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Open Finance data retrieval with Pluggy v1.0.0

Use this resource to retrieve and sync Open Finance banking data such as accounts and transactions

New

  • 508 downloads
  • 241 likes
  • 120 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install open-finance-data-retrieval

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent chooses the right connector, reads balances and transactions, handles pagination and investments, then sets a sync strategy. You get data retrieval code organised by category.

Mostly picked by

Updated November 2, 2026

Card for the “Open Finance data retrieval with Pluggy” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • AGENTS.md and SKILL.md: prioritised rules and available data products
  • rules/: balances, transactions, categories, enrichment, pagination and sync

Good fit for

  • You display a user's accounts and transactions
  • You sync investment portfolios

Not for

    Tags

    • open finance
    • transactions
    • pluggy
    • data sync

    About

    You say

    “Fetch the last 90 days of transactions and group them by category.”

    Card for the “Open Finance data retrieval with Pluggy” skill

    Skill published by pluggyai under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to retrieve and sync Open Finance banking data such as accounts and transactions
    3. Review and adjust the result

    Content preview

    Files

    • AGENTS.md39.1 KB
    • LICENSE1.3 KB
    • metadata.json0.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • rules/account-balances.md5.6 KB
    • rules/connector-sandbox.md2.8 KB
    • rules/connector-selection.md4.6 KB
    • rules/data-pagination.md2.8 KB
    • rules/investments-handling.md5 KB
    • rules/sync-strategies.md10.7 KB
    • rules/transaction-categories.md3.2 KB
    • rules/transaction-enrichment.md3.4 KB
    • SKILL.md2.3 KB

    Origin and licence

    Listed unmodified

    Author
    pluggyai
    Source
    github.com/pluggyai/agent-skills/tree/1e3ac7f062151cc0a9f06a95de9c33083402d1c9/skills/pluggy-open-finance
    Licence
    MIT

    Notice

    « pluggy-open-finance » (pluggyai, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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