A PostgreSQL Interface for Plaid Data

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Plaid JDBC Driver

Rapidly create and deploy powerful Java applications that integrate with Plaid account data including Assets, Investments, Liabilities, Transactions, and more!



Use the Remoting features of the Plaid JDBC Driver to create a PostgreSQL entry-point for data access.

There are a vast number of PostgreSQL clients available on the Internet. From standard Drivers to BI and Analytics tools, PostgreSQL is a popular interface for data access. Using our JDBC Drivers, you can now create PostgreSQL entry-points that you can connect to from any standard client.

To access Plaid data as a PostgreSQL database, use the CData JDBC Driver for Plaid and a JDBC foreign data wrapper (FDW). In this article, we compile the FDW, install it, and query Plaid data from PostgreSQL Server.

Connect to Plaid Data as a JDBC Data Source

To connect to Plaid as a JDBC data source, you will need the following:

  • Driver JAR path: The JAR is located in the lib subfolder of the installation directory.
  • Driver class: cdata.jdbc.plaid.PlaidDriver

  • JDBC URL: The URL must start with "jdbc:plaid:" and can include any of the connection properties in name-value pairs separated with semicolons.

    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.

    Built-in Connection String Designer

    For assistance in constructing the JDBC URL, use the connection string designer built into the Plaid JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

    java -jar cdata.jdbc.plaid.jar

    Fill in the connection properties and copy the connection string to the clipboard.

    A typical JDBC URL is below:

    jdbc:plaid:AccountId=123456789;InitiateOAuth=GETANDREFRESH

Build the JDBC Foreign Data Wrapper

The Foreign Data Wrapper can be installed as an extension to PostgreSQL, without recompiling PostgreSQL. The jdbc2_fdw extension is used as an example (downloadable here).

  1. Add a symlink from the shared object for your version of the JRE to /usr/lib/libjvm.so. For example: ln -s /usr/lib/jvm/java-6-openjdk/jre/lib/amd64/server/libjvm.so /usr/lib/libjvm.so
  2. Start the build: make install USE_PGXS=1

Query Plaid Data as a PostgreSQL Database

After you have installed the extension, follow the steps below to start executing queries to Plaid data:

  1. Log into your database.
  2. Load the extension for the database: CREATE EXTENSION jdbc2_fdw;
  3. Create a server object for Plaid: CREATE SERVER Plaid FOREIGN DATA WRAPPER jdbc2_fdw OPTIONS ( drivername 'cdata.jdbc.plaid.PlaidDriver', url 'jdbc:plaid:AccountId=123456789;InitiateOAuth=GETANDREFRESH', querytimeout '15', jarfile '/home/MyUser/CData/CData\ JDBC\ Driver\ for\ Salesforce MyDriverEdition/lib/cdata.jdbc.plaid.jar');
  4. Create a user mapping for the username and password of a user known to the MySQL daemon. CREATE USER MAPPING for postgres SERVER Plaid OPTIONS ( username 'admin', password 'test');
  5. Create a foreign table in your local database: postgres=# CREATE FOREIGN TABLE transactions ( transactions_id text, transactions_AccountId text, transactions_Name numeric) SERVER Plaid OPTIONS ( table_name 'transactions');
You can now execute read/write commands to Plaid: postgres=# SELECT * FROM transactions;