plaid-accounts-expert

Real-time balance retrieval uses Plaid's /accounts/balance/get endpoint to fetch current balances across multiple accounts. This Skill automates the process, caching account IDs and supporting multi-account handling per Item, enabling you to display live balances without storing full account data.

Multi-bank dashboards require coordinating account data, balances, and webhooks across institutions. This Skill handles account metadata retrieval, real-time balance updates via webhooks, multi-account coordination per Item, and account persistence, letting you display consolidated account information and live balances across banks.

Balance webhooks notify you of account changes in real time per Plaid documentation. This Skill integrates balance and other webhooks, automatically triggering updates when account data or balances change, eliminating the need for constant polling and keeping your dashboard current.

Yes. This Skill supports multi-account handling per Item and item rotation, allowing you to manage several institutions and accounts simultaneously while rotating Items as needed, enabling flexible account management across your application.

Plaid account endpoints return account IDs, names, types (depository, credit, loan, investment), and subtypes. This Skill retrieves and organizes this metadata, giving you complete account classification and details needed to categorize and display accounts in your application.