pluggy-open-finance — Claude Code skill: setup
This skill guides Open Finance data work through Pluggy. Use it when an agent handles accounts, transactions, investments, loans, or identity data.
npx skills add pluggyai/agent-skills --skill pluggy-open-finance -a claude-codeWhat pluggy-open-finance does
pluggy-open-finance gives an agent guidance for working with Open Finance data through Pluggy. It covers connector selection, account balances, transactions, investment portfolios, loans, user identity data, and synchronization. The listed products are /accounts, /transactions, /investments, /identity, /loans, and /bills.
The guidance is split into five priority groups: connectors, sync strategy, data retrieval, transactions, and accounts. Detailed material is organized in files such as rules/connector-selection.md, rules/data-pagination.md, and rules/transaction-enrichment.md. The expanded guide is in AGENTS.md.
The full rule set depends on AGENTS.md. The skill can be added to Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, or OpenCode.
What it helps with
- choose a connector for a financial institution
- retrieve account balances and details
- process transactions with pagination
- plan Open Finance data synchronization
- fetch investments, loans, or identity data
Example prompts for the agent
- Choose the right Pluggy connector for retrieving data from a financial institution.
- Design transaction synchronization using the guidance in
rules/data-pagination.md. - Review how to handle investments, loans, and user identity data through Pluggy products.
How to install pluggy-open-finance
1Skills CLI (Vercel)
npx skills add pluggyai/agent-skills --skill pluggy-open-finance -a claude-code2Manually: put the files in place
~/.claude/skills/pluggy-open-finance/SKILL.mdCopy the whole skill folder; for one project use .claude/skills/pluggy-open-finance/
1Skills CLI (Vercel)
npx skills add pluggyai/agent-skills --skill pluggy-open-finance -a codex2Manually: put the files in place
.agents/skills/pluggy-open-finance/SKILL.mdFor all projects use ~/.agents/skills/
1Skills CLI (Vercel)
npx skills add pluggyai/agent-skills --skill pluggy-open-finance -a cursor2Manually: put the files in place
.cursor/skills/pluggy-open-finance/SKILL.mdCursor also reads .agents/skills/ and .claude/skills/
1GitHub CLI
gh skill install pluggyai/agent-skills pluggy-open-finance2Manually: put the files in place
.github/skills/pluggy-open-finance/SKILL.md1Skills CLI (Vercel)
npx skills add pluggyai/agent-skills --skill pluggy-open-finance -a gemini-cli2Platform CLI
gemini skills install https://github.com/pluggyai/agent-skills --path skills/pluggy-open-financeManually: put the files in place
.devin/skills/pluggy-open-finance/SKILL.mdThe legacy .windsurf/skills/ path still works
Skills CLI (Vercel)
npx skills add pluggyai/agent-skills --skill pluggy-open-finance -a opencodeClaude.ai
Zip the folder and upload it in Settings → Capabilities → Skills
Step by step, with commands for each platform: How to install skills in Claude Code: five ways
Questions about pluggy-open-finance
How do I install pluggy-open-finance in Claude Code?
Run npx skills add pluggyai/agent-skills --skill pluggy-open-finance -a claude-code, then check ~/.claude/skills/pluggy-open-finance/SKILL.md.
What does pluggy-open-finance do?
It gives agents guidance for retrieving and managing Open Finance data through Pluggy. The skill covers connectors, synchronization, accounts, transactions, investments, loans, and identity data.
Which Pluggy products does the skill cover?
It lists /accounts, /transactions, /investments, /identity, /loans, and /bills. The rules are grouped into five priority categories.
Source text
SKILL.md · MIT
--- name: pluggy-open-finance description: Best practices for Open Finance data retrieval and management. Use when working with accounts, transactions, investments, loans, or identity data. license: MIT metadata: author: pluggy version: "1.0.0" --- # 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`
© pluggy · MIT · pluggyai/agent-skills
