Query Plaid Data in MySQL Workbench

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Plaid ODBC Driver

The Plaid ODBC Driver is a powerful tool that allows you to connect with live Plaid account data, directly from any applications that support ODBC connectivity.

Access Plaid data like you would a database - read, write, and update Assets, Investments, Liabilities, Transactions, etc. through a standard ODBC Driver interface.

Execute MySQL queries against live Plaid data from MySQL Workbench.

You can use the SQL Gateway from the ODBC Driver for Plaid to query Plaid data through a MySQL interface. Follow the procedure below to start the MySQL remoting service of the SQL Gateway and work with live Plaid data in MySQL Workbench.

Connect to Plaid Data

If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can use the built-in Microsoft ODBC Data Source Administrator to configure the DSN. This is also the last step of the driver installation. See the "Getting Started" chapter in the help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.

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.

Configure the SQL Gateway

See the SQL Gateway Overview to set up connectivity to Plaid data as a virtual MySQL database. You will configure a MySQL remoting service that listens for MySQL requests from clients. The service can be configured in the SQL Gateway UI.

Query Plaid from MySQL Workbench

The steps below outline connecting to the virtual Plaid database created in the SQL Gateway from MySQL Workbench and issuing basic queries to work with live Plaid data.

Connect to Plaid through the SQL Gateway

  1. In MySQL Workbench, click to add a new MySQL connection.
  2. Name the connection (CData SQL Gateway for Plaid).
  3. Set the Hostname, Port, and Username parameters to connect to the SQL Gateway.
  4. Click Store in Vault to set and store the password.
  5. Click Test Connection to ensure the connection is configured properly and click OK.

Query Plaid Data

  1. Open the connection you just created (CData SQL Gateway for Plaid).
  2. Click File -> New Query Tab.
  3. Write a SQL query to retrieve Plaid data, like SELECT * FROM `CData Plaid Sys`.Transactions;

With access to live Plaid data from MySQL Workbench, you can easily query and update Plaid, just like you would a MySQL database. Get started now with a free, 30-day trial of the CData ODBC Driver for Plaid and the CData SQL Gateway.