Retrieves bank balances and transaction history through Plaid, a bank account connection service. It reports dates, merchants, and amounts, distinguishes pending from posted transactions, and summarizes spending by category or merchant on request.
Bank accounts, balances, and transactions via Plaid. Use when: bank, balance, transactions, spending, accounts, or plaid.
Review the instructions the agent will receive before you install.
Account balances, transaction history, and spending analysis across the user's bank accounts.
Requires Plaid API credentials. Fail loud when they are missing:
PLAID_CLIENT_ID=... PLAID_SECRET=... # sandbox keys first, production only when asked
The Link flow opens in the user's browser — the user completes it, the agent
drives everything after token exchange. Start in sandbox; touch
production only with explicit approval.
POST /item/public_token/exchange.POST /accounts/balance. History: POST /transactions/sync
with its cursor, paging until has_more is false.No reviews yet. Tell others what you thought.
No login needed. Share how it worked for you, ask a question, or note where it did not run.
No comments yet. Be the first to write one.
Split a large goal into clearly bounded tasks that can run in parallel. Coordinate existing agent and worktree tools, then combine and verify the results. The skill starts only when explicitly requested.
Generate independent options for design, implementation, explanations, or debugging, then compare them using one shared rubric. Code candidates use separate working copies and undergo independent verification before a winner is presented for review.
Check Codewhale release readiness through ordered tests, builds, version checks, and manual terminal checks. Record command results and observed behavior, including responsiveness, route isolation, and follow-up input handling, while explicitly identifying any skipped checks.
Operate desktop apps and isolated browsers on registered computers by inspecting interface controls, entering information, and checking results. The skill also covers screenshots and recording, with separate routing for the user's signed-in Chrome through Chromewhale.
Check a local Codewhale checkout before contributing: inspect branch and sync status, build the CLI, and run the repository’s CI checks. Present recent commits and changelog entries from local files, with clear status for each step.
Builds and installs Codewhale with a source revision identifier, then verifies the installed version in a fresh shell. It guides hands-on runtime checks for interface behavior, routing, approvals, and other changes that automated tests may miss.