Refresh a Plaid item's statements

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

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

POST /financial-data/statements/{plaidItemId}/refresh

Access token

Asks Plaid to re-fetch the last 24 months of statements, then does the same as listing: stores any new statements and returns every stored statement record for the item. Already-downloaded PDFs are untouched.

Path parameters

plaidItemId string Required

MongoDB _id of the PlaidItem

Responses

200 application/json
Hide response attributes Show response attributes object
- data array[object] Required
  
  Stored statement records for the item, as saved in the database.
  
  Hide data attributes Show data attributes object
  
  _id string
  
  plaidItem string
  
  financialAccount string | null
  
  statementId string
  
  plaidAccountId string
  
  month number
  
  year number
  
  userFile string | null
  
  Set once the PDF has been downloaded
  
  createdAt string(date-time)
  
  updatedAt string(date-time)
  
  __v number
- statusCode number Required
- timestamp string(date-time) Required

POST /financial-data/statements/{plaidItemId}/refresh

curl \
 --request POST 'http://api.example.com/financial-data/statements/{plaidItemId}/refresh' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "data": [
    {
      "_id": "65a1b2c3d4e5f6a7b8c9d0f1",
      "plaidItem": "string",
      "financialAccount": "string",
      "statementId": "string",
      "plaidAccountId": "string",
      "month": 3,
      "year": 2026,
      "userFile": "string",
      "createdAt": "2026-05-04T09:42:00Z",
      "updatedAt": "2026-05-04T09:42:00Z",
      "__v": 42.0
    }
  ],
  "statusCode": 200,
  "timestamp": "2026-01-15T10:15:00.000Z"
}