Connect Plaid to Well

Choose Plaid in Well's Connections panel and begin the handshake. Well discovers the OAuth metadata at the Plaid MCP endpoint, registers a client through Dynamic Client Registration, and routes you to authorise the bank and card accounts you want Well to read. Nothing to paste, and the consent step keeps the choice of which linked accounts are in scope entirely with you.

Plaid is a bank-and-card aggregator, so Well reads accounts, their posted transactions, and the merchants those transactions name. Each posted transaction is captured as a workspace transaction, every merchant resolves to the vendor it represents, and account balances feed your cash position. Well builds the matched ledger entry internally from there; Plaid itself carries no invoices, so Well never invents one. The connection is about money movement and balances, not billing documents.

A transaction Plaid reports is captured as a workspace transaction carrying its amount, currency, merchant string, and the account it cleared in; Well then builds the matched ledger entry internally. Well resolves the merchant to a known vendor where it can and leaves the source descriptor attached either way, so a cryptic bank memo still traces back to the institution it came from. Multi-currency activity keeps its original amount so cross-border accounts reconcile honestly.

Yes. Because every linked account's balance feeds a single cash-position view, a question like "what is across all our accounts right now" answers from the workspace rather than five banking tabs. Each balance keeps its account and institution, so the same view drills down to a single account when you need the detail behind the total.

Well reads account state and new transactions through the Plaid connection and folds them into the workspace as they are read through the connection, with the initial connect pulling the available history in the background. Plaid remains the live link to each institution; Well keeps a queryable copy so balances and movements sit next to the records from your other tools.

Disconnecting Plaid in Well revokes the token and ends Well's reads against your linked accounts at once; the connection only ever read, so there is nothing posted back to unwind. The transactions and balances already mirrored remain in your workspace for historical questions. To stop Plaid sharing the underlying accounts entirely, remove Well's access from Plaid's own dashboard as well.