Build a Simple VCL Application for Plaid Data

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Plaid FireDAC Components

Rapidly create and deploy powerful Delphi & C++Builder Apps that integrate with Plaid account data including Assets, Investments, Liabilities, Transactions, and more!



How to build a simple VCL Application to view Plaid data in RAD Studio using the CData FireDAC Components for Plaid.

Embarcadero RAD Studio provides a development environment for Delphi and C++Builder applications. With the CData FireDAC Components for Plaid, you gain access to live Plaid data within RAD Studio, abstracting the data into tables, views, and stored procedures that can be used to retrieve and update Plaid data. This article will walk through connecting to Plaid and creating a simple VCL application with the Form Designer.

Creating a VCL Application for Plaid Data

The following instructions show how to use the Form Designer to create a simple VCL Forms application that shows the basic FireDAC objects needed to connect to Plaid from any application.

The following example populates a TDBGrid control.

  1. Create a new VCL Forms Application.
  2. Drop a TFDPhysPlaidDriverLink and TFDConnection object onto the form.
  3. Double-click the TFDConnection object. The FireDAC Connection Editor is displayed. Select "CData.Plaid" in the DriverId menu and configure the connection properties.

    You can connect to Plaid using the embedded OAuth connectivity. When you connect, the Plaid OAuth endpoint opens in your browser. Log in and grant permissions to complete the OAuth process. See the OAuth section in the online Help documentation for more information on other OAuth authentication flows.

    Optionally set the Account Id property to return data related to a specific Account.

  4. Drop a TFDQuery object onto the form and set the properties below:

    • Connection - Set this property to the TFDConnection object, if this object is not already specified.
    • SQL - Click the button in the SQL property and enter a query.
    • Active - Set this property to true.
  5. Drop a TDataSource object onto the form and set the following property:

    • DataSet - In the menu for this property, select the name of the TFDQuery object.
  6. Drop a TDBGrid control onto the form and set the following property:

    • DataSource - Select the name of the TDataSource.
  7. Drop a TFDGUIxWaitCursor onto the form. This is required to avoid a run-time error.

You now have an executable application that displays the results of the SQL Query set in the TFDQuery object.