> ## 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

> 59 actions available for Plaid through StackOne. Use via Actions RPC, Toolset SDK, MCP, or A2A.

<div className="not-prose" style={{ display: 'flex', alignItems: 'center', gap: '12px', marginBottom: '24px' }}>
  <img src="https://stackone-logos.com/api/plaid/filled/png" alt="Plaid" className="connector-page-icon" style={{ width: '48px', height: '48px', borderRadius: '10px', padding: '2px' }} />

  <div>
    <div style={{ fontSize: '24px', fontWeight: '600' }}>Plaid</div>
    <div className="connector-page-subtitle" style={{ fontSize: '14px' }}>59 actions · 2 auth methods</div>

    <div style={{ display: 'flex', flexWrap: 'wrap', gap: '6px', marginTop: '8px' }}>
      <span className="connector-page-tag-preview" style={{ display: 'inline-block', padding: '2px 8px', borderRadius: '4px', fontSize: '11px', fontWeight: '500' }}>Preview</span>
      <span className="connector-page-category-tag" style={{ display: 'inline-block', padding: '2px 8px', borderRadius: '4px', fontSize: '11px', fontWeight: '500' }}>Accounting</span>
    </div>
  </div>
</div>

## Authentication

<Columns cols={2}>
  <Card title="OAuth 2.0 — Sandbox">
    Sandbox-only auto-mint flow. StackOne calls /sandbox/public\_token/create and /item/public\_token/exchange behind the scen...

    Guides: [Connector Profile](/connectors/plaid/guides/connector-profile/oauth-2-0-sandbox), [Link Account](/connectors/plaid/guides/link-account/oauth-2-0-sandbox)
  </Card>

  <Card title="OAuth 2.0 — Production">
    Production auth flow. Run Plaid Link in your own app to authenticate the end user with their bank, capture the resulting...

    Guides: [Connector Profile](/connectors/plaid/guides/connector-profile/oauth-2-0-production), [Link Account](/connectors/plaid/guides/link-account/oauth-2-0-production)
  </Card>
</Columns>

<div className="connector-meta-library-section">
  <div className="connector-meta-library-title">Actions</div>

  <div className="connector-actions-controls not-prose" data-connector-actions-controls>
    <div className="connector-actions-controls__row">
      <input type="search" className="connector-actions-search" data-connector-actions-search placeholder="Search actions" aria-label="Search actions" />

      <div className="connector-actions-scopes" data-connector-actions-scopes>
        <button type="button" className="connector-actions-scopes__toggle" data-connector-actions-scopes-toggle aria-expanded="false">
          <span>Scopes<span data-connector-actions-scopes-count /></span>
        </button>

        <div className="connector-actions-scopes__menu">
          <div className="connector-actions-scopes__header">
            <input type="search" className="connector-actions-scopes__search" data-connector-actions-scope-search placeholder="Search scopes..." aria-label="Search scopes" />

            <div className="connector-actions-scopes__actions">
              <button type="button" data-connector-actions-scopes-select-all>Select all</button>
              <span>|</span>
              <button type="button" data-connector-actions-scopes-clear>Clear</button>
            </div>
          </div>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="assets" data-connector-actions-scope-filter />

            <span>assets</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="auth" data-connector-actions-scope-filter />

            <span>auth</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="balance" data-connector-actions-scope-filter />

            <span>balance</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="cra_base_report" data-connector-actions-scope-filter />

            <span>cra\_base\_report</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="cra_cashflow_insights" data-connector-actions-scope-filter />

            <span>cra\_cashflow\_insights</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="cra_income_insights" data-connector-actions-scope-filter />

            <span>cra\_income\_insights</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="cra_lend_score" data-connector-actions-scope-filter />

            <span>cra\_lend\_score</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="cra_partner_insights" data-connector-actions-scope-filter />

            <span>cra\_partner\_insights</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="enrich" data-connector-actions-scope-filter />

