@get-asset/react

Accounts Connect

Connect a new institution. The default panel's Plaid card opens Plaid Link; after a successful connection it shows a confirmation step where each account is assigned as business or personal (personal accounts also pick a contribution and distribution ledger). Confirming links the accounts via the Asset API. Only Plaid is shown by default; add more methods (Gusto, QuickBooks, Manual) via the methods prop — non-Plaid ones fire onSelectMethod for you to wire up.

Preview

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Required scopes

The access token used by AssetProvider must include these scopes for this primitive to fetch data successfully:

  • plaid:create
  • plaid:read
  • ledger:read

API reference

Root props

PropTypeDefaultDescription
onConnected(institutions, account) => voidCalled after the accounts are linked on the Asset API.
onError(error) => voidCalled if creating the link token or linking fails.
onClose() => voidCalled when the panel's close (×) button is clicked.
onSelectMethod(method) => voidCalled when a non-Plaid method card (gusto / quickbooks / manual) is clicked.
methodsConnectionMethod[]Override the connection methods shown.
onExit / onEventPlaidLink callbacksForwarded to Plaid Link.
classNamestringForwarded to the panel element.

States

Connect (default)

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ConfirmShown after Plaid succeeds — assign business/personal.

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