.png){kind=logo}
Improvado's MCP server connects Plaid to your AI agent. Query transactions, analyze spending patterns, monitor balance changes, and surface financial anomalies without writing code or building dashboards. Works with Claude, Cursor, ChatGPT, and any MCP-compatible tool.
Ask your AI agent about transaction volumes, category breakdowns, balance trends, or account activity. Improvado handles the Plaid API calls and data normalization — you get clean answers.
Your AI agent reads harmonized data across 500+ platforms. "Cost" in Google Ads and "spend" in Meta Ads resolve to the same field automatically.
Your AI agent can act on Plaid data — trigger notifications, tag transactions, update category mappings, and push enriched data to downstream systems based on what it finds.
250+ governance rules enforce naming conventions, budget limits, and KPI thresholds. SOC 2 Type II certified.
Set up financial watches that your AI agent runs continuously. Balance drops, unusual transaction volumes, recurring charge changes — catch anomalies before they become problems.
Automated weekly reports, anomaly flagging, and budget alerts — all from a single conversation. No more morning check-ins across 5 dashboards.
Your AI agent can act on Plaid data — trigger notifications, tag transactions, update category mappings, and push enriched data to downstream systems based on what it finds.
Every phase runs through the same MCP connection. One protocol, all platforms, full governance. No switching between tools.
Plaid's default merchant categories cover the basics but miss nuance. Hundreds of transactions end up in 'Other' every month. Fixing categorization manually takes hours. Downstream reports built on Plaid data are always partially wrong.
Ask your AI agent to identify uncategorized or miscategorized transactions by merchant name, amount pattern, or frequency. Get a bulk recategorization recommendation and apply it in one step.
Any time someone needs a cash flow view — weekly burn, seasonal patterns, category breakdown by period — it requires a custom query against raw transaction tables. Without dedicated engineering support, these requests take days.
Improvado normalizes Plaid transaction data into a queryable model. Your AI agent handles cash flow analysis on demand — no SQL, no waiting for engineering, no data warehouse required.
Unusual transaction patterns — sudden volume spikes, unexpected merchant charges, large outflows — get noticed in monthly reviews at best. By then, any fraud or errors have already compounded.
Set up continuous Plaid transaction monitoring through your AI agent. Define anomaly rules once and receive alerts when transactions exceed thresholds — catching issues in hours, not months.
Same MCP connection, different workflows for every team member. Agency CEOs get portfolio health. Media Strategists get campaign QA. Analysts get cross-platform reports. Account Managers get auto-generated QBR decks. Creative Directors get performance-based briefs.
Each role asks in natural language. The MCP server handles the complexity — rate limits, auth, schema normalization, governance — behind the scenes.
Improvado's MCP server supports Plaid Transactions, Balance, and Identity data. This includes historical transactions, real-time balance data, account metadata, and merchant-enriched transaction details.
Yes. Improvado is SOC 2 Type II certified. Plaid access tokens are stored in an encrypted credential vault. Your AI agent queries data through Improvado's secure proxy — raw financial credentials are never exposed.
Yes. Improvado normalizes Plaid data alongside 500+ other sources. Your AI agent can correlate Plaid transaction volumes with marketing spend, product usage, or sales data in a single query.
Any MCP-compatible tool: Claude Desktop, ChatGPT, Cursor, Windsurf, Gemini, or custom applications using MCP HTTP transport. One Improvado MCP connection gives access to Plaid and all other connected data sources.
Improvado MCP connects to Plaid using your platform's access tokens and processes data within Improvado's SOC 2 Type II certified infrastructure. No raw account numbers or credentials are stored — only the aggregated and normalized financial records your platform has already retrieved via Plaid. Data access is governed by the same permissions your users granted to your application, and no additional consent scopes are requested.
Yes. Improvado MCP can aggregate transaction, balance, and account data across all Plaid items associated with your application, making cross-user or cross-account analysis queryable by AI agents. This is useful for fintech product teams wanting to understand spending patterns, category distributions, or churn indicators at a portfolio level without building a custom analytics pipeline on top of Plaid's webhooks.
Connect your data to an AI agent in under 60 seconds. The closed loop starts with one conversation.
.png)
