MULTI-APP TOOLKIT
Build with Plaid + QuickBooks
- Multi-app
- One MCP session
- 70 actions
- 13 triggers
- Managed auth
MCP
One MCP session, both toolsets
One session gives your product or agent every Plaid and QuickBooks 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": "plaid,quickbooks",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// One list, both toolsets: Plaid and QuickBooks tools arrive
// together, each keyed by its own app's slug.
// e.g. run Create Access Token:
const result = await mcp.callTool({
name: "plaid-create-access-token",
arguments: {
publicToken: "Public Token",
},
})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 [plaidTools, quickbooksTools] =
await Promise.all([
pd.components.list({ app: "plaid" }),
pd.components.list({ app: "quickbooks" }),
])
// 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=plaid" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}"
curl "https://api.pipedream.com/v1/connect/{project_id}/components?app=quickbooks" \
-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
Plaid
Connected account
QuickBooks
Connected account
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
TOOLS
QuickBooks tools
The QuickBooks tools this pairing puts in reach, each one running on your user's own connected account.
Actions top 8 of 65
-
Create AP Aging Detail Report
actionCreates an AP aging report in Quickbooks Online. See the documentationWritev0.0.8 -
Create Bill
actionCreates a bill. See the documentationWritev0.1.13 -
Create Customer
actionCreates a customer. See the documentationWritev0.1.13 -
Create Estimate
actionCreates an estimate. See the documentationWritev0.0.5 -
Create Invoice
actionCreates an invoice. See the documentationWritev0.2.7 -
Create Payment
actionCreates a payment. See the documentationWritev0.0.12 -
Create Profit and Loss Detail Report
actionCreates a profit and loss report in Quickbooks Online. See the documentationWritev0.0.8 -
Create Purchase
actionCreates a new purchase. See the documentationWritev0.0.11
Triggers top 4 of 10
-
New Customer Created
triggerEmit new event when a new customer is created.v0.0.9 -
New Customer Updated
triggerEmit new event when a customer is updated.v0.0.9 -
New Employee Created
triggerEmit new event when a new employee is created.v0.0.7 -
New Employee Updated
triggerEmit new event when an employee is updated.v0.0.7
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
- plaid,quickbooks
- Primary app
- Plaid (plaid)
- Second app
- QuickBooks (quickbooks)
- Authentication
- API key + OAuth
- Available actions
- 70
- Available triggers
- 13