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<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8" />
<title>Plaid Quickstart Example</title>
<link rel="stylesheet" href="https://threads.plaid.com/threads.css" />
<link rel="stylesheet" type="text/css" href="./static/style.css" />
<meta name="viewport" content="width=device-width, initial-scale=1" />
</head>
<body>
<main class="main">
<div class="grid">
<div class="grid__column grid__column--is-twelve-columns">
<div id="banner" class="everpresent-content">
<h1 class="everpresent-content__heading">Plaid Quickstart</h1>
<p id="intro" class="everpresent-content__subheading">
An example application that outlines an end-to-end integration
with Plaid
</p>
<p id="steps" class="everpresent-content__subheading">
Success! You just created an Item by linking your account.
</p>
</div>
<div id="container" class="initial-view">
<p class="initial-view__description">
Click the button below to open a list of Institutions. After you
select one, you’ll be guided through an authentication process. If
using the default Sandbox environment, use username
<strong>user_good</strong> and password
<strong>pass_good</strong>. Upon completion, a
<code>public_token</code> will be passed back to the server and
exchanged for <code>access_token</code>.
</p>
<button id="link-btn" class="button button--is-primary" disabled>
Connect with Plaid
</button>
<div class="loading-indicator"></div>
</div>
<div id="app" class="connected-view">
<div class="item-overview">
<div class="item-overview__column">
<h3 class="item-overview__heading">item_id</h3>
<p class="item-overview__id" id="item_id">
san.asjsansakjsakjasjksajkas
</p>
</div>
<div class="item-overview__column">
<h3 class="item-overview__heading">access_token</h3>
<p class="item-overview__id" id="access_token">
••••••••hsakjsl
</p>
</div>
<div style="clear: both;"></div>
</div>
<p>
Now that you have an access_token you can make all of the
following API requests:
</p>
<div class="box">
<h3 class="box__heading">Products</h3>
<!-- Auth -->
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">Auth</div>
<div class="item-data-row__endpoint">/auth/get</div>
<div class="item-data-row__description">
Retrieve account and routing numbers for checking and
savings accounts.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-auth-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-auth-data"></tbody>
</table>
</div>
</div>
<!--Transactions -->
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">Transactions</div>
<div class="item-data-row__endpoint">/transactions/get</div>
<div class="item-data-row__description">
Retrieve transactions for credit and depository accounts.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-transactions-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-transactions-data"></tbody>
</table>
</div>
</div>
<!-- Identity -->
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">Identity</div>
<div class="item-data-row__endpoint">/identity/get</div>
<div class="item-data-row__description">
Retrieve Identity information on file with the bank. Reduce
fraud by comparing user-submitted data to validate identity.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-identity-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-identity-data"></tbody>
</table>
</div>
</div>
<!-- Balance -->
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">Balance</div>
<div class="item-data-row__endpoint">
/accounts/balance/get
</div>
<div class="item-data-row__description">
Check balances in real time to prevent non-sufficient funds
fees.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-balance-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-balance-data"></tbody>
</table>
</div>
</div>
<!-- Assets (hidden unless 'assets' is included in the product list) -->
<div id="assets" class="item-data-row" style="display: none;">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">Assets</div>
<div class="item-data-row__endpoint">/asset_report/*</div>
<div class="item-data-row__description">
Create a point-in-time snapshot of a user's assets.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-assets-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
<a
id="download-assets-pdf-btn"
class="button button--is-small button--is-primary button--is-full-width"
style="display: none; margin: 10px 0px;"
;
