# Plaid AI employee Viktor works in Plaid for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Plaid and helps you connect bank accounts and pull financial data, running 5 Plaid actions for you like Create User, Get Transactions, and Create Access Token. Ask in plain English from your workspace; Viktor does the work in Plaid and reports back. Viktor connects with an API key. - Tool: Plaid - Category: Other - Connection: API key - Actions available: 5 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/plaid ## What can your AI employee do in Plaid? Viktor connects to your Plaid account and completes work in it. He doesn't just answer questions about Plaid, he takes the actions on your behalf and delivers the finished result to your workspace. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Plaid actions, chains them with the other 9,800+ tools he connects to, and asks for approval before anything sensitive runs. ### About Plaid Connect to users' bank accounts. ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 5 Plaid actions, chains them together 3. **Runs in Plaid** - Helps you connect bank accounts and pull financial data - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Plaid from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Plaid, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Plaid work on a schedule, like a weekly Plaid summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - API key - Viktor stores your key encrypted, uses it only for the actions you ask for, and you can revoke it at any time. - Review-first approvals: sensitive Plaid actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. - Viktor is not affiliated with or endorsed by Plaid. ## What can you ask Viktor to do in Plaid? - "Pull the latest bank transactions from Plaid and drop them in a sheet." - "Check Plaid for accounts that failed to reconnect and list them." - "Watch Plaid for a large or unusual transaction and alert me right away." - "Reconcile this month's bank data from Plaid against our books." ## How does Viktor work with Plaid? 1. Open Viktor in a supported workspace. 2. Connect Plaid with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Plaid actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What can Viktor do in Plaid? (5 actions) - **Get Transactions** - Retrieves user-authorized transaction data for a specified date range. - **Get Real-Time Balance** - Get the real-time balance for each of an Item's accounts. - **Create User** - Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. - **Create Sandbox Public Token** - Creates a valid publictoken for an arbitrary institution ID, initial products, and test credentials. - **Create Access Token** - Exchange a Link publictoken for an API accesstoken. ## Viktor uses Plaid together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [HubSpot](https://viktor.com/integrations/hubspot) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) ## More Other integrations - [Databricks](https://viktor.com/integrations/databricks) - [Front](https://viktor.com/integrations/front) - [BingX](https://viktor.com/integrations/bingx) - [TOPdesk](https://viktor.com/integrations/topdesk) - [Google Dialogflow](https://viktor.com/integrations/google-dialogflow) - [Ramp](https://viktor.com/integrations/ramp) - [Waitwhile](https://viktor.com/integrations/waitwhile) - [Quo](https://viktor.com/integrations/quo) ## FAQ ### Does Viktor integrate with Plaid? Yes. Plaid is one of the 9,800+ tools Viktor connects to, with an API key. Once connected, anyone on your team can put Viktor to work in Plaid from their workspace - no workflow builder, no code. ### How do I connect Plaid to Viktor? Ask Viktor in your workspace to connect Plaid, then paste an API key from your Plaid account when prompted. Viktor stores the key encrypted, uses it only for the actions you ask for, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Plaid? Viktor can run 5 Plaid actions, including Create User, Get Transactions, and Create Access Token - and chain them with other tools in a single request. In practice that means Viktor helps you connect bank accounts and pull financial data. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows for Plaid? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, and Viktor decides which Plaid actions to take, runs them, and reports back. ### Is my Plaid data secure with Viktor? Yes. Viktor connects to Plaid with an API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Plaid integration cost? Nothing extra - every integration, including Plaid, is available on every plan. You can start free with up to $100 in credits, no credit card required; the Team plan is $100 a month. ### Can Viktor use Plaid together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Plaid, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.