pluggy-open-finance
Best practices for Open Finance data retrieval and management. Use when working with accounts, transactions, investments, loans, or identity data.
How do I install this agent skill?
npx skills add https://github.com/pluggyai/agent-skills --skill pluggy-open-financeIs this agent skill safe to install?
- Gen Agent Trust Hubpass
The skill is a collection of best practices for using the Pluggy Open Finance API. It includes implementation guides for connector selection, synchronization strategies, and data enrichment. No malicious patterns or security risks were identified.
- Socketwarn
2 alerts: gptAnomaly
- Snykwarn
Risk: MEDIUM · 1 issue
- Runlayerwarn
8/11 files flagged
What does this agent skill do?
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
How can the creator link this skill?
Add the canonical catalog link to the repository README so users can inspect current installs and available audits. The publishing guide covers the complete discovery path.
<a href="https://skillzs.dev/skills/pluggyai/agent-skills/pluggy-open-finance">View pluggy-open-finance on skillZs</a>