Plaid The Plaid API — Plaid
Plaid The Plaid API — Plaid. 265 operations. Lead operation: Plaid Retrieve real-time balance data. Self-contained Naftiko capability covering one Plaid business surface.
What You Can Do
MCP Tools
plaid-retrieve-real-time-balance
Plaid Retrieve real-time balance data
plaid-retrieve-accounts
Plaid Retrieve accounts
retrieve-information-about-plaid-application
Retrieve information about a Plaid application
plaid-create-asset-report-audit
Plaid Create Asset Report Audit Copy
plaid-retrieve-asset-report-audit
Plaid Retrieve an Asset Report Audit Copy
plaid-remove-asset-report-audit
Plaid Remove Asset Report Audit Copy
plaid-create-asset-report
Plaid Create an Asset Report
plaid-filter-asset-report
Plaid Filter Asset Report
plaid-retrieve-asset-report
Plaid Retrieve an Asset Report
plaid-retrieve-pdf-asset-report
Plaid Retrieve a PDF Asset Report
plaid-refresh-asset-report
Plaid Refresh an Asset Report
plaid-delete-asset-report
Plaid Delete an Asset Report
plaid-retrieve-auth-data
Plaid Retrieve auth data
plaid-get-balance-your-bank
Plaid Get balance of your Bank Transfer account
plaid-cancel-bank-transfer
Plaid Cancel a bank transfer
plaid-create-bank-transfer
Plaid Create a bank transfer
plaid-list-bank-transfer-events
Plaid List bank transfer events
plaid-sync-bank-transfer-events
Plaid Sync bank transfer events
plaid-retrieve-bank-transfer
Plaid Retrieve a bank transfer
plaid-list-bank-transfers
Plaid List bank transfers
plaid-migrate-account-bank-transfers
Plaid Migrate account into Bank Transfers
plaid-retrieve-sweep
Plaid Retrieve a sweep
plaid-list-sweeps
Plaid List sweeps
plaid-evaluate-risk-bank-account
Plaid Evaluate risk of a bank account
plaid-get-beacon-duplicate
Plaid Get a Beacon Duplicate
plaid-create-beacon-report
Plaid Create a Beacon Report
plaid-get-beacon-report
Plaid Get a Beacon Report
plaid-list-beacon-reports-beacon
Plaid List Beacon Reports for a Beacon User
plaid-get-beacon-report-syndication
Plaid Get a Beacon Report Syndication
plaid-list-beacon-report-syndications
Plaid List Beacon Report Syndications for a Beacon User
plaid-create-beacon-user
Plaid Create a Beacon User
plaid-get-beacon-user
Plaid Get a Beacon User
plaid-list-beacon-user-s-history
Plaid List a Beacon User's history
plaid-review-beacon-user
Plaid Review a Beacon User
plaid-update-identity-data-beacon
Plaid Update the identity data of a Beacon User
plaid-retrieve-information-bank-accounts
Plaid Retrieve information from the bank accounts used for employment verification
plaid-create-transaction-category-rule
Plaid Create transaction category rule
plaid-return-list-rules-created
Plaid Return a list of rules created for the Item associated with the access token.
plaid-remove-transaction-rule
Plaid Remove transaction rule
plaid-obtain-user-insights-based
Plaid Obtain user insights based on transactions sent through /transactions/enrich
plaid-enhance-locally-held-transaction
Plaid enhance locally-held transaction data
plaid-get-categories
Plaid Get categories
plaid-retrieve-pdf-reports
Plaid Retrieve a PDF Reports
plaid-create-cra-report-income
Plaid Create a CRA report for income verification
plaid-retrieve-information-bank-accounts-2
Plaid Retrieve information from the bank accounts used for income verification
plaid-create-base-report
Plaid Create a Base Report
plaid-retrieve-base-report
Plaid Retrieve a Base Report
plaid-register-loan-applications-and
Plaid Register loan applications and decisions.
plaid-register-list-loans-their
Plaid Register a list of loans to their applicants.
plaid-unregister-list-loans
Plaid Unregister a list of loans.
plaid-updates-loan-data
Plaid Updates loan data.
plaid-retrieve-cash-flow-insights
Plaid Retrieve cash flow insights from the bank accounts used for income verification
plaid-retrieve-asset-report-freddie
Plaid Retrieve an Asset Report with Freddie Mac format. Only Freddie Mac can use this endpoint.