            <span>enrich</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="identity" data-connector-actions-scope-filter />

            <span>identity</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="income" data-connector-actions-scope-filter />

            <span>income</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="investments" data-connector-actions-scope-filter />

            <span>investments</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="liabilities" data-connector-actions-scope-filter />

            <span>liabilities</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="signal" data-connector-actions-scope-filter />

            <span>signal</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="statements" data-connector-actions-scope-filter />

            <span>statements</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="transactions" data-connector-actions-scope-filter />

            <span>transactions</span>
          </label>

          <label className="connector-actions-scopes__item">
            <input type="checkbox" value="transfer" data-connector-actions-scope-filter />

            <span>transfer</span>
          </label>

          <div className="connector-actions-scopes__empty" hidden>No scopes found</div>
        </div>
      </div>
    </div>
  </div>

  <div className="meta-library-count" data-connector-actions-count>59 actions</div>

  <div className="not-prose meta-library-table-container" data-connector-actions-table>
    <div className="connector-meta-library-grid" style={{ gridTemplateColumns: '200px 1fr 150px' }}>
      <div className="connector-meta-library-row">
        <div className="meta-library-grid-header-cell">Action</div>
        <div className="meta-library-grid-header-cell">Description</div>
        <div className="meta-library-grid-header-cell">Required scopes</div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_accounts" data-action-label="Get Accounts" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Accounts</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_accounts" aria-label="Copy plaid_get_accounts"><code className="connector-page-code">plaid\_get\_accounts</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve all financial accounts (checking, savings, credit, loan, investment) linked to an Item via POST /accounts/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_account_balance" data-action-label="Get Account Balance" data-action-scopes="balance">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Account Balance</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_account_balance" aria-label="Copy plaid_get_account_balance"><code className="connector-page-code">plaid\_get\_account\_balance</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Fetch real-time balance data directly from the financial institution for all or specific accounts via POST /accounts/bal...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="balance" aria-label="Copy scope balance"><code className="connector-page-code">balance</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_create_asset_report" data-action-label="Create Asset Report" data-action-scopes="assets">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Asset Report</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_create_asset_report" aria-label="Copy plaid_create_asset_report"><code className="connector-page-code">plaid\_create\_asset\_report</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create an Asset Report for the linked Item, providing a point-in-time snapshot of account balances, transactions, and id...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="assets" aria-label="Copy scope assets"><code className="connector-page-code">assets</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_asset_report" data-action-label="Get Asset Report" data-action-scopes="assets">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Asset Report</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_asset_report" aria-label="Copy plaid_get_asset_report"><code className="connector-page-code">plaid\_get\_asset\_report</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve a completed Asset Report containing account balances, transaction history, and identity data via POST /asset\_re...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="assets" aria-label="Copy scope assets"><code className="connector-page-code">assets</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_asset_report_pdf" data-action-label="Get Asset Report PDF" data-action-scopes="assets">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Asset Report PDF</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_asset_report_pdf" aria-label="Copy plaid_get_asset_report_pdf"><code className="connector-page-code">plaid\_get\_asset\_report\_pdf</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Download a completed Asset Report as a formatted PDF document (binary response, application/pdf) for sharing with lender...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="assets" aria-label="Copy scope assets"><code className="connector-page-code">assets</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_refresh_asset_report" data-action-label="Refresh Asset Report" data-action-scopes="assets">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Refresh Asset Report</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_refresh_asset_report" aria-label="Copy plaid_refresh_asset_report"><code className="connector-page-code">plaid\_refresh\_asset\_report</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a refreshed copy of an existing Asset Report with updated data from the financial institutions via POST /asset\_re...