MARKETPLACE
PLUGINS
PLAID
Plaid logo

Plaid

Published March 2018
   β€’    Updated this week

Plugin details

Easily integrate your user's bank accounts into your application with a secure, streamlined experience powered by Plaid. Extract transactions and details. Great for financial applications, transaction tracking and more!
πŸ› οΈ π—¦π—˜π—§π—¨π—£

1. Create a Plaid account
2. Set the keys inside of the Plugins tab
3. Add the 'Plaid Link' element to your page
4. Generate a Link Token using the Create Link Token action
4. Use the generated Link Token in the 'Get bank account' action in Element Actions to start the linking process
5. Extract information from the Plaid Link element's states

Note: any fields with '(body)' or '(header)' appended are for API calls!

πŸ–₯️ 𝗖𝗒𝗨π—₯π—¦π—˜

Integrate Plaid (62 minutes)
https://withcopilot.com/content?course=Integrate%20Plaid

Did you know? We produce courses to make it easy to see a step-by-step installation process, fundamental workflows, common use cases and best practices. Courses help support continued development of this plugin and save Bubblers a ton of time.

πŸͺ² π—•π—¨π—šπ—¦

Submit a bug report at https://withcopilot.com/contact so we can investigate! If we find the reported issue is likely an implementation flaw and not a bug, we'll recommend booking a Session with us.

Note: Posting on community resources such as the Forums is πš—πš˜πš the way to communicate bugs to us or to get them resolved!

πŸ“„ π—Ÿπ—œπ—–π—˜π—‘π—¦π—˜

Open-source plugins like this one are served under an MIT License. Plugin authors don't owe users any support, guarantees, or assistance and are void of any liability. See https://en.wikipedia.org/wiki/MIT_License

πŸ“‹ π—₯π—˜π—¦π—’π—¨π—₯π—–π—˜π—¦

Plaid Documentation
https://plaid.com/docs

1-on-1, on-demand assistance
https://withcopilot.com/sessions

Free

For everyone

2.9 stars   β€’   13 ratings
6.7K installs
This plugin does not collect or track your personal data.

Other actions

Platform

Web & Native mobile

Contributor details

Copilot logo
Copilot
Joined 2016   β€’   38 Plugins
View contributor profile

Instructions

Easily integrate your user's bank accounts into your application with a secure, streamlined experience powered by Plaid. Extract transactions and details. Great for financial applications, transaction tracking and more!
πŸ› οΈ π—¦π—˜π—§π—¨π—£

1. Create a Plaid account
2. Set the keys inside of the Plugins tab
3. Add the 'Plaid Link' element to your page
4. Generate a Link Token using the Create Link Token action
4. Use the generated Link Token in the 'Get bank account' action in Element Actions to start the linking process
5. Extract information from the Plaid Link element's states

Note: any fields with '(body)' or '(header)' appended are for API calls!

πŸ–₯️ 𝗖𝗒𝗨π—₯π—¦π—˜

Integrate Plaid (62 minutes)
https://withcopilot.com/content?course=Integrate%20Plaid

Did you know? We produce courses to make it easy to see a step-by-step installation process, fundamental workflows, common use cases and best practices. Courses help support continued development of this plugin and save Bubblers a ton of time.

πŸͺ² π—•π—¨π—šπ—¦

Submit a bug report at https://withcopilot.com/contact so we can investigate! If we find the reported issue is likely an implementation flaw and not a bug, we'll recommend booking a Session with us.

Note: Posting on community resources such as the Forums is πš—πš˜πš the way to communicate bugs to us or to get them resolved!

πŸ“„ π—Ÿπ—œπ—–π—˜π—‘π—¦π—˜

Open-source plugins like this one are served under an MIT License. Plugin authors don't owe users any support, guarantees, or assistance and are void of any liability. See https://en.wikipedia.org/wiki/MIT_License

πŸ“‹ π—₯π—˜π—¦π—’π—¨π—₯π—–π—˜π—¦

Plaid Documentation
https://plaid.com/docs

1-on-1, on-demand assistance
https://withcopilot.com/sessions

Types

This plugin can be found under the following types:
Api   β€’   Action   β€’   Element   β€’   Event

Categories

This plugin can be found under the following categories:
Visual Elements   β€’   Payment   β€’   Ecommerce   β€’   Small Business   β€’   Technical

Resources

Support contact
Documentation
Tutorial

Rating and reviews

Average rating (2.9)

First try
January 2nd, 2026
seemed to go okay
Not supported or current
October 9th, 2025
This plugin appears to be out of date and unsupported. The 'course' provided for $20 is for an out of date version and hasn't been updated. The plugin itself has out of date fields and is not able to take the integration from sandbox where it works to production. The author doesn't respond but their chatbot happily offers $80 sessions, how can this be trusted?!?
Good plugin - poor documentation
August 20th, 2021
For anyone having issues using the link token, you need to go to the "version" of the plugin and manually update it. Your welcome lol.
     
May 27th, 2021
     
May 27th, 2021
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