npx skills add smithery/pluggyai --skill pluggy-open-finance
pluggyai/agent-skills
pluggy-open-finance
Best practices for Open Finance data retrieval and management. Use when working with accounts, transactions, investments, loans, or identity data.
Installation
$
npx skills add pluggyai/agent-skills --skill pluggy-open-finance
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npx skills add pluggyai/agent-skills
More details
Agent compatibility
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
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Repository health
Stars
5
License
MIT
Default branch
main
Open issues
0
Status
Active
Skill metadata
Parsed from SKILL.md frontmatter.
Version1.0.0
LicenseMIT
More metadata
- author
- pluggy
- version
- 1.0.0
Package contents
Files included with this skill beyond the listing page.
-
skill md
SKILL.md2,331 B -
docs
AGENTS.md38,748 B -
docs
SUMMARY.md170 B
History
- First seen on skills.sh
- First recorded snapshot · 390 installs
SKILL.md
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.mdEach 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