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Connects bank accounts via Plaid for automatic daily transaction imports into Wilson. Performs initial 30-day sync, deduplication using transaction_search, and auto-categorization. Requires Pro license.
How this skill is triggered — by the user, by Claude, or both
Slash command
/openaccountant-skills:bank-syncThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Connect your bank accounts for automatic, recurring transaction imports using the Plaid API. Once connected, Wilson pulls new transactions daily without manual CSV exports. Supports checking, savings, and credit card accounts from thousands of financial institutions.
Connect your bank accounts for automatic, recurring transaction imports using the Plaid API. Once connected, Wilson pulls new transactions daily without manual CSV exports. Supports checking, savings, and credit card accounts from thousands of financial institutions.
Note: Plaid integration requires a Wilson Pro license.
transaction_search — verify imported transactions and check for duplicatescategorize — auto-categorize newly synced transactionscategorize on newly synced transactions.If you don't have Wilson Pro or prefer manual imports, here are alternatives for each major bank:
Chase:
Bank of America:
Wells Fargo:
Citi:
Capital One:
American Express:
import-transactions skill to import each filenpx claudepluginhub openaccountant/skillsImports Wise (TransferWise) CSV transaction exports into accounting systems, handling multi-currency transfers, conversion fees, deduplication by ID, and categorization.
Provides patterns for Plaid API integration: link token creation/exchange, transaction sync, identity verification, ACH auth, balance checks, webhook handling, and compliance.
Patterns for Plaid API integration covering Link token flows, transactions sync, identity verification, Auth for ACH, balance checks, webhook handling, and fintech compliance.