Connect to Plaid Data in Ruby

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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.



Connect to Plaid data in Ruby with ruby-dbi, dbd-odbc, and ruby-odbc.

The CData ODBC Driver for Plaid makes it easy to integrate connectivity to live Plaid data in Ruby. This article shows how to create a simple Ruby app that connects to Plaid data, executes a query, and displays the results.

Create an ODBC Connection to Plaid Data

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Installing Ruby and Necessary Gems

If you do not have Ruby installed, refer to the Ruby installation page. With Ruby installed, you will need to install the ruby-dbi, dbd-odbc, and ruby-odbc gems:

gem install dbi gem install dbd-odbc gem install ruby-odbc

Create a Ruby App with Connectivity to Plaid Data

Create a new Ruby file (for example: PlaidSelect.rb) and open it in a text editor. Copy the following code into your file:

#connect to the DSN require 'DBI' cnxn = DBI.connect('DBI:ODBC:CData Plaid Source','','') #execute a SELECT query and store the result set resultSet = cnxn.execute("SELECT AccountId, Name FROM Transactions WHERE Name = 'Apple Store'") #display the names of the columns resultSet.column_names.each do |name| print name, "\t" end puts #display the results while row = resultSet.fetch do (0..resultSet.column_names.size - 1).each do |n| print row[n], "\t" end puts end resultSet.finish #close the connection cnxn.disconnect if cnxn

With the file completed, you are ready to display your Plaid data with Ruby. To do so, simply run your file from the command line:

ruby PlaidSelect.rb Writing SQL-92 queries to Plaid allows you to quickly and easily incorporate Plaid data into your own Ruby applications. Download a free trial today!