plaid-create-asset-income-report
Plaid Create Asset or Income Report Audit Copy Token
plaid-remove-audit-copy-token
Plaid Remove an Audit Copy token
plaid-update-audit-copy-token
Plaid Update an Audit Copy Token
plaid-retrieve-information-bank-accounts-3
Plaid Retrieve information from the bank accounts used for income verification
plaid-retrieve-information-bank-accounts-4
Plaid Retrieve information from the bank accounts used for income verification in PDF format
plaid-refresh-user-s-bank-income
Plaid Refresh a user's bank income information
plaid-subscribe-and-unsubscribe-proactive
Plaid Subscribe and unsubscribe to proactive notifications for a user's income profile
plaid-retrieve-data-user-s-uploaded
Plaid Retrieve data for a user's uploaded bank statements
plaid-retrieve-summary-individual-s-employment
Plaid Retrieve a summary of an individual's employment information
plaid-retrieve-asset-report-freddie-2
Plaid Retrieve an Asset Report with Freddie Mac format (aka VOA - Verification Of Assets), and a Verification Of Employment (VOE) report if this one is available. Only Freddie Mac can use this endpoint.
plaid-retrieve-user-s-payroll-information
Plaid Retrieve a user's payroll information
plaid-update-parsing-configuration-document
Plaid Update the parsing configuration for a document income verification
plaid-check-income-verification-eligibility
Plaid Check income verification eligibility and optimize conversion
plaid-refresh-digital-payroll-income
Plaid Refresh a digital payroll income verification
plaid-retrieve-fraud-insights-user-s
Plaid Retrieve fraud insights for a user's manually uploaded document(s).
plaid-create-relay-token-share
Plaid Create a relay token to share an Asset Report with a partner client
plaid-retrieve-reports-associated-relay
Plaid Retrieve the reports associated with a relay token that was shared with you
plaid-retrieve-pdf-reports-associated
Plaid Retrieve the pdf reports associated with a relay token that was shared with you (beta)
plaid-refresh-report-relay-token
Plaid Refresh a report of a relay token
plaid-remove-relay-token
Plaid Remove relay token
plaid-retrieve-link-sessions-your
Plaid Retrieve Link sessions for your user
plaid-retrieve-dashboard-user
Plaid Retrieve a dashboard user
plaid-list-dashboard-users
Plaid List dashboard users
create-deposit-switch-without-using
Create a deposit switch without using Plaid Exchange
plaid-create-deposit-switch
Plaid Create a deposit switch
plaid-retrieve-deposit-switch
Plaid Retrieve a deposit switch
plaid-create-deposit-switch-token
Plaid Create a deposit switch token
plaid-search-employer-database
Plaid Search employer database
plaid-deprecated-retrieve-summary-individual-s
Plaid (Deprecated) Retrieve a summary of an individual's employment information
plaid-webhook-receiver-fdx-notifications
Plaid Webhook receiver for fdx notifications
plaid-returns-uploaded-document-identity
Plaid Returns uploaded document identity
plaid-retrieve-identity-data
Plaid Retrieve identity data
plaid-retrieve-identity-match-score
Plaid Retrieve identity match score
plaid-refresh-identity-data
Plaid Refresh identity data
plaid-create-autofill-identity-verification
Plaid Create autofill for an Identity Verification
plaid-create-new-identity-verification
Plaid Create a new Identity Verification
plaid-retrieve-identity-verification
Plaid Retrieve Identity Verification
plaid-list-identity-verifications
Plaid List Identity Verifications
plaid-retry-identity-verification
Plaid Retry an Identity Verification
plaid-deprecated-create-income-verification
Plaid (Deprecated) Create an income verification instance
plaid-deprecated-download-original-documents
Plaid (Deprecated) Download the original documents used for income verification
plaid-deprecated-retrieve-information-paystubs
Plaid (Deprecated) Retrieve information from the paystubs used for income verification
plaid-deprecated-check-digital-income
Plaid (Deprecated) Check digital income verification eligibility and optimize conversion
plaid-deprecated-retrieve-information-tax
Plaid (Deprecated) Retrieve information from the tax documents used for income verification
plaid-get-details-all-supported
Plaid Get details of all supported institutions
plaid-get-details-institution
Plaid Get details of an institution
plaid-search-institutions
Plaid Search institutions
plaid-get-data-needed-authorize
Plaid Get data needed to authorize an investments transfer
