pluggy-open-finance

Name: pluggy-open-finance
Author: pluggyai

github.com/pluggyaiData & databases7523 installsUpdated 22w ago

About pluggy-open-finance

pluggy-open-finance is a reference skill for retrieving and managing Open Finance data through Pluggy. It organizes guidance for connector selection, synchronization, retrieval, transactions, and accounts, with rules and code examples.

Key features

01Guidance for connector selection
02Synchronization strategy rules
03Data retrieval and pagination guidance
04Transaction processing guidance
05Account data guidance

Use cases

01Select connectors for financial institutions
02Retrieve balances, transactions, or holdings
03Plan synchronization for Pluggy data
04Access identity, loan, or credit card data

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/pluggyai/agent-skills --skill pluggy-open-finance

After installing, type/pluggy-open-financein Claude Code to confirm it loaded.

Bundled files

References and scripts installed along with SKILL.md.

AGENTS.md

metadata.json

rules/

account-balances.md

connector-sandbox.md

connector-selection.md

data-pagination.md

investments-handling.md

sync-strategies.md

transaction-categories.md

transaction-enrichment.md

Details

From the project README

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

Comments

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Details

Author: pluggyai
Repository: pluggyai/agent-skills
Category: Data & databases
Installs: 523
GitHub stars: 7

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