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="assets" aria-label="Copy scope assets"><code className="connector-page-code">assets</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_filter_asset_report" data-action-label="Filter Asset Report" data-action-scopes="assets">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Filter Asset Report</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_filter_asset_report" aria-label="Copy plaid_filter_asset_report"><code className="connector-page-code">plaid\_filter\_asset\_report</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a filtered copy of an Asset Report with specified accounts excluded via POST /asset\_report/filter</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="assets" aria-label="Copy scope assets"><code className="connector-page-code">assets</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_remove_asset_report" data-action-label="Remove Asset Report" data-action-scopes="assets">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Remove Asset Report</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_remove_asset_report" aria-label="Copy plaid_remove_asset_report"><code className="connector-page-code">plaid\_remove\_asset\_report</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Permanently delete an Asset Report and invalidate its token via POST /asset\_report/remove</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="assets" aria-label="Copy scope assets"><code className="connector-page-code">assets</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_auth" data-action-label="Get Auth" data-action-scopes="auth">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Auth</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_auth" aria-label="Copy plaid_get_auth"><code className="connector-page-code">plaid\_get\_auth</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve bank account numbers and routing numbers needed to initiate ACH, EFT, BACS, and wire transfers via POST /auth/g...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="auth" aria-label="Copy scope auth"><code className="connector-page-code">auth</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_create_check_report" data-action-label="Create Check Report" data-action-scopes="cra_base_report">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Check Report</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_create_check_report" aria-label="Copy plaid_create_check_report"><code className="connector-page-code">plaid\_create\_check\_report</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Generate a fresh Consumer Report (Plaid Check) for a user, kicking off async aggregation of bank, income, and cashflow d...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="cra_base_report" aria-label="Copy scope cra_base_report"><code className="connector-page-code">cra\_base\_report</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_check_base_report" data-action-label="Get Check Base Report" data-action-scopes="cra_base_report">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Check Base Report</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_check_base_report" aria-label="Copy plaid_get_check_base_report"><code className="connector-page-code">plaid\_get\_check\_base\_report</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve the base bank/cash-flow Consumer Report containing items, accounts, balances, and transactions via POST /cra/ch...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="cra_base_report" aria-label="Copy scope cra_base_report"><code className="connector-page-code">cra\_base\_report</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_check_income_insights" data-action-label="Get Check Income Insights" data-action-scopes="cra_income_insights">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Check Income Insights</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_check_income_insights" aria-label="Copy plaid_get_check_income_insights"><code className="connector-page-code">plaid\_get\_check\_income\_insights</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve the income-stream-analysis section of the Consumer Report (recurring deposits clustered into employer streams)...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="cra_income_insights" aria-label="Copy scope cra_income_insights"><code className="connector-page-code">cra\_income\_insights</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_check_cashflow_insights" data-action-label="Get Check Cashflow Insights" data-action-scopes="cra_cashflow_insights">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Check Cashflow Insights</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_check_cashflow_insights" aria-label="Copy plaid_get_check_cashflow_insights"><code className="connector-page-code">plaid\_get\_check\_cashflow\_insights</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve cashflow-pattern analysis (income vs expense, NSF events, savings trends) of the Consumer Report via POST /cra/...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="cra_cashflow_insights" aria-label="Copy scope cra_cashflow_insights"><code className="connector-page-code">cra\_cashflow\_insights</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_check_lend_score" data-action-label="Get Check LendScore" data-action-scopes="cra_lend_score">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Check LendScore</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_check_lend_score" aria-label="Copy plaid_get_check_lend_score"><code className="connector-page-code">plaid\_get\_check\_lend\_score</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve Plaid's proprietary LendScore (cash-flow-based credit score) for the user via POST /cra/check\_report/lend\_score...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="cra_lend_score" aria-label="Copy scope cra_lend_score"><code className="connector-page-code">cra\_lend\_score</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_check_partner_insights" data-action-label="Get Check Partner Insights" data-action-scopes="cra_partner_insights">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Check Partner Insights</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_check_partner_insights" aria-label="Copy plaid_get_check_partner_insights"><code className="connector-page-code">plaid\_get\_check\_partner\_insights</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve partner-derived cash-flow insights computed by Plaid's underwriting partners via POST /cra/check\_report/partner...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="cra_partner_insights" aria-label="Copy scope cra_partner_insights"><code className="connector-page-code">cra\_partner\_insights</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_check_report_pdf" data-action-label="Get Check Report PDF" data-action-scopes="cra_base_report">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Check Report PDF</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_check_report_pdf" aria-label="Copy plaid_get_check_report_pdf"><code className="connector-page-code">plaid\_get\_check\_report\_pdf</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Download the Consumer Report as a formatted PDF document for sharing with lenders via POST /cra/check\_report/pdf/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="cra_base_report" aria-label="Copy scope cra_base_report"><code className="connector-page-code">cra\_base\_report</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_enrich_transactions" data-action-label="Enrich Transactions" data-action-scopes="enrich">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Enrich Transactions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_enrich_transactions" aria-label="Copy plaid_enrich_transactions"><code className="connector-page-code">plaid\_enrich\_transactions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Enrich your own (non-Plaid-sourced) transactions with merchant info, categorization, and counterparty data via POST /tra...