Plaid
Restrict how your agents can use Plaid to talk to your bank.
Let agents read statements and transactions only from the accounts you pick.
PlaidStatements bot · Chasekc_…st3m
| Permission | Access | Accounts | Only when |
|---|---|---|---|
Statements · List statements.list | Allowed | Whole connection | Any request |
Statements · Download statements.download | Allowed | Total Checking ••7781 Business Complete Checking ••2206 | Any request |
Transactions · Read transactions.read | Allowed | All accounts | Any request |
Liabilities · Read liabilities.read | Allowed | Sapphire Preferred ••3349 | Any request |
Statements · Refresh statements.refresh | Allowed | Whole connection | body.start_date starts with 2026- |
Transactions · Refresh transactions.refresh | Ask meWaits up to 24 hours | Whole connection | Any request |
Allowed goes straight throughAsk me waits for your confirmation
What you can control
Permissions
Each row of a key's Plaid access is one of these, set to Allowed or Ask me.
| Permission | Name in the API |
|---|---|
| Accounts · Read | accounts.read |
| Transactions · Read | transactions.read |
| Liabilities · Read | liabilities.read |
| Statements · Download | statements.download |
| Statements · List | statements.list |
| Statements · Refresh | statements.refresh |
| Transactions · Refresh | transactions.refresh |
| Bank connection · Read | item.read |
| KeyContain forwards only the Plaid requests on this list, so Plaid has no custom rules. | |