How to add Plaid Dashboard MCP (Remote) to Windsurf

Plaid's official remote MCP server for integration diagnostics, analytics, and docs via OAuth. Paste the config into ~/.codeium/windsurf/mcp_config.json and restart Windsurf.

Last updated June 15, 2026 · 0★ · sse · oauth · official

Windsurf config for Plaid Dashboard MCP (Remote)

Add remote MCP URL https://api.dashboard.plaid.com/mcp/sse (OAuth)

{
  "mcpServers": {
    "plaid-dashboard-mcp-remote": {
      "serverUrl": "https://api.dashboard.plaid.com/mcp/sse"
    }
  }
}

Remote server — no local install needed. Restart the client after saving the config.

Setup steps

1Open Windsurf → Cascade → the hammer/MCP icon → Configure (or edit ~/.codeium/windsurf/mcp_config.json).
2Paste the Plaid Dashboard MCP (Remote) config below.
3Fill in placeholder secrets, then save.
4Click Refresh in the MCP panel.
5Plaid Dashboard MCP (Remote)'s tools become available to Cascade.

Before you start

A Plaid account with Production access approved and at least one active Plaid product
Your PLAID_CLIENT_ID and a Production secret
An OAuth 2.0 access token minted via the /oauth/token endpoint using the client_credentials grant with the mcp:dashboard scope
An MCP client that supports remote servers over Streamable HTTP with bearer-token / OAuth auth

What Plaid Dashboard MCP (Remote) can do in Windsurf

plaid_debug_item

Retrieve Item metadata to diagnose why a connection is failing or erroring.

plaid_get_link_analytics

Analyze Link conversion rates, error patterns, and flow/funnel progression.

plaid_get_usages

Track API consumption and per-product usage metrics.

plaid_list_teams

List the teams associated with the OAuth token.

Security

OAuth scopes access to your Plaid dashboard account and integration analytics; review the consent screen before authorizing. It exposes production account/integration diagnostics, so connect only trusted clients.

Plaid Dashboard MCP (Remote) + Windsurf FAQ

Where is the Windsurf config file?

Windsurf reads MCP servers from ~/.codeium/windsurf/mcp_config.json. Paste the Plaid Dashboard MCP (Remote) config there under the "mcpServers" key and restart the client.

Is Plaid Dashboard MCP (Remote) safe to use with Windsurf?

Is this server local or remote?

It's a remote, Plaid-hosted server at https://api.dashboard.plaid.com/mcp using the Streamable HTTP transport — there's nothing to install locally.

How does authentication work?

OAuth 2.0 client_credentials grant with the mcp:dashboard scope. You exchange your client_id and production secret for a bearer token at the /oauth/token endpoint and send it as an Authorization: Bearer header.

Why does my token keep expiring?

Access tokens are short-lived (about 15 minutes) by design. Use the accompanying refresh token, or re-run the client_credentials request, to obtain a new one.

View repo Full Plaid Dashboard MCP (Remote) page