Disconnect a Plaid item

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://docs.usehearsay.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json
{
  "integrations MCP server": {
    "url": "https://docs.usehearsay.com/mcp"
  }
}

Close
DELETE /financial-data/plaid-item/{plaidItemId}/remove

Revokes the bank connection on Plaid (/item/remove, with an optional reason), marks the item inactive and records a case event. Case owners and admins only, not available to opposing counsel; returns 400 if the item is already inactive.

Path parameters

  • plaidItemId string Required

    PlaidItem MongoDB ID

Query parameters

  • caseId string Required
application/json

Body

  • reasonCode string

    Reason for removing the Plaid Item

    Values are FRAUD_FIRST_PARTY, FRAUD_FALSE_IDENTITY, FRAUD_ABUSE, FRAUD_OTHER, CONNECTION_IS_NON_FUNCTIONAL, or OTHER.

  • reasonNote string

    Additional context about the reason. Must not contain PII.

    Maximum length is 512.

Responses

  • 204

    Item disconnected. No response body.

DELETE /financial-data/plaid-item/{plaidItemId}/remove
curl \
 --request DELETE 'http://api.example.com/financial-data/plaid-item/{plaidItemId}/remove?caseId=string' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{
  "reasonCode": "FRAUD_FIRST_PARTY",
  "reasonNote": "string"
}'
Request examples
{
  "reasonCode": "FRAUD_FIRST_PARTY",
  "reasonNote": "string"
}