Plaid Transactions

Provides tools to sync, search, and analyze Plaid's Transactions securely through an MCP server.

python

0

GitHub Stars

python

Language

6 months ago

First Indexed

3 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "laramarcodes-plaid-transactions-mcp": {
      "command": "python",
      "args": [
        "/Users/sfinnerty/plaid-transactions-mcp/plaid_mcp.py"
      ]
    }
  }
}

You can run a dedicated MCP server that lets Claude interact with Plaid's Transactions API. It provides tools to list accounts, sync and query transactions, explore Plaid’s category taxonomy, and search transactions with flexible filters, all while keeping credentials secure in macOS Keychain.

How to use

Use an MCP client to connect to the Plaid Transactions MCP Server. The server exposes four tools you can invoke through natural commands or your MCP client’s interface: plaid_list_accounts to see linked Plaid accounts, plaid_sync_transactions to retrieve all recent transactions with automatic pagination, plaid_get_transaction_categories to view Plaid’s category hierarchy, and plaid_search_transactions to filter transactions by merchant, category, date, or amount. You can run these tools against one or more accounts by name and request output in Markdown for readability or JSON for machine processing. When you make a request, the server handles pagination automatically, returns clear error messages, and limits data in a way that keeps responses manageable.

How to install

Prerequisites you need before starting are Python and pip. You will also store Plaid credentials securely in macOS Keychain.

# 1) Install dependencies
cd ~/plaid-transactions-mcp
pip install -r requirements.txt

# 2) Ensure Plaid credentials are in Keychain (these commands store creds for the server to use)
security add-generic-password -s "PLAID_CLIENT_ID" -a "plaid" -w "your_client_id_here"
security add-generic-password -s "PLAID_SECRET" -a "plaid" -w "your_secret_here"
security add-generic-password -s "PLAID_ACCESS_TOKEN" -a "plaid" -w "access-sandbox-xxx"

# 3) Start the MCP server (stdio mode)
python plaid_mcp.py

Configure Claude Desktop

Add this MCP server configuration to your Claude Desktop settings to connect to the Plaid Transactions MCP Server.

{
  "mcpServers": {
    "plaid-transactions": {
      "command": "python",
      "args": ["/Users/sfinnerty/plaid-transactions-mcp/plaid_mcp.py"]
    }
  }
}

Restart Claude Desktop

After updating the configuration, restart Claude Desktop to load the MCP server.

Usage examples

List your Plaid accounts: you can ask Claude to list all accounts linked in Plaid.

Tool access overview

You will use the four tools to manage transactions. The server returns either Markdown for human readability or JSON for programmatic use.

Available tools

plaid_list_accounts

Lists all linked Plaid accounts stored in the keychain, displaying friendly names to identify which accounts can be queried.

plaid_sync_transactions

Synchronizes transactions with automatic pagination, shows added, modified, and removed items, supports account and date filtering, and can output in Markdown or JSON.

plaid_get_transaction_categories

Retrieves Plaid's transaction category taxonomy, showing hierarchical categories and IDs without requiring authentication.

plaid_search_transactions

Searches and filters transactions by merchant name, category, amount range, date, and account, with partial matching and combined filtering.