Plaid MCP Server: Install & Setup

Install Plaid in Claude Code

Claude Code

claude mcp add --transport sse plaid https://api.dashboard.plaid.com/mcp/sse

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "plaid": {
      "url": "https://api.dashboard.plaid.com/mcp/sse"
    }
  }
}

Pass your API key, usually as an "Authorization: Bearer <token>" header (--header in Claude Code).

Frequently asked questions

What does the Plaid MCP server do?

Query Plaid dashboard data for connected financial accounts.

Is the Plaid MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Plaid run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add Plaid to Claude Code?

Run: claude mcp add --transport sse plaid https://api.dashboard.plaid.com/mcp/sse

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