> ## 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

> 60 actions available for Plaid through StackOne. Use via Actions RPC, Toolset SDK, MCP, or A2A.

export const GettingStarted = ({connector}) => {
  const linkStyle = {
    textDecoration: 'none'
  };
  const authConfigGuides = connector?.authentication?.filter(a => a?.setupGuide) ?? [];
  const linkAccountGuides = connector?.authentication?.filter(a => a?.configGuide) ?? [];
  return <div style={{
    marginTop: '32px',
    paddingTop: '24px'
  }} className="getting-started-section">
      <div style={{
    fontSize: '20px',
    fontWeight: '600',
    marginBottom: '12px'
  }}>Getting Started</div>
      <Steps>
        <Step title="Create or Select a Project">
          Set up a new project or select an existing one. See the <a href="/guides/managing-projects" style={linkStyle}>Projects Guide</a>.
        </Step>
        <Step title="Configure the Connector">
          <>
            Enable the connector and set up auth configuration in your project. See <a href="/guides/explore-connectors" style={linkStyle}>Managing Connectors</a>.
            {authConfigGuides.length > 0 && <>
              <Columns cols={2}>
                {authConfigGuides.map(auth => <Card title="Auth Config" href={`/${auth.setupGuide}`} icon={connector.icon} horizontal>
                    {connector.name} - {auth.label}
                  </Card>)}
              </Columns> 
              </>}
          </>
        </Step>
        <Step title="Link an Account">
          <>
            Connect an account using <a href="/guides/embedding-stackone-hub" style={linkStyle}>StackOne Hub</a> or <a href="/guides/auth-link" style={linkStyle}>Auth Link</a>.
            {linkAccountGuides.length > 0 && <>
                <Columns cols={2}>
                  {linkAccountGuides.map(auth => <Card title="Link Account" href={`/${auth.configGuide}`} icon={connector.icon} horizontal>
                      {connector.name} - {auth.label}
                    </Card>)}
                </Columns>
              </>}
          </>
        </Step>
        <Step title="Use Actions">
          <>
            Invoke actions using one of the methods below:
            <ul style={{
    marginTop: '8px',
    paddingLeft: '20px'
  }}>
              <li style={{
    marginBottom: '4px'
  }}><a href="/mcp/quickstart" style={linkStyle}>MCP</a> – Model Context Protocol for AI assistants</li>
              <li style={{
    marginBottom: '4px'
  }}><a href="/a2a/quickstart" style={linkStyle}>A2A</a> – Agent-to-Agent protocol</li>
              <li style={{
    marginBottom: '4px'
  }}><a href="/agents/typescript/introduction" style={linkStyle}>AI Toolset (TypeScript)</a> – TypeScript SDK for AI agents</li>
              <li style={{
    marginBottom: '4px'
  }}><a href="/agents/python/introduction" style={linkStyle}>AI Toolset (Python)</a> – Python SDK for AI agents</li>
              <li style={{
    marginBottom: '4px'
  }}><a href="/platform/api-reference/actions/make-an-rpc-call-to-an-action" style={linkStyle}>Actions RPC</a> – Direct API calls</li>
              <li style={{
    marginBottom: '4px'
  }}><a href="/guides/playground" style={linkStyle}>Playground</a> – Test actions in the dashboard</li>
            </ul>
          </>
        </Step>
      </Steps>
    </div>;
};

export const ActionsLibrary = ({search, setSearch, filtered, sharedStyles = {}, KeyCell, ScopesCell, availableScopes, selectedScopes, setSelectedScopes}) => {
  const libraryStyles = {
    section: {
      marginTop: '24px',
      marginBottom: '16px'
    },
    sectionTitle: {
      fontSize: '18px',
      fontWeight: '600',
      marginBottom: '12px'
    },
    filterRow: {
      display: 'flex',
      gap: '12px',
      marginBottom: '12px',
      alignItems: 'stretch'
    },
    count: {
      fontSize: '12px',
      marginBottom: '8px'
    },
    tableContainer: {
      maxHeight: '500px',
      overflowY: 'auto',
      overflowX: 'auto',
      borderRadius: '8px',
      fontSize: '13px'
    },
    gridTable: {
      display: 'grid',
      minWidth: '600px',
      gridTemplateColumns: '200px 1fr'
    },
    gridTableWithScopes: {
      gridTemplateColumns: '200px 1fr 150px'
    },
    gridHeader: {
      display: 'contents'
    },
    gridHeaderCell: {
      position: 'sticky',
      top: 0,
      padding: '10px 12px',
      fontWeight: '600',
      zIndex: 1
    },
    gridRow: {
      display: 'contents'
    },
    gridCellAction: {
      padding: '10px 12px',
      fontWeight: '500'
    },
    gridCellKey: {
      padding: '10px 12px'
    },
    gridCellScopes: {
      padding: '10px 12px',
      fontSize: '12px'
    },
    gridCellDescription: {
      padding: '10px 12px'
    }
  };
  const styles = {
    ...libraryStyles,
    ...sharedStyles
  };
  const safeAvailableScopes = Array.isArray(availableScopes) ? availableScopes : [];
  const safeSelectedScopes = Array.isArray(selectedScopes) ? selectedScopes : [];
