Pluggy Open Finance
Best practices for Open Finance data retrieval and management. Use when working with accounts, transactions, investments, loans, or identity data.
- Skill ID
- pluggyai/agent-skills/pluggy-open-finance
- Publisher
- pluggyai
- Repository
- agent-skills
- Installs
- 0
- Files
- 11
- License
- MIT
- Synced
- Sep 23, 2026
Open any RiverX project, open the Skills panel in the chat, and search for this identifier. The files are fetched from the source repository at install time.
pluggyai/agent-skills/pluggy-open-financeInstalls these files- AGENTS.md
- SKILL.md
- metadata.json
- rules/account-balances.md
- rules/connector-sandbox.md
- rules/connector-selection.md
- rules/data-pagination.md
- rules/investments-handling.md
- rules/sync-strategies.md
- rules/transaction-categories.md
- rules/transaction-enrichment.md
What this skill tells the agent
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
More from pluggyai
Use this skill in a project
Open any RiverX project, search the Skills panel for pluggyai/agent-skills/pluggy-open-finance, and install it in one click.