simstudioai · j15z · Aug 15, 2026
diff --git a/apps/docs/components/icons.tsx b/apps/docs/components/icons.tsx
@@ -5513,6 +5513,18 @@ export function AsanaIcon(props: SVGProps<SVGSVGElement>) {
   )
 }
 
+export function PlaidIcon(props: SVGProps<SVGSVGElement>) {
+  return (
+    <svg {...props} viewBox='0 0 48 48' fill='none' xmlns='http://www.w3.org/2000/svg'>
+      <path
+        fill='currentColor'
+        fillRule='evenodd'
+        d='M18.637 0L4.09 3.81.081 18.439l5.014 5.148L0 28.65l3.773 14.693 14.484 4.047 5.096-5.064 5.014 5.147 14.547-3.81 4.008-14.63-5.013-5.146 5.095-5.063L43.231 4.13 28.745.083l-5.094 5.063L18.637 0zM9.71 6.624l7.663-2.008 3.351 3.44-4.887 4.856L9.71 6.624zm16.822 1.478l3.405-3.383 7.63 2.132-6.227 6.187-4.808-4.936zM4.672 17.238l2.111-7.705 6.125 6.288-4.886 4.856-3.35-3.44zm29.547-1.243l6.227-6.189 1.986 7.74-3.404 3.384-4.809-4.935zm-15.502-.127l4.887-4.856 4.807 4.936-4.886 4.856-4.808-4.936zm-7.814 7.765l4.886-4.856 4.81 4.936-4.888 4.856-4.808-4.936zm15.503.127l4.886-4.856L36.1 23.84l-4.887 4.856-4.807-4.936zM4.57 29.927l3.406-3.385 4.807 4.937-6.225 6.186-1.988-7.738zm14.021 1.598l4.887-4.856 4.808 4.936-4.886 4.856-4.809-4.936zm15.502.128l4.887-4.856 3.351 3.439-2.11 7.705-6.128-6.288zm-24.656 8.97l6.226-6.189 4.81 4.936-3.406 3.385-7.63-2.133zm16.843-1.206l4.886-4.856 6.126 6.289-7.662 2.007-3.35-3.44z'
+      />
+    </svg>
+  )
+}
+
 export function PipedriveIcon(props: SVGProps<SVGSVGElement>) {
   const pathId = useId()
   return (

diff --git a/apps/docs/components/ui/icon-mapping.ts b/apps/docs/components/ui/icon-mapping.ts
@@ -175,6 +175,7 @@ import {
   PersonaIcon,
   PineconeIcon,
   PipedriveIcon,
+  PlaidIcon,
   PolymarketIcon,
   PostgresIcon,
   PosthogIcon,
@@ -464,6 +465,7 @@ export const blockTypeToIconMap: Record<string, IconComponent> = {
   persona: PersonaIcon,
   pinecone: PineconeIcon,
   pipedrive: PipedriveIcon,
+  plaid: PlaidIcon,
   polymarket: PolymarketIcon,
   postgresql: PostgresIcon,
   posthog: PosthogIcon,

diff --git a/apps/docs/content/docs/en/integrations/meta.json b/apps/docs/content/docs/en/integrations/meta.json
@@ -187,6 +187,7 @@
     "pinecone",
     "pipedrive",
     "pipedrive-service-account",
+    "plaid",
     "polymarket",
     "postgresql",
     "posthog",

