| 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
