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
