Connect Plaid to Cowork
Connect banking and financial data from Plaid to Cowork.
What Cowork can do with Plaid
- ● Access accounts
- ● View transactions
- ● Analyze spending
How to connect
- Open Claude Settings → Connectors
- Find Plaid in the directory
- Authorize the connection and choose what Claude can access
- Start using Plaid in any Cowork conversation
Frequently asked questions
What you need to know about connecting Plaid to Claude Cowork.
- What can Claude Cowork do with Plaid?
- Once connected, Claude can connect banking and financial data from Plaid to Cowork, then turn the results into summaries, reports, and finished work.
- Is the Plaid connector free in Claude Cowork?
- The connector is included with Cowork, which comes with Claude's paid plans (Pro, Max, Team, and Enterprise). You connect your own Plaid account, and standard Plaid pricing still applies.
- What permissions does Claude need for Plaid?
- You authorize access through Plaid's standard connection flow and choose what Claude can read and write. You can revoke access at any time from your Plaid settings.
- How do I connect Plaid to Claude Cowork?
- Open Claude Settings, go to Connectors, find Plaid, authorize the connection, and start using Plaid in any Cowork conversation.
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