# Pluggy Documentation

## Guides
- [Boleto Management API](https://docs.pluggy.ai/docs/boleto-management-api.md)
- [Accounts coverage](https://docs.pluggy.ai/docs/accounts-coverage.md): Here you will find the coverage we have for each connector regarding Account product
- [Identity coverage](https://docs.pluggy.ai/docs/coverage-identity.md): Here you will find the coverage we have for each connector regarding Identity product
- [Investment Transactions coverage](https://docs.pluggy.ai/docs/coverage-investment-transactions.md): Here you will find the coverage we have for each connector regarding Investment Transactions product
- [Credit Cards coverage](https://docs.pluggy.ai/docs/credit-cards-coverage.md): Here you will find the coverage we have for each connector regarding Credit Card product
- [Connectors coverage](https://docs.pluggy.ai/docs/connectors-coverage.md): 🏦 Here you will find all the connectors available in Pluggy listed by type of connector, detailing which products are supported in each case.
- [Investments coverage](https://docs.pluggy.ai/docs/investments-coverage.md): Here you will find the coverage we have for each connector regarding Investments product
- [Loans coverage](https://docs.pluggy.ai/docs/loans-coverage.md)
- [Payment data coverage](https://docs.pluggy.ai/docs/paymentdata-coverage.md): Here you will find the data coverage we have for each connector regarding Payment Data product.
- [Consents and expiration](https://docs.pluggy.ai/docs/consents.md)
- [Errors & Validations](https://docs.pluggy.ai/docs/errors-validations.md): Learn about the different statuses and errors you could face using Pluggy's API.
- [Item](https://docs.pluggy.ai/docs/item.md)
- [Item lifecycle](https://docs.pluggy.ai/docs/item-lifecycle.md): If you decide to use our [*Pluggy Connect* widget](https://docs.pluggy.ai/docs/pluggy-connect-introduction), you won't require to go into further details of the flow - we've already it all covered up for you.
- [Warnings & Status Codes](https://docs.pluggy.ai/docs/warnings-status-codes.md): Understanding warning codes and their meanings when retrieving data from Pluggy connectors.
- [Considerations & FAQ](https://docs.pluggy.ai/docs/considerations-faq.md): Things to keep in mind when integrating Open Finance Regulated data that can be different from Direct Connections.
- [Creating an Item](https://docs.pluggy.ai/docs/creating-an-item.md): How to create your first Open Finance Regulated connection, step by step through Pluggy's Connect Widget or through API.
- [Open Finance Connectors](https://docs.pluggy.ai/docs/open-finance-regulated.md)
- [Investments Open Finance coverage](https://docs.pluggy.ai/docs/investments-open-finance-coverage.md)
- [Payment Data Open Finance coverage](https://docs.pluggy.ai/docs/payment-data-open-finance-coverage.md)
- [Operational Rate Limits](https://docs.pluggy.ai/docs/rate-limits-of.md): Open Finance Rate Limits
- [Reporting Issues](https://docs.pluggy.ai/docs/reporting-issues.md): This guide explains how to understand issues that users may have and how to report them to Pluggy's support team.
- [Glossary](https://docs.pluggy.ai/docs/glossary.md)
- [Welcome to Pluggy!](https://docs.pluggy.ai/docs/quick-pluggy-introduction.md): A quick introduction to start building with Pluggy in 5 minutes 🚀
- [Sandbox](https://docs.pluggy.ai/docs/sandbox.md)
- [Connect an account](https://docs.pluggy.ai/docs/connect-an-account.md)
- [Tutorials](https://docs.pluggy.ai/docs/tutorials.md): Get step-by-step guides on how to successfully connect your account with specific financial institutions.
- [No-Code integrations](https://docs.pluggy.ai/docs/no-code-integrations.md): Here is a list of integrations that don't require any development to start running Pluggy.
