pluggy-open-finance

📁 pluggyai/agent-skills 📅 Jan 24, 2026
8
总安装量
3
周安装量
#34170
全站排名
安装命令
npx skills add https://github.com/pluggyai/agent-skills --skill pluggy-open-finance

Agent 安装分布

claude-code 3
amp 1
opencode 1
cursor 1
kimi-cli 1
codex 1

Skill 文档

Pluggy Open Finance

Comprehensive guide for retrieving and managing Open Finance data through Pluggy. Contains rules across 5 categories, prioritized by impact.

When to Apply

Reference these guidelines when:

  • Selecting appropriate connectors for financial institutions
  • Retrieving account balances and details
  • Fetching and processing transactions
  • Accessing investment portfolios and holdings
  • Retrieving loan information
  • Fetching user identity data
  • Implementing data synchronization strategies

Rule Categories by Priority

Priority Category Impact Prefix
1 Connectors CRITICAL connector-
2 Sync Strategy HIGH sync-
3 Data Retrieval HIGH data-
4 Transactions HIGH transaction-
5 Accounts MEDIUM account-

How to Use

Read individual rule files for detailed explanations and code examples:

rules/connector-selection.md
rules/data-pagination.md
rules/transaction-enrichment.md

Each rule file contains:

  • Brief explanation of why it matters
  • Incorrect code example with explanation
  • Correct code example with explanation
  • Additional context and references
  • Pluggy-specific notes

Data Products Available

Product Endpoint Description
Accounts /accounts Bank accounts, balances
Transactions /transactions Account movements
Investments /investments Portfolios, holdings
Identity /identity User personal data
Loans /loans Loan details, payments
Credit Cards /bills Credit card bills

Full Compiled Document

For the complete guide with all rules expanded: AGENTS.md