Plaid integration
Connect to users' bank accounts.
What your agents can do with Plaid
8 pre-built Plaid tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (5)
Get Transactions
Retrieves user-authorized transaction data for a specified date range.
Get Real-Time Balance
Get the real-time balance for each of an Item's accounts.
Create User
Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow.
Create Sandbox Public Token
Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials.
Create Access Token
Exchange a Link public_token for an API access_token.
Triggers (3)
Sync Updates Available (Instant)
Emit new event when there are new updates available for a connected account.
New Event (Instant)
Emit new event when there are changes to Plaid Items or the status of asynchronous processes.
New Accounts Available (Instant)
Emit new event when there are new accounts available at the Financial Institution.
Set up Plaid in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Plaid account
In Relevance AI, open Integrations and add Plaid, then paste your API key. You will find it in your Plaid account settings.
Use Plaid in an agent
Create a tool, add a Plaid tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Plaid to work in your agents
Connect Plaid alongside 1,800+ other integrations and let your agents run the busywork.