Use Case
Stop doing repetitive finance & investment tasks manually. plaid lets your AI agent handle them automatically through natural conversation. 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 shows practical examples of using plaid to automate common finance & investment workflows and save hours every week.
Install plaid: npx clawhub@latest --dir ~/.claude/skills install plaid
Identify the repetitive finance & investment tasks you want to automate
Describe the task to your AI in plain English
plaid will execute the task and return results directly in the chat
Chain multiple tasks: ask your AI to run a sequence of operations
Copy these prompts and use them with your AI agent after installing plaid
Automate my finance & investment tasks using plaid
What repetitive tasks can plaid handle for me?
Set up a workflow that runs plaid every morning
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.