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Bank connections with Plaid v1.0.0

Use this resource to integrate Plaid bank connections into an application

New

  • 383 downloads
  • 156 likes
  • 136 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install plaid-bank-connection-integration

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent follows Plaid patterns: Link token creation and exchange, transaction sync, item error handling and webhooks. It flags risky practices such as storing access tokens in plain text. You get a structured bank connection flow and compliance checkpoints.

Mostly picked by

Updated November 2, 2026

Card for the “Bank connections with Plaid” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: overview of Plaid flows and compliance rules
  • sub-skills/: Link tokens, sync, update mode and item errors

Good fit for

  • You want to link your users' bank accounts
  • Your transaction syncs fail without a clear message

Not for

    Tags

    • plaid
    • banking
    • transactions
    • fintech

    About

    You say

    “Add Plaid bank linking to my app and sync the last month of transactions.”

    Card for the “Bank connections with Plaid” skill

    Skill published by dokhacgiakhoa under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to integrate Plaid bank connections into an application
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE2.4 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1 KB
    • sub-skills/ignoring-item-errors.md0.3 KB
    • sub-skills/item-error-handling-and-update-mode.md0.2 KB
    • sub-skills/link-token-creation-and-exchange.md0.2 KB
    • sub-skills/polling-instead-of-webhooks.md0 KB
    • sub-skills/storing-access-tokens-in-plain-text.md0 KB
    • sub-skills/transactions-sync.md0.2 KB

    Origin and licence

    Listed unmodified

    Author
    dokhacgiakhoa
    Source
    github.com/dokhacgiakhoa/agent-skills-4-vibe-coding-cli/tree/c4a059bbf7a8d6b2162071f0fbfe74053faa6d20/.agent/skills/plaid-fintech
    Licence
    MIT

    Notice

    « plaid-fintech » (dokhacgiakhoa, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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