Agent skill

plaid

Interact with Plaid API for bank account verification. Check sandbox status, test Link tokens, inspect items and accounts, and debug bank verification issues. Uses sandbox environment for development.

View SKILL.md on GitHub Repository
Stars 163
Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/other/plaid-vero-ventures-fuzzycat

SKILL.md

Plaid REST API

Manage FuzzyCat's Plaid integration via curl. Currently in sandbox mode.

Authentication

bash
PLAID_CLIENT_ID=$(grep PLAID_CLIENT_ID .env.local | cut -d'"' -f2)
PLAID_SECRET=$(grep PLAID_SECRET .env.local | cut -d'"' -f2)
PLAID_ENV=$(grep PLAID_ENV .env.local | cut -d'"' -f2)  # "sandbox"

# Base URL by environment
# sandbox:     https://sandbox.plaid.com
# development: https://development.plaid.com
# production:  https://production.plaid.com
PLAID_URL="https://${PLAID_ENV}.plaid.com"

Common Commands

Health & Status

bash
# Check API status (no auth needed)
curl -s "https://status.plaid.com/api/v2/status.json" | python3 -m json.tool

Link Tokens

bash
# Create a Link token (for testing)
curl -s -X POST "$PLAID_URL/link/token/create" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"user\": {\"client_user_id\": \"test-user-1\"},
    \"client_name\": \"FuzzyCat\",
    \"products\": [\"auth\"],
    \"country_codes\": [\"US\"],
    \"language\": \"en\"
  }" | python3 -m json.tool

Items & Accounts

bash
# Get item details (requires access_token from Link flow)
curl -s -X POST "$PLAID_URL/item/get" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"access_token\": \"access-sandbox-xxx\"
  }" | python3 -m json.tool

# Get auth data (account + routing numbers)
curl -s -X POST "$PLAID_URL/auth/get" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"access_token\": \"access-sandbox-xxx\"
  }" | python3 -m json.tool

# Get account balances
curl -s -X POST "$PLAID_URL/accounts/balance/get" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"access_token\": \"access-sandbox-xxx\"
  }" | python3 -m json.tool

Sandbox Testing

bash
# Create a sandbox public token (for testing without Link UI)
curl -s -X POST "$PLAID_URL/sandbox/public_token/create" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"institution_id\": \"ins_109508\",
    \"initial_products\": [\"auth\"]
  }" | python3 -m json.tool

# Exchange public token for access token
curl -s -X POST "$PLAID_URL/item/public_token/exchange" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"public_token\": \"public-sandbox-xxx\"
  }" | python3 -m json.tool

# Fire a sandbox webhook
curl -s -X POST "$PLAID_URL/sandbox/item/fire_webhook" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"access_token\": \"access-sandbox-xxx\",
    \"webhook_code\": \"DEFAULT_UPDATE\"
  }" | python3 -m json.tool

Institutions

bash
# Search institutions
curl -s -X POST "$PLAID_URL/institutions/search" \
  -H "Content-Type: application/json" \
  -d "{
    \"client_id\": \"$PLAID_CLIENT_ID\",
    \"secret\": \"$PLAID_SECRET\",
    \"query\": \"Chase\",
    \"products\": [\"auth\"],
    \"country_codes\": [\"US\"]
  }" | python3 -m json.tool

FuzzyCat-Specific

  • Products used: auth (account + routing numbers for ACH)
  • Sandbox credentials: Username user_good, password pass_good
  • Key files: server/services/plaid.ts, app/api/plaid/ routes
  • Webhook: JWT-verified at /api/plaid/webhook
  • Never store: raw account/routing numbers (PCI compliance)

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