Finance

# Plaid Connector

Connect to Plaid for financial data -- accounts, transactions, balances, identity, and institution lookup.

$pip install "toolsconnector[plaid]"
17
Actions
Finance
Category
Free
Apache 2.0

## All 17 Actions

Action | Description | Parameters | Returns
--- | --- | --- | ---
`create_link_token` | Create a Link token for client-side initialization | user_client_id, products | `PlaidLinkToken`
`create_processor_token` | Create a processor token for a third-party integration | access_token, account_id, processor | `PlaidProcessorToken`
`exchange_public_token` | Exchange a public token for an access token | public_token | `dict`
`get_accounts` | Get accounts linked to an access token | access_token | `PaginatedList[PlaidAccount]`
`get_auth` | Get account and routing numbers | access_token | `dict`
`get_balance` | Get real-time account balances | access_token | `PaginatedList[PlaidBalance]`
`get_identity` | Get identity information for accounts | access_token | `PaginatedList[PlaidAccount]`
`get_institution` | Get institution details by ID | institution_id | `PlaidInstitution`
`get_investment_holdings` | Get investment holdings for an access token | access_token | `list`
`get_investment_transactions` | Get investment transactions for a date range | access_token, start_date, end_date [limit, offset] | `PaginatedList[PlaidInvestmentTransaction]`
`get_item` | Get Item details | access_token | `dict`
`get_liabilities` | Get liabilities for an access token | access_token | `dict`
`get_transactions` | Get transactions for a date range | access_token, start_date, end_date [limit, offset] | `PaginatedList[PlaidTransaction]`
`item_webhook_update` | Update the webhook URL for an Item | access_token [webhook] | `dict`
`refresh_investments` | Refresh investment data for an Item | access_token | `dict`
`remove_item ⚠` | Remove a linked Item | access_token | `dict`
`search_institutions` | Search for institutions by name | query [country_codes] | `PaginatedList[PlaidInstitution]`

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