>Download as PDF</a
>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-assets-data"></tbody>
</table>
</div>
</div>
<!-- Holdings -->
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">Holdings</div>
<div class="item-data-row__endpoint">
/investments/holdings/get
</div>
<div class="item-data-row__description">
Retrieve investment holdings on file with the bank,
brokerage, or investment institution. Analyze over-exposure
to market segments.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-holdings-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-holdings-data"></tbody>
</table>
</div>
</div>
<!-- Investment Transactions -->
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">
Investment Transactions
</div>
<div class="item-data-row__endpoint">
/investments/transactions/get
</div>
<div class="item-data-row__description">
Retrieve investment transactions to analyze cash flow and
trading performance.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-investment-transactions-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-investment-transactions-data"></tbody>
</table>
</div>
</div>
<!-- UK Payment Initiation (hidden unless 'payment_initiation' is included in the product list) -->
<div
class="payment_initiation item-data-row"
style="display: none;"
>
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__nicename">Payment Initiation</div>
<div class="item-data-row__endpoint">
/payment_initiation/payment/get
</div>
<div class="item-data-row__description">
Retrieve payment initiation status for the payment you just
initiated.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-payment-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-payment-data"></tbody>
</table>
</div>
</div>
</div>
<div class="box">
<h3 class="box__heading">Item management</h3>
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__endpoint">/item/get</div>
<div class="item-data-row__description">
Retrieve information about an Item, like the institution,
billed products, available products, and webhook
information.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-item-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-item-data"></tbody>
</table>
</div>
</div>
<div class="item-data-row">
<div class="item-data-row__left">
<div class="item-data-row__request-type">post</div>
</div>
<div class="item-data-row__center">
<div class="item-data-row__endpoint">/accounts/get</div>
<div class="item-data-row__description">
Retrieve high-level information about all accounts
associated with an Item.
</div>
</div>
<div class="item-data-row__right">
<button
id="get-accounts-btn"
class="button button--is-small button--is-default button--is-full-width"
>
Send request
</button>
</div>
<div class="item-data-row__response">
<table>
<tbody id="get-accounts-data"></tbody>
</table>
</div>
</div>
</div>
</div>
</div>
</div>
</main>
<script src="https://cdnjs.cloudflare.com/ajax/libs/jquery/2.2.3/jquery.min.js"></script>
<script src="https://cdn.plaid.com/link/v2/stable/link-initialize.js"></script>
<script>
function render_page($, page_info) {
// Handles redirect from the oauth response page for the oauth flow.
if (
document.referrer != null &&
document.referrer.includes(
"http://localhost:8000/oauth-response.html"
) &&
page_info.item_id != null &&
page_info.item_id.length > 0
) {
$("#container").fadeOut("fast", function () {
$("#item_id").text(page_info.item_id);
$("#access_token").text(page_info.access_token);
$("#intro").hide();
$("#app, #steps").fadeIn("slow");
});
}
var products = page_info.products;
if (products.includes("assets")) {
$("#assets").show();
}
// This functionality is only relevant for the UK Payment Initiation product.
if (products.includes("payment_initiation")) {
$(".payment_initiation").show();
$.post("/api/create_link_token_for_payment", {}, function (data) {
if (data.error != null) {
$(".loading-indicator").hide();
displayError($("#container"), data.error);
return;
}
localStorage.setItem("link_token", data.link_token);
// In the case of payment_initiation product, we need to wait for a
// link token configured with payment initiation to be generated before
// the Link handler can be initialized.
handler = Plaid.create({
token: data.link_token,
onSuccess: function (public_token) {
// This public token exchange step is not relevant for the
// payment_initiation product and should be skipped.
