Finance & Accounting

Connect Plaid to Your AI Agents

Let your Wkil agents verify bank accounts, retrieve balances and transactions, and initiate transfers through Plaid.

Authentication: OAuth 2.0

Build with Plaid

What you can do

Verify bank accounts and identity
Retrieve balances, transactions, and income data
Initiate bank transfers

Available capabilities may vary by authentication and workspace configuration.

Actions supported by the connector

19 verified tools

Auth

Retrieve verified bank account and routing numbers for payments.

Balance

Check a linked account's real-time balance.

Identity

Retrieve identity details tied to a linked bank account.

Transactions

Retrieve categorized transaction history for a linked account.

Transfer

Initiate a bank-to-bank money transfer.

Identity Verification

Run an identity verification check on a user.

Income

Retrieve verified income data for a linked user.

Liabilities

Retrieve details on a user's loans and credit balances.

Investments

Retrieve holdings and transactions for investment accounts.

Assets

Generate an asset report summarizing a user's account history.

View all verified tools (search)

AuthBalanceIdentitySignal Transaction ScoresTransferInvestments MovePayments (Europe)TransactionsInvestmentsLiabilitiesEnrichIdentity VerificationMonitorProtectConsumer Report (by Plaid Check)AssetsStatementsIncomeLayer

Practical agent use cases

An agent verifies a customer's bank account before enabling payouts.
An agent checks a linked account's balance before approving a transfer.
An agent categorizes recent transactions for a budgeting summary.

How it works with Wkil

1
Choose the integration
Add Plaid to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Related integrations

FAQ

Does this connect through my own Plaid account?

Yes — authentication uses Plaid's standard OAuth-based Link flow, scoped to the accounts a user authorizes.