  const hasScopesColumn = safeAvailableScopes.length > 0;
  const hasScopeFilter = safeAvailableScopes.length > 0 && typeof setSelectedScopes === 'function';
  const ScopesCellComponent = ScopesCell || (() => null);
  return <div style={styles.section}>
      <div style={styles.sectionTitle}>Actions</div>
      <div style={styles.filterRow}>
        <SearchBar value={search} onChange={setSearch} placeholder="Search actions" />
        {hasScopeFilter && <FilterDropdown label="Scopes" items={safeAvailableScopes} selectedItems={safeSelectedScopes} onChange={setSelectedScopes} searchPlaceholder="Search scopes..." emptyLabel="No scopes found" />}
      </div>
      <div style={styles.count} className="actions-library-count">
        {filtered.length === 0 ? '0 actions found' : `${filtered.length} action${filtered.length !== 1 ? 's' : ''}`}
      </div>
      {}
      <div className="not-prose actions-library-table-container" style={styles.tableContainer}>
        <div style={{
    ...hasScopesColumn ? {
      ...styles.gridTable,
      ...styles.gridTableWithScopes
    } : styles.gridTable
  }}>
          {}
          <div style={styles.gridHeader}>
            <div style={styles.gridHeaderCell} className="actions-library-grid-header-cell">Action</div>
            <div style={styles.gridHeaderCell} className="actions-library-grid-header-cell">Description</div>
            {hasScopesColumn && <div style={styles.gridHeaderCell} className="actions-library-grid-header-cell">Required scopes</div>}
          </div>
          {}
          {filtered.map(a => <div key={a.id} style={styles.gridRow}>
              <div style={styles.gridCellAction} className="actions-library-grid-cell">
                <div>{a.label}</div>
                <div style={{
    marginTop: '4px'
  }}>
                  <KeyCell id={a.id} />
                </div>
              </div>
              <div style={styles.gridCellDescription} className="actions-library-grid-cell actions-library-grid-cell--description">{a.description}</div>
              {hasScopesColumn && <div style={styles.gridCellScopes} className="actions-library-grid-cell actions-library-grid-cell--scopes">
                  <ScopesCellComponent scopes={a.requiredScopes} actionId={a.id} />
                </div>}
            </div>)}
        </div>
      </div>
    </div>;
};

export const FilterDropdown = ({label, items, selectedItems, onChange, searchPlaceholder = 'Search...', emptyLabel = 'No items found', formatLabel}) => {
  const [dropdownOpen, setDropdownOpen] = React.useState(false);
  const [search, setSearch] = React.useState('');
  const [hoveredItem, setHoveredItem] = React.useState(null);
  const dropdownRef = React.useRef(null);
  const styles = {
    dropdownContainer: {
      position: 'relative'
    },
    dropdownTrigger: {
      display: 'flex',
      alignItems: 'center',
      gap: '8px',
      padding: '10px 14px',
      borderRadius: '8px',
      fontSize: '14px',
      cursor: 'pointer',
      whiteSpace: 'nowrap',
      minWidth: '160px',
      justifyContent: 'space-between'
    },
    dropdownMenu: {
      position: 'absolute',
      top: '100%',
      right: 0,
      marginTop: '4px',
      borderRadius: '8px',
      zIndex: 50,
      minWidth: '220px',
      maxHeight: '320px',
      display: 'flex',
      flexDirection: 'column'
    },
    dropdownHeader: {
      padding: '8px 12px'
    },
    selectActions: {
      display: 'flex',
      alignItems: 'center',
      gap: '8px',
      marginTop: '6px',
      fontSize: '12px'
    },
    selectActionBtn: {
      background: 'none',
      border: 'none',
      cursor: 'pointer',
      padding: '2px 4px',
      fontSize: '12px'
    },
    dropdownSearchInput: {
      width: '100%',
      padding: '8px 10px',
      borderRadius: '6px',
      fontSize: '13px',
      outline: 'none'
    },
    dropdownList: {
      overflowY: 'auto',
      maxHeight: '220px',
      padding: '4px 0'
    },
    dropdownItem: {
      display: 'flex',
      alignItems: 'center',
      gap: '10px',
      padding: '8px 12px',
      cursor: 'pointer',
      fontSize: '13px',
      transition: 'background-color 0.1s'
    },
    checkbox: {
      width: '16px',
      height: '16px',
      borderRadius: '4px',
      display: 'flex',
      alignItems: 'center',
      justifyContent: 'center',
      flexShrink: 0
    },
    checkmark: {
      color: 'white',
      fontSize: '10px',
      fontWeight: 'bold'
    },
    dropdownFooter: {
      padding: '8px 12px',
      display: 'flex',
      justifyContent: 'space-between',
      alignItems: 'center'
    },
    clearButton: {
      fontSize: '12px',
      cursor: 'pointer',
      padding: '4px 8px',
      borderRadius: '4px',
      border: 'none',
      background: 'none'
    },
    badge: {
      fontSize: '11px',
      fontWeight: '600',
      padding: '2px 6px',
      borderRadius: '10px',
      marginLeft: '4px'
    },
    chevron: {
      fontSize: '10px',
      transition: 'transform 0.15s'
    },
    noResults: {
