Plaid Transaction Sync

Trigger

Use this skill when the user:

• Needs to fetch transactions from Plaid
• Is implementing /transactions/sync (the recommended approach)
• Needs to handle added, modified, and removed transactions
• Wants to understand cursor-based pagination
• Has stale transaction data and needs to refresh
• Is migrating from the legacy /transactions/get endpoint

Required Inputs

• Access token: A valid Plaid access token for an item with the transactions product
• Storage mechanism: Where cursors and transactions are persisted (database, file, etc.)

Workflow