$.post(
"/api/set_access_token",
{
public_token: public_token
},
function (data) {
$("#container").fadeOut("fast", function () {
$("#item_id").text(data.item_id);
$("#access_token").text(data.access_token);
$("#intro").hide();
$("#app, #steps").fadeIn("slow");
});
}
);
}
});
$("#link-btn").attr("disabled", false);
$(".loading-indicator").hide();
});
} else {
var handler = null;
$.post("/api/create_link_token", {}, function (data) {
if (data.error != null) {
$(".loading-indicator").hide();
displayError($("#container"), data.error);
return;
}
localStorage.setItem("link_token", data.link_token);
handler = Plaid.create({
token: data.link_token,
onSuccess: function (public_token) {
$.post(
"/api/set_access_token",
{
public_token: public_token
},
function (data) {
$("#container").fadeOut("fast", function () {
$("#item_id").text(data.item_id);
$("#access_token").text(data.access_token);
$("#intro").hide();
$("#app, #steps").fadeIn("slow");
});
}
);
}
});
$("#link-btn").attr("disabled", false);
$(".loading-indicator").hide();
});
}
var accessToken = qs("access_token");
if (accessToken != null && accessToken !== "") {
$.post(
"/api/set_access_token",
{
access_token: accessToken
},
function (data) {
$("#container").fadeOut("fast", function () {
$("#item_id").text(data.item_id);
$("#access_token").text(accessToken);
$("#intro").hide();
$("#app, #steps").fadeIn("slow");
});
}
);
}
$("#link-btn").on("click", function (e) {
if (handler != null) {
handler.open();
}
});
$("#get-accounts-btn").on("click", function (e) {
$.get("/api/accounts", function (data) {
$("#get-accounts-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
var html =
"<tr><td><strong>Name</strong></td><td><strong>Balances</strong></td><td><strong>Subtype</strong></td><td><strong>Mask</strong></td></tr>";
data.accounts.forEach(function (account, idx) {
html += "<tr>";
html += "<td>" + account.name + "</td>";
html +=
"<td>$" +
(account.balances.available != null
? account.balances.available
: account.balances.current) +
"</td>";
html += "<td>" + account.subtype + "</td>";
html += "<td>" + account.mask + "</td>";
html += "</tr>";
});
$(this).html(html).slideDown();
});
});
});
$("#get-auth-btn").on("click", function (e) {
$.get("/api/auth", function (data) {
$("#get-auth-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
var isAch = data.numbers.ach.length > 0;
var routingLabel = isAch
? "Routing #"
: "Institution and Branch #";
var html =
"<tr><td><strong>Name</strong></td><td><strong>Balance</strong></td><td><strong>Account #</strong></td><td><strong>" +
routingLabel +
"</strong></td></tr>";
if (isAch) {
data.numbers.ach.forEach(function (achNumbers, idx) {
// Find the account associated with this set of account and routing numbers
var account = data.accounts.filter(function (a) {
return a.account_id === achNumbers.account_id;
})[0];
html += "<tr>";
html += "<td>" + account.name + "</td>";
html +=
"<td>$" +
(account.balances.available != null
? account.balances.available
: account.balances.current) +
"</td>";
html += "<td>" + achNumbers.account + "</td>";
html += "<td>" + achNumbers.routing + "</td>";
html += "</tr>";
});
} else {
data.numbers.eft.forEach(function (eftNumber, idx) {
// Find the account associated with this set of account and routing numbers
var account = data.accounts.filter(function (a) {
return a.account_id === eftNumber.account_id;
})[0];
html += "<tr>";
html += "<td>" + account.name + "</td>";
html +=
"<td>$" +
(account.balances.available != null
? account.balances.available
: account.balances.current) +
"</td>";
html += "<td>" + eftNumber.account + "</td>";
html +=
"<td>" +
eftNumber.institution +
" " +
eftNumber.branch +
"</td>";
html += "</tr>";
});
}
$(this).html(html).slideDown();
});
});
});
$("#get-identity-btn").on("click", function (e) {
$.get("/api/identity", function (data) {
$("#get-identity-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
var html =
'<tr class="response-row response-row--is-identity"><td><strong>Names</strong></td><td><strong>Emails</strong></td><td><strong>Phone numbers</strong></td><td><strong>Addresses</strong></td></tr><tr class="response-row response-row--is-identity">';
