Agent skill · software engineering · sundial-org
plaid
plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances.
Why this skill is useful
Adds specific commands and workflows for interacting with the Plaid API that the AI wouldn't reliably generate on its own.
What it needs
Requires go installed locally. Requires plaid account access. About 1k tokens when loaded. Last updated 2026-03-07. 639 stars on the source repository.
What this skill does
Plaid Use plaid-cli to link institutions, fetch balances, and query transactions via Plaid. Do not print or log secrets (client id, secret, access tokens). Install go install github.com/jverdi/plaid-cli@0.0.2 Setup Export PLAIDCLIENTID, PLAIDSECRET, and PLAIDENVIRONMENT (sandbox or production). Optional: PLAIDLANGUAGE (en, fr, es, nl), PLAIDCOUNTRIES (US, CA, GB, IE, ES, FR, NL). Optional config file: ~/.plaid-cli/config.toml. Data directory: ~/.plaid-cli (stores tokens and aliases). Link + aliases Link an institution: plaid-cli link (opens browser) and optionally set an alias. Relink: plaid-cli link <item-id-or-alias>. Alias: plaid-cli alias <item-id> <name>, list with plaid-cli aliases. Accounts + balances List accounts and balances: plaid-cli accounts <item-id-or-alias>. Search transactions Pull a date range as JSON, then filter locally: plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json jq -r '.[] select(.name test("grocery"; "i")) [.date, .name, .amount] @tsv' Use --account-id from accounts output to narrow results. Output formats: json or csv. Monitor transactions Poll a rolling window and compare transaction ids to detect new activity: Use cron for scheduling. Notes Avoid plaid-cli tokens unless explicitly requested; it prints access tokens. Relink is auto-triggered on ITEMLOGINREQUIRED errors. Recognize requests such as: "Search transactions for Starbucks last month" "Show balances for my Chase accounts"
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills sundial-org/plaid