# Plaid AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Plaid with a scoped API key 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 in Slack or Microsoft Teams; Viktor does the work in Plaid and reports back. Setup takes about two minutes. - Tool: Plaid - Category: Other - Connection: API key - Actions available: 5 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/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." ## 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. ## How does Viktor work with Plaid? 1. Add Viktor to Slack or Microsoft Teams. 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 is a Plaid AI agent? A Plaid AI agent is an AI that connects to your Plaid account and completes work in it - it doesn't just answer questions about Plaid, it takes the actions. Viktor is that agent: an AI employee that works in Plaid on your behalf and delivers the finished result in Slack or Microsoft Teams. 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 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Plaid Connect to users' bank accounts. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, 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. ## FAQ ### Does Viktor integrate with Plaid? Yes. Plaid is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Plaid from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Plaid to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Plaid, then paste an API key from your Plaid account when prompted. Viktor stores the key securely, uses only the scopes you grant, 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 to automate Plaid? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, 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 a scoped 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; paid plans start at $50/month. ### Can Viktor use Plaid together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Plaid, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## 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) - [Google Slides](https://viktor.com/integrations/google-slides-2) - [Waitwhile](https://viktor.com/integrations/waitwhile) - [Dixa](https://viktor.com/integrations/dixa) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.