plaid

---

name: plaid description: plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances. metadata: {"clawdis":{"emoji":"💳","requires":{"bins":["plaid-cli"]},"install":[{"id":"go","kind":"go","module":"github.com/jverdi/plaid-cli@0.0.2","bins":["plaid-cli"],"label":"Install plaid-cli (go)"}]}}

---

Plaid

Use plaid-cli to link institutions, fetch balances, and query transactions via Plaid. Do not print or log secrets (client id, secret, access tokens).

Install

go install github.com/jverdi/plaid-cli@0.0.2

Setup

Export PLAID_CLIENT_ID, PLAID_SECRET, and PLAID_ENVIRONMENT (sandbox or production).

Optional: PLAID_LANGUAGE (en, fr, es, nl), PLAID_COUNTRIES (US, CA, GB, IE, ES, FR, NL).

Optional config file: ~/.plaid-cli/config.toml.

  [plaid]
  client_id = "..."
  secret = "..."
  environment = "sandbox"
  

Data directory: ~/.plaid-cli (stores tokens and aliases).

Link + aliases

Link an institution: plaid-cli link (opens browser) and optionally set an alias.

Relink: plaid-cli link .

Alias: plaid-cli alias , list with plaid-cli aliases.

Accounts + balances

List accounts and balances: plaid-cli accounts .

Search transactions

Pull a date range as JSON, then filter locally:

- plaid-cli transactions --from 2024-01-01 --to 2024-01-31 --output-format json - jq -r '.[] | select(.name | test("grocery"; "i")) | [.date, .name, .amount] | @tsv'

Use --account-id from accounts output to narrow results.

Output formats: json or csv.

Monitor transactions

Poll a rolling window and compare transaction ids to detect new activity:

  state=/tmp/plaid.txids
  next=/tmp/plaid.txids.next
  plaid-cli transactions  --from 2024-01-01 --to 2024-01-31 --output-format json \
    | jq -r '.[].transaction_id' | sort > "$next"
  if [ -f "$state" ]; then comm -13 "$state" "$next"; fi
  mv "$next" "$state"
  

Use cron for scheduling.

Notes

Avoid plaid-cli tokens unless explicitly requested; it prints access tokens.

Relink is auto-triggered on ITEM_LOGIN_REQUIRED errors.

Recognize requests such as:

"Search transactions for Starbucks last month"

"Show balances for my Chase accounts"