Skip to main content

Documentation Index

Fetch the complete documentation index at: https://lava.so/docs/llms.txt

Use this file to discover all available pages before exploring further.

Plaid financial data API for connecting bank accounts and retrieving balances, transactions, investment holdings, and liabilities. Users connect banks via Plaid Hosted Link — Plaid hosts the entire Link UI at secure.plaid.com, fires a SESSION_FINISHED webhook back to Lava, and each bank is stored as a distinct credential. Callers pick which bank to query on each request via the x-lava-plaid-item header. Best for personal finance, bookkeeping, and portfolio-tracking workflows that span multiple banks. 14 endpoints available through Lava’s AI Gateway. See the Plaid API docs for full documentation.
This provider requires your own credentials — connect your API key or OAuth account before use.

Endpoints

Fetch real-time account balances for a connected Item

POST https://production.plaid.com/accounts/balance/get — $0.10 / request
const data = await lava.gateway('https://production.plaid.com/accounts/balance/get', { body: {} });

List accounts for a connected Item

POST https://production.plaid.com/accounts/get — Free
const data = await lava.gateway('https://production.plaid.com/accounts/get', { body: {} });

Search institutions by name

POST https://production.plaid.com/institutions/search — Free
const data = await lava.gateway('https://production.plaid.com/institutions/search', {
  body: {
"query": "chase",
"products": [
  "transactions"
],
"country_codes": [
  "US"
]
},
});

Look up a Plaid institution by its ID

POST https://production.plaid.com/institutions/get_by_id — Free
const data = await lava.gateway('https://production.plaid.com/institutions/get_by_id', { body: {"institution_id":"ins_109508","country_codes":["US"]} });

List institutions supported by Plaid

POST https://production.plaid.com/institutions/get — Free
const data = await lava.gateway('https://production.plaid.com/institutions/get', { body: {"count":10,"offset":0,"country_codes":["US"]} });

Incremental sync of transactions (cursor-based)

POST https://production.plaid.com/transactions/sync — Free
const data = await lava.gateway('https://production.plaid.com/transactions/sync', { body: {} });

Fetch transactions within a date range

POST https://production.plaid.com/transactions/get — Free
const data = await lava.gateway('https://production.plaid.com/transactions/get', { body: {"start_date":"2025-01-01","end_date":"2025-01-31"} });

Request an on-demand refresh of transactions

POST https://production.plaid.com/transactions/refresh — Free
const data = await lava.gateway('https://production.plaid.com/transactions/refresh', { body: {} });

List recurring income/expense streams for an Item

POST https://production.plaid.com/transactions/recurring/get — Free
const data = await lava.gateway('https://production.plaid.com/transactions/recurring/get', { body: {} });

Fetch holdings for investment accounts

POST https://production.plaid.com/investments/holdings/get — Free
const data = await lava.gateway('https://production.plaid.com/investments/holdings/get', { body: {} });

Fetch investment transactions within a date range

POST https://production.plaid.com/investments/transactions/get — Free
const data = await lava.gateway('https://production.plaid.com/investments/transactions/get', { body: {"start_date":"2025-01-01","end_date":"2025-01-31"} });

Fetch liability details (credit, student loan, mortgage)

POST https://production.plaid.com/liabilities/get — Free
const data = await lava.gateway('https://production.plaid.com/liabilities/get', { body: {} });

Fetch metadata about a connected Item

POST https://production.plaid.com/item/get — Free
const data = await lava.gateway('https://production.plaid.com/item/get', { body: {} });

Disconnect an Item and invalidate its access_token

POST https://production.plaid.com/item/remove — Free
const data = await lava.gateway('https://production.plaid.com/item/remove', { body: {} });

Next Steps

All Providers

Browse all supported AI providers

Forward Proxy

Learn how to construct proxy URLs and authenticate requests