pluggy-open-finance

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

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

Full Compiled Document

For the complete guide with all rules expanded: AGENTS.md