Agent Skills to help developers integrate Pluggy Open Finance solutions using AI agents. Agent Skills are folders of instructions, scripts, and resources that agents like Claude Code, Cursor, GitHub Copilot, etc. can discover and use to implement Pluggy integrations more accurately and efficiently.
The skills in this repo follow the Agent Skills format.
npx skills add pluggyai/agent-skillspluggy-integration
Core Pluggy integration patterns and best practices. Essential for any Pluggy implementation.
Use when:
- Setting up Pluggy SDK and authentication
- Implementing the Connect Widget
- Managing Item lifecycle (create, update, delete)
- Configuring webhooks for real-time updates
- Handling MFA and connection errors
Categories covered:
- Authentication & API Keys (Critical)
- Connect Widget Integration (Critical)
- Item Lifecycle Management (High)
- Webhook Configuration (High)
- Error Handling (Medium)
pluggy-open-finance
Best practices for Open Finance data retrieval and management.
Use when:
- Connecting user bank accounts
- Retrieving account balances and transactions
- Accessing investment portfolios
- Fetching loan and identity data
- Working with Open Finance connectors
Categories covered:
- Connector Selection (Critical)
- Data Retrieval Patterns (High)
- Transaction Handling (High)
- Account Management (Medium)
- Data Synchronization (Medium)
pluggy-payments
Payment initiation with PIX, Boleto, and Smart Transfers.
Use when:
- Initiating PIX payments
- Creating Boleto payment slips
- Setting up Smart Transfers with preauthorization
- Managing payment intents and lifecycle
- Handling scheduled payments
Categories covered:
- PIX Integration (Critical)
- Smart Transfers (High)
- Payment Intent Lifecycle (High)
- Boleto Management (Medium)
- Scheduled Payments (Medium)
Skills are automatically available once installed. The agent will use them when relevant tasks are detected.
Examples:
Help me integrate Pluggy Connect Widget in my React app
Set up webhooks to sync transaction data
Implement PIX payment initiation
Each skill contains:
SKILL.md- Instructions for the agentAGENTS.md- Compiled rules document (generated)rules/- Individual rule filesmetadata.json- Version and metadata
MIT