Plaid Dashboard MCP (Remote)

Add to your client

Copy the config for your MCP client and paste it into its config file.

{
  "mcpServers": {
    "plaid-dashboard-mcp-remote": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.dashboard.plaid.com/mcp/sse"
      ]
    }
  }
}

Step-by-step guides: Add to Claude Desktop · Add to Cursor · Add to Windsurf

Before you start

• A Plaid account with Production access approved and at least one active Plaid product
• Your PLAID_CLIENT_ID and a Production secret
• An OAuth 2.0 access token minted via the /oauth/token endpoint using the client_credentials grant with the mcp:dashboard scope
• An MCP client that supports remote servers over Streamable HTTP with bearer-token / OAuth auth

About Plaid Dashboard MCP (Remote)

Tools & capabilities (4)

When to use it

• Use it when an Item keeps erroring and you want the assistant to pull its metadata and explain the failure.
• Use it when you need to understand Link drop-off, conversion, and error patterns without opening the Dashboard.
• Use it when monitoring API and product usage against your plan from inside your AI tooling.
• Use it when triaging production integration issues conversationally during development or on-call.
• Use it when you want a single token to list and scope across the teams on your Plaid account.

Quick setup

1. 1Ensure your Plaid account has Production access with at least one active product.
2. 2Request an access token from the /oauth/token endpoint using client_credentials with the mcp:dashboard scope.
3. 3Add the remote server to your MCP client: URL https://api.dashboard.plaid.com/mcp over Streamable HTTP.
4. 4Pass the token as an Authorization: Bearer header.
5. 5Restart/reload the client and confirm the plaid_* tools appear.
6. 6Refresh the token before its 15-minute expiry (use the refresh token) for longer sessions.

Plaid Dashboard MCP (Remote) FAQ