Access bank data, verify accounts, monitor transactions, and build financial integrations with Plaid — all through Claude.
Financial Data · Custom BuiltConnect bank accounts, credit cards, and investment accounts. Monitor connection health and re-authenticate as needed.
Pull transaction history, search by amount or merchant, and filter by date range or category.
Check real-time balances across all linked accounts, including available vs. current balance.
Verify account ownership, check identity data, and confirm account holder information.
Initiate bank transfers, check payment status, and manage payment routing through linked accounts.
Categorize spending, compare periods, identify trends, and generate spending breakdowns by category.
We scope, build, and deliver — usually within 2 weeks
We build custom Plaid integrations for your team.
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