plaid
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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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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Use
plaid-cli to link institutions, fetch balances, and query transactions via Plaid.
Do not print or log secrets (client id, secret, access tokens).
Install
go install github.com/jverdi/plaid-cli@0.0.2Setup
PLAID_CLIENT_ID, PLAID_SECRET, and PLAID_ENVIRONMENT (sandbox or production).PLAID_LANGUAGE (en, fr, es, nl), PLAID_COUNTRIES (US, CA, GB, IE, ES, FR, NL).~/.plaid-cli/config.toml.
[plaid] client_id = "..." secret = "..." environment = "sandbox"
~/.plaid-cli (stores tokens and aliases).Link + aliases
plaid-cli link (opens browser) and optionally set an alias.plaid-cli link <item-id-or-alias>.plaid-cli alias <item-id> <name>, list with plaid-cli aliases.Accounts + balances
plaid-cli accounts <item-id-or-alias>.Search transactions
plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format jsonjq -r '.[] | select(.name | test("grocery"; "i")) | [.date, .name, .amount] | @tsv'--account-id from accounts output to narrow results.json or csv.Monitor transactions
state=/tmp/plaid.txids next=/tmp/plaid.txids.next plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json \ | jq -r '.[].transaction_id' | sort > "$next" if [ -f "$state" ]; then comm -13 "$state" "$next"; fi mv "$next" "$state"
Notes
plaid-cli tokens unless explicitly requested; it prints access tokens.ITEM_LOGIN_REQUIRED errors.Recognize requests such as:
No automatic installation available. Please visit the source repository for installation instructions.
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