transactions_webhook
Transactions Webhook
Receives webhook notifications about transaction updates, including sync updates available, initial/historical data readiness, default updates, and removed transactions.
transactions_webhook
Receives webhook notifications about transaction updates, including sync updates available, initial/historical data readiness, default updates, and removed transactions.
assets_webhook
Receives webhook notifications about asset report generation status, including when a report is ready (PRODUCT_READY) or has encountered an error (ERROR).
item_webhook
Receives webhook notifications about Plaid Item status changes, including errors, credential updates needed, pending expirations, and login repairs.
transfer_webhook
Receives webhook notifications when new transfer events are available. After receiving this webhook, fetch new events via the transfer event sync endpoint.
investments_webhook
Receives webhook notifications when investment holdings or transaction data is updated or ready for retrieval.
Connect to users' bank accounts at thousands of financial institutions to access financial data and enable money movement. Retrieve account details, balances, and transactions (with merchant info, categories, and location data). Get account and routing numbers for ACH/wire transfers. Verify identity by comparing user-provided data against bank-held records. View investment holdings, securities, and investment transactions. Access loan and liability data including balances, interest rates, and payment schedules. Initiate ACH transfers and manage money movement with built-in risk assessment. Assess ACH return risk with signal scoring. Generate verifiable asset reports summarizing financial history. Verify income and employment through payroll connections or document uploads. Retrieve bank statements as PDFs. Enrich transaction data with merchant names, categories, and logos. Generate consumer credit reports with income insights and cashflow analysis. Search and retrieve metadata about supported financial institutions. Receive webhooks for item status changes, new transactions, auth updates, identity changes, transfer events, and more.
Common questions about connecting Plaid to AI agents with Metorial.