Best practices for Open Finance data retrieval and management. Use when working with accounts, transactions, investments, loans, or identity data.

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: 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-open-finance