP Access Token",
        "description": "A short-lived OAuth bearer token (scope mcp:dashboard) for the Plaid Dashboard MCP server. Plaid only issues these via the client_credentials grant, which McpMux cannot run automatically, so paste a token you mint yourself. Mint one by POSTing your Production client_id and client_secret to https://production.plaid.com/oauth/token with grant_type=client_credentials and scope=mcp:dashboard, then copy the returned access_token. Note: these tokens expire after ~15 minutes, so you must refresh this value periodically.",
        "type": "text",
        "required": true,
        "secret": true,
        "placeholder": "<paste-your-mcp:dashboard-access_token>",
        "obtain": {
          "url": "https://plaid.com/docs/resources/mcp/",
          "instructions": "1. Get your Production client_id and client_secret from the Plaid Dashboard (Developers > Keys).\n2. Request a token:\n   curl -X POST https://production.plaid.com/oauth/token \\\n     -H 'Content-Type: application/json' \\\n     -d '{\"client_id\":\"YOUR_CLIENT_ID\",\"client_secret\":\"YOUR_PRODUCTION_SECRET\",\"grant_type\":\"client_credentials\",\"scope\":\"mcp:dashboard\"}'\n3. Copy the access_token from the response and paste it here.\n4. The token expires after ~15 minutes; repeat this step (or use the returned refresh_token) to get a fresh one.",
          "button_label": "Plaid MCP Docs"
        }
      }
    ]
  }
}
Details
TransportRemote (HTTP)
Hostingremote
AuthAPI Key
Capabilities
Tools

Categories

Tags

plaidfintechbankingpaymentsdashboardfinance

Supported AI Clients

The Plaid MCP server works with all MCP-compatible AI clients through McpMux:

CursorClaude DesktopClaude CodeVS CodeChatGPTWindsurfJetBrainsZedClineGemini CLIAmazon Q

Related MCP Servers

Install Plaid with McpMux

One-click install from the McpMux desktop app. Auto-configures for Cursor, Claude, VS Code, ChatGPT, Windsurf, JetBrains, and any MCP-compatible client.