Plaid MCP server

Plaid's Dashboard MCP server is a Plaid-hosted remote server that gives AI tools access to a team's Production Plaid integration diagnostics and analytics. Callers pass a short-lived OAuth token, minted from Plaid client credentials, as a bearer token.

Endpoint and access

API key: create a key with the vendor first; your client sends it as an authorization header on every request.

API keyEndpoint checked 2026-10-05Operated by Plaid

You need:Plaid account with Production access

MCP endpoint (Streamable HTTP)

https://api.dashboard.plaid.com/mcp/

Vendor documentation

What you can do with it

Debug a Plaid Item using related metadata.
Retrieve Link funnel, conversion, and error metrics.
Retrieve product usage metrics and API request volumes.
List the teams available to the token.

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http plaid https://api.dashboard.plaid.com/mcp/

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add plaid --url https://api.dashboard.plaid.com/mcp/

Cursor

Merge this server into .cursor/mcp.json in your project, then enable plaid in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "plaid": {
      "url": "https://api.dashboard.plaid.com/mcp/"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "plaid": {
      "type": "streamableHttp",
      "url": "https://api.dashboard.plaid.com/mcp/",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start plaid and inspect its tools.

VS Code configuration

{
  "servers": {
    "plaid": {
      "type": "http",
      "url": "https://api.dashboard.plaid.com/mcp/"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http plaid https://api.dashboard.plaid.com/mcp/

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "plaid": {
      "url": "https://api.dashboard.plaid.com/mcp/"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "plaid": {
      "serverUrl": "https://api.dashboard.plaid.com/mcp/"
    }
  }
}

See all 128

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