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="enrich" aria-label="Copy scope enrich"><code className="connector-page-code">enrich</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_identity" data-action-label="Get Identity" data-action-scopes="identity">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Identity</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_identity" aria-label="Copy plaid_get_identity"><code className="connector-page-code">plaid\_get\_identity</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve personal identity information (name, email, phone, address) for account holders directly from the financial ins...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="identity" aria-label="Copy scope identity"><code className="connector-page-code">identity</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_bank_income" data-action-label="Get Bank Income" data-action-scopes="income">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Bank Income</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_bank_income" aria-label="Copy plaid_get_bank_income"><code className="connector-page-code">plaid\_get\_bank\_income</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve completed Bank Income reports (income streams identified from bank deposits) for a user via POST /credit/bank\_i...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="income" aria-label="Copy scope income"><code className="connector-page-code">income</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_bank_income_pdf" data-action-label="Get Bank Income PDF" data-action-scopes="income">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Bank Income PDF</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_bank_income_pdf" aria-label="Copy plaid_get_bank_income_pdf"><code className="connector-page-code">plaid\_get\_bank\_income\_pdf</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Download a Bank Income report as a formatted PDF document for sharing with lenders via POST /credit/bank\_income/pdf/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="income" aria-label="Copy scope income"><code className="connector-page-code">income</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_payroll_income" data-action-label="Get Payroll Income" data-action-scopes="income">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Payroll Income</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_payroll_income" aria-label="Copy plaid_get_payroll_income"><code className="connector-page-code">plaid\_get\_payroll\_income</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve verified payroll-system-sourced income data for a user (W-2, paystubs, employer info) via POST /credit/payroll\_...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="income" aria-label="Copy scope income"><code className="connector-page-code">income</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_payroll_income_risk_signals" data-action-label="Get Payroll Income Risk Signals" data-action-scopes="income">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Payroll Income Risk Signals</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_payroll_income_risk_signals" aria-label="Copy plaid_get_payroll_income_risk_signals"><code className="connector-page-code">plaid\_get\_payroll\_income\_risk\_signals</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve fraud risk signals on parsed payroll documents (paystubs, W-2s) via POST /credit/payroll\_income/risk\_signals/ge...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="income" aria-label="Copy scope income"><code className="connector-page-code">income</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_employment" data-action-label="Get Employment" data-action-scopes="income">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Employment</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_employment" aria-label="Copy plaid_get_employment"><code className="connector-page-code">plaid\_get\_employment</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve employment verification data (employer name, employment dates, status) sourced from payroll provider via POST /...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="income" aria-label="Copy scope income"><code className="connector-page-code">income</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_credit_sessions" data-action-label="Get Credit Sessions" data-action-scopes="income">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Credit Sessions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_credit_sessions" aria-label="Copy plaid_get_credit_sessions"><code className="connector-page-code">plaid\_get\_credit\_sessions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">List the user's Income / Consumer-Report Link sessions and their final statuses via POST /credit/sessions/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="income" aria-label="Copy scope income"><code className="connector-page-code">income</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_institutions" data-action-label="Get Institutions" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Institutions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_institutions" aria-label="Copy plaid_get_institutions"><code className="connector-page-code">plaid\_get\_institutions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve a paginated list of all Plaid-supported financial institutions with filtering by country, products, and routing...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_institution_by_id" data-action-label="Get Institution By ID" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Institution By ID</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_institution_by_id" aria-label="Copy plaid_get_institution_by_id"><code className="connector-page-code">plaid\_get\_institution\_by\_id</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve detailed metadata for a single financial institution by its Plaid institution\_id via POST /institutions/get\_by\_...