plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances.
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Select your agent
Option 1: Install via CLI (recommended)
Recommended (no pre-install needed)
npx clawhub@latest --dir ~/.claude/skills install plaidOr via clawhub CLI (if already installed)
clawhub --dir ~/.claude/skills install plaidβ οΈ Requires Node.js 18+. No Node? Use Option 2 below to download the ZIP instead. Install Node.js β
Option 2: Manual install (no Node required)
Download the ZIP, extract it, and place the folder at the path below. Restart your agent to activate.
Install path
~/.claude/skills/plaid/π‘Extract and place the folder at the path above, then restart your agent.
Category
πFinance & InvestmentPlatforms
What plaid can do for your AI workflow
Plaid-cli a cli directly from your Claude conversation
Works across Claude, Cursor, OpenClaw β install once, use everywhere
Trusted by 2,497+ developers worldwide
One-command installation β no complex setup required
Combine with other skills to build powerful multi-step AI workflows
Try these prompts with your AI agent after installing plaid
Help me get started with plaid
Explains what plaid does, walks through the setup, and runs a quick demo based on your current project
Use plaid to plaid-cli a cli for interacting with the plaid finance platform
Invokes plaid with the right parameters and returns the result directly in the conversation
What can I do with plaid in my finance & investment workflow?
Lists the top use cases for plaid, with example commands for each scenario
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plaid extends your AI assistant with the ability to plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances. Rather than leaving your conversation to handle this manually, you can ask your Claude agent directly β and it will take care of the task end-to-end, using plaid as its underlying capability.
plaid works across Claude, Cursor, OpenClaw through the Model Context Protocol (MCP) β an open standard that lets AI clients share tools and skills without lock-in. Because MCP is platform-agnostic by design, you install plaid once and it becomes available across all your AI clients. Whether you're working in Claude for focused sessions or Cursor for integrated workflows, the skill behaves consistently.
plaid installs like any other MCP skill: drop the folder into `~/.claude/skills/plaid/` for global access, or `.claude/skills/plaid/` to keep it scoped to one project. After a quick restart of Claude, you can trigger it explicitly with `/plaid`, or let the AI decide when it's the right tool for your request.
plaid has been installed 2,497 times, making it one of the more actively used skills in the Finance & Investment category. The install rate suggests it solves a real, recurring need rather than a niche edge case. Like all skills on DiscoverAISkills, it is free to install and use. The broader AI skills ecosystem continues to expand as developers contribute new capabilities across categories like developer tools, data analysis, writing, automation, and more.
Place the skill folder at ~/.claude/skills/plaid/ for personal use (all projects), or .claude/skills/plaid/ for project-specific use. Restart your AI client, then invoke with /plaid or let the AI discover it automatically.
plaid supports Claude, Cursor, OpenClaw. It integrates seamlessly with these AI platforms to extend their capabilities.
plaid is free to install. Check the repository for licensing information.
plaid-cli a cli for interacting with the plaid finance platform. link accounts from various institutions, query balances, and transactions by date range listing accounts/balances.
Automate my finance & investment tasks using plaid
Identifies repetitive steps in your workflow and sets up plaid to handle them automatically
plaid is categorized under Finance & Investment. These skills help AI agents perform specialized tasks in this domain.