Plaid

Live 30 Actions

Plaid connector for AI agents

Connect your AI agent to Plaid with 30 production-ready actions via MCP, A2A, or API. Managed auth and built-in security.

Accounting

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StackOne AI Agent Actions
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30 production-ready actions for your agent to do more on Plaid.

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30 Actions

Get Accounts - Retrieve all financial accounts (checking, savings, credit, loan, investment) linked to an Item via POST /accounts/get

Get Account Balance - Fetch real-time balance data directly from the financial institution for all or specific accounts via POST /accounts/balance/get

Create Asset Report - Create an Asset Report for the linked Item, providing a point-in-time snapshot of account balances, transactions, and identity data for lending and verification via POST /asset_report/create

Get Asset Report - Retrieve a completed Asset Report containing account balances, transaction history, and identity data via POST /asset_report/get

Get Asset Report PDF - Download a completed Asset Report as a formatted PDF document for sharing with lenders and verifiers via POST /asset_report/pdf/get

Refresh Asset Report - Create a refreshed copy of an existing Asset Report with updated data from the financial institutions via POST /asset_report/refresh

Filter Asset Report - Create a filtered copy of an Asset Report with specified accounts excluded via POST /asset_report/filter

Remove Asset Report - Permanently delete an Asset Report and invalidate its token via POST /asset_report/remove

Get Auth - Retrieve bank account numbers and routing numbers needed to initiate ACH, EFT, BACS, and wire transfers via POST /auth/get

Get Identity - Retrieve personal identity information (name, email, phone, address) for account holders directly from the financial institution via POST /identity/get

Get Institutions - Retrieve a paginated list of all Plaid-supported financial institutions with filtering by country, products, and routing numbers via POST /institutions/get

Get Institution By ID - Retrieve detailed metadata for a single financial institution by its Plaid institution_id via POST /institutions/get_by_id

Search Institutions - Search Plaid's institution directory by name or query string with optional product and country filters via POST /institutions/search

Get Investment Holdings - Retrieve current investment portfolio holdings including stocks, bonds, mutual funds, and ETFs for linked brokerage and retirement accounts via POST /investments/holdings/get

Get Investment Transactions - Retrieve investment transactions (buys, sells, dividends, fees, transfers) within a specified date range for linked brokerage accounts via POST /investments/transactions/get

Get Item - Retrieve metadata and health status for a linked financial institution Item via POST /item/get

Remove Item - Permanently remove a linked Item, invalidating its access_token and ending all associated billing via POST /item/remove

Update Item Webhook - Update or set the webhook URL for receiving real-time event notifications for an Item via POST /item/webhook/update

Get Liabilities - Retrieve detailed liabilities data for credit cards, student loans, and mortgages associated with an Item via POST /liabilities/get

Create Link Token - Create a link_token to initialize Plaid Link, the client-side UI component for bank account connection, via POST /link/token/create

Get Link Token - Retrieve metadata and configuration details for a previously created link_token via POST /link/token/get

Exchange Public Token - Exchange a single-use public_token for a permanent access_token via POST /item/public_token/exchange

Sandbox Create Public Token - Create a test public_token for a sandbox Item, simulating the Plaid Link flow without user interaction, via POST /sandbox/public_token/create

List Statements - Retrieve a list of available bank statements for all accounts linked to an Item via POST /statements/list

Download Statement - Download a single bank statement PDF by its statement ID via POST /statements/download

Refresh Statements - Trigger on-demand extraction of bank statements for a specified date range via POST /statements/refresh

Sync Transactions - Get incremental transaction updates using Plaid's recommended cursor-based sync approach, returning added, modified, and removed transactions since the last sync via POST /transactions/sync

Get Transactions - Fetch historical transaction data within a specified date range with pagination and optional enrichment fields via POST /transactions/get

Get Recurring Transactions - Fetch Plaid-detected recurring transaction patterns (subscriptions, income deposits, bills) for accounts associated with an Item via POST /transactions/recurring/get

Refresh Transactions - Trigger an on-demand refresh of transaction data for an Item, bypassing the normal automatic update schedule, via POST /transactions/refresh

Falcon

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Every Plaid action runs on Falcon.

Falcon, StackOne's execution engine, makes your agents fast, accurate, and reliable.

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StackOne Defender

88.7% attack detection accuracy.

Built in the StackOne platform.

StackOne Defender scans and classifies every Plaid payload before it reaches your agent, with precision and latency no other solution can match.

Tool Call Defense Performance 10 Real Attack Examples

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