diff --git a/apps/docs/content/docs/en/integrations/plaid.mdx b/apps/docs/content/docs/en/integrations/plaid.mdx
@@ -0,0 +1,249 @@
+---
+title: Plaid
+description: Read bank accounts, balances, transactions, and identity data via Plaid
+---
+
+import { BlockInfoCard } from "@/components/ui/block-info-card"
+
+<BlockInfoCard 
+  type="plaid"
+  color="#111111"
+/>
+
+## Usage Instructions
+
+Integrates Plaid into the workflow. Sync categorized transactions, list linked bank accounts with real-time balances, fetch verified account and routing numbers, retrieve account-holder identity, look up supported institutions, and manage Item tokens across the sandbox and production environments.
+
+
+
+## Actions
+
+### Plaid Sync Transactions
+
+Incrementally sync transactions for a linked Item. Omit the cursor on the first call to get full history, then pass the returned cursor to fetch only changes; loop while hasMore is true. If Plaid returns TRANSACTIONS_SYNC_MUTATION_DURING_PAGINATION, discard the pages from the current batch and restart the loop from the cursor the batch started with
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `cursor` | string | No | Cursor from a previous sync \(nextCursor\); omit to start from the beginning |
+| `count` | number | No | Number of updates to fetch per page \(1-500, default 100\) |
+| `accountId` | string | No | Scope the sync \(and cursor\) to a single account ID |
+| `includeOriginalDescription` | boolean | No | Include the unmodified original_description from the institution |
+| `daysRequested` | number | No | Days of history to request \(1-730, default 90\). Only applies before Transactions is initialized on the Item |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `added` | array | Transactions added since the cursor |
+| `modified` | array | Transactions modified since the cursor |
+| `removed` | array | Transactions removed since the cursor |
+|   ↳ `transaction_id` | string | ID of the removed transaction |
+|   ↳ `account_id` | string | Account the transaction belonged to |
+| `nextCursor` | string | Cursor to pass to the next sync call to fetch only new changes |
+| `hasMore` | boolean | Whether more updates are available; if true, call again with nextCursor |
+| `updateStatus` | string | Sync readiness: NOT_READY, INITIAL_UPDATE_COMPLETE, or HISTORICAL_UPDATE_COMPLETE |
+
+### Plaid Get Accounts
+
+List the accounts linked to an Item with their names, types, and balances. Balances may be cached; use Get Balances for real-time values
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `accountIds` | string | No | Comma-separated account IDs to filter to \(defaults to all accounts\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `accounts` | array | Accounts linked to the Item |
+| `count` | number | Number of accounts returned |
+
+### Plaid Get Balances
+
+Get real-time balances for the accounts linked to an Item. Forces a live fetch from the institution, so it can take up to 30 seconds
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `accountIds` | string | No | Comma-separated account IDs to filter to \(defaults to all accounts\) |
+| `minLastUpdatedDatetime` | string | No | Oldest acceptable balance timestamp \(ISO 8601\). Only required for Capital One non-depository accounts |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `accounts` | array | Accounts with refreshed real-time balances |
+| `count` | number | Number of accounts returned |
+
+### Plaid Get Identity
+
+Get account-holder identity information (names, emails, phone numbers, and addresses) for the accounts linked to an Item
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `accountIds` | string | No | Comma-separated account IDs to filter to \(defaults to all accounts\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `accounts` | array | Accounts with their owners identity data |
+|   ↳ `owners` | json | Account owners, each with names, phone_numbers, emails, and addresses arrays |
+| `count` | number | Number of accounts returned |
+
+### Plaid Get Auth
+
+Get account and routing numbers for the depository accounts linked to an Item (ACH for US, EFT for Canada, BACS for UK, IBAN/BIC internationally). Check each account verification_status before relying on micro-deposit-verified accounts; null means the institution authenticated instantly
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `accountIds` | string | No | Comma-separated account IDs to filter to \(defaults to all accounts\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `accounts` | array | Depository accounts on the Item |
+| `numbers` | json | Account and routing numbers grouped by scheme |
+|   ↳ `ach` | json | US accounts: account_id, account, routing, wire_routing, and is_tokenized_account_number entries \(tokenized numbers come from institutions like Chase and stop working if the Item is deleted\) |
+|   ↳ `eft` | json | Canadian accounts: account_id, account, institution, and branch entries |
+|   ↳ `international` | json | International accounts: account_id, iban, and bic entries |
+|   ↳ `bacs` | json | UK accounts: account_id, account, and sort_code entries |
+
+### Plaid Get Item
+
+Get metadata and health status for a linked Item, including its institution, enabled products, and any error state
