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The Plaid connector is available on paid Replit plans and requires 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.

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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

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Prerequisites

Before you configure Plaid in Replit, you need:
  • A team workspace — Plaid is configured at the team level
  • A Plaid account
  • A Plaid Client ID from the Plaid dashboard
  • 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.

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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.
1

Open Integrations

Open your workspace or app settings in Replit and select Integrations.
Avenger team Workspace Integrations panel showing Replit-managed integrations and the Connectors section, with the Add new connector button highlighted in the upper right
2

Add the Plaid connector

Select Add new connector, then choose Plaid.
3

Choose the environment

Select sandbox or production. This must match the Plaid Secret you plan to use.
4

Enter Plaid credentials

Paste your Plaid Client ID and Secret from the Plaid dashboard.
5

Set the client name

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.
6

Save the connector

Select Configure to save the connector. Replit stores the credentials securely and uses them when builders connect Plaid accounts.
Enable Plaid configuration dialog with fields for Environment, Client Id, Client Secret, and Client Name, plus a Configure button to save
To change the configuration later, open Manage connectors from the Integrations panel and select Manage next to Plaid.
Plaid connector Manage panel with the saved Environment, Client Id, Client Secret, and Client Name, and an Update button to save changes
For organization-wide connector management, see Managing your connectors. Plaid uses Plaid 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.
Connect Plaid consent dialog with the Replit and Plaid logos, three reassurance bullets about connecting to Plaid, data use, and revocable permissions, and a Continue to Plaid button
Plaid Link then opens an embedded flow where each person selects their financial institution and authenticates with that institution.
Plaid Link institution picker titled Select your institution, with a search input and logos for major US banks including Chase, Bank of America, Wells Fargo, Citibank, US Bank, Capital One, PNC, USAA, American Express, TD, Regions, and Navy Federal, with a Sandbox mode banner at the bottom
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.

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Start building with Plaid data

After Plaid is connected, ask Agent to build with the connected financial data. For example: Plaid data availability depends on the connected institution and the Plaid products enabled for your Plaid account.

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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.
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.