> **Building with AI coding agents?** Install the authstack plugin with one command. This equips your agent with accurate Scalekit implementation patterns.
>
> **Recommended** (the `-y` flags skip prompts, so the command runs without an interactive terminal):
> ```bash
> npx -y @scalekit-inc/cli setup -y
> ```
>
> Global:
> ```bash
> npm install -g @scalekit-inc/cli
> scalekit setup -y
> ```
>
> Supports Claude Code, Cursor, GitHub Copilot, Codex + skills for other Agent Skills-compatible agents in `~/.agents/skills`.
> Skills: integrate-agentkit, implement-saaskit, add-mcp-oauth, implement-sso, implement-scim.
> [Full setup guide](https://docs.scalekit.com/dev-kit/build-with-ai/)

---

# Connect AI agents to the Plaid Dashboard MCP server

The Plaid Dashboard MCP connector routes your AI agent's tool calls to Plaid Dashboard's own MCP server through Scalekit. Scalekit handles authentication for every call, so your agent never handles credentials. Your agent calls the Plaid Dashboard API as the user through Scalekit's API proxy.

**Authentication:** Client Credentials
**Categories:** Accounting & Finance, Analytics
**Tools:** coming soon
**Users sign in with:** Service account
**Built by:** Vendor MCP

## Setup

1. ### Install the SDK

   **Node.js**

   ```bash
   npm install @scalekit-sdk/node dotenv
   ```

   **Python**

   ```bash
   pip install scalekit-sdk-python python-dotenv
   ```

2. ### Set your credentials

   Add your Scalekit credentials to your `.env` file. Find values in **[app.scalekit.com](https://app.scalekit.com)** > **Developers** > **API Credentials**.

   ```sh title=".env"
   SCALEKIT_ENVIRONMENT_URL=<your-environment-url>
   SCALEKIT_CLIENT_ID=<your-client-id>
   SCALEKIT_CLIENT_SECRET=<your-client-secret>
   ```

3. ### Create the Plaid Dashboard MCP connection

   In **AgentKit > Connections**, create a Plaid Dashboard MCP connection. The name you give it is the `connection_name` your code passes. See [Configure connections](/agentkit/connections/).

   **Console steps with screenshots:**

   Plaid Dashboard MCP connections sign in to [Plaid's hosted Dashboard MCP server](https://plaid.com/docs/resources/mcp/) with your Plaid client ID and **Production** secret. The server gives your agent your team's Plaid Dashboard diagnostics and analytics: Item debugging, Link conversion analytics and API usage. It doesn't return end users' bank data; for that, use the [Plaid connector](/agentkit/connectors/plaid/).

   Your Plaid team must be approved for Production access with at least one Plaid product. The server works with Production data only.

   1. ### Copy your Plaid keys

      In the Plaid Dashboard, open **Developers** > [**Keys**](https://dashboard.plaid.com/developers/keys) and copy your **client ID** and your **Production** secret. Sandbox secrets are not accepted.

   2. ### Create the connection

      In the [Scalekit dashboard](https://app.scalekit.com), go to **AgentKit** > **Connections** > **Create Connection**, find **Plaid Dashboard MCP** and click **Create**. The connection name is the `connection_name` your code passes.

   3. ### Add a connected account

      To test, open the connection, click the **Connected Accounts** tab > **Add Account**, enter the user's identifier, such as `user_123`, and fill in **Client ID** and **Production Secret**.

      In production, each user opens the authorization link and enters the same fields there.

      Scalekit exchanges the client ID and secret for a short-lived access token with the `mcp:dashboard` scope, and gets a new one when it expires. You don't request tokens yourself.

4. ### Authorize a user and call the API

   Once a user authorizes the connection, call the Plaid Dashboard MCP server API through the Scalekit proxy with `actions.request`: Scalekit adds the user's credentials to each request. See [Call any API](/agentkit/tools/custom-tools/).

## Related

Other Accounting & Finance connectors ([all 45](/agentkit/connectors/?category=accounting-finance)):

- [QuickBooks](/agentkit/connectors/quickbooks/): Scalekit connector, OAuth, 117 tools
- [Xero](/agentkit/connectors/xero/): Scalekit connector, OAuth, 94 tools
- [Stripe](/agentkit/connectors/stripe/): Scalekit connector, Access token, 178 tools


---

## More Scalekit documentation

| Resource | What it contains | When to use it |
|----------|-----------------|----------------|
| [/llms.txt](/llms.txt) | Structured index with routing hints per product area | Start here — find which documentation set covers your topic before loading full content |
| [/llms-full.txt](/llms-full.txt) | Complete documentation for all Scalekit products in one file | Use when you need exhaustive context across multiple products or when the topic spans several areas |
| [sitemap-0.xml](https://docs.scalekit.com/sitemap-0.xml) | Full URL list of every documentation page | Use to discover specific page URLs you can fetch for targeted, page-level answers |