Skill

plaid

From sundial-org-awesome-openclaw-skills-4

Links financial accounts via Plaid CLI, fetches balances, lists accounts, and queries transactions by date range. Useful for fintech CLI automation and finance data retrieval.

Bash

api-development

cli-tools

Install

npx claudepluginhub joshuarweaver/cascade-ai-ml-agents-misc-2 --plugin sundial-org-awesome-openclaw-skills-4

Tool Access

This skill uses the workspace's default tool permissions.

Preview

Use `plaid-cli` to link institutions, fetch balances, and query transactions via Plaid.

SKILL.md

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Last CommitFeb 1, 2026

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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 PLAID_CLIENT_ID, PLAID_SECRET, and PLAID_ENVIRONMENT (sandbox or production).

Optional: PLAID_LANGUAGE (en, fr, es, nl), PLAID_COUNTRIES (US, CA, GB, IE, ES, FR, NL).

Optional config file: ~/.plaid-cli/config.toml.

[plaid]
client_id = "..."
secret = "..."
environment = "sandbox"

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:

state=/tmp/plaid.txids
next=/tmp/plaid.txids.next
plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json \
  | jq -r '.[].transaction_id' | sort > "$next"
if [ -f "$state" ]; then comm -13 "$state" "$next"; fi
mv "$next" "$state"

Use cron for scheduling.

Notes

Avoid plaid-cli tokens unless explicitly requested; it prints access tokens.

Relink is auto-triggered on ITEM_LOGIN_REQUIRED errors.

Recognize requests such as:

"Search transactions for Starbucks last month"

"Show balances for my Chase accounts"

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 PLAID_CLIENT_ID, PLAID_SECRET, and PLAID_ENVIRONMENT (sandbox or production).
Optional: PLAID_LANGUAGE (en, fr, es, nl), PLAID_COUNTRIES (US, CA, GB, IE, ES, FR, NL).

Optional config file: ~/.plaid-cli/config.toml.

[plaid]
client_id = "..."
secret = "..."
environment = "sandbox"

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:

state=/tmp/plaid.txids
next=/tmp/plaid.txids.next
plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json \
  | jq -r '.[].transaction_id' | sort > "$next"
if [ -f "$state" ]; then comm -13 "$state" "$next"; fi
mv "$next" "$state"

Use cron for scheduling.

Notes

Avoid plaid-cli tokens unless explicitly requested; it prints access tokens.
Relink is auto-triggered on ITEM_LOGIN_REQUIRED errors.

Recognize requests such as:

"Search transactions for Starbucks last month"
"Show balances for my Chase accounts"