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Expand Up @@ -24,6 +24,20 @@ A Model Context Protocol server for facilitating integration with Plaid. This se

## Configuration

### Obtaining API Credentials

1. Sign in to your [Plaid Developer Dashboard](https://developer.plaid.com) account
2. Navigate to **Developers** → **[Keys](https://dashboard.plaid.com/developers/keys)**
3. Locate your **sandbox credentials** as illustrated in the screenshot below.

>[!Important]
All `PLAID_CLIENT_ID` and `PLAID_SECRET` references in the following MCP configuration use **sandbox credentials**.


<img width="890" alt="image" src="https://github.com/user-attachments/assets/d0c0030a-93c9-4d3f-bb21-1f12b5c1e8e9" />



### Usage with Claude Desktop

Add this to your `claude_desktop_config.json`:
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