plaid

Community

Connect bank accounts and reveal real-time balances.

Authoraneym
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill enables quick access to bank balances, recent transactions, and spending insights by integrating with Plaid, removing the manual effort of reconciling accounts across institutions.

Core Features & Use Cases

  • Retrieve real-time balances and transaction data from connected bank accounts via Plaid.
  • Generate spending insights and category breakdowns across multiple institutions.
  • Use for onboarding new bank connections, account reconciliation, and expense tracking.

Quick Start

Connect a bank to begin querying balances, transactions, and spending insights immediately.

Dependency Matrix

Required Modules

expressplaid

Components

scriptsassets

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: plaid
Download link: https://github.com/aneym/agent-skills/archive/main.zip#plaid

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 471,000+ vetted skills library on demand.