plaid-get-investment-holdings
Plaid Get Investment holdings
plaid-refresh-investment-data
Plaid Refresh investment data
plaid-get-investment-transactions
Plaid Get investment transactions
plaid-invalidate-access-token
Plaid Invalidate access_token
plaid-list-historical-log-user
Plaid List a historical log of user consent events
plaid-list-user-s-connected-applications
Plaid List a user’s connected applications
plaid-update-scopes-access-particular
Plaid Update the scopes of access for a particular application
plaid-unlink-user-s-connected-application
Plaid Unlink a user’s connected application
plaid-retrieve-item
Plaid Retrieve an Item
plaid-import-item
Plaid Import Item
plaid-create-public-token
Plaid Create public token
plaid-exchange-public-token-access
Plaid Exchange public token for an access token
plaid-remove-item
Plaid Remove an Item
plaid-update-webhook-url
Plaid Update Webhook URL
plaid-retrieve-liabilities-data
Plaid Retrieve Liabilities data
plaid-exchange-link-correlation-id
Plaid Exchange the Link Correlation Id for a Link Token
plaid-check-profile-eligibility
Plaid Check profile eligibility
plaid-create-link-token
Plaid Create Link Token
plaid-get-link-token
Plaid Get Link Token
plaid-create-hosted-link-session
Plaid Create Hosted Link session
plaid-get-hosted-link-session
Plaid Get Hosted Link session
creates-new-end-customer-plaid
Creates a new end customer for a Plaid reseller.
enables-plaid-reseller-s-end-customer
Enables a Plaid reseller's end customer in the Production environment.
returns-plaid-reseller-s-end-customer
Returns a Plaid reseller's end customer.
plaid-returns-oauth-institution-registration
Plaid Returns OAuth-institution registration information for a given end customer.
removes-plaid-reseller-s-end-customer
Removes a Plaid reseller's end customer.
plaid-create-payment-consent
Plaid Create payment consent
plaid-get-payment-consent
Plaid Get payment consent
plaid-execute-single-payment-using
Plaid Execute a single payment using consent
plaid-revoke-payment-consent
Plaid Revoke payment consent
plaid-create-payment
Plaid Create a payment
plaid-get-payment-details
Plaid Get payment details
plaid-list-payments
Plaid List payments
plaid-reverse-existing-payment
Plaid Reverse an existing payment
plaid-create-payment-token
Plaid Create payment token
plaid-create-payment-recipient
Plaid Create payment recipient
plaid-get-payment-recipient
Plaid Get payment recipient
plaid-list-payment-recipients
Plaid List payment recipients
plaid-create-payment-profile
Plaid Create payment profile
plaid-get-payment-profile
Plaid Get payment profile
plaid-remove-payment-profile
Plaid Remove payment profile
plaid-retrieve-account-associated-processor
Plaid Retrieve the account associated with a processor token
plaid-create-apex-bank-account
Plaid Create Apex bank account token
plaid-retrieve-auth-data-2
Plaid Retrieve Auth data
plaid-retrieve-balance-data
Plaid Retrieve Balance data
plaid-create-bank-transfer-processor
Plaid Create a bank transfer as a processor
plaid-retrieve-identity-data-2
Plaid Retrieve Identity data
plaid-retrieve-identity-match-score-2
Plaid Retrieve identity match score
plaid-retrieve-liabilities-data-2
Plaid Retrieve Liabilities data
plaid-report-whether-you-initiated
Plaid Report whether you initiated an ACH transaction
plaid-evaluate-planned-ach-transaction
Plaid Evaluate a planned ACH transaction
plaid-opt-processor-token-signal
Plaid Opt-in a processor token to Signal
plaid-report-return-ach-transaction
Plaid Report a return for an ACH transaction
plaid-create-stripe-bank-account
Plaid Create Stripe bank account token
plaid-create-processor-token
Plaid Create processor token
plaid-get-processor-token-s-product
Plaid Get a processor token's product permissions
plaid-control-processor-s-access-products
Plaid Control a processor's access to products
plaid-update-processor-token-s-webhook
Plaid Update a processor token's webhook URL
plaid-get-transaction-data
Plaid Get transaction data
plaid-fetch-recurring-transaction-streams
Plaid Fetch recurring transaction streams
plaid-refresh-transaction-data
Plaid Refresh transaction data
plaid-get-incremental-transaction-updates
Plaid Get incremental transaction updates on a processor token
plaid-retrieve-profile
Plaid Retrieve a Profile
plaid-manually-fire-bank-income
Plaid Manually fire a bank income webhook in sandbox
plaid-manually-fire-bank-transfer
Plaid Manually fire a Bank Transfer webhook