      padding: '12px',
      textAlign: 'center',
      fontSize: '13px'
    }
  };
  const safeSelected = Array.isArray(selectedItems) ? selectedItems : [];
  const formatItemLabel = item => {
    if (typeof formatLabel === 'function') {
      return formatLabel(item);
    }
    return item;
  };
  const filteredItems = React.useMemo(() => {
    if (!search) return items;
    const searchLower = search.toLowerCase();
    return items.filter(item => {
      const labelText = formatItemLabel(item);
      return labelText.toLowerCase().includes(searchLower);
    });
  }, [items, search, formatLabel]);
  const isSelected = item => safeSelected.includes(item);
  const toggleItem = item => {
    const next = isSelected(item) ? safeSelected.filter(v => v !== item) : [...safeSelected, item];
    onChange(next);
  };
  const clearFilters = () => {
    onChange([]);
  };
  const selectAll = () => {
    onChange(items);
  };
  React.useEffect(() => {
    const handleClickOutside = e => {
      if (dropdownRef.current && !dropdownRef.current.contains(e.target)) {
        setDropdownOpen(false);
        setSearch('');
        setHoveredItem(null);
      }
    };
    document.addEventListener('mousedown', handleClickOutside);
    return () => document.removeEventListener('mousedown', handleClickOutside);
  }, []);
  return <div style={styles.dropdownContainer} ref={dropdownRef}>
      <button type="button" onClick={() => setDropdownOpen(!dropdownOpen)} style={styles.dropdownTrigger} className={`filter-dropdown__trigger${safeSelected.length > 0 ? ' filter-dropdown__trigger--active' : ''}`}>
        <span>
          {label}
          {safeSelected.length > 0 && <span style={styles.badge} className="filter-dropdown__badge">{safeSelected.length}</span>}
        </span>
        <span style={{
    ...styles.chevron,
    transform: dropdownOpen ? 'rotate(180deg)' : 'rotate(0deg)'
  }} className="filter-dropdown__chevron">
          ▼
        </span>
      </button>
      {dropdownOpen && <div style={styles.dropdownMenu} className="filter-dropdown__menu">
          <div style={styles.dropdownHeader} className="filter-dropdown__header">
            <input type="text" placeholder={searchPlaceholder} value={search} onChange={e => setSearch(e.target.value)} style={styles.dropdownSearchInput} className="filter-dropdown__search" autoFocus />
            <div style={styles.selectActions}>
              <button type="button" onClick={selectAll} style={styles.selectActionBtn} className="filter-dropdown__action-btn">
                Select all
              </button>
              <span className="filter-dropdown__separator">|</span>
              <button type="button" onClick={clearFilters} style={styles.selectActionBtn} className="filter-dropdown__action-btn">
                Clear
              </button>
            </div>
          </div>
          <div style={styles.dropdownList}>
            {filteredItems.length === 0 ? <div style={styles.noResults} className="filter-dropdown__no-results">{emptyLabel}</div> : filteredItems.map(item => {
    const itemClass = ['filter-dropdown__item', hoveredItem === item ? 'filter-dropdown__item--hovered' : '', isSelected(item) ? 'filter-dropdown__item--selected' : ''].filter(Boolean).join(' ');
    const checkboxClass = `filter-dropdown__checkbox${isSelected(item) ? ' filter-dropdown__checkbox--checked' : ''}`;
    return <div key={item} onClick={() => toggleItem(item)} onMouseEnter={() => setHoveredItem(item)} onMouseLeave={() => setHoveredItem(null)} style={styles.dropdownItem} className={itemClass}>
                    <div style={styles.checkbox} className={checkboxClass}>
                      {isSelected(item) && <span style={styles.checkmark}>✓</span>}
                    </div>
                    <span>{formatItemLabel(item)}</span>
                  </div>;
  })}
          </div>
        </div>}
    </div>;
};

export const SearchBar = ({value, onChange, placeholder = 'Search...'}) => {
  const baseStyle = {
    padding: '10px 14px',
    borderRadius: '8px',
    fontSize: '14px',
    outline: 'none',
    flex: 1,
    minWidth: 0
  };
  return <input type="text" placeholder={placeholder} value={value} onChange={e => onChange(e.target.value)} style={baseStyle} className="search-bar" />;
};

export const ConnectorPage = ({connector}) => {
  const styles = {
    header: {
      display: 'flex',
      alignItems: 'center',
      gap: '12px',
      marginBottom: '24px'
    },
    tagsRow: {
      display: 'flex',
      flexWrap: 'wrap',
      gap: '6px',
      marginTop: '8px'
    },
    releaseTag: {
      display: 'inline-block',
      padding: '2px 8px',
      borderRadius: '4px',
      fontSize: '11px',
      fontWeight: '500'
    },
    categoryTag: {
      display: 'inline-block',
      padding: '2px 8px',
      borderRadius: '4px',
      fontSize: '11px',
      fontWeight: '500'
    },
    icon: {
      width: '48px',
      height: '48px',
      borderRadius: '10px',
      padding: '2px'
    },
    title: {
