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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: "..."
  countryCodes: ["US", ...]
    NameTypeDefaultDescription
    enabledBooleantrueAre users allowed to create Plaid links on this server? Even if this value is true, 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.
    countryCodesArray["US"]Array of uppercase country codes to enable for Plaid links. See Non-US Countries for more information.

    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

    Non-US Countries

    monetr supports connecting to non-US countries via Plaid. However, Plaid has special requirements for connecting to countries outside the US. For self-hosted environments you will need to contact Plaid support in order to have additional countries enabled for your account. EU based countries as well as the UK has special requirements and it may not be possible to connect to them via Plaid given those requirements.

    You may also need to customize your link experience inside Plaid to enable additional countries. You can do this on the dashboard.plaid.com/link page.

    Plaid Link Customization Screen

    You can then click on the Gear icon in at the top of the page on the right side to see what countries are currently configured for your link.

    Plaid Link Customization Settings Dialog