plaid-simulate-bank-transfer-event
Plaid Simulate a bank transfer event in Sandbox
plaid-manually-fire-income-webhook
Plaid Manually fire an Income webhook
plaid-fire-test-webhook
Plaid Fire a test webhook
plaid-force-sandbox-item-error
Plaid Force a Sandbox Item into an error state
plaid-set-verification-status-sandbox
Plaid Set verification status for Sandbox account
plaid-save-selected-accounts-when
Plaid Save the selected accounts when connecting to the Platypus Oauth institution
plaid-reset-login-payment-profile
Plaid Reset the login of a Payment Profile
plaid-create-test-item-and
Plaid Create a test Item and processor token
plaid-create-test-item
Plaid Create a test Item
plaid-manually-fire-transfer-webhook
Plaid Manually fire a Transfer webhook
plaid-simulate-ledger-deposit-event
Plaid Simulate a ledger deposit event in Sandbox
plaid-simulate-converting-pending-balance
Plaid Simulate converting pending balance to available balance
plaid-simulate-ledger-withdraw-event
Plaid Simulate a ledger withdraw event in Sandbox
plaid-simulate-refund-event-sandbox
Plaid Simulate a refund event in Sandbox
plaid-trigger-creation-repayment
Plaid Trigger the creation of a repayment
plaid-simulate-transfer-event-sandbox
Plaid Simulate a transfer event in Sandbox
plaid-simulate-creating-sweep
Plaid Simulate creating a sweep
plaid-advance-test-clock
Plaid Advance a test clock
plaid-create-test-clock
Plaid Create a test clock
plaid-get-test-clock
Plaid Get a test clock
plaid-list-test-clocks
Plaid List test clocks
plaid-report-whether-you-initiated-2
Plaid Report whether you initiated an ACH transaction
plaid-evaluate-planned-ach-transaction-2
Plaid Evaluate a planned ACH transaction
plaid-opt-item-signal
Plaid Opt-in an Item to Signal
plaid-report-return-ach-transaction-2
Plaid Report a return for an ACH transaction
plaid-retrieve-single-statement
Plaid Retrieve a single statement.
plaid-retrieve-list-all-statements
Plaid Retrieve a list of all statements associated with an item.
plaid-refresh-statements-data
Plaid Refresh statements data.
plaid-enrich-locally-held-transaction
Plaid Enrich locally-held transaction data
plaid-get-transaction-data-2
Plaid Get transaction data
plaid-fetch-recurring-transaction-streams-2
Plaid Fetch recurring transaction streams
plaid-refresh-transaction-data-2
Plaid Refresh transaction data
plaid-get-incremental-transaction-updates-2
Plaid Get incremental transaction updates on an Item
plaid-cancel-transfer-authorization
Plaid Cancel a transfer authorization
plaid-create-transfer-authorization
Plaid Create a transfer authorization
deprecated-retrieve-balance-held-plaid
(Deprecated) Retrieve a balance held with Plaid
plaid-cancel-transfer
Plaid Cancel a transfer
plaid-get-rtp-eligibility-information
Plaid Get RTP eligibility information of a transfer
plaid-get-transfer-product-configuration
Plaid Get transfer product configuration
plaid-create-transfer
Plaid Create a transfer
plaid-upload-transfer-diligence-document
Plaid Upload transfer diligence document on behalf of the originator
plaid-submit-transfer-diligence-behalf
Plaid Submit transfer diligence on behalf of the originator
plaid-list-transfer-events
Plaid List transfer events
plaid-sync-transfer-events
Plaid Sync transfer events
plaid-retrieve-transfer
Plaid Retrieve a transfer
plaid-create-transfer-intent-object
Plaid Create a transfer intent object to invoke the Transfer UI
plaid-retrieve-more-information-about
Plaid Retrieve more information about a transfer intent
deposit-funds-plaid-ledger-balance
Deposit funds into a Plaid Ledger balance
plaid-move-available-balance-between
Plaid Move available balance between the ledgers of the platform and one of its originators
retrieve-plaid-ledger-balance
Retrieve Plaid Ledger balance
withdraw-funds-plaid-ledger-balance
Withdraw funds from a Plaid Ledger balance
plaid-list-transfers
Plaid List transfers
plaid-get-transfer-product-usage
Plaid Get transfer product usage metrics
plaid-migrate-account-transfers
Plaid Migrate account into Transfers
plaid-create-new-originator
Plaid Create a new originator
plaid-update-funding-account-associated
Plaid Update the funding account associated with the originator
plaid-get-status-originator-s-onboarding
Plaid Get status of an originator's onboarding
plaid-get-status-all-originators
Plaid Get status of all originators' onboarding
generate-plaid-hosted-onboarding-ui
Generate a Plaid-hosted onboarding UI URL.