      fontSize: '24px',
      fontWeight: '600'
    },
    subtitle: {
      fontSize: '14px'
    },
    authDescription: {
      fontSize: '14px',
      marginTop: 0
    },
    sectionTitle: {
      fontSize: '18px',
      fontWeight: '600',
      marginBottom: '12px'
    },
    codeWrapper: {
      position: 'relative',
      display: 'inline-flex',
      alignItems: 'center',
      maxWidth: '100%',
      cursor: 'pointer',
      overflowX: 'auto',
      overflowY: 'hidden',
      msOverflowStyle: 'none',
      scrollbarWidth: 'none'
    },
    code: {
      padding: '4px 8px',
      borderRadius: '4px',
      fontSize: '11px',
      display: 'inline-block',
      whiteSpace: 'nowrap',
      transition: 'background-color 0.15s'
    },
    tooltip: {
      position: 'absolute',
      top: '100%',
      left: '50%',
      transform: 'translateX(-50%)',
      padding: '6px 10px',
      borderRadius: '6px',
      fontSize: '11px',
      whiteSpace: 'nowrap',
      marginTop: '6px',
      zIndex: 50,
      maxWidth: '300px',
      wordBreak: 'break-all'
    },
    tooltipArrow: {
      position: 'absolute',
      bottom: '100%',
      left: '50%',
      transform: 'translateX(-50%)',
      borderWidth: '5px',
      borderStyle: 'solid',
      zIndex: 50
    }
  };
  const [search, setSearch] = React.useState('');
  const [copiedId, setCopiedId] = React.useState(null);
  const [selectedScopes, setSelectedScopes] = React.useState([]);
  const availableScopes = React.useMemo(() => {
    const set = new Set();
    connector.actions.forEach(a => {
      if (Array.isArray(a.requiredScopes)) {
        a.requiredScopes.forEach(s => {
          if (s) set.add(s);
        });
      }
    });
    return Array.from(set).sort();
  }, [connector.actions]);
  const filtered = React.useMemo(() => {
    const searchLower = search.toLowerCase();
    return connector.actions.filter(a => {
      const matchesSearch = a.label.toLowerCase().includes(searchLower) || a.description.toLowerCase().includes(searchLower) || a.id.toLowerCase().includes(searchLower);
      if (!matchesSearch) return false;
      if (selectedScopes.length === 0) return true;
      const scopes = Array.isArray(a.requiredScopes) ? a.requiredScopes : [];
      if (scopes.length === 0) return false;
      return selectedScopes.some(scope => scopes.includes(scope));
    });
  }, [connector.actions, search, selectedScopes]);
  const handleImageError = e => {
    e.target.style.display = 'none';
  };
  const formatCategoryLabel = cat => {
    const acronyms = ['ai', 'ats', 'crm', 'hris', 'iam', 'lms'];
    if (acronyms.includes(cat.toLowerCase())) {
      return cat.toUpperCase();
    }
    return cat.replace(/_/g, ' ').replace(/\b\w/g, c => c.toUpperCase());
  };
  const ReleaseTag = () => {
    if (!connector.releaseStage || connector.releaseStage === 'ga') return null;
    const variantClass = connector.releaseStage === 'beta' ? 'connector-page-tag-beta' : 'connector-page-tag-preview';
    return <span style={styles.releaseTag} className={variantClass}>
        {connector.releaseStage.charAt(0).toUpperCase() + connector.releaseStage.slice(1)}
      </span>;
  };
  const CategoryTags = () => {
    if (!connector.categories || connector.categories.length === 0) return null;
    return <>
        {connector.categories.map(cat => <span key={cat} style={styles.categoryTag} className="connector-page-category-tag">
            {formatCategoryLabel(cat)}
          </span>)}
      </>;
  };
  const copyToClipboard = async (text, id) => {
    try {
      await navigator.clipboard.writeText(text);
      setCopiedId(id);
      setTimeout(() => setCopiedId(null), 1500);
    } catch (err) {
      console.error('Failed to copy:', err);
    }
  };
  const CopyChip = ({text, copyId}) => {
    const [isHovered, setIsHovered] = React.useState(false);
    const isCopied = copiedId === copyId;
    if (!text) {
      return null;
    }
    const codeClassName = `connector-page-code${isCopied ? ' connector-page-code--copied' : ''}`;
    return <div style={styles.codeWrapper} onMouseEnter={() => setIsHovered(true)} onMouseLeave={() => setIsHovered(false)} onClick={() => copyToClipboard(text, copyId)} title="">
        {(isHovered || isCopied) && <div style={styles.tooltip} className="connector-page-tooltip">
            {isCopied ? '✓ Copied!' : 'Click to copy'}
            <div style={styles.tooltipArrow} className="connector-page-tooltip-arrow" />
          </div>}
        <code style={styles.code} className={codeClassName}>
          {text}
        </code>
      </div>;
  };
  const KeyCell = ({id}) => <CopyChip text={id} copyId={id} />;
  const ScopesCell = ({scopes, actionId}) => {
    const scopeList = Array.isArray(scopes) ? scopes.filter(Boolean) : [];
    if (scopeList.length === 0) return null;
    return <div style={{
      display: 'flex',
      flexWrap: 'wrap',
      gap: '6px'
    }}>
        {scopeList.map(scope => <CopyChip key={scope} text={scope} copyId={`scopes:${actionId}:${scope}`} />)}
