Plaid MCP Server

Plaid · Banking & Account Aggregation

Official

Bank account aggregation and financial data via Plaid.

aggregationopen bankingaccounts

Status

Official

Auth

OAuth

Hosting

Remote

Community rating

Not rated yet

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How to connect Plaid MCP Server

Step 1

Remote server — paste a URL

Plaid MCP Server publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.

Endpoint

https://api.dashboard.plaid.com/mcp/

Client config snippet

{
  "mcpServers": {
    "plaid": {
      "url": "https://api.dashboard.plaid.com/mcp/"
    }
  }
}

Step 2

Authenticate with OAuth

Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Read the full connection guide →