Use Case
plaid is a powerful AI agent skill that extends your assistant with new capabilities. 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. This guide walks you through installing plaid, configuring it for your setup, and running your first commands β so you can start getting value in minutes.
Install plaid: npx clawhub@latest --dir ~/.claude/skills install plaid
Restart your AI client (Claude Code, Cursor, Gemini CLI, or OpenClaw)
Type a natural language request related to finance & investment to trigger plaid
Review the output and refine your prompt for better results
Combine plaid with other skills to build multi-step workflows
Copy these prompts and use them with your AI agent after installing plaid
Help me get started with plaid
What can plaid do for my finance & investment workflow?
Show me an example of using plaid
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.