- [Bubble](https://docs.pluggy.ai/docs/step-by-step-guide-to-integrating-pluggy-connect-in-a-bubble-application.md): Step-by-Step Guide to Integrating Pluggy Connect in a Bubble Application
- [Rate limits](https://docs.pluggy.ai/docs/rate-limits.md)
- [Run in Postman](https://docs.pluggy.ai/docs/run-in-postman.md)
- [Server-Side SDKs](https://docs.pluggy.ai/docs/server-side-sdks.md)
- [Configure & Troubleshoot](https://docs.pluggy.ai/docs/configure-troubleshoot.md): View, create and edit webhooks from Dashboard, visualize which webhooks were sent, their playloads and retry them to sync collected data.
- [Webhook](https://docs.pluggy.ai/docs/webhooks.md): In this guide we will cover the webhooks that are sent by pluggy to create a reactive integration to changes. This will cover both data and payment integrations.
- [Data sync: Update an Item](https://docs.pluggy.ai/docs/data-sync-update-an-item.md)
- [Transaction Enrichment](https://docs.pluggy.ai/docs/enrich-api.md): If you need to enhance your own data, we offer different solutions engine as an API for you to use.
- [Connection Insights](https://docs.pluggy.ai/docs/item-insights.md): Based on connected accounts you can recover user's insights, book of variables, income analysis & recurring patterns.
- [Recurring Payments Analysis](https://docs.pluggy.ai/docs/recurring-payments-1.md)
- [Coverage](https://docs.pluggy.ai/docs/connectors-coverage-1.md): 🏦 Here you will understand how to keep track of which Institutions support each type of payment.
- [Payment Intent Lifecycle and Errors](https://docs.pluggy.ai/docs/payment-intent-statuses.md)
- [Payments Overview](https://docs.pluggy.ai/docs/payments-overview-1.md)
- [Automatic retries (Beta)](https://docs.pluggy.ai/docs/automatic-pix-automatic-retries.md)
- [FAQ](https://docs.pluggy.ai/docs/automatic-pix-faq.md): Common questions related to how Pix Automatico works
- [Automatic PIX Scheduler (Beta)](https://docs.pluggy.ai/docs/automatic-pix-scheduler.md)
- [Getting Started](https://docs.pluggy.ai/docs/getting-started-with-pix-automático.md): Integrating with pluggy's payment gateway
- [PIX Automatico](https://docs.pluggy.ai/docs/pix-automatico.md): Introduction to Pix Automático with Pluggy
- [FAQ](https://docs.pluggy.ai/docs/faq.md): The purpose of this page is to answer common questions
- [Scheduled Payments (Pix Agendado)](https://docs.pluggy.ai/docs/scheduled-payments.md)
- [Scheduled Payment Webhooks](https://docs.pluggy.ai/docs/webhooks-errors.md): This section will discuss how each webhook is triggered after each step is completed, affecting the `PaymentRequest`, `PaymentIntent` & `SchedulePayment` entities.
- [Authentication](https://docs.pluggy.ai/docs/authentication.md)
- [Environments and configurations](https://docs.pluggy.ai/docs/environments-and-configurations.md)
- [OAuth Support Guide](https://docs.pluggy.ai/docs/oauth-support-guide.md): By following these guidelines, you can ensure a smooth OAuth integration experience for your users across various platforms and devices
- [Updating an Item](https://docs.pluggy.ai/docs/updating-an-item.md): In this guide, we'll show you how to update an existing Item using our Connect widget.
- [Account](https://docs.pluggy.ai/docs/accounts.md)
- [Real Time Balance](https://docs.pluggy.ai/docs/real-time-balance.md): The real-time balance endpoint fetches the account balance directly from the financial institution without triggering a full item sync. This is useful when you need up-to-date balance information between regular sync cycles
- [Credit Card Bills](https://docs.pluggy.ai/docs/credit-card-bills.md)
- [Identity](https://docs.pluggy.ai/docs/identities.md)
- [Investment](https://docs.pluggy.ai/docs/investments.md)
- [Investment's Transactions](https://docs.pluggy.ai/docs/investment-transactions.md)
- [Transaction](https://docs.pluggy.ai/docs/transactions.md): Retrieve up to 12 months of transaction data.