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_search_institutions" data-action-label="Search Institutions" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Search Institutions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_search_institutions" aria-label="Copy plaid_search_institutions"><code className="connector-page-code">plaid\_search\_institutions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Search Plaid's institution directory by name or query string with optional product and country filters via POST /institu...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_investment_holdings" data-action-label="Get Investment Holdings" data-action-scopes="investments">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Investment Holdings</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_investment_holdings" aria-label="Copy plaid_get_investment_holdings"><code className="connector-page-code">plaid\_get\_investment\_holdings</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve current investment portfolio holdings including stocks, bonds, mutual funds, and ETFs for linked brokerage and...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="investments" aria-label="Copy scope investments"><code className="connector-page-code">investments</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_investment_transactions" data-action-label="Get Investment Transactions" data-action-scopes="investments">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Investment Transactions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_investment_transactions" aria-label="Copy plaid_get_investment_transactions"><code className="connector-page-code">plaid\_get\_investment\_transactions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve investment transactions (buys, sells, dividends, fees, transfers) within a specified date range for linked brok...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="investments" aria-label="Copy scope investments"><code className="connector-page-code">investments</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_item" data-action-label="Get Item" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Item</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_item" aria-label="Copy plaid_get_item"><code className="connector-page-code">plaid\_get\_item</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve metadata and health status for a linked financial institution Item via POST /item/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_remove_item" data-action-label="Remove Item" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Remove Item</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_remove_item" aria-label="Copy plaid_remove_item"><code className="connector-page-code">plaid\_remove\_item</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Permanently remove a linked Item, invalidating its access\_token and ending all associated billing via POST /item/remove</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_update_item_webhook" data-action-label="Update Item Webhook" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Update Item Webhook</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_update_item_webhook" aria-label="Copy plaid_update_item_webhook"><code className="connector-page-code">plaid\_update\_item\_webhook</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Update or set the webhook URL for receiving real-time event notifications for an Item via POST /item/webhook/update</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_liabilities" data-action-label="Get Liabilities" data-action-scopes="liabilities">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Liabilities</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_liabilities" aria-label="Copy plaid_get_liabilities"><code className="connector-page-code">plaid\_get\_liabilities</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve detailed liabilities data for credit cards, student loans, and mortgages associated with an Item via POST /liab...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="liabilities" aria-label="Copy scope liabilities"><code className="connector-page-code">liabilities</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_create_link_token" data-action-label="Create Link Token" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Link Token</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_create_link_token" aria-label="Copy plaid_create_link_token"><code className="connector-page-code">plaid\_create\_link\_token</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Create a link\_token to initialize Plaid Link, the client-side UI component for bank account connection, via POST /link/t...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_link_token" data-action-label="Get Link Token" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Link Token</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_link_token" aria-label="Copy plaid_get_link_token"><code className="connector-page-code">plaid\_get\_link\_token</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve metadata and configuration details for a previously created link\_token via POST /link/token/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_exchange_public_token" data-action-label="Exchange Public Token" data-action-scopes="">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Exchange Public Token</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_exchange_public_token" aria-label="Copy plaid_exchange_public_token"><code className="connector-page-code">plaid\_exchange\_public\_token</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Exchange a single-use public\_token for a permanent access\_token via POST /item/public\_token/exchange</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list" />
