Plaid (APIs.json)

Plaid is focused on democratizing financial services through technology. We build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems.

Plaid Asset Report API

Create, delete, retrieve and share Asset Reports with information about a user's assets and transactions.

Properties

Tags

  • Assets
  • Reports
  • PDF
  • Refresh
  • Filter
  • Audit
  • Copy
  • Credit
  • Endpoints
  • Format
  • Freddie

Plaid Base Report API

API for retrieving a base report for an account.

Properties

Tags

  • Accounts
  • Applicants
  • Applications
  • Bank
  • Base
  • CRA
  • Cash
  • Data
  • Decisions
  • Flows
  • Income
  • Information
  • Insights
  • Loan
  • Loans
  • Partners
  • Register
  • Reports
  • Unregister
  • Used
  • Verification

Plaid Consumer Report API

Consumer Report provides lenders, property managers, and buy now pay later providers real-time visibility into a borrower’s finances, along with signals only made possible through our vantage point as the leading open banking network.

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Plaid Statements API

API reference for Statements endpoints and webhooks.

Properties

Tags

  • Associated
  • Items
  • Statements
  • Download
  • Single
  • Data
  • Refresh

Plaid Item API

API reference for retrieving and deleting Items.

Properties

Tags

  • Access
  • Access Token
  • Accounts
  • Activity
  • Applications
  • Ate
  • Connected
  • Consent
  • Errors
  • Events
  • Exchange
  • Fire
  • Force
  • Historical
  • Import
  • Inval
  • Invalidate
  • Items
  • Login
  • Logs
  • Public
  • Reset
  • Sandbox
  • Scopes
  • Sets
  • States
  • Status
  • Tests
  • Tokens
  • URL
  • Unlink
  • Users
  • User’s
  • Verification
  • Webhooks

Plaid Application API

For managing application data.

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Plaid Profile API

Use to manage Plaid profile data.

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Plaid Auth API

Retrieve bank account information to set up electronic funds transfers, such as ACH payments in the US, EFT payments in Canada, BACS payments in the UK, and IBAN / SIC payments in the EU.

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Plaid Transactions API

Retrieve and refresh up to 24 months of historical transaction data, including geolocation, merchant, and category information.

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Plaid Institutions API

Institutions endpoints support querying all institutions, as well as looking up a single institution to retrieve up-to-date information about its health status and capabilities. This can be useful for apps whose business logic may depend on institution capabilities, such as Payment Initiation. API-provided institution health data can also be used for in-app UIs.

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Plaid Accounts API

API reference for retrieving account information and seeing all possible account types and subtypes

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Plaid Categories API

To access detailed information on categories returned by Plaid, simply make a request to the /categories/get endpoint of the API.

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Plaid Sandbox API

The Plaid Sandbox is a free and fully-featured environment for application development and testing. All Plaid functionality of both the Plaid API and Plaid Link is supported in the Sandbox environment.

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Plaid Accounts API

API reference for retrieving account information and seeing all possible account types and subtypes

Properties

Tags

  • Accounts
  • Balance
  • Data
  • Real Time

Plaid Entity API - DELETE

Needs description.

Properties

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Plaid Dashboard User API

The Plaid Dashboard Activity Log shows the past 14 days of API activity. Using the dashboard, you can see a record of all requests and responses, as well as all webhooks sent by the Plaid API, and all Link events.

Properties

Tags

  • Dashboard
  • Users

Plaid Entity Verification API

API reference for Identity Verification endpoints and webhooks.

Properties

Tags

  • Entities
  • Identity
  • Verification
  • Verifications
  • Retry
  • Autofill

Plaid Watchlist Screening API

API reference for Monitor endpoints and webhooks.

Properties

Tags

  • Entities
  • Screening
  • Watchlist
  • History
  • Screenings
  • Hit
  • Hits
  • Program
  • Programs
  • Reviews
  • Indiv
  • Person
  • Ual
  • Individual

Plaid Beacon API

API reference for Beacon endpoints and webhooks.

Properties

Tags

  • Accounts
  • Bank
  • Beacon
  • Evaluate
  • Risk
  • Users
  • Reviews
  • Reports
  • Syndication
  • Syndications
  • Data
  • Identity
  • Duplicate
  • History

Plaid Entity Verification API

API reference for Identity Verification endpoints and webhooks.

