# PlaidCloud

> PlaidCloud is a unified financial analytics platform for finance and data teams: ETL/ELT workflows, allocations, dimensions, a managed Lakehouse (Databend v1 or Iceberg+StarRocks v2), dashboards, and an MCP server for AI agents.

Audience: data engineers, analysts, and finance/FP&A users.

Concepts:

- **Workspace**: a tenant — e.g. `acme.plaid.cloud`. All access is scoped to a workspace.
- **Project**: holds tables, dimensions, workflows, dashboards, and documents.
- **Workflow**: an ordered sequence of *workflow steps* (import, transform, allocate, export, notify, etc.).
- **Allocation**: distributes a value across a *dimension* using a driver and a method.
- **Lakehouse v1 vs v2**: v1 uses Databend SQL; v2 uses Apache Iceberg tables with StarRocks 4.1 SQL — function names differ.
- **PlaidLink Agent**: outbound proxy that lets workflows reach on-prem databases and file systems.
- **MCP server**: every workspace exposes `/mcp/` for AI coding agents (Claude Code, Cursor, ChatGPT, etc.).

Documentation structure:

- `get-started/` — concepts, quickstart, end-to-end tutorials, FAQ
- `guides/` — task-oriented how-to content
- `reference/` — workflow steps, expressions (SQL functions), connectors, CLI, glossary
- `integrations/` — AI coding agents, PySpark
- `administration/` — access management, SSO/SAML, scheduled events
- `releases/` — monthly release notes

## Documentation Sets

- [Abridged documentation](https://docs.plaidcloud.com/llms-small.txt): a compact version of the documentation for PlaidCloud, with non-essential content removed
- [Complete documentation](https://docs.plaidcloud.com/llms-full.txt): the full documentation for PlaidCloud
- [Get Started](https://docs.plaidcloud.com/_llms-txt/get-started.txt): Concepts, quickstart, tutorials, and FAQ.
- [Guides](https://docs.plaidcloud.com/_llms-txt/guides.txt): Task-oriented how-to content.
- [Reference](https://docs.plaidcloud.com/_llms-txt/reference.txt): Workflow steps, expressions, connectors, CLI, and glossary.
- [Integrations](https://docs.plaidcloud.com/_llms-txt/integrations.txt): AI coding agents and external tools.
- [Administration](https://docs.plaidcloud.com/_llms-txt/administration.txt): Access management, SSO/SAML, and scheduled events.

## Notes

- The complete documentation includes all content from the official documentation
- The content is automatically generated from the same source as the official documentation