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_evaluate_signal" data-action-label="Evaluate Signal" data-action-scopes="signal">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Evaluate Signal</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_evaluate_signal" aria-label="Copy plaid_evaluate_signal"><code className="connector-page-code">plaid\_evaluate\_signal</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Score the ACH return risk of a proposed debit transaction and apply Dashboard rulesets via POST /signal/evaluate</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="signal" aria-label="Copy scope signal"><code className="connector-page-code">signal</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_prepare_signal" data-action-label="Prepare Signal" data-action-scopes="signal">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Prepare Signal</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_prepare_signal" aria-label="Copy plaid_prepare_signal"><code className="connector-page-code">plaid\_prepare\_signal</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Pre-warm Plaid's risk model for an Item so the next /signal/evaluate completes faster via POST /signal/prepare</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="signal" aria-label="Copy scope signal"><code className="connector-page-code">signal</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_report_signal_decision" data-action-label="Report Signal Decision" data-action-scopes="signal">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Report Signal Decision</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_report_signal_decision" aria-label="Copy plaid_report_signal_decision"><code className="connector-page-code">plaid\_report\_signal\_decision</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Report whether you proceeded with or blocked the ACH debit after a Signal score, used to refine Plaid's model via POST /...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="signal" aria-label="Copy scope signal"><code className="connector-page-code">signal</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_report_signal_return" data-action-label="Report Signal Return" data-action-scopes="signal">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Report Signal Return</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_report_signal_return" aria-label="Copy plaid_report_signal_return"><code className="connector-page-code">plaid\_report\_signal\_return</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Report a returned ACH transaction back to Plaid with the return code so its risk model can learn via POST /signal/return...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="signal" aria-label="Copy scope signal"><code className="connector-page-code">signal</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_list_statements" data-action-label="List Statements" data-action-scopes="statements">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Statements</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_list_statements" aria-label="Copy plaid_list_statements"><code className="connector-page-code">plaid\_list\_statements</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve a list of available bank statements for all accounts linked to an Item via POST /statements/list</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="statements" aria-label="Copy scope statements"><code className="connector-page-code">statements</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_download_statement" data-action-label="Download Statement" data-action-scopes="statements">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Download Statement</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_download_statement" aria-label="Copy plaid_download_statement"><code className="connector-page-code">plaid\_download\_statement</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Download a single bank statement PDF by its statement ID via POST /statements/download</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="statements" aria-label="Copy scope statements"><code className="connector-page-code">statements</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_refresh_statements" data-action-label="Refresh Statements" data-action-scopes="statements">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Refresh Statements</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_refresh_statements" aria-label="Copy plaid_refresh_statements"><code className="connector-page-code">plaid\_refresh\_statements</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Trigger on-demand extraction of bank statements for a specified date range via POST /statements/refresh</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="statements" aria-label="Copy scope statements"><code className="connector-page-code">statements</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_sync_transactions" data-action-label="Sync Transactions" data-action-scopes="transactions">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Sync Transactions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_sync_transactions" aria-label="Copy plaid_sync_transactions"><code className="connector-page-code">plaid\_sync\_transactions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Get incremental transaction updates using Plaid's recommended cursor-based sync approach, returning added, modified, and...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transactions" aria-label="Copy scope transactions"><code className="connector-page-code">transactions</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_transactions" data-action-label="Get Transactions" data-action-scopes="transactions">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Transactions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_transactions" aria-label="Copy plaid_get_transactions"><code className="connector-page-code">plaid\_get\_transactions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Fetch historical transaction data within a specified date range with pagination and optional enrichment fields via POST...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transactions" aria-label="Copy scope transactions"><code className="connector-page-code">transactions</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_recurring_transactions" data-action-label="Get Recurring Transactions" data-action-scopes="transactions">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Recurring Transactions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_recurring_transactions" aria-label="Copy plaid_get_recurring_transactions"><code className="connector-page-code">plaid\_get\_recurring\_transactions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Fetch Plaid-detected recurring transaction patterns (subscriptions, income deposits, bills) for accounts associated with...