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MCP

Your MCP for

Your MCP for

Your MCP for

Your MCP for

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Plaid

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Plaid

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Plaid

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Plaid

V7 Go acts as an AI-powered MCP within Plaid, enabling ai banking transaction intelligence automation. New Transaction in Plaid → AI analysis and intelligent action, all within your existing workflow.

Your app/MCP

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Plaid

Connect Plaid to V7 Go and automate financial data aggregation, transaction analysis, and account verification workflows for fintech and financial services applications.

Operations

Transaction Analysis

Account Verification

Financial Reconciliation

Agentic AI

V7 Go

Deploy AI agents inside Plaid to categorize transactions, detect anomalies, and generate real-time financial health scores.

Operations

Agentic AI

Document Automation

Workflow Orchestration

Example Workflow

Example Workflow

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Plaid

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Plaid

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Plaid

AI Banking Transaction Intelligence Example

AI Banking Transaction Intelligence Example

AI Banking Transaction Intelligence Example

Popular workflows

Example

Input

New Transaction

AI Agent

Output

Input

New Transaction

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New Event

Emit new event when an event with subscribed event source triggered on a target.

New Transaction

.

AI Agent

Business Performance Analysis Agent

Analyze & Score

Ingest transaction details including merchant, amount, and metadata

Categorize transaction against spending taxonomy and GL codes

Compare to historical patterns and detect statistical anomalies

Update rolling cash flow model and financial health score

Flag unusual activity or policy violations for review

Analysis complete

Output

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Plaid

Categorize transaction, update cash flow model, and flag anomalies in Plaid

All actions triggered by agent

See how V7 Go works inside Plaid to automate ai banking transaction intelligence.

See how V7 Go works inside Plaid to automate ai banking transaction intelligence.

See how V7 Go works inside Plaid to automate ai banking transaction intelligence.

Agent Library

Agent Library

A library of

A library of

A library of

Agents

Agents

Agents

for every workflow

for every workflow

for every workflow

Meet the agents powering AI Banking Transaction Intelligence

Meet the agents powering AI Banking Transaction Intelligence

Meet the agents powering AI Banking Transaction Intelligence

Popular workflows

AI Cash Flow Forecasting Agent

AI Cash Flow Forecasting Agent | Automate Financial Projections | V7 Go

Finance

Automated Data Aggregation

Intelligent Inflow & Outflow Modeling

Scenario & Sensitivity Analysis

Add to workflow

Abstract gradient of pink, red, and purple.

Business Performance Analysis Agent

Business Performance Analysis Agent | Automate KPI Reporting | V7 Go

Business

Automated KPI Calculation

Multi-Source Data Consolidation

Trend & Outlier Identification

Add to workflow

Abstract blue and purple gradient background

Legal Risk Identification Agent

AI Legal Risk Identification Agent | Automate Risk Assessment | V7 Go

Legal

Contextual Risk Analysis

Liability & Indemnity Flagging

Customizable Risk Playbooks

Add to workflow

Actions & Triggers

Actions & Triggers

Build powerful automations with

Build powerful automations with

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Plaid

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Plaid

Pick from 100+ triggers and actions available.

Pick from 100+ triggers and actions available.

Connect triggers from Zoom to powerful actions in your other business apps.

Popular workflows

Workflow triggers

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New Accounts Available (Instant)

Emit new event when there are new accounts available at the Financial Institution..

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New Event (Instant)

Emit new event when there are changes to Plaid Items or the status of asynchronous processes..

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Sync Updates Available (Instant)

Emit new event when there are new updates available for a connected account..

Agents trigger automated actions in your apps

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Create Access Token

Exchange a Link `public_token` for an API `access_token`..

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Create Sandbox Public Token

Creates a valid `public_token` for an arbitrary institution ID, initial products, and test credentials..

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Create User

Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow..

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Get Real-Time Balance

Get the real-time balance for each of an Item

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Get Transactions

Retrieves user-authorized transaction data for a specified date range.

  • Using V7 Go to automate our diligence process led to a 35% productivity increase.

    Centerline

  • The experience with V7 has been fantastic. Very customized level of support.

    Alaris

  • V7 enables us to process complex documents at scale through an intuitive and powerful UI

    Pinsent Masons

  • V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .

    Star Mountain

  • Using V7 Go to automate our diligence process led to a 35% productivity increase.

    Centerline

  • The experience with V7 has been fantastic. Very customized level of support.

    Alaris

  • V7 enables us to process complex documents at scale through an intuitive and powerful UI

    Pinsent Masons

  • V7 Go enabled us to process financial statements 21x faster while also increasing accuracy by 54% .

    Star Mountain

Ready to supercharge

your

Logo

Plaid

?

Transform your FinTech workflow

V7 Go + Plaid MCP delivers intelligent finance / fintech automation that scales your team's impact without scaling headcount.

Ready to supercharge

your

Logo

Plaid

?

Transform your FinTech workflow

V7 Go + Plaid MCP delivers intelligent finance / fintech automation that scales your team's impact without scaling headcount.

Ready to supercharge

your

Logo

Plaid

?

Transform your FinTech workflow

V7 Go + Plaid MCP delivers intelligent finance / fintech automation that scales your team's impact without scaling headcount.

Ready to supercharge

your

Logo

Plaid

?

Transform your FinTech workflow

V7 Go + Plaid MCP delivers intelligent finance / fintech automation that scales your team's impact without scaling headcount.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Security & safety

Enterprise-level security.
Keep your data private.

Enterprise security

Enterprise-grade compliance and scalability with end-to-end encryption and SOC 2 Type II certification.

Model transparency

Access to leading LLMs including GPT, Claude, and Gemini, with region-specific processing options.

No Training on your Data

Full control and ownership of your data, compliant with local regulations and internal policies.

Access control

Granular user roles and permissions across teams and projects for secure collaboration.

Help

Help

Have questions?

Have questions?

Find answers.

Find answers.

Any more questions?

How does V7 Go handle New Transaction inside Plaid?

V7 Go acts as an AI intelligence layer directly within Plaid, analyzing each New Transaction in real time. The business-analytics-agent extracts key signals, identifies patterns, and determines the optimal automated action—all without leaving your Plaid environment.

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Can I customize the AI Banking Transaction Intelligence logic?

Absolutely. V7 Go's MCP configuration lets you define custom prompts, business rules, escalation thresholds, and decision criteria that match your exact Finance / FinTech workflows. No coding required.

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What happens when the AI needs human input?

V7 Go surfaces uncertain cases for human review with full AI reasoning shown. Your team reviews, approves, or overrides—and each decision trains the system to handle similar cases automatically going forward.

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How does the output get written back to Plaid?

V7 Go executes actions directly within Plaid using its native API—updating records, creating tasks, posting notes, or triggering downstream workflows—within seconds of the triggering event.

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Is my data secure with V7 Go MCP?

Yes. V7 Go processes all Plaid data within your secure infrastructure. Sensitive fields can be masked or excluded, and all data is encrypted in transit and at rest to enterprise security standards.

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How quickly will I see ROI from AI Banking Transaction Intelligence?

Most teams see measurable time savings within the first week—fewer manual tasks, faster response times, and higher data quality. Strategic impact from better Finance / FinTech decisions typically compounds over the first quarter.

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Precision AI for institutional workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes

Precision AI for institutional workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes

Precision AI for institutional workflows

Build once.

Deploy across the team.

Improve over time.

Request a demo

30 minutes