Access bank accounts, transactions, balances, institution search, and identity data via Plaid — AI-native financial data access.
Use with AI AssistantsMCP
Connect Claude, Cursor, or any MCP-compatible client — then call tools directly
① Add This MCP Server
Paste into your AI client config — then all its tools are available instantly.
{
"mcpServers": {
"plaid": {
"url": "https://mcp.aerostack.dev/s/aerostack/mcp-plaid",
"headers": {
"Authorization": "Bearer YOUR_AEROSTACK_TOKEN"
}
}
}
}Replace YOUR_AEROSTACK_TOKEN with your API token from the dashboard.
② Call a Tool
Ask your AI assistant to call a specific tool, or send raw JSON-RPC:
Natural Language Prompt
“Use the _ping tool to verify plaid api connectivity by fetching api categories. used internally by aerostack to validate credentials”
Using a Workspace?
Add this MCP to your Workspace — your team shares one token, secrets are stored securely, and every AI agent in the workspace can call it without per-user setup.
Access bank accounts, transactions, balances, institution search, and identity data via Plaid — AI-native financial data access.
Give your AI agents access to financial data through Plaid. Retrieve bank account balances, search transactions by date range, look up financial institutions, verify account ownership, and initiate bank connections — all through natural language.
Live endpoint: https://mcp.aerostack.dev/s/aerostack/mcp-plaid
| Tool | Description |
|---|---|
_ping | Verify Plaid API connectivity |
get_accounts | List linked accounts with type, balance, and mask |
get_balance | Get real-time balances for linked accounts |
get_transactions | Retrieve transactions with merchant, category, and date |
search_institutions | Search banks by name with product support info |
get_institution | Get institution details — URL, logo, products, colors |
get_identity | Retrieve account holder identity information |
create_link_token | Generate a token to start the bank connection flow |
| Variable | Required | Description | How to Get |
|---|---|---|---|
PLAID_CLIENT_ID | Yes | Plaid client ID | dashboard.plaid.com → Team Settings → Keys → client_id |
PLAID_SECRET | Yes | Plaid secret key (sandbox, development, or production) | dashboard.plaid.com → Team Settings → Keys → select environment → secret |
PLAID_ENV | No | Environment: sandbox, development, or production (default: sandbox) | Use "sandbox" for testing, "production" for live data |
Sandbox mode: Test with fake bank data using Plaid's sandbox credentials. No real bank connections needed.
PLAID_CLIENT_ID, PLAID_SECRET, and PLAID_ENV under Project → Secrets"List all my linked bank accounts and their balances"
"Show transactions from my checking account for the last 30 days"
"Search for Chase bank on Plaid and show me what products they support"
"What's my total available balance across all accounts?"
"Show me all pending transactions"
curl -X POST https://mcp.aerostack.dev/s/aerostack/mcp-plaid \
-H 'Content-Type: application/json' \
-H 'X-Mcp-Secret-PLAID-CLIENT-ID: your-client-id' \
-H 'X-Mcp-Secret-PLAID-SECRET: your-secret' \
-H 'X-Mcp-Secret-PLAID-ENV: sandbox' \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"search_institutions","arguments":{"query":"Chase"}}}'
MIT
Live Endpoint
https://mcp.aerostack.dev/s/aerostack/mcp-plaid
Sub-50ms globally · Zero cold start
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Yes. The Plaid MCP includes a create_token tool that lets Claude create tokens in your Plaid account from a plain-English prompt. You can also update and delete tokens — no Plaid UI needed.
Yes. The Plaid MCP has search and list tools for institutions. Ask Claude to find institutions by any criteria and it runs the Plaid API query for you, returning results directly in the conversation.
Yes. The Plaid MCP uses the open Model Context Protocol standard, so it works in Claude, Cursor, Windsurf, and any other MCP-compatible AI tool. All 7 Plaid tools are available everywhere you connect it — install once on Aerostack.
Yes. Aerostack hosts the Plaid MCP with encrypted credential storage and per-account authentication. Your Plaid credentials are never shared with Claude's conversation — they're used server-side only.