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PlaidCloud

AI Assistant

The PlaidCloud AI Assistant is the in-app chat experience for asking questions about your data, generating workflow expressions, and performing operations in natural language. It is separate from the AI Agents (MCP) area, which covers connecting external AI clients to your tenant.

To see how it works underneath — which model answers, how retrieval grounds an answer, and what governs access — read AI and LLM Architecture.

AI assistance also appears directly in some workflow steps — for example, generating a SQL Extract step’s query from a plain-language description.