Connect Plaid to Cursor
Send Plaid transactions and balances to Cursor on a schedule. Filter by date. Refresh as often as every 15 minutes.
Cursor
Which Plaid customers have invoices more than 30 days overdue, and what is the total?
Querying the Plaid data set in Coupler.io
How to connect Plaid and Cursor
4 steps. You can preview the Plaid data in Coupler.io before anything reaches Cursor.
Step 1 of 4
Connect Plaid
Enter your Plaid access token, API key, client ID and plaid environment. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the Plaid data you want in Cursor.
Step 3 of 4
Connect Cursor
Add the Coupler.io MCP connector to Cursor from the MCP directory and sign in with your Coupler.io account. After the first run, ask about your Plaid data in the AI pane.
Step 4 of 4
Set a schedule
Cursor sees the data as of the last run. Run it as often as every 15 minutes.
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Build your Plaid integrations with these destinations
Get the most of Plaid to Cursor integration
Gather data
Understand data
Automate data
Act on data
2 data types, including Transactions and Balances.
With your Plaid access token, API key, client ID and plaid environment, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
No. The data stays in Coupler.io, and Cursor queries it read-only when you ask a question. It can't edit or delete Plaid rows.
Add Coupler.io from Cursor's MCP directory and sign in when it asks for authentication. There's no token to paste.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example QuickBooks or Xero, and join or append them before the data reaches Cursor.
