110 lines
6.9 KiB
Markdown
110 lines
6.9 KiB
Markdown
# Plaid
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## Overview
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The Plaid source supports Full Refresh syncs. It currently only supports pulling from the balances endpoint. It will soon support other data streams \(e.g. transactions\).
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### Output schema
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Output streams:
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- [Balance](https://plaid.com/docs/api/products/#balance)
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### Features
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| Feature | Supported? |
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| :---------------------------- | :---------- |
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| Full Refresh Sync | Yes |
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| Incremental - Append Sync | Coming soon |
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| Replicate Incremental Deletes | Coming soon |
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| SSL connection | Yes |
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| Namespaces | No |
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### Performance considerations
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The Plaid connector should not run into Stripe API limitations under normal usage. Please [create an issue](https://github.com/airbytehq/airbyte/issues) if you see any rate limit issues that are not automatically retried successfully.
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## Getting started
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### Requirements
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- Plaid Account \(with client_id and API key\)
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- Access Token
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### Setup guide for Sandbox
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This guide will walk through how to create the credentials you need to run this source in the sandbox of a new plaid account. For production use, consider using the Link functionality that Plaid provides [here](https://plaid.com/docs/api/tokens/#linktokencreate)
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- **Create a Plaid account** Go to the [plaid website](https://plaid.com/) and click "Get API Keys". Follow the instructions to create an account.
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- **Get Client id and API key** Go to the [keys page](https://dashboard.plaid.com/team/keys) where you will find the client id and your Sandbox API Key \(in the UI this key is just called "Sandbox"\).
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- **Create an Access Token** First you have to create a public token key and then you can create an access token.
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- **Create public key** Make this API call described in [plaid docs](https://plaid.com/docs/api/sandbox/#sandboxpublic_tokencreate)
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```bash
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curl --location --request POST 'https://sandbox.plaid.com/sandbox/public_token/create' \
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--header 'Content-Type: application/json;charset=UTF-16' \
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--data-raw '{
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"client_id": "<your-client-id>",
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"secret": "<your-sandbox-api-key>",
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"institution_id": "ins_127287",
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"initial_products": ["auth", "transactions"]
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}'
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```
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- **Exchange public key for access token** Make this API call described in [plaid docs](https://plaid.com/docs/api/tokens/#itempublic_tokenexchange). The public token used in this request, is the token returned in the response of the previous request. This request will return an `access_token`, which is the last field we need to generate for the config for this source!
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```bash
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curl --location --request POST 'https://sandbox.plaid.com/item/public_token/exchange' \
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--header 'Content-Type: application/json;charset=UTF-16' \
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--data-raw '{
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"client_id": "<your-client-id>",
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"secret": "<your-sandbox-api-key>",
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"public_token": "<public-token-returned-by-previous-request>"
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}'
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```
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- We should now have everything we need to configure this source in the UI.
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## Changelog
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<details>
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<summary>Expand to review</summary>
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| Version | Date | Pull Request | Subject |
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| :------ | :--------- | :------------------------------------------------------- | :------------------------------------------------------------ |
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| 0.5.14 | 2025-05-10 | [60070](https://github.com/airbytehq/airbyte/pull/60070) | Update dependencies |
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| 0.5.13 | 2025-05-03 | [59498](https://github.com/airbytehq/airbyte/pull/59498) | Update dependencies |
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| 0.5.12 | 2025-04-27 | [59039](https://github.com/airbytehq/airbyte/pull/59039) | Update dependencies |
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| 0.5.11 | 2025-04-19 | [58455](https://github.com/airbytehq/airbyte/pull/58455) | Update dependencies |
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| 0.5.10 | 2025-04-12 | [57876](https://github.com/airbytehq/airbyte/pull/57876) | Update dependencies |
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| 0.5.9 | 2025-04-05 | [57333](https://github.com/airbytehq/airbyte/pull/57333) | Update dependencies |
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| 0.5.8 | 2025-03-29 | [56804](https://github.com/airbytehq/airbyte/pull/56804) | Update dependencies |
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| 0.5.7 | 2025-03-22 | [56173](https://github.com/airbytehq/airbyte/pull/56173) | Update dependencies |
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| 0.5.6 | 2025-03-08 | [55535](https://github.com/airbytehq/airbyte/pull/55535) | Update dependencies |
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| 0.5.5 | 2025-03-01 | [55004](https://github.com/airbytehq/airbyte/pull/55004) | Update dependencies |
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| 0.5.4 | 2025-02-23 | [54575](https://github.com/airbytehq/airbyte/pull/54575) | Update dependencies |
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| 0.5.3 | 2025-02-15 | [53973](https://github.com/airbytehq/airbyte/pull/53973) | Update dependencies |
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| 0.5.2 | 2025-02-08 | [47502](https://github.com/airbytehq/airbyte/pull/47502) | Update dependencies |
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| 0.5.1 | 2024-08-16 | [44196](https://github.com/airbytehq/airbyte/pull/44196) | Bump source-declarative-manifest version |
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| 0.5.0 | 2024-08-14 | [44086](https://github.com/airbytehq/airbyte/pull/44086) | Refactor connector to manifest-only format |
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| 0.4.13 | 2024-08-12 | [43861](https://github.com/airbytehq/airbyte/pull/43861) | Update dependencies |
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| 0.4.12 | 2024-08-10 | [43663](https://github.com/airbytehq/airbyte/pull/43663) | Update dependencies |
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| 0.4.11 | 2024-08-03 | [43239](https://github.com/airbytehq/airbyte/pull/43239) | Update dependencies |
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| 0.4.10 | 2024-07-27 | [42686](https://github.com/airbytehq/airbyte/pull/42686) | Update dependencies |
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| 0.4.9 | 2024-07-20 | [42230](https://github.com/airbytehq/airbyte/pull/42230) | Update dependencies |
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| 0.4.8 | 2024-07-13 | [41730](https://github.com/airbytehq/airbyte/pull/41730) | Update dependencies |
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| 0.4.7 | 2024-07-10 | [41412](https://github.com/airbytehq/airbyte/pull/41412) | Update dependencies |
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| 0.4.6 | 2024-07-09 | [41235](https://github.com/airbytehq/airbyte/pull/41235) | Update dependencies |
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| 0.4.5 | 2024-07-06 | [41007](https://github.com/airbytehq/airbyte/pull/41007) | Update dependencies |
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| 0.4.4 | 2024-06-25 | [40379](https://github.com/airbytehq/airbyte/pull/40379) | Update dependencies |
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| 0.4.3 | 2024-06-22 | [40147](https://github.com/airbytehq/airbyte/pull/40147) | Update dependencies |
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| 0.4.2 | 2024-06-04 | [38963](https://github.com/airbytehq/airbyte/pull/38963) | [autopull] Upgrade base image to v1.2.1 |
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| 0.4.1 | 2024-05-31 | [38810](https://github.com/airbytehq/airbyte/pull/38810) | [autopull] Migrate to base image and poetry |
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| 0.4.0 | 2023-08-17 | [29127](https://github.com/airbytehq/airbyte/pull/29127) | Rewrote connector to no-code SDK |
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| 0.3.2 | 2022-08-02 | [15231](https://github.com/airbytehq/airbyte/pull/15231) | Added min_last_updated_datetime support for Capital One items |
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| 0.3.1 | 2022-03-31 | [11104](https://github.com/airbytehq/airbyte/pull/11104) | Fix 100 record limit and added start_date |
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| 0.3.0 | 2022-01-05 | [7977](https://github.com/airbytehq/airbyte/pull/7977) | Migrate to Python CDK + add transaction stream |
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</details>
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