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transactions" aria-label="Copy scope transactions"><code className="connector-page-code">transactions</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_refresh_transactions" data-action-label="Refresh Transactions" data-action-scopes="transactions">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Refresh Transactions</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_refresh_transactions" aria-label="Copy plaid_refresh_transactions"><code className="connector-page-code">plaid\_refresh\_transactions</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Trigger an on-demand refresh of transaction data for an Item, bypassing the normal automatic update schedule, via POST /...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transactions" aria-label="Copy scope transactions"><code className="connector-page-code">transactions</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_create_transfer_authorization" data-action-label="Create Transfer Authorization" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Transfer Authorization</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_create_transfer_authorization" aria-label="Copy plaid_create_transfer_authorization"><code className="connector-page-code">plaid\_create\_transfer\_authorization</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Authorize a money movement before creating a transfer, returning a Plaid risk decision (approved, declined, user\_action\_...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_create_transfer" data-action-label="Create Transfer" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Transfer</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_create_transfer" aria-label="Copy plaid_create_transfer"><code className="connector-page-code">plaid\_create\_transfer</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Initiate a money movement using a previously-approved authorization, returning the transfer\_id and initial status (pendi...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_transfer" data-action-label="Get Transfer" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Transfer</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_transfer" aria-label="Copy plaid_get_transfer"><code className="connector-page-code">plaid\_get\_transfer</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve the current state and metadata of a single transfer by transfer\_id via POST /transfer/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_list_transfers" data-action-label="List Transfers" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Transfers</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_list_transfers" aria-label="Copy plaid_list_transfers"><code className="connector-page-code">plaid\_list\_transfers</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">List transfers with optional filters by date range, account, status, or originator via POST /transfer/list</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_cancel_transfer" data-action-label="Cancel Transfer" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Cancel Transfer</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_cancel_transfer" aria-label="Copy plaid_cancel_transfer"><code className="connector-page-code">plaid\_cancel\_transfer</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Cancel a transfer that has not yet posted to the bank network via POST /transfer/cancel</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_cancel_transfer_authorization" data-action-label="Cancel Transfer Authorization" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Cancel Transfer Authorization</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_cancel_transfer_authorization" aria-label="Copy plaid_cancel_transfer_authorization"><code className="connector-page-code">plaid\_cancel\_transfer\_authorization</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Cancel an unused transfer authorization before it expires via POST /transfer/authorization/cancel</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_list_transfer_events" data-action-label="List Transfer Events" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>List Transfer Events</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_list_transfer_events" aria-label="Copy plaid_list_transfer_events"><code className="connector-page-code">plaid\_list\_transfer\_events</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">List historical lifecycle events across transfers with date and status filters via POST /transfer/event/list</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_sync_transfer_events" data-action-label="Sync Transfer Events" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Sync Transfer Events</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_sync_transfer_events" aria-label="Copy plaid_sync_transfer_events"><code className="connector-page-code">plaid\_sync\_transfer\_events</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Incrementally pull transfer lifecycle events using a monotonically-increasing event\_id cursor via POST /transfer/event/s...</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_create_transfer_refund" data-action-label="Create Transfer Refund" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Create Transfer Refund</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_create_transfer_refund" aria-label="Copy plaid_create_transfer_refund"><code className="connector-page-code">plaid\_create\_transfer\_refund</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Refund some or all of a posted/settled transfer back to the user's bank via POST /transfer/refund/create</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_transfer_refund" data-action-label="Get Transfer Refund" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Transfer Refund</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_transfer_refund" aria-label="Copy plaid_get_transfer_refund"><code className="connector-page-code">plaid\_get\_transfer\_refund</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Retrieve refund details and current status by refund\_id via POST /transfer/refund/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_cancel_transfer_refund" data-action-label="Cancel Transfer Refund" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Cancel Transfer Refund</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_cancel_transfer_refund" aria-label="Copy plaid_cancel_transfer_refund"><code className="connector-page-code">plaid\_cancel\_transfer\_refund</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Cancel a pending refund before it posts to the network via POST /transfer/refund/cancel</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>

