Plaid Financial Data Aggregator & Budget Classifier

Integrates with the Plaid Transactions API using the plaid Python SDK to pull 90 days of transaction history across linked bank accounts. Transactions are classified into budget categories using a fine-tuned classifier via the OpenAI Chat Completions API and stored in PostgreSQL using SQLAlchemy.

Plaid Financial Data Aggregator & Budget Classifier

Integrates with the Plaid Transactions API using the plaid Python SDK to pull 90 days of transaction history across linked bank accounts. Transactions are classified into budget categories using a fine-tuned classifier via the OpenAI Chat Completions API and stored in PostgreSQL using SQLAlchemy.

Installation

Method 1, Agent Skill Exchange

Method 2, Git clone

git clone https://github.com/agentskillexchange/skills.git && cd skills/skills/plaid-financial-data-aggregator

Method 3, Download ZIP

  • Download the repository ZIP and extract skills/plaid-financial-data-aggregator.

Method 4, Manual copy

  • Copy this skill folder into your local skills directory, then reload your agent tooling.

Method 5, Fork and sync

  • Fork the repository if you want to maintain local edits while syncing upstream changes.

Source