Plaid MCP Server

• Link financial accounts securely
• Access transaction data and history
• Verify account ownership
• Retrieve balance information
• Troubleshoot integration issues

Connect Claude to Plaid for banking data integration and financial services troubleshooting.

• Debug account linking issues
• Analyze transaction categorization
• Verify webhook configurations
• Test API integrations
• Monitor API usage patterns

• OAuth authentication required
• Use development environment for testing
• Protect sensitive financial data
• Follow compliance requirements

• Check Plaid Dashboard access
• Verify environment (development/production)
• Monitor webhook status
• Review error logs

• Debug why account linking is failing
• Show recent API errors
• Verify webhook configuration
• Check transaction categorization accuracy