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `item` | json | Item metadata |
+|   ↳ `item_id` | string | Unique ID of the Item |
+|   ↳ `institution_id` | string | Plaid institution ID the Item is linked to |
+|   ↳ `institution_name` | string | Name of the linked institution |
+|   ↳ `webhook` | string | Webhook URL set on the Item |
+|   ↳ `error` | json | Error state of the Item, null when healthy |
+|   ↳ `available_products` | json | Products available but not yet billed for the Item |
+|   ↳ `billed_products` | json | Products the Item has been billed for |
+|   ↳ `products` | json | All products enabled on the Item |
+|   ↳ `consent_expiration_time` | string | When access consent expires, if the institution enforces expiration |
+|   ↳ `update_type` | string | Item update type \(background or user_present_required\) |
+|   ↳ `created_at` | string | When the Item was created |
+| `status` | json | Item health: last successful/failed transaction and investment updates and the last webhook fired |
+
+### Plaid Search Institutions
+
+Search financial institutions supported by Plaid by name
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `query` | string | Yes | Institution name to search for, e.g. 'Chase' |
+| `countryCodes` | string | No | Comma-separated ISO country codes to search in \(defaults to 'US'\) |
+| `products` | string | No | Comma-separated products the institutions must support, e.g. 'transactions,auth' |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `institutions` | array | Institutions matching the search |
+| `count` | number | Number of institutions returned |
+
+### Plaid Get Institution
+
+Get details for a financial institution by its Plaid institution ID
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `institutionId` | string | Yes | Plaid institution ID, e.g. 'ins_109508' |
+| `countryCodes` | string | No | Comma-separated ISO country codes \(defaults to 'US'\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `institution` | json | Institution details |
+
+### Plaid Exchange Public Token
+
+Exchange a public token from Plaid Link (or the sandbox) for a permanent access token and Item ID
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `environment` | string | No | Plaid environment: 'production' \(default\) or 'sandbox' |
+| `publicToken` | string | Yes | Public token returned by Plaid Link onSuccess \(or the sandbox token creator\) |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `accessToken` | string | Access token for the linked Item; store it securely and pass it to the other Plaid operations |
+| `itemId` | string | ID of the Item the token belongs to |
+
+### Plaid Create Sandbox Public Token
+
+Create a sandbox public token for a test institution without going through Plaid Link. Sandbox only — exchange the result for an access token to test other operations
+
+#### Input
+
+| Parameter | Type | Required | Description |
+| --------- | ---- | -------- | ----------- |
+| `clientId` | string | Yes | Plaid client ID \(from the Plaid Dashboard under Team Settings → Keys\) |
+| `secret` | string | Yes | Plaid API secret for the selected environment |
+| `institutionId` | string | Yes | Sandbox institution ID, e.g. 'ins_109508' \(First Platypus Bank\) |
+| `initialProducts` | string | Yes | Comma-separated products to enable, e.g. 'transactions' or 'auth,identity' |
+| `webhook` | string | No | Webhook URL to associate with the Item |
+
+#### Output
+
+| Parameter | Type | Description |
+| --------- | ---- | ----------- |
+| `publicToken` | string | Sandbox public token to exchange for an access token |
+
+
diff --git a/apps/sim/blocks/blocks/brex.ts b/apps/sim/blocks/blocks/brex.ts
@@ -1,7 +1,7 @@
 import { BrexIcon } from '@/components/icons'
 import type { BlockConfig, BlockMeta } from '@/blocks/types'
 import { AuthMode, IntegrationType } from '@/blocks/types'
-import { normalizeFileInput } from '@/blocks/utils'
+import { normalizeFileInput, toOptionalBoolean, toOptionalFiniteNumber } from '@/blocks/utils'
 import type { BrexResponse } from '@/tools/brex/types'
 
 /** Coerces a required money-amount field to a finite number, throwing on blank/non-numeric input rather than silently sending 0 or NaN to Brex. */
@@ -16,23 +16,6 @@ function toRequiredAmount(value: unknown, fieldLabel: string): number {
   return parsed
 }
 
-/** Coerces an optional numeric field to a finite number, throwing on non-numeric input instead of silently forwarding NaN. Preserves explicit 0. */
-function toOptionalFiniteNumber(value: unknown, fieldLabel: string): number | undefined {
-  if (value == null || (typeof value === 'string' && value.trim() === '')) return undefined
-  const parsed = Number(value)
-  if (!Number.isFinite(parsed)) {
-    throw new Error(`${fieldLabel} must be a valid number`)
-  }
-  return parsed
-}
-
-/** Normalizes a boolean field that may arrive as a string (e.g. from a dynamic <Block.output> reference) instead of an actual boolean. */
-function toOptionalBoolean(value: unknown): boolean | undefined {
-  if (value == null) return undefined
-  if (typeof value === 'boolean') return value
-  return String(value).toLowerCase() === 'true'
-}
-
 const PAGINATED_OPERATIONS = new Set([
   'list_expenses',
   'list_card_transactions',