README.md

Plaid Access Token Generator

Mostly based on Plaid's tiny quickstart

Prerequisites

• Node.js (v18.0.0 or higher)
• Plaid client id and secret

Setup

Create a .env file in the root of the project and add the following environment variables:

PLAID_CLIENT_ID=<plaid-client-id>
PLAID_SECRET=<plaid-secret>
# Should match the Plaid secret you are using. Can be one of: development, sandbox, or production. Defaults to sandbox.
PLAID_ENV=<plaid-environment>

See the Plaid docs for more information about environments

Install dependencies:

npm ci

Usage

Start the server and client application:

npm run start

That should open a browser window to http://localhost:3000. If not, navigate to that URL.

Step 1 - Click the Link Account button

Step 2 - Click Continue

Step 3 - Click Allow

Step 4 - Select an Institution

For testing purposes you can use the Plaid provided sandbox institution: Tartan Bank

Step 5 - Enter your credentials

For sandbox institutions, use the following credentials:

• Username: user_good
• Password: pass_good

See more sandbox institutions here

Step 6 - Verify Accounts Access and Continue

Step 7 - Verify Successful Link and Continue

Step 8 - Copy the access token