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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Last updated: April 29, 2026

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No automatic installation available. Please visit the source repository for installation instructions.

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Plaid

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@0.0.2

Setup

Export

PLAID_CLIENT_ID

PLAID_SECRET

, and

PLAID_ENVIRONMENT

(sandbox or production).

Optional:
```
PLAID_LANGUAGE
```
(en, fr, es, nl),
```
PLAID_COUNTRIES
```
(US, CA, GB, IE, ES, FR, NL).

Optional config file:

~/.plaid-cli/config.toml

[plaid]
client_id = "..."
secret = "..."
environment = "sandbox"

Data directory:
```
~/.plaid-cli
```
(stores tokens and aliases).

Link + aliases

Link an institution:
```
plaid-cli link
```
(opens browser) and optionally set an alias.
Relink:
```
plaid-cli link <item-id-or-alias>
```
.

Alias:

plaid-cli alias <item-id> <name>

, list with

plaid-cli aliases

Accounts + balances

List accounts and balances:
```
plaid-cli accounts <item-id-or-alias>
```
.

Search transactions

Pull a date range as JSON, then filter locally:

plaid-cli transactions <item-id-or-alias> --from 2024-01-01 --to 2024-01-31 --output-format json

jq -r '.[] | select(.name | test("grocery"; "i")) | [.date, .name, .amount] | @tsv'

Use
```
--account-id
```
from
```
accounts
```
output to narrow results.
Output formats:
```
json
```
or
```
csv
```
.

Monitor transactions

Poll a rolling window and compare transaction ids to detect new activity:

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"

Use cron for scheduling.

Notes

Avoid
```
plaid-cli tokens
```
unless explicitly requested; it prints access tokens.
Relink is auto-triggered on
```
ITEM_LOGIN_REQUIRED
```
errors.

Recognize requests such as:

"Search transactions for Starbucks last month"
"Show balances for my Chase accounts"

plaid

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