Dashboard MCP server

import json
import os

import plaid
from openai import OpenAI
from plaid.api import plaid_api
from plaid.api_client import ApiClient
from plaid.model.o_auth_grant_type import OAuthGrantType
from plaid.model.o_auth_token_request import OAuthTokenRequest

DASHBOARD_MCP_SERVER_URL = "https://api.dashboard.plaid.com/mcp/"


def get_plaid_client():
    configuration = plaid.Configuration(
        host=plaid.Environment.Production,
        api_key={
            "clientId": os.environ["PLAID_CLIENT_ID"],
            "secret": os.environ["PLAID_PRODUCTION_SECRET"],
        },
    )
    api_client = ApiClient(configuration)
    return plaid_api.PlaidApi(api_client)


def request_or_refresh_access_token():
    # This example creates a new access token each run.
    plaid_client = get_plaid_client()
    oauth_token_request = OAuthTokenRequest(
        grant_type=OAuthGrantType("client_credentials"),
        scope="mcp:dashboard",
    )

    response = plaid_client.oauth_token(oauth_token_request)
    return response.access_token


def main() -> None:
    """Retrieve Link analytics through the Dashboard MCP server."""

    client = OpenAI(api_key=os.environ["OPENAI_API_KEY"])
    dashboard_token = request_or_refresh_access_token()

    response = client.responses.create(
        model="gpt-5.5",
        tools=[
            {
                "type": "mcp",
                "server_label": "plaid",
                "server_url": DASHBOARD_MCP_SERVER_URL,
                "require_approval": "never",
                "authorization": dashboard_token,
            }
        ],
        input=(
            "Use the Dashboard MCP server to get Link analytics from "
            "2025-05-01 through 2025-05-08. Return Link opens, "
            "institution selections, and handoffs."
        ),
    )

    for item in response.output:
        if item.type == "mcp_list_tools":
            print("\n=== MCP Tools ===")
            for tool in item.tools:
                print(f" - {tool['name']}")

        elif item.type == "mcp_call":
            print("\n=== MCP Call ===")
            print(f"Tool: {item.name}")
            try:
                # The arguments field is a JSON string. Parse it for readability.
                args = json.loads(item.arguments)
            except (TypeError, json.JSONDecodeError):
                args = item.arguments
            print("Arguments:")
            print(json.dumps(args, indent=2))

        elif item.type == "message":
            print("\n=== Assistant Message ===")
            # The content field is a list of ResponseOutputText objects.
            texts = []
            for part in item.content:
                # Depending on SDK version, `text` may be an attribute or dict key.
                text = getattr(part, "text", None) or (
                    part.get("text") if isinstance(part, dict) else None
                )
                if text:
                    texts.append(text)
            print("\n".join(texts))

        else:
            print(f"\n=== Unhandled output type: {item.type} ===")
            print(item)


if __name__ == "__main__":
    main()

=== MCP Tools ===
 - plaid_debug_item
 - plaid_get_link_analytics
 - plaid_get_tools_introduction
 - plaid_get_usages
 - plaid_list_teams

=== MCP Call ===
Tool: plaid_list_teams
Arguments:
{}

=== MCP Call ===
Tool: plaid_get_link_analytics
Arguments:
{
  "from_date": "2025-05-01",
  "team_id": "<team_id>",
  "to_date": "2025-05-08"
}

=== Assistant Message ===
From 2025-05-01 through 2025-05-08:
- Link opens: 58
- Institution selections: 29
- Handoffs: 18