Plaid to ChatGPT Connectors

Data Integration & ETL

Automatically Export & Sync Plaid Data to ChatGPT Connectors

Plaid
Full data sets
No instructions needed
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
Flat pricing starting at $19 /month

Data sets

Balances
Balances-Recent
Transactions-AllAvailable
Transactions-Last X days
Date Rangable
InvestmentTransactions-All
InvestmentTransactions-Last X days
Date Rangable
InvestmentHoldings
InvestmentHoldings+RealtimeStocks
Pre-blended combo set Stock Prices [ Premium Data Set | Plaid + Marketstack | Flatly Exclusive ]
Liabilities-Credit
Liabilities-Mortgage
Liabilities-Student

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") bulk data from Plaid.

If you only need to export your data one time, check the website of Plaid to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Plaid.
Flatly connects to over 10,000 financial institutions in the US and Canada via Plaid.
Authorization

Plaid provides an interface for connecting to Plaid and Plaid's connected financial institutions. It takes about 1 minute to click through the prompts.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

You can connect any one of the following cloud storage services in Flatly to enable downstream data access for ChatGPT Connectors and Deep Research:

  • Box
  • Dropbox
  • Google Drive
  • OneDrive (SharePoint / OneDrive for Business)

Read more about ChatGPT Connectors: https://help.openai.com/en/articles/11487775-connectors-in-chatgpt

ChatGPT Connector sources read from Box, Dropbox, Google Drive, OneDrive and SharePoint.

File Formats

XLSX (Parsed)
XLSX (Raw)
CSV (Parsed)
CSV (Raw)

Integration Flow

Setup

Step 1

Select Plaid from the Data Source dropdown and ChatGPT Connectors from the Data Destination dropdown.

Step 2

Authorize Plaid with your credentials using the Plaid (OAuth) flow.

Step 3

Authorize ChatGPT Connectors with your credentials using the Connector Sources flow.

Step 4

Select your Data Set from the 11 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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