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cjgxyesterday at 8:35 PM1 replyview on HN

What does the Plaid integration look like? What is your approach for accounts or assets that can’t be connected with Plaid?


Replies

mbmyesterday at 8:38 PM

It's pretty straightforward! There's a widget in the app that you auth through, and then you give consent for the data pull through Plaid. This authorizes the connection, and then webhooks come in going forward as data changes.

For the non-Plaid assets eg., home, car, etc., we just added custom asset MCP tools so you can manually add those and they're included in your computed net worth.