Properties

Tags

  • Entities
  • Identity
  • Verification
  • Verifications
  • Retry
  • Autofill

Plaid Processor API

Partner processor endpoints are used by Plaid partners to integrate with Plaid. Instead of using an access_token associated with a Plaid Item, these endpoints use a processor_token to identify a single financial account.

Properties

Tags

  • Authentication
  • Data
  • Processor
  • Accounts
  • Associated
  • Tokens
  • Transactions
  • Incremental
  • Sync
  • Refresh
  • Fetch
  • Recurring
  • Streams
  • ACH
  • Evaluate
  • Planned
  • Signals
  • Decision
  • Initiated
  • Reports
  • Whether
  • Opt In
  • Prepare
  • Bank
  • Transfers
  • Liabilities
  • Entities
  • Identity
  • Match
  • Scores
  • Balance
  • Access
  • Controls
  • Permissions
  • Processor's
  • Products
  • Sets
  • Token's
  • URL
  • Webhooks
  • Stripe
  • Apex

Plaid Webhook Verification API

Plaid signs all outgoing webhooks so that you can verify the authenticity of any incoming webhooks to your application.

Properties

Tags

Plaid Liabilities API

API reference for Liabilities endpoints and webhooks.

Properties

Tags

  • Data
  • Liabilities
  • Processor

Plaid Payment Initiation API

Make payment transfers from your app. Plaid supports both domestic payments denominated in local currencies and international payments, generally denominated in Euro.

Properties

Tags

  • Initiation
  • Payments
  • Recipient
  • Existing
  • Reverse
  • Recipients
  • Tokens
  • Consent
  • Revoke
  • Execute
  • Single
  • Using
  • Details

Plaid Beacon API

API reference for Beacon endpoints and webhooks.

Properties

Tags

  • Beacon
  • Users
  • Reviews
  • Data
  • Identity
  • History
  • Information

Plaid Credit API

API reference for credit endpoints and webhooks

Properties

Tags

  • Audit
  • Copy
  • Credit
  • Tokens
  • Link
  • Sessions
  • Users
  • Assets
  • Income
  • Reports
  • Endpoints
  • Format
  • Freddie
  • (VOE)
  • (aka
  • Assets),
  • Available
  • Employment
  • VOA
  • Verification
  • Accounts
  • Bank
  • Beta
  • Information
  • Used
  • PDF
  • Refresh
  • Notifications
  • Proactive
  • Profiles
  • Subscribe
  • Unsubscribe
  • Webhooks
  • Configurations
  • Documents
  • Parsing
  • Payroll
  • Data
  • Statements
  • Uploaded
  • Uploads
  • Document(s)
  • Fraud
  • Insights
  • Manually
  • Risk
  • Signals
  • Checks
  • Conversions
  • Eligibility
  • Optimize
  • Precheck
  • Individual's
  • Summaries
  • Digital
  • Clients
  • Partners
  • Relay
  • Share
  • Associated
  • Shared
  • (beta)

Plaid Investments API

Needs descriptionView holdings and transactions from investment accounts.

Properties

Tags

  • Holdings
  • Investments
  • Transactions
  • Data
  • Refresh
  • Authentication
  • Authorize
  • Needed
  • Transfers

Plaid Deposit Switch API

For managing deposit swtiches.

Properties

Tags

  • Deposit
  • Switch
  • Tokens
  • Alt
  • Exchange
  • Plaid
  • Using

Plaid Link API

Use Link to connect to your users' financial accounts with the Plaid API

Properties

Tags

  • Checks
  • Eligibility
  • Link
  • Profiles
  • Tokens
  • Correlation
  • Exchange
  • OAuth

Plaid Transfer API

API reference for Transfer endpoints and webhooks.

