Load Plaid - Identity Verification data to DuckDB

Plaid is an open-finance platform providing APIs to connect financial accounts, verify identities, and manage financial data. Everything needed to build a working Plaid - Identity Verification → DuckDB pipeline is on this page: the API's base URL, authentication, endpoints, pagination and incremental field — plus a prompt that hands the whole job to your coding agent.

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Build your Plaid - Identity Verification to DuckDB pipeline

Paste this prompt into Claude, Codex, or Cursor. The agent does the rest.

PromptCopy prompt
Run uvx dlthub-init@latest to build a pipeline from Plaid - Identity Verification to DuckDB and run it on dltHub

That scaffolds a dltHub workspace and installs the dltHub AI harness — the project rules, the secrets-management skill, and the dlt MCP server your agent needs to work safely. From there it reads the Plaid - Identity Verification API, proposes the endpoints to load, then writes, runs and validates the pipeline while you review rather than type. Credentials are inspected through MCP tools, so your agent never reads secrets.toml itself. How the LLM-native workflow works →

Prefer to write it yourself? Every fact the agent uses is below.

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Plaid - Identity Verification API at a glance

These values come from the Plaid - Identity Verification API reference — the authoritative source if anything here looks out of date.

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How do I authenticate with the Plaid - Identity Verification API?

Authentication requires both a client_id and a secret, which can be passed as headers (PLAID-CLIENT-ID and PLAID-SECRET) or in the request body.

1. Get your credentials

1. Sign up for a Plaid developer account at https://dashboard.plaid.com/signup. 2. Log in to the Plaid Dashboard. 3. Navigate to the 'Developers' menu and select 'Keys' (https://dashboard.plaid.com/developers/keys). 4. Retrieve your 'client_id' and the 'secret' for your desired environment (Sandbox or Production). Ensure your application and company profiles are completed in the Dashboard settings if you intend to move to Production.

2. Add them to .dlt/secrets.toml

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[sources.plaid_identity_verification_source]
plaid_client_id = "your_client_id_here"
plaid_secret = "your_secret_here"
plaid_environment = "sandbox" # or "production"
plaid_template_id = "your_template_id_here"

dlt reads this file automatically at runtime. With the harness, the setup-secrets skill prompts you for the values and never handles the raw credential in chat. For production, see setting up credentials with dlt.

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What Plaid - Identity Verification data can I load into DuckDB?

These are the Plaid - Identity Verification endpoints dlt can load into DuckDB:

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How do I load only new Plaid - Identity Verification records?

The Plaid - Identity Verification API reference does not document a timestamp or sequence field for these endpoints, so there is nothing to advertise here as verified. Pick a field from the endpoints table above that increases with every write, then set it as the cursor_path.

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{"name": "identity_verification_list", "endpoint": {
    "path": "identity_verification/list",
    # Replace with a field that increases on every write.
    "incremental": {"cursor_path": "REPLACE_ME", "initial_value": "2024-01-01T00:00:00Z"},
}}

On the first run dlt loads everything from initial_value; on every run after that it requests only what changed and appends with write_disposition="merge" if you set a primary key. See incremental loading.

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What does the generated Plaid - Identity Verification pipeline look like?

A standard dlt REST API pipeline — the same code you would write by hand, loading /identity_verification/create and /identity_verification/get from the Plaid - Identity Verification API into DuckDB:

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import dlt
from dlt.sources.rest_api import RESTAPIConfig, rest_api_resources

@dlt.source
def plaid_identity_verification_source(api_key=dlt.secrets.value):
    config: RESTAPIConfig = {
        "client": {
            "base_url": "https://production.plaid.com",
            "auth": {"type": "api_key", "api_key": api_key},
        },
        "resources": [
            {"name": "identity_verification_list", "endpoint": {"path": "identity_verification/list", "data_selector": "identity_verifications"}},
            {"name": "identity_verification_get", "endpoint": {"path": "identity_verification/get"}}
        ],
    }
    yield from rest_api_resources(config)


def load_plaid_identity_verification_to_duckdb() -> None:
    pipeline = dlt.pipeline(
        pipeline_name="plaid_identity_verification_pipeline",
        destination="duckdb",
        dataset_name="plaid_identity_verification_data",
    )
    load_info = pipeline.run(plaid_identity_verification_source())
    print(load_info)


if __name__ == "__main__":
    load_plaid_identity_verification_to_duckdb()

Run it with python plaid_identity_verification_pipeline.py. The agent iterates on this until it loads cleanly — you review and approve, rather than write it from scratch.

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How do I query Plaid - Identity Verification data in DuckDB?

dlt creates one table per resource. Query the loaded data with Python or SQL — or ask your agent to, through the MCP server's execute_sql_query tool.

Python (pandas DataFrame):

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import dlt

data = dlt.pipeline("plaid_identity_verification_pipeline").dataset()
df = data.identity_verification_list.df()
print(df.head())

SQL:

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SELECT * FROM plaid_identity_verification_data.identity_verification_list LIMIT 10;

See querying your data with dataset and exploring it in marimo notebooks.

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How do I deploy the Plaid - Identity Verification to DuckDB pipeline in production?

The pipeline runs locally, which is ideal for prototyping and one-off analysis. When you need it on a schedule, monitored on every load, and shared with your team, deploy the same dlt code on the dltHub platform — no infrastructure to maintain. The prompt above already ends with "run it on dltHub", so your agent can take it there directly.

• Deploy & schedule — run the pipeline as a managed job with automatic retries.
• Monitor — observable job queues, alerting, and load metrics for every run.
• Transform — promote raw Plaid - Identity Verification loads into governed, documented models.
• Visualize & share — explore data in notebooks and publish live dashboards instead of static screenshots.

Book a demo →

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What other destinations can I load Plaid - Identity Verification data to?

dlt loads into any of these — only the destination argument changes:

Set dlt.pipeline(destination="snowflake") and add credentials in .dlt/secrets.toml. On the dltHub platform the same pipeline runs against a managed Iceberg lakehouse. See the full destinations list.

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Next steps

• Ready for production? Book a demo of the dltHub platform →
• dlt LLM-native workflow docs
• REST API source reference
• Join the dlt community on Slack