Plaid Fintech
sickn33/agentic-awesome-skills
Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices.
Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices.
Install Plaid Fintech
$ npx skills add davila7/claude-code-templates --skill plaid-fintech -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install davila7/claude-code-templates plaid-fintech --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/davila7/claude-code-templates.git skills-src && mkdir -p .claude/skills && cp -r skills-src/cli-tool/components/skills/development/plaid-fintech .claude/skills/plaid-fintech && rm -rf skills-srcUse ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.
Claude Code skills documentation · loads skills from .claude/skills/
Install the "plaid-fintech" agent skill from https://github.com/davila7/claude-code-templates/tree/main/cli-tool/components/skills/development/plaid-fintech into .claude/skills/plaid-fintech/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "plaid-fintech", then confirm the skill loads.Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$skill-installer install https://github.com/davila7/claude-code-templates/tree/main/cli-tool/components/skills/development/plaid-fintechType this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.
$ npx skills add davila7/claude-code-templates --skill plaid-fintech -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install davila7/claude-code-templates plaid-fintech --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davila7/claude-code-templates.git skills-src && mkdir -p .agents/skills && cp -r skills-src/cli-tool/components/skills/development/plaid-fintech .agents/skills/plaid-fintech && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "plaid-fintech" agent skill from https://github.com/davila7/claude-code-templates/tree/main/cli-tool/components/skills/development/plaid-fintech into .agents/skills/plaid-fintech/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "plaid-fintech", then confirm the skill loads.Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add davila7/claude-code-templates --skill plaid-fintech -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install davila7/claude-code-templates plaid-fintech --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davila7/claude-code-templates.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/cli-tool/components/skills/development/plaid-fintech .cursor/skills/plaid-fintech && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "plaid-fintech" agent skill from https://github.com/davila7/claude-code-templates/tree/main/cli-tool/components/skills/development/plaid-fintech into .cursor/skills/plaid-fintech/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "plaid-fintech", then confirm the skill loads.Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gemini skills install https://github.com/davila7/claude-code-templates.git --path cli-tool/components/skills/development/plaid-fintech--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add davila7/claude-code-templates --skill plaid-fintech -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install davila7/claude-code-templates plaid-fintech --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davila7/claude-code-templates.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/cli-tool/components/skills/development/plaid-fintech .gemini/skills/plaid-fintech && rm -rf skills-srcUse ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.
Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/
Install the "plaid-fintech" agent skill from https://github.com/davila7/claude-code-templates/tree/main/cli-tool/components/skills/development/plaid-fintech into .gemini/skills/plaid-fintech/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "plaid-fintech", then confirm the skill loads.Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ gh skill install davila7/claude-code-templates plaid-fintechInstalls for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).
$ npx skills add davila7/claude-code-templates --skill plaid-fintech -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/davila7/claude-code-templates.git skills-src && mkdir -p .github/skills && cp -r skills-src/cli-tool/components/skills/development/plaid-fintech .github/skills/plaid-fintech && rm -rf skills-srcUse ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.
GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/
Install the "plaid-fintech" agent skill from https://github.com/davila7/claude-code-templates/tree/main/cli-tool/components/skills/development/plaid-fintech into .github/skills/plaid-fintech/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "plaid-fintech", then confirm the skill loads.GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
$ npx skills add davila7/claude-code-templates --skill plaid-fintech -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install davila7/claude-code-templates plaid-fintech --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/davila7/claude-code-templates.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/cli-tool/components/skills/development/plaid-fintech .opencode/skills/plaid-fintech && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "plaid-fintech" agent skill from https://github.com/davila7/claude-code-templates/tree/main/cli-tool/components/skills/development/plaid-fintech into .opencode/skills/plaid-fintech/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "plaid-fintech", then confirm the skill loads.OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.
Facts
- Skill name
plaid-fintech- GitHub stars
- 33k
- Used in
- 3 other repos
- Token cost
- ~363 tokens
- SKILL.md length
- 131 words
- Files
- 1
- Skills in repo
- 479
- Repo updated
- First seen
- Licence
- MIT
At a glance
Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices.
- Bank account linking
- SKILL.md covers Patterns, Anti-Patterns and ⚠️ Sharp Edges
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
- Bank connection
What it does
Plaid Fintech is an agent skill from davila7/claude-code-templates. Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices. Use when: plaid, bank account linking, bank connection, ach, account aggregation.
Its SKILL.md is about 360 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.
It sits in Backend & APIs, covering Banking and insurance, Webhooks and Third-party API integration. The repository describes itself as: CLI tool for configuring and monitoring Claude Code. The licence is MIT.
When your agent uses it
- Bank account linking
- Bank connection
- Account aggregation
Example prompts
- “/plaid-fintech”
What it can do on your machine
Read from SKILL.md and the folder at commit 79182c5. It shows what the files ask for, not the result of running them.
Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Context cost
Plaid Fintech loads about 363 tokens when it runs. Until then it costs about 74 tokens; SKILL.md has 131 words of instructions outside code blocks.
Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.
Safety
Auto-check passed
The automated check found no risky patterns in SKILL.md.
Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.
