> ## Documentation Index
> Fetch the complete documentation index at: https://docs.replit.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Connect Plaid
> Set up the Plaid connector so builders can use Agent to build apps that connect financial accounts with Plaid Link for balances, transactions, and investment data.
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The Plaid connector is available on paid Replit plans and requires a [team workspace](/references/collaboration/team-workspaces#create-a-team-workspace).
Plaid connects apps to financial institutions. With the Plaid connector, builders can create apps that use account balances, transactions, and investment data where supported by the connected institution.
Setup has two parts. A workspace admin configures the Plaid credentials once in Replit, then each person who uses your app connects their own financial accounts through Plaid Link. Plaid access tokens are scoped per person and stored securely, so your app can use financial data without handling Plaid secrets directly.
## What you can build
Use the Plaid connector to build apps like:
* Personal finance dashboards
* Budgeting and expense categorization tools
* Transaction search and analytics apps
* Portfolio trackers for supported investment accounts
* Financial coaches that summarize spending patterns
## Prerequisites
Before you configure Plaid in Replit, you need:
* A [team workspace](/references/collaboration/team-workspaces#create-a-team-workspace) — Plaid is configured at the team level
* A [Plaid account](https://dashboard.plaid.com/signup)
* A Plaid **Client ID** from the [Plaid dashboard](https://dashboard.plaid.com/developers/keys)
* A Plaid **Secret** for the environment you want to use
* A decision on whether to use Plaid `sandbox` or `production`
Use `sandbox` while testing with Plaid's sample institutions and credentials. Use `production` when your app is ready to connect real financial accounts.
## Configure the Plaid connector in Replit
A workspace admin adds the Plaid credentials to Replit. After the connector is configured, builders can use Plaid data with Agent.
Open your workspace or app settings in Replit and select **Integrations**.
Select **Add new connector**, then choose **Plaid**.
Select `sandbox` or `production`. This must match the Plaid Secret you plan to use.
Paste your Plaid **Client ID** and **Secret** from the Plaid dashboard.
Enter the app name that should appear in Plaid Link. The field is pre-filled with `My Plaid App`; replace it with the name your users should see. Keep it 30 characters or fewer so Plaid can display it correctly.
Select **Configure** to save the connector. Replit stores the credentials securely and uses them when builders connect Plaid accounts.
To change the configuration later, open **Manage connectors** from the Integrations panel and select **Manage** next to Plaid.
For organization-wide connector management, see [Managing your connectors](/replitai/managing-connectors).
## Sign in with Plaid Link
Plaid uses [Plaid Link](https://plaid.com/docs/link/) instead of a standard OAuth redirect. To start the flow, find Plaid in the Connectors table and select **Sign in**. Replit shows a brief consent screen that confirms the connection, then opens Plaid Link.
Plaid Link then opens an embedded flow where each person selects their financial institution and authenticates with that institution.
Each person links their own accounts. Replit stores the resulting Plaid access token for that person's connection and uses it when Agent or your app requests Plaid data.
## Start building with Plaid data
After Plaid is connected, ask Agent to build with the connected financial data. For example:
Build a personal finance dashboard where people connect bank accounts with Plaid Link. Show account balances, monthly spending by category, and the five largest recent transactions.
Create a budgeting app where each person connects accounts through Plaid Link. Import transactions, group them by merchant and category, and show whether they are over budget this month.
Build a portfolio tracker where people connect supported investment accounts through Plaid Link. Show holdings, account balances, and changes over time where data is available.
Plaid data availability depends on the connected institution and the Plaid products enabled for your Plaid account.
## Troubleshooting
Plaid requires a paid Replit plan. If you are on a paid plan and still do not see Plaid, refresh the page and verify that you are in the correct workspace.
If setup shows **This feature requires an enterprise plan**, refresh the page and verify that you are using the correct workspace.
If Plaid still does not appear, contact Replit support so the team can check your workspace configuration.
Plaid may show **This Application** when the configured client name is missing or too long. Edit the Plaid connector configuration and use an app name with 30 characters or fewer.
A Plaid connection can become disconnected if the financial institution requires the account holder to sign in again, if credentials changed, or if permissions were revoked.
Reconnect Plaid from the Integrations or Connectors panel to open Plaid Link and restore access.
Plaid sandbox and production use different credentials and tokens. Make sure the connector environment matches the Plaid Secret you entered and the type of financial accounts you are testing.
## Related documentation
* [Agent integrations](/references/integrations/overview) — Overview of Replit-managed integrations, Connectors, external integrations, and Agent services
* [Managing your connectors](/replitai/managing-connectors) — Configure and manage connectors for your workspace
* [Plaid documentation](https://plaid.com/docs/) — Plaid API, Link, and product documentation
* [Plaid dashboard](https://dashboard.plaid.com/developers/keys) — Find your Plaid Client ID and Secrets
* [Replit x Plaid](https://replit.com/partners/plaid) — Partner page with demos and setup resources