      <div className="connector-meta-library-row" data-action-id="plaid_get_transfer_capabilities" data-action-label="Get Transfer Capabilities" data-action-scopes="transfer">
        <div className="meta-library-grid-cell connector-meta-library-item-cell">
          <div style={{ fontWeight: '500' }}>Get Transfer Capabilities</div>
          <div style={{ marginTop: '4px' }}><button type="button" className="connector-page-code-button" data-copy="plaid_get_transfer_capabilities" aria-label="Copy plaid_get_transfer_capabilities"><code className="connector-page-code">plaid\_get\_transfer\_capabilities</code></button></div>
        </div>

        <div className="meta-library-grid-cell meta-library-grid-cell--description">Determine RTP eligibility and other transfer capabilities for a Plaid Item via POST /transfer/capabilities/get</div>

        <div className="meta-library-grid-cell meta-library-grid-cell--values">
          <div className="connector-meta-library-values-list"><button type="button" className="connector-page-code-button" data-copy="transfer" aria-label="Copy scope transfer"><code className="connector-page-code">transfer</code></button></div>
        </div>
      </div>
    </div>
  </div>
</div>

## Getting Started

<Steps>
  <Step title="Create or Select a Project">
    Set up a new project or select an existing one. See the [Projects Guide](/guides/managing-projects).
  </Step>

  <Step title="Configure the Connector">
    Enable the connector and set up a connector profile in your project. See [Managing Connectors](/guides/explore-connectors).

    <Columns cols={2}>
      <Card title="Connector Profile" href="/connectors/plaid/guides/connector-profile/oauth-2-0-sandbox" icon="https://stackone-logos.com/api/plaid/filled/png" horizontal>
        Plaid - OAuth 2.0 — Sandbox
      </Card>

      <Card title="Connector Profile" href="/connectors/plaid/guides/connector-profile/oauth-2-0-production" icon="https://stackone-logos.com/api/plaid/filled/png" horizontal>
        Plaid - OAuth 2.0 — Production
      </Card>
    </Columns>
  </Step>

  <Step title="Link an Account">
    Connect an account using [StackOne Hub](/guides/embedding-stackone-hub) or [Auth Link](/guides/auth-link).

    <Columns cols={2}>
      <Card title="Link Account" href="/connectors/plaid/guides/link-account/oauth-2-0-sandbox" icon="https://stackone-logos.com/api/plaid/filled/png" horizontal>
        Plaid - OAuth 2.0 — Sandbox
      </Card>

      <Card title="Link Account" href="/connectors/plaid/guides/link-account/oauth-2-0-production" icon="https://stackone-logos.com/api/plaid/filled/png" horizontal>
        Plaid - OAuth 2.0 — Production
      </Card>
    </Columns>
  </Step>

  <Step title="Use Actions">
    Invoke actions using one of the methods below:

    * [MCP](/mcp/quickstart) – Model Context Protocol for AI assistants
    * [A2A](/a2a/quickstart) – Agent-to-Agent protocol
    * [AI Toolset (TypeScript)](/agents/typescript/introduction) – TypeScript SDK for AI agents
    * [AI Toolset (Python)](/agents/python/introduction) – Python SDK for AI agents
    * [Actions RPC](/platform/api-reference/actions/make-an-rpc-call-to-an-action) – Direct API calls
    * [Playground](/guides/playground) – Test actions in the dashboard
  </Step>
</Steps>
