> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stackone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plaid OAuth 2.0 — Sandbox connector profile – StackOne setup guide

> Set up the OAuth 2.0 — Sandbox connector profile for Plaid in StackOne. One-time admin setup required before your users can link Plaid accounts via Hub.

<Warning>This auth method is for <strong>Sandbox only</strong>. To connect a real bank in Production, use the <strong>OAuth 2.0 — Production</strong> auth method instead, which requires the user to complete Plaid Link in a browser.</Warning>

<section data-guide-section data-guide-scopes="">
  <h2>1. Create a Plaid account</h2>

  <p>Sandbox access is granted automatically when you sign up. You do not need to apply for anything to use this auth method. If you already have a Plaid account, skip Step 1 (Sign up) and go directly to Step 2 (Sign in) at <a href="https://dashboard.plaid.com" target="_blank" rel="noopener noreferrer">dashboard.plaid.com</a>.</p>

  <Steps>
    <Step title="Sign up">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>New to Plaid? Go to the <a href="https://dashboard.plaid.com/signup" target="_blank" rel="noopener noreferrer">Plaid Dashboard signup page</a>, create an account, and verify your email. If you already have a Plaid account, skip this step.</p>
      </div>
    </Step>

    <Step title="Sign in">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Sign in at <a href="https://dashboard.plaid.com" target="_blank" rel="noopener noreferrer">dashboard.plaid.com</a>. The Sandbox environment is enabled by default — no approval is required.</p>
      </div>
    </Step>
  </Steps>
</section>

<section data-guide-section data-guide-scopes="">
  <h2>2. Copy your Client ID and Sandbox Secret</h2>

  <p>Plaid provides credentials for app-level identification — `client_id` and `secret`. There is one `client_id` per Plaid account, and a separate `secret` for each environment (Sandbox, Production). For this auth method you only need the <strong>Sandbox</strong> secret.</p>

  <Steps>
    <Step title="Open the Keys page">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>In the Plaid Dashboard left sidebar, expand <strong>Developers</strong> and click <strong>Keys</strong>. The page lists your `client_id` at the top and your environment secrets below. If you are already on the Sandbox page (<strong>Developers > Sandbox</strong>), the same `client_id` and Sandbox `secret` are also shown there under the <strong>Keys</strong> section — you can copy them from either page.</p>
      </div>
    </Step>

    <Step title="Copy the Client ID">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>Copy the value labeled **`client_id`<strong> at the top of the page. Paste it into the </strong>Client ID** field in StackOne hub.</p>
      </div>
    </Step>

    <Step title="Reveal and copy the Sandbox Secret">
      <div data-guide-step data-guide-scopes="" data-guide-display-scopes-list="">
        <p>In the <strong>Sandbox</strong> row, click the eye icon next to **`secret`<strong> to reveal the value. Copy it and paste it into the </strong>Secret** field in StackOne hub.</p>

        <ul>
          <li>Make sure you copy the <strong>Sandbox</strong> secret, not the Production secret. Each environment has its own secret.</li>
          <li>Treat the secret like a password. Anyone with `client_id` + `secret` can call your Plaid account on your behalf.</li>
        </ul>
      </div>
    </Step>
  </Steps>
</section>

## Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for <strong>Plaid</strong>:

<Steps>
  <Step title="Navigate to Connector Profiles">
    Login to StackOne and navigate to [Connector Profiles](https://app.stackone.com/connector_profiles)
  </Step>

  <Step title="Create New Connector Profile">
    <ul>
      <li>Click <strong>+ Connector Profile</strong></li>
      <li>Search for and select <strong>Plaid</strong></li>
      <li>Select <strong>Type</strong> as <strong>OAuth 2.0 — Sandbox</strong></li>

      <li>
        Fill out the fields using details retrieved from your provider:

        <ul style={{ marginLeft: '20px' }}>
          <li><strong>Client ID</strong></li>
          <li><strong>Secret</strong></li>
        </ul>
      </li>

      <li>(Optional) Select <strong>Actions</strong> to be enabled for this Connector Profile</li>
      <li>Click <strong>Create profile</strong></li>
    </ul>
  </Step>
</Steps>

Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to <a href="/guides/accounts-section#linking-accounts">Link Accounts</a> for <strong>Plaid</strong>.