SKILL.md
The full file from davila7/claude-code-templates at commit 79182c5, republished under its MIT licence (© davila7). 131 words, ~363 tokens.
Download SKILL.mdSave it as
.claude/skills/plaid-fintech/SKILL.md (or your agent's skills folder).- name
- plaid-fintech
- description
- Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices. Use when: plaid, bank account linking, bank connection, ach, account aggregation.
- source
- vibeship-spawner-skills (Apache 2.0)
Plaid Fintech
Patterns
Link Token Creation and Exchange
Create a link_token for Plaid Link, exchange public_token for access_token. Link tokens are short-lived, one-time use. Access tokens don't expire but may need updating when users change passwords.
Transactions Sync
Use /transactions/sync for incremental transaction updates. More efficient than /transactions/get. Handle webhooks for real-time updates instead of polling.
Item Error Handling and Update Mode
Handle ITEM_LOGIN_REQUIRED errors by putting users through Link update mode. Listen for PENDING_DISCONNECT webhook to proactively prompt users.
Anti-Patterns
❌ Storing Access Tokens in Plain Text
❌ Polling Instead of Webhooks
❌ Ignoring Item Errors
⚠️ Sharp Edges
| Issue | Severity | Solution |
|---|---|---|
| Issue | critical | See docs |
| Issue | high | See docs |
| Issue | high | See docs |
| Issue | high | See docs |
| Issue | medium | See docs |
| Issue | medium | See docs |
| Issue | medium | See docs |
| Issue | medium | See docs |
© davila7, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
Just SKILL.md in cli-tool/components/skills/development/plaid-fintech of davila7/claude-code-templates.
Open the folder on GitHubat commit 79182c5
Used in 3 other repositories
We found 3 copies of this SKILL.md (exact, near-identical or edited) in other folders, from 3 other GitHub owners. This page covers the copy in davila7/claude-code-templates, which our catalogue first saw on October 7, 2026.
Compare with similar skills
Plaid Fintech next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Plaid Fintech this skilldavila7/claude-code-templates | 33k | 3 repos | ~363 | Automated safety check: Pass | MIT | |
| Plaid Fintechsickn33/agentic-awesome-skills | 47k | 2 repos | ~467 | Automated safety check: Pass | MIT | |
| Plaid FintechbenjaminasterA/antigravity-awesome-skills | 375 | 1 repos | ~372 | Automated safety check: Pass | MIT | |
| Yalidine Delivery Integrationbighadj22/codflow | 354 | — | ~2.5k | Automated safety check: Pass | Apache-2.0 | |
| Discord Php Bot Securitydiscord-php/DiscordPHP | 1.1k | — | ~1.2k | Automated safety check: Notes | MIT | |
| Telegram Development Guide2025Emma/vibe-coding-cn | 23k | 1 repos | ~3.7k | Automated safety check: Pass | MIT |
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Questions about Plaid Fintech
What does Plaid Fintech do?
Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices. Plaid Fintech is an agent skill from davila7/claude-code-templates. Expert patterns for Plaid API integration including Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance best practices.
When should I use Plaid Fintech?
Plaid Fintech fits situations like: bank account linking; bank connection; account aggregation.
How do I install Plaid Fintech in Claude Code?
Run `npx skills add davila7/claude-code-templates --skill plaid-fintech -a claude-code`. Or copy the skill folder (cli-tool/components/skills/development/plaid-fintech in davila7/claude-code-templates) into .claude/skills/plaid-fintech in your project. Claude Code loads it when a task matches its description.
How do I install Plaid Fintech in Codex?
Run `npx skills add davila7/claude-code-templates --skill plaid-fintech -a codex`. Or copy the skill folder (cli-tool/components/skills/development/plaid-fintech in davila7/claude-code-templates) into .agents/skills/plaid-fintech in your project. Codex loads it when a task matches its description.
Can I use Plaid Fintech in Cursor, Gemini CLI or GitHub Copilot?
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add davila7/claude-code-templates --skill plaid-fintech -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/plaid-fintech, .gemini/skills/plaid-fintech, .github/skills/plaid-fintech and .opencode/skills/plaid-fintech in your project.
What does Plaid Fintech need to run?
SKILL.md names no scripts, command-line tools or credentials: Plaid Fintech is instructions for the agent only.
Does Plaid Fintech access the network?
SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.
Is Plaid Fintech safe to install?
Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.
What licence does Plaid Fintech use?
Plaid Fintech is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
How many tokens does Plaid Fintech use?
About 363 tokens (SKILL.md is roughly 1.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
What are the alternatives to Plaid Fintech?
Skills that share tags, products or a category with Plaid Fintech: Plaid Fintech (sickn33/agentic-awesome-skills, 47k stars), Plaid Fintech (benjaminasterA/antigravity-awesome-skills, 375 stars), Yalidine Delivery Integration (bighadj22/codflow, 354 stars) and Discord Php Bot Security (discord-php/DiscordPHP, 1.1k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Plaid Fintech?
davila7 (a GitHub user) maintains it in davila7/claude-code-templates, which has 32,552 GitHub stars. The repository holds 479 skills in this directory. The repository was last updated on October 11, 2026.
Source: davila7/claude-code-templates on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.