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Connect Plaid to Anthropic (Claude)

Use 3 documented Plaid triggers to run 2 documented Anthropic (Claude) actions.

3 source triggers
2 target actions
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Why Connect Plaid & Anthropic (Claude)?

Start with a Plaid event

Choose from 3 documented triggers, including New Accounts Available (Instant), New Event (Instant), Sync Updates Available (Instant).

Run a Anthropic (Claude) action

Send the event into one of 2 documented actions, such as Chat, List Model Options.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Plaid

Triggers (3)

New Accounts Available (Instant)

Emit new event when there are new accounts available at the Financial Institution. See the documentation.

webhook
New Event (Instant)

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation.

webhook
Sync Updates Available (Instant)

Emit new event when there are new updates available for a connected account. See the documentation.

webhook

Actions (5)

Create Access Token

Exchange a Link public_token for an API access_token. See the documentation.

Create Sandbox Public Token

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation.

Create User

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. See the documentation.

Get Real-Time Balance

Get the real-time balance for each of an Item's accounts. See the documentation.

Get Transactions

Retrieves user-authorized transaction data for a specified date range. See the documentation

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Anthropic (Claude)

Actions (2)

Chat

The Chat API. See the documentation

List Model Options

Retrieves available options for the Model field.

Integration Features

3 documented Plaid triggers
2 documented Anthropic (Claude) actions
Configurable field mapping
Conditional workflow steps
Execution monitoring

Capability Examples

Plaid trigger → Anthropic (Claude) action

Catalog example
PlaidPlaid

New Accounts Available (Instant)

Anthropic (Claude)Anthropic (Claude)

Chat

How It Works

1

Connect Apps

Authenticate your Plaid and Anthropic (Claude) accounts

2

Choose a Trigger

Select a documented Plaid event

3

Choose an Action

Select the documented Anthropic (Claude) operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Plaid triggers.

Automated Actions

Run one of 2 documented Anthropic (Claude) actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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All Plaid Integrations

Explore all available Plaid connections

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All Anthropic (Claude) Integrations

Explore all available Anthropic (Claude) connections

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