Plaid Link

One-time institution connector for life-ops budget sync. Personal use.

How this works

This page hosts the Plaid Link OAuth widget at an HTTPS URL (required by Plaid for production OAuth institutions like Vanguard). You generate a link_token via CLI, paste it below, complete OAuth at the institution, then copy the resulting public_token back into another CLI command to exchange it for a permanent access_token.

Step 1 — Generate a link_token

On flurrylab or Mac, with the budget venv activated:

python cli.py plaid-link-token --slug <institution-slug>

Example slugs: vanguard, wealthfront, chase. Copy the token output.

Step 2 — Paste the link_token below

✓ Link successful

Institution: —

Step 3 — Run the exchange CLI

python cli.py plaid-exchange --slug <slug> <public_token>

That writes the permanent access_token to state/plaid_tokens.json. Done — institution is linked. Run python cli.py plaid-sync to pull holdings.

Link failed

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