      </div>;
  };
  return <div>
      {}
      <div style={styles.header}>
        <img src={connector.icon} alt={connector.name} style={styles.icon} className="connector-page-icon" onError={handleImageError} />
        <div>
          <div style={styles.title}>{connector.name}</div>
          <div style={styles.subtitle} className="connector-page-subtitle">
            {connector.actions.length} actions · {connector.authentication.length} auth method{connector.authentication.length !== 1 ? 's' : ''}
          </div>
          {connector.releaseStage && connector.releaseStage !== 'ga' || connector.categories && connector.categories.length > 0 ? <div style={styles.tagsRow}>
              <ReleaseTag />
              <CategoryTags />
            </div> : null}
        </div>
      </div>

      {}
      <div style={styles.sectionTitle}>Authentication</div>
      <Columns cols={2}>        
        {connector.authentication.length > 0 ? connector.authentication.map(auth => {
    const authLabel = auth?.label || '';
    const authDescription = auth?.description;
    const configGuide = auth?.configGuide;
    const setupGuide = auth?.setupGuide;
    const hasConfigGuide = !!configGuide;
    const hasSetupGuide = !!setupGuide;
    const hasAnyGuide = hasConfigGuide || hasSetupGuide;
    return <Card key={authLabel} title={authLabel}>
                {authDescription && <p style={{
      ...styles.authDescription,
      marginBottom: hasAnyGuide ? '8px' : 0
    }} className="connector-page-auth-description">
                    {authDescription}
                  </p>}
                {hasAnyGuide && <span style={{
      fontSize: '14px'
    }}>
                    Guides: {hasSetupGuide && <a href={`/${setupGuide}`} style={{
      textDecoration: 'none'
    }}>Auth Config</a>}
                    {hasConfigGuide && hasSetupGuide && ', '}
                    {hasConfigGuide && <a href={`/${configGuide}`} style={{
      textDecoration: 'none'
    }}>Link Account</a>}
                  </span>}
              </Card>;
  }) : <>
            Contact StackOne for authentication details.
          </>}
      </Columns>

      <ActionsLibrary search={search} setSearch={setSearch} filtered={filtered} sharedStyles={{
    sectionTitle: styles.sectionTitle
  }} KeyCell={KeyCell} ScopesCell={ScopesCell} availableScopes={availableScopes} selectedScopes={selectedScopes} setSelectedScopes={setSelectedScopes} />

      <GettingStarted connector={connector} />

      {connector.documentation?.references?.length > 0 && <>
          <div style={styles.sectionTitle}>References</div>
          <Columns cols={2}>
            {connector.documentation.references.map(ref => {
    let safeHref;
    try {
      const parsed = new URL(ref.url);
      safeHref = parsed.protocol === 'http:' || parsed.protocol === 'https:' ? ref.url : undefined;
    } catch {
      safeHref = undefined;
    }
    return <Card key={`${ref.title}-${ref.url}`} title={ref.title} href={safeHref}>
                  {ref.description}
                </Card>;
  })}
          </Columns>
        </>}

    </div>;
};

export const connector = {
  "key": "plaid",
  "name": "Plaid",
  "icon": "https://stackone-logos.com/api/plaid/filled/png",
  "authentication": [{
    "label": "API Key",
    "description": "Plaid uses a two-layer authentication model. Client ID and Secret identify your application, while an access_token ident...",
    "configGuide": "connectors/plaid/guides/link-account/api-key",
    "setupGuide": "connectors/plaid/guides/auth-config/api-key"
  }],
  "actions": [{
    "id": "plaid_get_accounts",
    "label": "Get Accounts",
    "description": "Retrieve all financial accounts (checking, savings, credit, loan, investment) linked to an Item via POST /accounts/get"
  }, {
    "id": "plaid_get_account_balance",
    "label": "Get Account Balance",
    "description": "Fetch real-time balance data directly from the financial institution for all or specific accounts via POST /accounts/bal...",
    "requiredScopes": ["balance"]
  }, {
    "id": "plaid_create_asset_report",
    "label": "Create Asset Report",
    "description": "Create an Asset Report for the linked Item, providing a point-in-time snapshot of account balances, transactions, and id...",
    "requiredScopes": ["assets"]
  }, {
    "id": "plaid_get_asset_report",
    "label": "Get Asset Report",
    "description": "Retrieve a completed Asset Report containing account balances, transaction history, and identity data via POST /asset_re...",
    "requiredScopes": ["assets"]
  }, {
    "id": "plaid_get_asset_report_pdf",
    "label": "Get Asset Report PDF",
    "description": "Download a completed Asset Report as a formatted PDF document (binary response, application/pdf) for sharing with lender...",
    "requiredScopes": ["assets"]
  }, {
    "id": "plaid_refresh_asset_report",
    "label": "Refresh Asset Report",
    "description": "Create a refreshed copy of an existing Asset Report with updated data from the financial institutions via POST /asset_re...",