Properties

Tags

  • Transfers
  • Recurring
  • Authorization
  • Cancels
  • (Deprecated)
  • Balance
  • Held
  • Plaid
  • Capabilities
  • Eligibility
  • Information
  • RTP
  • Configurations
  • Products
  • Ledgers
  • Available
  • Between
  • Distribute
  • Items
  • Move
  • Originators
  • Platforms
  • Deposit
  • Funds
  • Withdraw
  • Accounts
  • Associated
  • Funding
  • Originator
  • Metrics
  • Usage
  • Events
  • Sync
  • Sweep
  • Sweeps
  • Migrate
  • Intent
  • Invoke
  • Objects
  • UI
  • About
  • Historical
  • Repayment
  • Repayments
  • Included
  • Generate
  • Onboarding
  • Plaid Hosted
  • Questionnaires
  • URL
  • Behalf
  • Diligence
  • Submit
  • Documents
  • Uploads
  • Originator's
  • Status
  • Originators'
  • Refunds
  • Creating
  • Sandbox
  • Simulate
  • Converting
  • Pending
  • Creation
  • Triggers
  • Fire
  • Manually
  • Webhooks
  • Clock
  • Tests
  • Advance
  • Clocks

Plaid Bank Transfer API

API reference for Transfer endpoints and webhooks.

Properties

Tags

  • Bank
  • Processor
  • Transfers
  • Cancels
  • Events
  • Sync
  • Sweep
  • Sweeps
  • Accounts
  • Balance
  • Migrate
  • Sandbox
  • Simulate
  • Fire
  • Manually
  • Webhooks

Plaid Employers API

API for managingn employer information.

Properties

Tags

  • Databases
  • Employer
  • Employers
  • Search

Plaid Income API

Verify income and paystubs with Income.

Properties

Tags

  • (Deprecated)
  • Income
  • Instances
  • Verification
  • Information
  • Paystubs
  • Used
  • Documents
  • Download
  • Original
  • Taxes
  • Taxforms
  • Checks
  • Conversions
  • Digital
  • Eligibility
  • Optimize
  • Precheck
  • Fire
  • Manually
  • Sandbox
  • Webhooks

Plaid Beta API

Beta API operations that are available.

Properties

Tags

  • Accounts
  • Bank
  • Beta
  • Credit
  • Employment
  • Information
  • Used
  • Verification
  • Data
  • Enhance
  • Locally Held
  • Transactions
  • Categories
  • Rules
  • Access
  • Associated
  • Items
  • Tokens
  • /transactions/enrich
  • Based
  • Insights
  • Obtain
  • Sent
  • Users

Plaid Signal API

Assess the return risk of an ACH debit to prevent NSFs and other returns

Properties

Tags

  • ACH
  • Evaluate
  • Planned
  • Processor
  • Signals
  • Transactions
  • Decision
  • Initiated
  • Reports
  • Whether
  • Opt In
  • Prepare
  • Tokens
  • Items
  • Opt In

Plaid Wallet API

API reference for Virtual Accounts endpoints and webhooks

Properties

Tags

  • E Wallet
  • Wallet
  • E Wallet
  • Fetch
  • E Wallets
  • E Wallet
  • Execute
  • Transactions
  • Using
  • E Wallet
  • E Wallet

Plaid Paymet Profile API - DELETE

Needs description.

Properties

Tags

Plaid Sandb ox API

The Plaid Sandbox is a free and fully-featured environment for application development and testing. All Plaid functionality of both the Plaid API and Plaid Link is supported in the Sandbox environment.

Properties

Tags

  • Login
  • Payments
  • Profiles
  • Reset
  • Sandbox

Plaid Partner API

Create and manage end customers

Properties

Tags

  • Creates
  • Customers
  • Partners
  • Plaid
  • Reseller
  • Reseller's
  • Enable
  • Enables
  • Environments
  • Production
  • Given
  • Information
  • Institutions
  • OAuth
  • OAuth Institution
  • Registrations

Plaid Link Delivery API

Hosted Link is the easiest and fastest way to integrate with Plaid. With Hosted Link, Plaid hosts the Link experience. Customers can use this link in web browsers or open it in a secure web context within a mobile app, eliminating the need for front-end implementation work.

Properties

Tags

  • Deliveries
  • Hosted
  • Link
  • Sessions

Plaid FDX API

The Core Exchange API specifications are a subset of the Financial Data Exchange (FDX) API specification, the usage thereof (or any part thereof) constitutes acceptance of the FDX API License Agreement, which can be found at https://financialdataexchange.org/.

Properties

Tags

  • Fdx
  • Notifications
  • Receiver
  • Webhooks