Plaid

FinanceCredentials form

Link bank accounts with Plaid and read their accounts, balances, transactions and owner identity.

12 actions

Action	Effect	Data handled
plaid_search_institutionsSearches the banks and other institutions Plaid supports by name	read	General
plaid_get_institutionGets an institution by id with its name, products and status	read	General
plaid_create_link_tokenCreates a Link token that opens Plaid Link for one of your users to connect a bank	write	General
plaid_exchange_public_tokenExchanges the public token Link returned for the Item's access token, which every account and transaction tool needs	write	Personal data
plaid_get_itemGets a linked Item: its institution, products, consent expiry and any error that needs the user to relink	read	General
plaid_get_accountsLists an Item's accounts with their names, masks, types and cached balances	read	Personal data
plaid_get_balancesGets real-time balances of an Item's accounts from the institution	read	Personal data
plaid_sync_transactionsGets an Item's transactions added, modified and removed since a cursor	read	Personal data
plaid_get_transactionsLists an Item's transactions between two dates, newest first	read	Personal data
plaid_get_authGets the account and routing numbers of an Item's checking and savings accounts, for ACH or wire payments	read	Personal data
plaid_get_identityGets the account owners' names, emails, phone numbers and addresses the institution holds	read	Personal data
plaid_remove_itemRemoves a linked Item; its access token stops working and billing for it ends	destructive	General

Sign-in

Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['plaid']
})