    "requiredScopes": ["assets"]
  }, {
    "id": "plaid_filter_asset_report",
    "label": "Filter Asset Report",
    "description": "Create a filtered copy of an Asset Report with specified accounts excluded via POST /asset_report/filter",
    "requiredScopes": ["assets"]
  }, {
    "id": "plaid_remove_asset_report",
    "label": "Remove Asset Report",
    "description": "Permanently delete an Asset Report and invalidate its token via POST /asset_report/remove",
    "requiredScopes": ["assets"]
  }, {
    "id": "plaid_get_auth",
    "label": "Get Auth",
    "description": "Retrieve bank account numbers and routing numbers needed to initiate ACH, EFT, BACS, and wire transfers via POST /auth/g...",
    "requiredScopes": ["auth"]
  }, {
    "id": "plaid_create_check_report",
    "label": "Create Check Report",
    "description": "Generate a fresh Consumer Report (Plaid Check) for a user, kicking off async aggregation of bank, income, and cashflow d...",
    "requiredScopes": ["cra_base_report"]
  }, {
    "id": "plaid_get_check_base_report",
    "label": "Get Check Base Report",
    "description": "Retrieve the base bank/cash-flow Consumer Report containing items, accounts, balances, and transactions via POST /cra/ch...",
    "requiredScopes": ["cra_base_report"]
  }, {
    "id": "plaid_get_check_income_insights",
    "label": "Get Check Income Insights",
    "description": "Retrieve the income-stream-analysis section of the Consumer Report (recurring deposits clustered into employer streams)...",
    "requiredScopes": ["cra_income_insights"]
  }, {
    "id": "plaid_get_check_cashflow_insights",
    "label": "Get Check Cashflow Insights",
    "description": "Retrieve cashflow-pattern analysis (income vs expense, NSF events, savings trends) of the Consumer Report via POST /cra/...",
    "requiredScopes": ["cra_cashflow_insights"]
  }, {
    "id": "plaid_get_check_lend_score",
    "label": "Get Check LendScore",
    "description": "Retrieve Plaid's proprietary LendScore (cash-flow-based credit score) for the user via POST /cra/check_report/lend_score...",
    "requiredScopes": ["cra_lend_score"]
  }, {
    "id": "plaid_get_check_partner_insights",
    "label": "Get Check Partner Insights",
    "description": "Retrieve partner-derived cash-flow insights computed by Plaid's underwriting partners via POST /cra/check_report/partner...",
    "requiredScopes": ["cra_partner_insights"]
  }, {
    "id": "plaid_get_check_report_pdf",
    "label": "Get Check Report PDF",
    "description": "Download the Consumer Report as a formatted PDF document for sharing with lenders via POST /cra/check_report/pdf/get",
    "requiredScopes": ["cra_base_report"]
  }, {
    "id": "plaid_enrich_transactions",
    "label": "Enrich Transactions",
    "description": "Enrich your own (non-Plaid-sourced) transactions with merchant info, categorization, and counterparty data via POST /tra...",
    "requiredScopes": ["enrich"]
  }, {
    "id": "plaid_get_identity",
    "label": "Get Identity",
    "description": "Retrieve personal identity information (name, email, phone, address) for account holders directly from the financial ins...",
    "requiredScopes": ["identity"]
  }, {
    "id": "plaid_get_bank_income",
    "label": "Get Bank Income",
    "description": "Retrieve completed Bank Income reports (income streams identified from bank deposits) for a user via POST /credit/bank_i...",
    "requiredScopes": ["income"]
  }, {
    "id": "plaid_get_bank_income_pdf",
    "label": "Get Bank Income PDF",
    "description": "Download a Bank Income report as a formatted PDF document for sharing with lenders via POST /credit/bank_income/pdf/get",
    "requiredScopes": ["income"]
  }, {
    "id": "plaid_get_payroll_income",
    "label": "Get Payroll Income",
    "description": "Retrieve verified payroll-system-sourced income data for a user (W-2, paystubs, employer info) via POST /credit/payroll_...",
    "requiredScopes": ["income"]
  }, {
    "id": "plaid_get_payroll_income_risk_signals",
    "label": "Get Payroll Income Risk Signals",
    "description": "Retrieve fraud risk signals on parsed payroll documents (paystubs, W-2s) via POST /credit/payroll_income/risk_signals/ge...",
    "requiredScopes": ["income"]
  }, {
    "id": "plaid_get_employment",
    "label": "Get Employment",
    "description": "Retrieve employment verification data (employer name, employment dates, status) sourced from payroll provider via POST /...",
    "requiredScopes": ["income"]
  }, {
    "id": "plaid_get_credit_sessions",
    "label": "Get Credit Sessions",
    "description": "List the user's Income / Consumer-Report Link sessions and their final statuses via POST /credit/sessions/get",
    "requiredScopes": ["income"]
  }, {
    "id": "plaid_get_institutions",
    "label": "Get Institutions",
    "description": "Retrieve a paginated list of all Plaid-supported financial institutions with filtering by country, products, and routing..."
