# 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.

- Skill: `agentskillexchange/plaid-financial-data-aggregator-budget-classifier` (Agent Skill)
- Install (CLI): `npx skillmds@latest add agentskillexchange/plaid-financial-data-aggregator-budget-classifier`
- Raw SKILL.md: https://api.skillmd.com/api/skills/agentskillexchange/plaid-financial-data-aggregator-budget-classifier/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business
- Author: agentskillexchange (https://skillmd.com/u/agentskillexchange)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/agentskillexchange/plaid-financial-data-aggregator-budget-classifier

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# 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

Use the upstream install or setup path that matches your environment:
- Make one-time payments, recurring payments, or payouts within your app.
- Make smarter credit and lending decisions with insights powered by Plaid Check.

Basic usage or getting-started notes:
- API
- Link
- Sandbox

- Source: https://plaid.com/docs/

## Documentation

- https://plaid.com/docs/

## Source

- [Agent Skill Exchange](https://agentskillexchange.com/skills/plaid-financial-data-aggregator/)