Firm lane
Bank-data connection
Kind: A connection to an outside provider's service.
Availability
Owner-gatedWaits on the platform's owner to connect the bank-data provider; entering balances by hand works without it.
- Door
/api/plaid/link-token- Unlocks with
- The firm's own account at the provider, once the platform's owner registers the app.
Every status follows one rule from this deployment's own configuration: a capability is marked shipped only when everything it needs is in place.
What it does
Reads a connected bank account's balances and transactions into the matter, after the account holder agrees on the bank-data provider's own screen.
Keep in mind
Nothing is written at the bank, and entering balances by hand stays available.
What it refuses
| Answer | HTTP | Meaning |
|---|---|---|
unauthorized | 401 | No session: sign in first; nothing was read or saved. |
- Answer
unauthorized- HTTP
- 401
- Meaning
- No session: sign in first; nothing was read or saved.
What can leave EstateDraft
Each action that can reach outside EstateDraft is declared in one registry with the channel it uses; the outbox refuses an action that is not declared.
- Syncs · a provider
plaid.connect - Syncs · a provider
plaid.disconnect - Syncs · a provider
plaid.transactions-sync
Evidence
src/lib/rls-probes.test.tssrc/lib/portal/reads.test.tssrc/lib/plaid.ts
Reviewed: