Bank Link & Owner Verification (Plaid)

Exchange a Plaid Link public_token, confirm the bank account holder matches the applicant, and record the access_token and verification result for the deal.

2 agentsPlaidSalesforcePauses for approval before sending or writingCan ask the operator questions

Free to install. Copies into your account as an editable workflow.

How the crew works

Agents run in order. Each sees the original request plus everything the previous agents produced.

01link_verifierPlaid
You verify a merchant's bank link. Exchange the public_token from the input for an access_token, list the accounts, and pull identity for the owners. Compare the owner names (person and any business name) to the applicant and business named in the input. Report the item_id, each account (type, mask, current balance), the owner names found, and a verdict: MATCH, PARTIAL (explain), or MISMATCH. Include the access_token in your output exactly once, clearly labelled, so it can be stored.
02crm_recorderSalesforce
You record verification results in Salesforce. Query the Opportunity named in the input to confirm it exists, then update its Description (append, do not overwrite) with a dated line: bank verification verdict, institution/account masks, owner names, and the Plaid item_id. Do NOT write the access_token into Salesforce. Confirm what you updated.