plaidlisted

# Plaid **Auth:** API key (Plaid Sandbox or Production) **Environment:** `PLAID_CLIENT_ID`, `PLAID_SECRET`, `PLAID_ACCESS_TOKEN` — store these in your shell rc or a `.envrc` file. The cockpit's chat will read them from the spawned subprocess env. **URL:** https://plaid.com **Domains using this app:** wealth, tax, business ## Data Available | Data Type | Endpoint | Notes | |-----------|----------|-------| | Account list | `/accounts/get` | Bank accounts, credit cards, brokerage | | Balance snapshot | `/accounts/balance/get` | Real-time available + current balances | | Transactions | `/transactions/get` | 24+ months of history depending on institution | | Recurring transactions | `/transactions/recurring/get` | Auto-detected subscriptions, salary, recurring bills | | Investment holdings | `/investments/holdings/get` | Per-account positions with cost basis where available | | Investment transactions | `/investments/transactions/get` | Buys, sells, dividends, transfers | | Item status | `/item/get` | Last refresh, error state, products granted | ## When to invoke - A domain's `state.md` is stale and the user asks for the current bank/brokerage balance - Building a monthly wealth synthesis (cross-reference with manual state) - Tax-time transaction export (filter by date + category) - Reconciling QuickBooks with bank truth (business domain) ## Inputs - None at chat time — env vars must be present at cockpit launch - For transaction pulls: optional date range (defaults to las