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Plaid Configuration

This guide shows you how to configure Plaid for your self hosted monetr instance. This will require Plaid credentials which can be obtained by following the Plaid Credentials Guide.

config.yaml
plaid:
  enabled: <true|false>
  clientId: "..."
  clientSecret: "..."
  environment: "<https://sandbox.plaid.com|https://production.plaid.com>"
  webhooksEnabled: <true|false>
  webhooksDomain: "..."
  oauthDomain: "..."
NameTypeDefaultDescription
enabledBooleantrueAre users allowed to create Plaid links on this server? Even if this value is false, it is only considered enabled if the Client ID and Client Secret are also provided.
clientIdStringYour Plaid Client ID obtained from your Plaid account.
clientSecretStringYour Plaid Client Secret obtained from your Plaid account.
environmentStringPlaid environment URL, must match the environment of your Plaid credentials.
webhooksEnabledBooleanIf you want to allow Plaid to send updates to monetr via webhooks.
webhooksDomainStringRequired if you want to receive webhooks from Plaid, must be an externally accessible domain name. Plaid also requires HTTPS for all webhooks. Only specify the domain name, not a full URL. Sub-routes are not supported here.
oauthDomainStringDomain used for OAuth redirect URLs, does not necessarily need to be externally accessible, however must support HTTPS as Plaid will not redirect to a non-HTTPS URL. Only specify the domain name. Sub-routes are not supported.

The following environment variables map to the following configuration file fields. Each field is documented below.

VariableConfig File Field
MONETR_PLAID_CLIENT_IDplaid.clientId
MONETR_PLAID_CLIENT_SECRETplaid.clientSecret
MONETR_PLAID_ENVIRONMENTplaid.environment
MONETR_PLAID_WEBHOOKS_ENABLEDplaid.webhooksEnabled
MONETR_PLAID_WEBHOOKS_DOMAINplaid.webhooksDomain
MONETR_PLAID_OAUTH_DOMAINplaid.oauthDomain