plaid-banking
OfficialReal-time financial data aggregation for CFOs and finance agents.
Finance & Accounting#real-time transactions#secure data handling#financial data aggregation#Plaid API#CFO tools
AuthorInnerScopeHearing
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines financial data aggregation from various institutions for CFOs and finance agents, ensuring real-time balance and transaction insights.
Core Features & Use Cases
- Real-time Balances and Transactions: Access current and historical data for efficient financial management.
- Linking Financial Institutions: Seamlessly connect multiple banks and credit cards for comprehensive data coverage.
- Data Security: Utilizes Secret Manager for secure storage of credentials and tokens.
Quick Start
Link a new institution and sync transactions for real-time insights.
Dependency Matrix
Required Modules
plaid
Components
scripts
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: plaid-banking Download link: https://github.com/InnerScopeHearing/otchealth-claude-tools/archive/main.zip#plaid-banking Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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