---
title: "Plaid Integration"
description: "Manage Plaid create link token, exchange public token, get accounts, get transactions, get identity"
---
The Plaid integration provides access to manage Plaid create link token, exchange public token, get accounts, get transactions, get identity through the Integrate MCP server.

## Installation

The Plaid integration is included with the SDK:

```typescript
import { plaidIntegration } from "integrate-sdk/server";
```

## Setup

### 1. Create a Plaid OAuth App

1. Create an OAuth application for Plaid
2. Configure your redirect URI
3. Note your Client ID and Client Secret

### 2. Configure the Integration on Your Server

Add the Plaid integration to your server configuration. The integration automatically reads `PLAID_CLIENT_ID` and `PLAID_CLIENT_SECRET` from your environment variables:

```typescript
import { createMCPServer, plaidIntegration } from "integrate-sdk/server";

export const { client: serverClient } = createMCPServer({
  apiKey: process.env.INTEGRATE_API_KEY,
  integrations: [
    plaidIntegration({
      scopes: ["transactions", "auth", "identity", "accounts", "investments", "liabilities"], // Optional
    }),
  ],
});
```

You can override the environment variables by passing explicit values:

```typescript
plaidIntegration({
  clientId: process.env.CUSTOM_PLAID_ID,
  clientSecret: process.env.CUSTOM_PLAID_SECRET,
      scopes: ["transactions", "auth", "identity", "accounts", "investments", "liabilities"], // Optional
});
```

### 3. Client-Side Usage

The default client automatically includes all integrations. You can use it directly:

```typescript
import { client } from "integrate-sdk";

await client.authorize("plaid");
const result = await client.plaid.createLinkToken({
  link_token_json: "value",
});

console.log(result);
```

If you're using a custom client, add the integration to the integrations array:

```typescript
import { createMCPClient, plaidIntegration } from "integrate-sdk";

const customClient = createMCPClient({
  integrations: [plaidIntegration()],
});
```

## Configuration Options

<AutoTypeTable
  path="../src/integrations/plaid.ts"
  name="PlaidIntegrationConfig"
/>


## Default Scopes

These defaults are applied unless you override `scopes` in the integration config:

- `transactions`
- `auth`
- `identity`
- `accounts`
- `investments`
- `liabilities`

## Tools

### `plaid_create_link_token`

Create link token

<AutoTypeTable
  path="generated/tool-params/plaid.ts"
  name="PlaidCreateLinkTokenParams"
/>

### `plaid_exchange_public_token`

Exchange public token

<AutoTypeTable
  path="generated/tool-params/plaid.ts"
  name="PlaidExchangePublicTokenParams"
/>

### `plaid_get_accounts`

Get accounts

<AutoTypeTable
  path="generated/tool-params/plaid.ts"
  name="PlaidGetAccountsParams"
/>

### `plaid_get_transactions`

Get transactions

<AutoTypeTable
  path="generated/tool-params/plaid.ts"
  name="PlaidGetTransactionsParams"
/>

### `plaid_get_identity`

Get identity

<AutoTypeTable
  path="generated/tool-params/plaid.ts"
  name="PlaidGetIdentityParams"
/>

### `plaid_get_investments`

Get investments

<AutoTypeTable
  path="generated/tool-params/plaid.ts"
  name="PlaidGetInvestmentsParams"
/>

## Notes

- Category: Banking
- Authentication mode: OAuth