Plaid Enterprise BankingをChatGPTとClaudeに接続

• 01 / 03取引履歴の監査方法
• 02 / 03ポートフォリオの監視方法
• 03 / 03収入の照合方法

最速日

728ms

最遅日

1255ms

14日間の傾向

遅延傾向+17%

Plaid Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_OVpo1utRpHEAgSzg41MJhcxuyUvnOqpjqRNupmmW/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

1. 1In Claude Desktop, open Settings → Connectors.
2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
3. 3Click Add and start a new chat — Plaid capabilities are ready to use.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "plaid-enterprise-banking-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_OVpo1utRpHEAgSzg41MJhcxuyUvnOqpjqRNupmmW/mcp"
    }
  }
}

• Claude
• ChatGPT
• Cursor
• VS Code
• Windsurf
• Claude Code
• JetBrains
• Cline

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ PlaidをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  金融アナリスト

  リアルタイムの資産状況や取引履歴に基づいた詳細な財務分析を自動化します。

• 02

  リスク管理担当者

  機械学習を活用した不正検知や、AML（アンチマネーロンダリング）のスクリーニングを実施します。

• 03

  フィンテック開発者

  Plaidの強力なAPIをAIエージェントに組み込み、高度な金融サービスを構築します。

• 04

  Compliance Officers

  They use the agent to run AML and PEP screening against account holders.

• 01

  Can this MCP move money or make payments?

  No. This MCP is strictly hardcoded to read-only mode. It can inspect balances and transactions, but it cannot execute ACH debits, wires, or any other payments.

• 02

  What AI clients can I use with this?

  You can use this MCP with any compatible client, including Claude, Cursor, Windsurf, and VS Code.

• 03

  How do I connect my own bank data?

  You use the create_link_token and exchange_public_token capabilities to establish a secure connection between Plaid and your AI client.

• 04

  Is my financial data secure?

  Yes. Vinkius hosts the MCP and manages the credentials, and the connection to Plaid uses industry-standard encryption and secure token exchange.

• 05

  Can I use this for AML compliance?

  Yes. The MCP includes capabilities to check account holders against the Interpol list, OFAC sanctions, and Global PEP watchlists.

• 06

  Is this safe to run against production Plaid accounts? Will the AI transfer money?

  Yes, it is entirely safe. We deliberately designed the 20 capabilities purely for deep inspection (fetching assets, checking IDs, balancing ledgers). Endpoints capable of moving capital (like /transfer/create) were excluded. The worst the AI can do is give you a highly detailed dashboard of your expenses.

• 07

  How does the agent analyze different bank accounts when I talk to it?

  You hold the master Server keys (Client ID and Secret). When you ask the agent a question, you just paste or mention the unique access_token representing that customer's bank connection, and the AI automatically uses it under the hood.

• 08

  Can it cross check watchlists (AML) and biometrics?

  Yes. Capabilities like get_watchlist_screening and get_identity_verification hook directly into Plaid Identity, matching end-users to PEP (Politically Exposed Persons), OFAC, and global government watchlists instantaneously.

• 

  OFX Bank Statement Parser AIコネクタ

  Turn archaic OFX/QFX bank exports into clean JSON transactions safely and local. Let your AI act as your perso

  表示
• 

  Codat Financial Data AIコネクタ

  Pull financial data from your customers accounting, banking, and commerce platforms through a single standardi

  表示
• 

  Teller AIコネクタ

  Connect to your bank accounts, list transactions, check balances, and initiate payments via Teller API.

  表示
• 

  Mono AIコネクタ

  Automate financial data retrieval and payment orchestration via Mono — access account balances, transaction hi

  表示

おすすめ

• 

  Open Payments (CMS Physician Data) AIコネクタ

  Query official CMS Open Payments data to analyze financial relationships between the healthcare industry, phys

  表示
• 

  Data.gov Catalog AIコネクタ

  Access the official US Government open data catalog. Search thousands of datasets, organizations, and spatial

  表示
• 

  Data Pipeline Prover AIコネクタ

  A data team asked an AI to build an ETL pipeline. No schema contract. No idempotency. No freshness SLA. The pi

  表示
• 

  Open Data Euskadi AIコネクタ

  Access the official open data portal of the Basque Government — search grants, contracts, news, and execute co

  表示