  }, {
    "id": "plaid_get_institution_by_id",
    "label": "Get Institution By ID",
    "description": "Retrieve detailed metadata for a single financial institution by its Plaid institution_id via POST /institutions/get_by_..."
  }, {
    "id": "plaid_search_institutions",
    "label": "Search Institutions",
    "description": "Search Plaid's institution directory by name or query string with optional product and country filters via POST /institu..."
  }, {
    "id": "plaid_get_investment_holdings",
    "label": "Get Investment Holdings",
    "description": "Retrieve current investment portfolio holdings including stocks, bonds, mutual funds, and ETFs for linked brokerage and...",
    "requiredScopes": ["investments"]
  }, {
    "id": "plaid_get_investment_transactions",
    "label": "Get Investment Transactions",
    "description": "Retrieve investment transactions (buys, sells, dividends, fees, transfers) within a specified date range for linked brok...",
    "requiredScopes": ["investments"]
  }, {
    "id": "plaid_get_item",
    "label": "Get Item",
    "description": "Retrieve metadata and health status for a linked financial institution Item via POST /item/get"
  }, {
    "id": "plaid_remove_item",
    "label": "Remove Item",
    "description": "Permanently remove a linked Item, invalidating its access_token and ending all associated billing via POST /item/remove"
  }, {
    "id": "plaid_update_item_webhook",
    "label": "Update Item Webhook",
    "description": "Update or set the webhook URL for receiving real-time event notifications for an Item via POST /item/webhook/update"
  }, {
    "id": "plaid_get_liabilities",
    "label": "Get Liabilities",
    "description": "Retrieve detailed liabilities data for credit cards, student loans, and mortgages associated with an Item via POST /liab...",
    "requiredScopes": ["liabilities"]
  }, {
    "id": "plaid_create_link_token",
    "label": "Create Link Token",
    "description": "Create a link_token to initialize Plaid Link, the client-side UI component for bank account connection, via POST /link/t..."
  }, {
    "id": "plaid_get_link_token",
    "label": "Get Link Token",
    "description": "Retrieve metadata and configuration details for a previously created link_token via POST /link/token/get"
  }, {
    "id": "plaid_exchange_public_token",
    "label": "Exchange Public Token",
    "description": "Exchange a single-use public_token for a permanent access_token via POST /item/public_token/exchange"
  }, {
    "id": "plaid_sandbox_create_public_token",
    "label": "Sandbox Create Public Token",
    "description": "Create a test public_token for a sandbox Item, simulating the Plaid Link flow without user interaction, via POST /sandbo..."
  }, {
    "id": "plaid_evaluate_signal",
    "label": "Evaluate Signal",
    "description": "Score the ACH return risk of a proposed debit transaction and apply Dashboard rulesets via POST /signal/evaluate",
    "requiredScopes": ["signal"]
  }, {
    "id": "plaid_prepare_signal",
    "label": "Prepare Signal",
    "description": "Pre-warm Plaid's risk model for an Item so the next /signal/evaluate completes faster via POST /signal/prepare",
    "requiredScopes": ["signal"]
  }, {
    "id": "plaid_report_signal_decision",
    "label": "Report Signal Decision",
    "description": "Report whether you proceeded with or blocked the ACH debit after a Signal score, used to refine Plaid's model via POST /...",
    "requiredScopes": ["signal"]
  }, {
    "id": "plaid_report_signal_return",
    "label": "Report Signal Return",
    "description": "Report a returned ACH transaction back to Plaid with the return code so its risk model can learn via POST /signal/return...",
    "requiredScopes": ["signal"]
  }, {
    "id": "plaid_list_statements",
    "label": "List Statements",
    "description": "Retrieve a list of available bank statements for all accounts linked to an Item via POST /statements/list",
    "requiredScopes": ["statements"]
  }, {
    "id": "plaid_download_statement",
    "label": "Download Statement",
    "description": "Download a single bank statement PDF by its statement ID via POST /statements/download",
    "requiredScopes": ["statements"]
  }, {
    "id": "plaid_refresh_statements",
    "label": "Refresh Statements",
    "description": "Trigger on-demand extraction of bank statements for a specified date range via POST /statements/refresh",
    "requiredScopes": ["statements"]
  }, {
    "id": "plaid_sync_transactions",
    "label": "Sync Transactions",
    "description": "Get incremental transaction updates using Plaid's recommended cursor-based sync approach, returning added, modified, and...",
    "requiredScopes": ["transactions"]
  }, {
    "id": "plaid_get_transactions",
    "label": "Get Transactions",
    "description": "Fetch historical transaction data within a specified date range with pagination and optional enrichment fields via POST...",
    "requiredScopes": ["transactions"]
  }, {
    "id": "plaid_get_recurring_transactions",
    "label": "Get Recurring Transactions",