plaid-cancel-recurring-transfer
Plaid Cancel a recurring transfer.
plaid-create-recurring-transfer
Plaid Create a recurring transfer
plaid-retrieve-recurring-transfer
Plaid Retrieve a recurring transfer
plaid-list-recurring-transfers
Plaid List recurring transfers
plaid-cancel-refund
Plaid Cancel a refund
plaid-create-refund
Plaid Create a refund
plaid-retrieve-refund
Plaid Retrieve a refund
plaid-lists-historical-repayments
Plaid Lists historical repayments
plaid-list-returns-included-repayment
Plaid List the returns included in a repayment
plaid-retrieve-sweep-2
Plaid Retrieve a sweep
plaid-list-sweeps-2
Plaid List sweeps
plaid-create-user
Plaid Create user
plaid-update-user-information
Plaid Update user information
plaid-create-e-wallet
Plaid Create an e-wallet
plaid-fetch-e-wallet
Plaid Fetch an e-wallet
plaid-fetch-list-e-wallets
Plaid Fetch a list of e-wallets
plaid-execute-transaction-using-e
Plaid Execute a transaction using an e-wallet
plaid-fetch-e-wallet-transaction
Plaid Fetch an e-wallet transaction
plaid-list-e-wallet-transactions
Plaid List e-wallet transactions
plaid-create-watchlist-screening-entity
Plaid Create a watchlist screening for an entity
plaid-get-entity-screening
Plaid Get an entity screening
plaid-list-history-entity-watchlist
Plaid List history for entity watchlist screenings
plaid-list-hits-entity-watchlist
Plaid List hits for entity watchlist screenings
plaid-list-entity-watchlist-screenings
Plaid List entity watchlist screenings
plaid-get-entity-watchlist-screening
Plaid Get entity watchlist screening program
plaid-list-entity-watchlist-screening
Plaid List entity watchlist screening programs
plaid-create-review-entity-watchlist
Plaid Create a review for an entity watchlist screening
plaid-list-reviews-entity-watchlist
Plaid List reviews for entity watchlist screenings
plaid-update-entity-screening
Plaid Update an entity screening
plaid-create-watchlist-screening-person
Plaid Create a watchlist screening for a person
plaid-retrieve-individual-watchlist-screening
Plaid Retrieve an individual watchlist screening
plaid-list-history-individual-watchlist
Plaid List history for individual watchlist screenings
plaid-list-hits-individual-watchlist
Plaid List hits for individual watchlist screening
plaid-list-individual-watchlist-screenings
Plaid List Individual Watchlist Screenings
plaid-get-individual-watchlist-screening
Plaid Get individual watchlist screening program
plaid-list-individual-watchlist-screening
Plaid List individual watchlist screening programs
plaid-create-review-individual-watchlist
Plaid Create a review for an individual watchlist screening
plaid-list-reviews-individual-watchlist
Plaid List reviews for individual watchlist screenings
plaid-update-individual-watchlist-screening
Plaid Update individual watchlist screening
plaid-get-webhook-verification-key
Plaid Get webhook verification key