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Financial Data - Plaid

by recued-core v1 app_pack

API capability pack for bounded Plaid API 2020-09-14 operations against https://production.plaid.com by default. Enroll a Plaid connection named plaid that injects the documented PLAID-CLIENT-ID, PLAID-SECRET, and Plaid-Version headers; use a connection base_url of https://sandbox.plaid.com for sandbox testing. Reads institutions, Items, consent activity, accounts, balances, transactions, transaction sync deltas, recurring transaction streams, identity account owner data, liability summaries, investment holdings, investment transactions, statement metadata, and cashflow insights. Approval-gates Link-token creation, public-token exchange, access-token invalidation, webhook updates, transaction refresh, investment refresh, identity refresh, and sandbox test Item creation. Plaid access_token values are sensitive user-authorized Item credentials and must be passed as run inputs or refs, never embedded in this manifest. The pack intentionally excludes Auth account/routing number retrieval, processor token creation, payment initiation, transfers, item removal, item/application unlinking, product termination, Identity Verification, income verification, asset reports, credit reports, statement PDF downloads, transaction rule mutation, arbitrary endpoint passthrough, and destructive or payment-moving operations.

What this pack installs

  • plaid Ingredient

Trust & control

What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

What it's allowed to do

Write Web APIs plaid external change
Write: link_token.create · Asks approvalRead: link_token.read · No approvalWrite: item.public_token.exchange · Asks approvalRead: item.read · No approvalWrite: item.webhook.update · Asks approvalWrite: item.access_token.invalidate · Asks approvalRead: item.activity.search · No approvalRead: institution.list · No approvalRead: institution.search · No approvalRead: institution.read · No approvalRead: account.search · No approvalRead: account.balance.search · No approvalRead: transaction.search · No approvalRead: transaction.sync · No approvalWrite: transaction.refresh · Asks approvalRead: recurring.inflow_stream.search · No approvalRead: recurring.outflow_stream.search · No approvalRead: identity.account.search · No approvalWrite: identity.refresh · Asks approvalRead: liability.summary.read · No approvalRead: investment.holding.search · No approvalRead: investment.security.search · No approvalRead: investment.transaction.search · No approvalWrite: investment.refresh · Asks approvalRead: statement.account.search · No approvalRead: cashflow.insights.read · No approvalWrite: sandbox.public_token.create · Asks approval

Data it touches

SurfacesWeb APIs

About

Tags

pack:plaidplaidfinancebank-datatransactionsaccountsbalancescash-flowinvestmentsliabilitiesapiv3composition