var identityData = data.identity[0];
var html =
'<tr class="response-row response-row--is-identity"><td><strong>Names</strong></td><td><strong>Emails</strong></td><td><strong>Phone numbers</strong></td><td><strong>Addresses</strong></td></tr><tr class="response-row response-row--is-identity">';
identityData.owners.forEach(function (owner, idx) {
html += "<td>";
owner.names.forEach(function (name, idx) {
html += name + "<br />";
});
html += "</td><td>";
owner.emails.forEach(function (email, idx) {
html += email.data + "<br />";
});
html += "</td><td>";
owner.phone_numbers.forEach(function (number, idx) {
html += number.data + "<br />";
});
html += "</td><td>";
owner.addresses.forEach(function (address, idx) {
html += address.data.street + "<br />";
html +=
address.data.city +
", " +
address.data.region +
" " +
address.data.postal_code +
"<br />";
});
html += "</td>";
html += "</tr>";
});
$(this).html(html).slideDown();
});
});
});
$("#get-item-btn").on("click", function (e) {
$.get("/api/item", function (data) {
$("#get-item-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
var html = "";
html +=
"<tr><td>Institution name</td><td>" +
data.institution.name +
"</td></tr>";
html +=
"<tr><td>Billed products</td><td>" +
data.item.billed_products.join(", ") +
"</td></tr>";
html +=
"<tr><td>Available products</td><td>" +
data.item.available_products.join(", ") +
"</td></tr>";
$(this).html(html).slideDown();
});
});
});
$("#get-transactions-btn").on("click", function (e) {
$.get("/api/transactions", function (data) {
if (data.error != null && data.error.error_code != null) {
// Format the error
var errorHtml =
'<div class="inner"><p>' +
"<strong>" +
data.error.error_code +
":</strong> " +
(data.error.display_message == null
? data.error.error_message
: data.error.display_message) +
"</p></div>";
if (data.error.error_code === "PRODUCT_NOT_READY") {
// Add additional context for `PRODUCT_NOT_READY` errors
errorHtml +=
'<div class="inner"><p>Note: The PRODUCT_NOT_READY ' +
"error is returned when a request to retrieve Transaction data " +
'is made before Plaid finishes the <a href="https://plaid.com/' +
'docs/quickstart/#transaction-data-with-webhooks">initial ' +
"transaction pull.</a></p></div>";
}
// Render the error
$("#get-transactions-data").slideUp(function () {
$(this).slideUp(function () {
$(this).html(errorHtml).slideDown();
});
});
return;
}
$("#get-transactions-data").slideUp(function () {
var html =
"<tr><td><strong>Name</strong></td><td><strong>Amount</strong></td><td><strong>Date</strong></td></tr>";
data.transactions.forEach(function (txn, idx) {
html += "<tr>";
html += "<td>" + txn.name + "</td>";
html += "<td>$" + txn.amount + "</td>";
html += "<td>" + txn.date + "</td>";
html += "</tr>";
});
$(this).slideUp(function () {
$(this).html(html).slideDown();
});
});
});
});
$("#get-balance-btn").on("click", function (e) {
$.get("/api/balance", function (data) {
$("#get-balance-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
var html =
"<tr><td><strong>Name</strong></td><td><strong>Balance</strong></td><td><strong>Subtype</strong></td><td><strong>Mask</strong></td></tr>";
data.accounts.forEach(function (account, idx) {
html += "<tr>";
html += "<td>" + account.name + "</td>";
html +=
"<td>$" +
(account.balances.available != null
? account.balances.available
: account.balances.current) +
"</td>";
html += "<td>" + account.subtype + "</td>";
html += "<td>" + account.mask + "</td>";
html += "</tr>";
});
$(this).html(html).slideDown();
});
});
});
$("#get-holdings-btn").on("click", function (e) {
$.get("/api/holdings", function (data) {
$("#get-holdings-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
// Organize by Account
var holdingsData = data.holdings.holdings.sort(function (a, b) {
if (a.account_id > b.account_id) return 1;
return -1;
});
var html =
'<tr class="response-row response-row--is-holdings"></tr><td><strong>Account Mask</strong></td><td><strong>Name</strong></td><td><strong>Quantity</strong></td><td><strong>Close Price</strong></td><td><strong>Value</strong></td><tr class="response-row response-row--is-holding">';
