MULTI-APP TOOLKIT
Build with Microsoft Excel + Plaid
- Multi-app
- One MCP session
- 14 actions
- 7 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Microsoft Excel and Plaid tool at once — connect once, list tools, and call them like any single-app session.
// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "microsoft_excel,plaid",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Microsoft Excel and Plaid tools arrive
// together, each keyed by its own app's slug.
// e.g. run Add a Worksheet Tablerow:
const result = await mcp.callTool({
name: "microsoft_excel-add-a-worksheet-tablerow",
arguments: {
folderId: "Folder ID",
sheetId: "Sheet ID",
},
})import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const externalUserId = "{external_user_id}" // any stable ID for this user in your system
const [microsoftExcelTools, plaidTools] =
await Promise.all([
pd.components.list({ app: "microsoft_excel" }),
pd.components.list({ app: "plaid" }),
])
// One external user owns both connected accounts, so either app's tools
// run on their behalf with the same externalUserId.curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=microsoft_excel" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=plaid" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
# Connect both accounts to the same external_user_id, then
# configure and invoke either app's tools on that user's behalf.ARCHITECTURE
One user, two connected accounts
Your user connects each account once, under whatever ID they already have in your product. The two stay independent — either can be revoked on its own — and your code reaches both through that one user.
Your product
external_user_id
{external_user_id}Pipedream Connect
Managed identity
Auth · tools · routing
Microsoft Excel
Connected account
Plaid
Connected account
TOOLS
Microsoft Excel tools
The Microsoft Excel tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 9
-
Add a Worksheet Tablerow
actionAdds rows to the end of specific table. See the documentationWritev0.0.8 -
Add Row
actionInsert a new row into a specified Excel worksheet. See the documentationWritev0.0.4 -
Find Row
actionFind a row by column and value in an Excel worksheet. See the documentationRead-onlyv0.0.4 -
Get Columns
actionGet the values of the specified columns in an Excel worksheet. See the documentationRead-onlyv0.0.4 -
Get Spreadsheet
actionGet the values of a specified Excel worksheet. See the documentationRead-onlyv0.0.4 -
Get Table Rows
actionRetrieve rows from a specified table in an Excel worksheet. See the documentationRead-onlyv0.0.4 -
List Folder ID Options
actionRetrieves available options for the Folder ID field.Read-onlyv0.0.1 -
Update Cell
actionUpdate the value of a specific cell in an Excel worksheet. See the documentationWritev0.0.4
Triggers
-
New Cell Value Changed
triggerEmit new event when a specific cell's value changes in an Excel worksheetv0.0.3 -
New Row Added
triggerEmit new event when a new row is added to an Excel worksheetv0.0.3 -
New Spreadsheet Created (Instant)
triggerEmit new event when a new Excel spreadsheet is created.Instantv0.0.3 -
New Spreadsheet Updated (Instant)
triggerEmit new event when an Excel spreadsheet is updated.Instantv0.0.7
TOOLS
Plaid tools
The Plaid tools this pairing puts in reach, each one running on your user's own connected account.
Actions
-
Create Access Token
actionExchange a Linkpublic_tokenfor an APIaccess_token. See the documentation.Writev0.0.2 -
Create Sandbox Public Token
actionCreates a validpublic_tokenfor an arbitrary institution ID, initial products, and test credentials. See the documentation.Writev0.0.2 -
Create User
actionCreates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation.Writev0.0.2 -
Get Real-Time Balance
actionGet the real-time balance for each of an Item's accounts. See the documentation.Read-onlyv0.0.2 -
Get Transactions
actionRetrieves user-authorized transaction data for a specified date range. See the documentationRead-onlyv0.0.3
Triggers
-
New Accounts Available (Instant)
triggerEmit new event when there are new accounts available at the Financial Institution. See the documentation.Instantv0.0.1 -
New Event (Instant)
triggerEmit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation.Instantv0.0.1 -
Sync Updates Available (Instant)
triggerEmit new event when there are new updates available for a connected account. See the documentation.Instantv0.0.1
MULTI-APP
Works with more apps
The combinations customers connect alongside these two — nothing here is limited to a pair.
REFERENCE
Toolkit details
- x-pd-app-slug
- microsoft_excel,plaid
- Primary app
- Microsoft Excel (microsoft_excel)
- Second app
- Plaid (plaid)
- Authentication
- OAuth + API key
- Available actions
- 14
- Available triggers
- 7