Plaid
live DataPlaid MCP — wraps Plaid Sandbox API (sandbox.plaid.com)
Tools
get_accounts List all linked bank accounts for an access token. Returns account names, types, balances, and masks. Example: get_accounts({ access_token: "access-sandbox-xxx", _apiKey: "client_id:secret" })
No parameters required.
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get_transactions Fetch bank transactions for a date range. Returns transaction names, amounts, categories, and dates. Example: get_transactions({ access_token: "access-sandbox-xxx", start_date: "2024-01-01", end_date:
No parameters required.
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get_balance Get real-time account balances for linked accounts. Returns current, available, and limit balances. Example: get_balance({ access_token: "access-sandbox-xxx", _apiKey: "client_id:secret" })
No parameters required.
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Test with curl
The gateway speaks JSON-RPC 2.0 over HTTP POST. You can test any pack directly from the terminal.
curl -X POST https://gateway.pipeworx.io/plaid/mcp \
-H "Content-Type: application/json" \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}' curl -X POST https://gateway.pipeworx.io/plaid/mcp \
-H "Content-Type: application/json" \
-d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"get_accounts","arguments":{}}}'