holdingsData.forEach(function (h, idx) {
const account = data.holdings.accounts.filter(
a => a.account_id === h.account_id
)[0];
const security = data.holdings.securities.filter(
s => s.security_id === h.security_id
)[0];
if (account == null) {
displayError(this, {
code: 500,
type: "Internal",
display_message: "Holding lacks a account"
});
}
if (security == null) {
displayError(this, {
code: 500,
type: "Internal",
display_message: "Holding lacks a security"
});
}
html += "<tr>";
html += "<td>" + account.mask + "</td>";
html += "<td>" + security.name + "</td>";
html += "<td>" + h.quantity + "</td>";
html += "<td>$" + security.close_price + "</td>";
html += "<td>$" + h.quantity * security.close_price + "</td>";
html += "</tr>";
});
$(this).html(html).slideDown();
});
});
});
$("#get-investment-transactions-btn").on("click", function (e) {
$.get("/api/investment_transactions", function (data) {
$("#get-investment-transactions-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
investmentTransactionData =
data.investment_transactions.investment_transactions;
var html =
'<tr class="response-row response-row--is-investment-transactions"></tr><td><strong>Name</strong></td><td><strong>Amount</strong></td><td><strong>Date</strong></td><tr class="response-row response-row--is-investment-transaction">';
investmentTransactionData.forEach(function (invTxn, idx) {
html += "<tr>";
html += "<td>" + invTxn.name + "</td>";
html += "<td>$" + invTxn.amount + "</td>";
html += "<td>" + invTxn.date + "</td>";
html += "</tr>";
});
$(this).html(html).slideDown();
});
});
});
$("#get-assets-btn").on("click", function (e) {
$.get("/api/assets", function (data) {
$("#get-assets-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
var reportData = data.json;
var html = `
<tr>
<td><strong>Account</strong></td>
<td><strong>Balance</strong></td>
<td><strong># Transactions</strong></td>
<td><strong># Days Available</strong></td>
</tr>`;
reportData.items.forEach(function (item, itemIdx) {
item.accounts.forEach(function (account, accountIdx) {
html += "<tr>";
html += "<td>" + account.name + "</td>";
html += "<td>$" + account.balances.current + "</td>";
html += "<td>" + account.transactions.length + "</td>";
html += "<td>" + account.days_available + "</td>";
html += "</tr>";
});
});
$("#download-assets-pdf-btn")
.attr("href", `data:application/pdf;base64,${data.pdf}`)
.attr("download", "Asset Report.pdf")
.show();
$(this).html(html).slideDown();
});
});
});
// This functionality is only relevant for the UK Payment Initiation product.
$("#get-payment-btn").on("click", function (e) {
$.get("/api/payment", function (data) {
$("#get-payment-data").slideUp(function () {
if (data.error != null) {
displayError(this, data.error);
return;
}
var paymentData = data.payment;
var html = "";
html +=
"<tr><td>Payment ID</td><td>" +
paymentData.payment_id +
"</td></tr>";
html +=
"<tr><td>Amount</td><td>" +
(paymentData.amount.currency + " " + paymentData.amount.value) +
"</td></tr>";
html +=
"<tr><td>Status</td><td>" + paymentData.status + "</td></tr>";
html +=
"<tr><td>Last Status Update</td><td>" +
paymentData.last_status_update +
"</td></tr>";
html +=
"<tr><td>Recipient ID</td><td>" +
paymentData.recipient_id +
"</td></tr>";
$(this).html(html).slideDown();
});
});
});
}
$.post("/api/info", {}, function (result) {
render_page(jQuery, result);
});
function qs(key) {
key = key.replace(/[*+?^$.\[\]{}()|\\\/]/g, "\\$&"); // escape RegEx meta chars
var match = location.search.match(
new RegExp("[?&]" + key + "=([^&]+)(&|$)")
);
return match && decodeURIComponent(match[1].replace(/\+/g, " "));
}
function displayError(element, error) {
var html = `
<div class="alert alert-danger">
<p><strong>Error Code:</strong> ${error.error_code}</p>
<p><strong>Error Type:</strong> ${error.error_type}</p>
<p><strong>Error Message:</strong> ${
error.display_message == null
? error.error_message
: error.display_message
}</p>
<div>Check out our <a href="https://plaid.com/docs/#errors-overview">errors documentation</a> for more information.</div>
</div>`;
$(element).html(html).slideDown();
}
</script>
</body>
</html>