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Connect Plaid to Codex

Give Codex governed access to Plaid’s 5 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Codex setup guide

Set up

Add Plaid to Codex in four steps

Admins approve the server once. Everyone in Codex then gets it through the same governed connection.

  1. 1

    Add Plaid to Runlayer

    Plaid isn’t in the Runlayer catalog yet, so an admin adds it by its MCP server URL.

    Adding a connector manually
  2. 2

    Connect Codex to Runlayer

    Runlayer’s CLI adds the Runlayer Plugin to Codex’s local plugin marketplace, and users then enable it in Codex. With direct tool listing turned on for your deployment, Plaid’s 5 tools show up in Codex’s own tool list (Codex 0.122 or newer, installed through the Runlayer CLI).

    Codex setup guide
  3. 3

    Sign in to Plaid

    Sign in the way Plaid requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Plaid from Codex

    Plaid’s approved tools appear in Codex. Every call is checked against policy and recorded.

Tools

5 Plaid tools in Codex

Runlayer policy decides which of these Codex users can call.

  • Debug item

    Diagnose a Plaid item by retrieving its state information.

  • Get link analytics

    Retrieves Plaid Link analytics data for analyzing user conversion and error rates.

  • Get tools introduction

    Returns a list of all available tools with a brief introduction for each.

  • Get usages

    Retrieves usage metrics for Plaid products and services.

  • List teams

    Retrieve teams associated with the user and present them as a selectable list.

Control

What Runlayer can see and stop in Codex

Some controls apply to every client at the gateway. Others depend on what Codex exposes to Runlayer.

  • Gateway policy (available)

    Every Plaid call from Codex passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Codex as the client, the tool, and the policy and scanner decisions.

  • Client hooks (available)

    Capture supported prompts, reasoning, local and MCP tool calls, responses, and scanner decisions in real time.

  • Stop a call before it runs (available)

    Runlayer can deny a tool call or permission request before Codex runs it.

  • Block output after it runs (available)

    Runlayer can block a tool’s output before Codex’s model sees it.

  • Redact output in place (not available)

    Codex cannot take masked output, so Runlayer can block a tool’s output but not mask it. The gateway still applies policy to the call.

Frequently asked questions

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