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plaid-account-verification

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Plaid account verification: fast and reliable.

Finance & Accounting#webhooks#sandbox#auth#plaid#ach#micro-deposits#account-verification
AuthorTMHSDigital
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Verifying bank accounts for ACH payments and deposits often requires insecure, manual steps or scattered tooling. This Skill guides agents through Plaid-based verification flows to securely obtain account and routing numbers, confirm ownership, and handle micro-deposits or database matches.

Core Features & Use Cases

  • Auth-based verification: Instant access to account numbers via Plaid Auth after Link and token exchange.
  • Fallback verification: Micro-deposits and same-day micro-deposits for institutions not supporting instant auth.
  • Ownership validation: Database match option to confirm account ownership without deposits.
  • Sandbox & MCP tooling: Includes sandbox setup, webhooks handling, and MCP commands for end-to-end testing.
  • Use Case: Onboarding a vendor who needs ACH setup and verification before enabling payments.

Quick Start

Trigger a Plaid verification flow to retrieve account and routing numbers and verify ownership for ACH payments.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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-account-verification
Download link: https://github.com/TMHSDigital/Plaid-Developer-Tools/archive/main.zip#plaid-account-verification

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