A powerful command-line integration for managing bank accounts and financial data via the Plaid platform.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install plaid
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install plaid using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Plaid?
The Plaid skill provides a robust interface for interacting with the Plaid financial platform directly through a command-line agent. By leveraging the plaid-cli, this skill enables users to securely link various financial institutions, retrieve account balances, and pull detailed transaction histories. As a versatile entry in the library of Openclaw Skills, it allows for high-level financial automation without compromising security by avoiding the exposure of sensitive tokens in logs.
Plaid Use Cases
- Connecting and authenticating new bank accounts through a guided browser link process.
- Retrieving real-time balances for checking, savings, and credit accounts using custom aliases.
- Exporting historical transaction data in JSON format for automated expense tracking.
- Developing custom monitoring scripts to detect new financial activity via polling.
How Plaid Works
- The skill interfaces with plaid-cli to manage the secure OAuth flow for linking financial institutions.
- Access tokens and institution aliases are persisted in the local file system for subsequent requests.
- Financial data is fetched on-demand by targeting specific item IDs or user-defined aliases.
- Raw transaction data is retrieved and can be processed with tools like jq for specific filtering and reporting tasks.
Plaid Setup
First, install the necessary binary using the Go toolchain:
go install github.com/jverdi/[email protected]
Next, set the required environment variables in your shell:
export PLAID_CLIENT_ID="your_client_id"
export PLAID_SECRET="your_secret"
export PLAID_ENVIRONMENT="sandbox"
You may also configure these settings within ~/.plaid-cli/config.toml for persistence.
Plaid Data Schema & Taxonomy
The skill organizes its configuration and sensitive tokens within the user's home directory.
| Component | Location/Format | Purpose |
|---|---|---|
| Configuration | ~/.plaid-cli/config.toml |
Stores API credentials and environment settings. |
| Data Store | ~/.plaid-cli/ |
Local directory containing tokens and alias mappings. |
| Transaction Data | JSON / CSV | The output format for transaction queries, suitable for piping to other tools. |
Plaid Advanced Features
- Intelligent relinking logic that automatically detects and handles login errors for various institutions.
- Comprehensive alias management to replace complex Plaid Item IDs with simple names like Chase or WellsFargo.
- Scriptable transaction monitoring using state files to identify only new transactions between poll intervals.
- Cross-regional support allowing configuration for multiple languages and country codes including US, CA, GB, and FR.
SKILL.md
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