Plaid for your voice agent

Plaid is a financial data platform that connects apps to users' bank accounts. It provides secure access to balances, transactions, and account details.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Plaid and paste it on a secure page in Connected apps.
What it reads
33 actions, such as get Auth Data, verify Auth Data and download Asset Report PDF.
What it changes
37 actions, such as create Asset Report, create Asset Report Audit Copy and create Link Token.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 70. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Plaid actions

Reads 33

  • Get Auth Data
  • Verify Auth Data
  • Download Asset Report PDF
  • Download Statement
  • Get Accounts
  • Get Asset Report
  • Get Balances
  • Get Identity Document Uploads
  • Get Institution
  • Get Investment Holdings
  • Get Investment Transactions
  • Get Item
  • Get Liabilities
  • Get Link Session Status
  • Get Payment
  • Get Payment Consent
  • Get Payment Recipient
  • Get Recurring Transactions
  • Get Transactions
  • Get Transfer
  • Get Transfer Sweep
  • Get Webhook Verification Key
  • Get Identity
  • List Bank Transfer Events
9 more
  • List Identity Matches
  • List Institutions
  • List Payment Recipients
  • List Payments
  • List Statements
  • List Transfer Events
  • List Transfers
  • List Transfer Sweeps
  • Search Institutions

Changes 32

  • Create Asset Report
  • Create Asset Report Audit Copy
  • Create Link Token
  • Create Payment
  • Create Payment Consent
  • Create Payment Recipient
  • Create Transfer
  • Create Transfer Authorization
  • Enrich Transactions
  • Execute Consent Payment
  • Filter Asset Report
  • Match Identity
  • Refresh Asset Report
  • Refresh Investments
  • Refresh Statements
  • Refresh Transactions
  • Reverse Payment
  • Create Sandbox Transactions
  • Fire Sandbox Item Webhook
  • Reset Sandbox Item Login
  • Set Sandbox Verification Status
  • Simulate Sandbox Payment
  • Simulate Sandbox Transfer
  • Fire Sandbox Transfer Webhook
8 more
  • Report Signal Decision
  • Evaluate Signal Risk
  • Prepare Item for Signal
  • Report Signal Return
  • Sync Bank Transfer Events
  • Sync Transactions
  • Sync Transfer Events
  • Update Item Webhook

Deletes 5

  • Cancel Transfer
  • Cancel Transfer Authorization
  • Remove Asset Report
  • Remove Asset Report Audit Copy
  • Revoke Payment Consent

Plaid setup

  1. Pasting a Plaid API key

    Create an API key in Plaid, choose Plaid in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 70 actions the agent may use. Start with lookups and add the ones that change Plaid when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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