    "description": "Fetch Plaid-detected recurring transaction patterns (subscriptions, income deposits, bills) for accounts associated with...",
    "requiredScopes": ["transactions"]
  }, {
    "id": "plaid_refresh_transactions",
    "label": "Refresh Transactions",
    "description": "Trigger an on-demand refresh of transaction data for an Item, bypassing the normal automatic update schedule, via POST /...",
    "requiredScopes": ["transactions"]
  }, {
    "id": "plaid_create_transfer_authorization",
    "label": "Create Transfer Authorization",
    "description": "Authorize a money movement before creating a transfer, returning a Plaid risk decision (approved, declined, user_action_...",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_create_transfer",
    "label": "Create Transfer",
    "description": "Initiate a money movement using a previously-approved authorization, returning the transfer_id and initial status (pendi...",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_get_transfer",
    "label": "Get Transfer",
    "description": "Retrieve the current state and metadata of a single transfer by transfer_id via POST /transfer/get",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_list_transfers",
    "label": "List Transfers",
    "description": "List transfers with optional filters by date range, account, status, or originator via POST /transfer/list",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_cancel_transfer",
    "label": "Cancel Transfer",
    "description": "Cancel a transfer that has not yet posted to the bank network via POST /transfer/cancel",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_cancel_transfer_authorization",
    "label": "Cancel Transfer Authorization",
    "description": "Cancel an unused transfer authorization before it expires via POST /transfer/authorization/cancel",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_list_transfer_events",
    "label": "List Transfer Events",
    "description": "List historical lifecycle events across transfers with date and status filters via POST /transfer/event/list",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_sync_transfer_events",
    "label": "Sync Transfer Events",
    "description": "Incrementally pull transfer lifecycle events using a monotonically-increasing event_id cursor via POST /transfer/event/s...",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_create_transfer_refund",
    "label": "Create Transfer Refund",
    "description": "Refund some or all of a posted/settled transfer back to the user's bank via POST /transfer/refund/create",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_get_transfer_refund",
    "label": "Get Transfer Refund",
    "description": "Retrieve refund details and current status by refund_id via POST /transfer/refund/get",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_cancel_transfer_refund",
    "label": "Cancel Transfer Refund",
    "description": "Cancel a pending refund before it posts to the network via POST /transfer/refund/cancel",
    "requiredScopes": ["transfer"]
  }, {
    "id": "plaid_get_transfer_capabilities",
    "label": "Get Transfer Capabilities",
    "description": "Determine RTP eligibility and other transfer capabilities for a Plaid Item via POST /transfer/capabilities/get",
    "requiredScopes": ["transfer"]
  }],
  "releaseStage": "preview",
  "categories": ["accounting"],
  "scopeDefinitions": [{
    "name": "transactions",
    "description": "Transaction history, sync, and recurring patterns"
  }, {
    "name": "auth",
    "description": "Bank account and routing numbers"
  }, {
    "name": "identity",
    "description": "Account holder names, emails, phones, addresses"
  }, {
    "name": "balance",
    "description": "Real-time balance data (also available with transactions or auth)"
  }, {
    "name": "investments",
    "description": "Portfolio holdings and investment transactions"
  }, {
    "name": "liabilities",
    "description": "Credit cards, student loans, mortgages"
  }, {
    "name": "assets",
    "description": "Point-in-time financial snapshots for lending"
  }, {
    "name": "statements",
    "description": "Original bank statement PDFs"
  }, {
    "name": "transfer",
    "description": "ACH/RTP money movement (Plaid Transfer)"
  }, {
    "name": "signal",
    "description": "Transaction risk scoring for ACH debits"
  }, {
    "name": "income",
    "description": "Bank income, payroll income, employment verification"
  }, {
    "name": "enrich",
    "description": "Stateless transaction enrichment (merchant, category, counterparty)"
  }, {
    "name": "cra_base_report",
    "description": "Plaid Check Consumer Report - base bank/cash flow"
  }, {
    "name": "cra_income_insights",
    "description": "Plaid Check Consumer Report - income stream analysis"
  }, {
    "name": "cra_cashflow_insights",
    "description": "Plaid Check Consumer Report - cash flow insights"
  }, {
    "name": "cra_lend_score",
    "description": "Plaid Check Consumer Report - LendScore"
  }, {
    "name": "cra_partner_insights",
    "description": "Plaid Check Consumer Report - partner insights"
  }]
};

<ConnectorPage connector={connector} />