plaid-transaction-fetch

Retrieve recent transactions from a Plaid-linked financial account with filters.

15|8|Updated Feb 9, 2026
One-click install
npx skills add https://github.com/AstorYH/PASB --skill plaid-transaction-fetch
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: plaid-transaction-fetch
Source: https://github.com/AstorYH/PASB/tree/main/nanobot/skills/plaid-transaction-fetch
Command: npx skills add https://github.com/AstorYH/PASB --skill plaid-transaction-fetch

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill automates the retrieval of recent transaction history from financial accounts linked via Plaid, simplifying financial data access.

Core Features & Use Cases

  • Transaction Retrieval: Fetches transaction data for a specified account and date range.
  • Configurable Limits: Allows setting a limit on the number of transactions returned.
  • Use Case: Quickly get a list of all transactions from your checking account over the last 90 days to review your spending habits.

Quick Start

Use the plaid-transaction-fetch skill to retrieve the last 25 transactions for account ID 1234567890.

Frequently Asked Questions about plaid-transaction-fetch

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I fetch financial transactions from a Plaid-linked account?

To retrieve financial transactions from a Plaid-linked account, specify the target account ID, set a date range, and configure a transaction limit to filter the returned data according to your personal finance management needs.

Can I filter Plaid transaction history by a specific date range?

Yes, you can filter Plaid transaction history by a specific date range. The retrieval process supports filtering transactions by account ID and date range, allowing you to review spending habits over specific periods like the last 90 days.

What is the best way to limit the number of transactions returned from Plaid?

The best way to limit Plaid transactions returned is by setting configurable limits. You can specify a transaction limit, such as fetching the most recent 25 transactions for a designated checking account ID.

Does Plaid transaction retrieval work for automated financial reporting?

Yes, Plaid transaction retrieval works for automated financial reporting. Fetching recent transaction history from linked financial accounts provides the essential data needed to automate personal finance management and financial reporting workflows.

When do I need to use Plaid transaction data retrieval for personal finance management?

You need to use Plaid transaction data retrieval for personal finance management when you want to automatically extract recent account history. It simplifies financial data access for reviewing spending habits across linked checking accounts without manual export.