Use Case
plaid isn't just for solo use β teams can share skills and build consistent AI workflows across the organization. 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 covers how to deploy plaid for your team, standardize prompts, and create shared workflows that everyone can use.
Install plaid in your project directory: .claude/skills/plaid/
Commit the skill folder to your repository so the whole team has access
Document your team's standard prompts in a shared README
Use plaid in code reviews, standups, and planning sessions
Iterate: collect feedback from the team and refine your prompts
Copy these prompts and use them with your AI agent after installing plaid
How can my team use plaid together?
Set up plaid for our project so everyone can use it
Create a shared workflow using plaid for our team
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.