Plaid Dashboard Integration

The Plaid Dashboard integration allows you to access Plaid developer tools directly from meinGPT to monitor the health of your integration, investigate user issues, and perform detailed analytics.

The Dashboard MCP Server is under active development. Breaking changes may occur. Plaid currently offers limited official support.

Overview

Plaid Dashboard MCP Server provides access to essential developer tools for your Plaid integration. With the meinGPT integration, you can:

Diagnose issues with Plaid items
Analyze Link conversion rates and error rates
Monitor API usage and consumption
Create detailed reports on user behavior
Manage teams and access permissions

Setup

The Plaid integration requires special OAuth token authentication with the mcp:dashboard scope.

Prerequisites

Production access required: The Dashboard MCP Server only works with production data
Approved products: You must be approved for at least one Plaid product in production

Activation Steps:

Create OAuth token:

curl -X POST https://production.plaid.com/oauth/token \
  -H 'Content-Type: application/json' \
  -d '{
    "client_id": "YOUR_PLAID_CLIENT_ID",
    "client_secret": "YOUR_PRODUCTION_SECRET",
    "grant_type": "client_credentials", 
    "scope": "mcp:dashboard"
  }'

Configure token in meinGPT:
- Select the Plaid Dashboard tool in your assistant
- Enter the received access_token as Bearer token
- Save the configuration
Note token expiration:
- Access tokens expire after 15 minutes
- Use the refresh_token for new tokens

Available Functions

Item Diagnostics

Debug Items

Diagnose issues with specific Plaid items:

"What is the status of Item ID item_123456?"
"Why isn't the item working for customer ABC?"
"Show me metadata for problematic items"

Link Analytics

Conversion Analysis

Analyze the performance of your Link flow:

"Examine all Link sessions from last week and create a detailed report"
"Show me patterns in unsuccessful Link sessions"
"Analyze conversion rate by institution"

Error Analysis

Identify common error sources:

"What errors occur most frequently in the Link flow?"
"Show error trends for the last 30 days"
"At what point do users abandon the Link process?"

Usage Metrics

Track API Usage

Monitor your API usage:

"Show API usage for the last month"
"Which endpoints are called most frequently?"
"How has request volume evolved?"

Product Usage

Analyze usage of different Plaid products:

"Show usage statistics for Auth and Transactions"
"Which products consume the most API calls?"

Team Management

List Teams

Manage team access:

"List all teams connected to this token"
"Show team permissions and access"

Application Examples

Conversion Funnel Analysis

"Analyze the complete Link conversion funnel:
- Link opens: How many?
- Institution selected: Conversion rate?
- Successfully completed: Final rate?
- Identify main drop-off points"

Error Diagnosis

"Create a report of all errors in the last 7 days:
- Most common error types
- Affected institutions
- Temporal patterns
- Recommended actions"

Performance Monitoring

"Generate a weekly performance report:
- Link success rate
- Average completion time
- Top-performing institutions
- Improvement suggestions"

Item Health

"Check the health of all items:
- Items with connection problems
- Expired items
- Items needing attention"

Token Management

Renew Token

When your token expires (after 15 minutes):

curl -X POST https://production.plaid.com/oauth/token \
  -H 'Content-Type: application/json' \
  -d '{
    "client_id": "YOUR_PLAID_CLIENT_ID",
    "secret": "YOUR_PRODUCTION_SECRET",
    "refresh_token": "YOUR_REFRESH_TOKEN",
    "grant_type": "refresh_token"
  }'

Error Handling

When token expires, you'll receive:

401 Unauthorized: Token has expired
Automatic error message in meinGPT
Prompt for token renewal

Benefits

Deep Insights: Detailed analytics of your Plaid integration
Proactive Monitoring: Identify issues before users complain
Data-Driven Optimization: Improve conversion rates based on data
Natural Language: Complex analytics with simple questions
Central Management: All Plaid metrics in one place

Best Practices

Regular Monitoring: Check Link conversion rates daily
Proactive Diagnosis: Investigate items with repeated errors
Trend Analysis: Track metrics over time
Token Management: Implement automatic token renewal
Error Prioritization: Focus on common error sources

Limitations

Production data only (no sandbox support)
Requires approved production access
15-minute token expiration
Limited official support during beta
Breaking changes possible

Privacy and Security

OAuth token-based authentication
Tokens expire after 15 minutes
Access only to approved areas (mcp:dashboard)
All data is transmitted encrypted
Follow Plaid security guidelines