POST /sandbox/public_token/create

Use the /sandbox/public_token/create endpoint to create a valid public_token for an arbitrary institution ID, initial products, and test credentials. The created public_token maps to a new Sandbox Item. You can then call /item/public_token/exchange to exchange the public_token for an access_token and perform all API actions. /sandbox/public_token/create can also be used with the user_custom test username to generate a test account with custom data, or with Plaid's pre-populated Sandbox test accounts.

Servers

Request headers

Name Type Required Description
Content-Type String Yes The media type of the request body.

Default value: "application/json"

Request body fields

Name Type Required Description
user_token String No

The user token associated with the User data is being requested for.

client_id String No

Your Plaid API client_id. The client_id is required and may be provided either in the PLAID-CLIENT-ID header or as part of a request body.

options Object No

An optional set of options to be used when configuring the Item. If specified, must not be null.

options.override_username String No

Test username to use for the creation of the Sandbox Item. Default value is user_good.

Default value: "user_good"

options.transactions Object No

An optional set of parameters corresponding to transactions options.

options.transactions.days_requested Integer No

The maximum number of days of transaction history to request for the Transactions product.

Default value: 90

options.transactions.start_date String No

The earliest date for which to fetch transaction history. Dates should be formatted as YYYY-MM-DD.

options.transactions.end_date String No

The most recent date for which to fetch transaction history. Dates should be formatted as YYYY-MM-DD.

options.income_verification Object No

A set of parameters for income verification options. This field is required if income_verification is included in the initial_products array.

options.income_verification.bank_income Object No

Specifies options for Bank Income. This field is required if income_verification is included in the initial_products array and bank is specified in income_source_types.

options.income_verification.bank_income.days_requested Integer No

The number of days of data to request for the Bank Income product

options.income_verification.income_source_types[] Array No

The types of source income data that users will be permitted to share. Options include bank and payroll. Currently you can only specify one of these options.

options.statements Object No

An optional set of parameters corresponding to statements options.

options.statements.start_date String Yes

The earliest date for which to fetch statements history. Dates should be formatted as YYYY-MM-DD.

options.statements.end_date String Yes

The most recent date for which to fetch statements history. Dates should be formatted as YYYY-MM-DD.

options.webhook String No

Specify a webhook to associate with the new Item.

options.override_password String No

Test password to use for the creation of the Sandbox Item. Default value is pass_good.

Default value: "pass_good"

initial_products[] Array Yes

The products to initially pull for the Item. May be any products that the specified institution_id supports. This array may not be empty.

institution_id String Yes

The ID of the institution the Item will be associated with

secret String No

Your Plaid API secret. The secret is required and may be provided either in the PLAID-SECRET header or as part of a request body.

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.