Plaid

Connect Plaid to access its capabilities through Cendriix agents.

Overview

How to connect

1. Navigate to Settings → Integrations → Connectors
2. Click Connect on the Plaid integration
3. Enter your Plaid API key
4. Once configured, Plaid data becomes available

Getting your credentials

1. Go to Plaid Developer Portal 
2. Create a new API key with appropriate permissions
3. Copy the credentials and paste them in the Cendriix setup wizard

Capabilities

Once connected, Cendriix agents can:

• Access financial account data
• Reference transaction history
• Query balance and identity info

Security notes

• Use scoped credentials with minimal permissions
• Credentials are stored encrypted in AWS Secrets Manager
• Disconnect at any time from Settings → Integrations → Connectors

Further reading

• Plaid API Documentation