Plaid ACTION
Get Transactions
Retrieves user-authorized transaction data for a specified date range. See the documentation
- Action
- Read only
- API key
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's Plaid account once, then configure and run Get Transactions from your backend or agent.
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 result = await pd.actions.run({
id: "plaid-get-transactions",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
plaid: { authProvisionId: "apn_xxxxxxx" },
accessToken: "Access Token",
startDate: "Start Date",
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "plaid-get-transactions",
"configured_props": {
"plaid": { "authProvisionId": "apn_xxxxxxx" },
"accessToken": "Access Token",
"startDate": "Start Date"
}
}'// 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": "plaid",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "plaid-get-transactions",
arguments: {
accessToken: "Access Token",
startDate: "Start Date",
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
accessToken Access Token | string | The access token associated with the Item data is being requested for. Required |
startDate Start Date | string | The earliest date for which to fetch transaction data. Dates should be formatted as YYYY-MM-DD. Required |
endDate End Date | string | The latest date for which to fetch transaction data. Dates should be formatted as YYYY-MM-DD. Required |
accountIds Account IDs | string[] | A list of account_ids to retrieve for the Item. Note: An error will be returned if a provided account_id is not associated with the Item. Optional Dynamic |
includeOriginalDescription Include Original Description | boolean | Include the raw unparsed transaction description from the financial institution. Optional |
daysRequested Days Requested | integer | Number of days of transaction history to request from the financial institution. Only applies when Transactions product hasn't been initialized. Min: 1, Max: 730, Default: 90. Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- plaid-get-transactions
- Version
- 0.0.3
- App
- Plaid
- Authentication
- API key
- Read-only
- Yes
- Destructive
- No
- Open world
- Yes
- Source
- View on GitHub ↗