Developer Tools

The Plaid API Claude Desktop Config

Add the The Plaid API MCP server to Claude Desktop with this ready-to-use configuration.

Setup Instructions

Open Claude Desktop
Go to Settings → Developer → Edit Config → claude_desktop_config.json
Paste the JSON below into the file
Set your credentials in the env section
Restart Claude Desktop

Configuration JSON

Copy the entire block into your claude_desktop_config.json

{
  "mcpServers": {
    "plaid-com": {
      "command": "npx",
      "args": [
        "-y",
        "@mcp/plaid-com"
      ],
      "env": {
        "THE_PLAID_API_API_KEY": "your_the_plaid_api_api_key"
      }
    }
  }
}

Environment Variables

THE_PLAID_API_API_KEY

Replace your_the_plaid_api_api_key with your actual the plaid api api key

Endpoints

POST/accounts/balance/get

Retrieve real-time balance data

POST/accounts/get

Retrieve accounts

POST/application/get

Retrieve information about a Plaid application

POST/asset_report/audit_copy/create

Create Asset Report Audit Copy

POST/asset_report/audit_copy/get

Retrieve an Asset Report Audit Copy

POST/asset_report/audit_copy/remove

Remove Asset Report Audit Copy

POST/asset_report/create

Create an Asset Report

POST/asset_report/filter

Filter Asset Report

POST/asset_report/get

Retrieve an Asset Report

POST/asset_report/pdf/get

Retrieve a PDF Asset Report