- [Transaction Categorization](https://docs.pluggy.ai/docs/transaction-categories.md)
- [Creating a payment](https://docs.pluggy.ai/docs/creating-a-payment.md): In this section, you will learn how to create a payment associated with a Smart Transfer Preauthorization
- [Creating a preauthorization](https://docs.pluggy.ai/docs/creating-a-preauthorization.md): In this section, you will learn how to create a preauthorization to do payments without user interaction.
- [Introduction](https://docs.pluggy.ai/docs/introduction.md): Pluggy's Smart Transfers API makes payments instant, easy, and secure. Here we describe in a simple way how you can implement it.
- [Smart Transfers Sandbox](https://docs.pluggy.ai/docs/smart-transfers-sandbox.md)

## API Reference
- [Cancel an Automatic PIX schedule](https://docs.pluggy.ai/reference/cancel-automatic-pix-schedule.md): Cancels an Automatic PIX schedule.
- [Cancel an automatic PIX consent](https://docs.pluggy.ai/reference/payment-request-cancel-automatic-pix-consent.md): Cancels an automatic PIX consent
- [Schedule Automatic PIX payment](https://docs.pluggy.ai/reference/payment-request-create-automatic-pix-schedule.md): Schedules an Automatic PIX payment
- [Create Automatic PIX payment request](https://docs.pluggy.ai/reference/payment-request-create-automatic-pix.md): Creates a payment request where the payment is made using automatic PIX. Once consent is granted by the user, payments can be scheduled according to the rules defined in the request.
- [Get an automatic PIX scheduled payment](https://docs.pluggy.ai/reference/payment-request-get-automatic-pix-schedule.md): Recovers an automatic PIX scheduled payment by id
- [List Automatic PIX scheduled payments](https://docs.pluggy.ai/reference/payment-request-get-automatic-pix-schedules.md): Lists all Automatic PIX payments from a payment request
- [Retry an Automatic PIX schedule](https://docs.pluggy.ai/reference/retry-automatic-pix-schedule.md): Retries an Automatic PIX schedule, only if the authorization accepts retries. The system allows up to 3 retry attempts. Requests must be submitted by 10pm on the day before the scheduled payment date.
- [Cancel Boleto](https://docs.pluggy.ai/reference/boleto-cancel.md)
- [Create boleto connection from Item](https://docs.pluggy.ai/reference/boleto-connection-create-from-item.md)
- [Connect boleto credentials](https://docs.pluggy.ai/reference/boleto-connection-create.md)
- [Issue Boleto](https://docs.pluggy.ai/reference/boleto-create.md)
- [Get Boleto](https://docs.pluggy.ai/reference/boleto-get.md)
- [Behavior Analysis](https://docs.pluggy.ai/reference/behavior-analysis.md): Analyzes user behavior and spending patterns across categories from a Pluggy Item.
- [Categorize](https://docs.pluggy.ai/reference/categorize.md)
- [Getting Started](https://docs.pluggy.ai/reference/getting-started-with-your-api.md): The Enrich API provides you with the ability to categorize your own data of transactions recovered outside of Pluggy, providing you with categorization, merchant extraction and other key indicators about the transaction.
- [Recurring Payments](https://docs.pluggy.ai/reference/recurring-payments.md): This API allows you to analyze a list of financial transactions and identify recurring payments based on specified criteria such as frequency, amount consistency, and regularity score.
- [Payment Customer](https://docs.pluggy.ai/reference/payment-customer.md)
- [Create](https://docs.pluggy.ai/reference/payment-customer-create.md)
- [Delete](https://docs.pluggy.ai/reference/payment-customer-delete.md): Deletes the payment customer resource by its id
- [Retrieve](https://docs.pluggy.ai/reference/payment-customer-retrieve.md): Recovers the payment customer resource by its id
- [Update](https://docs.pluggy.ai/reference/payment-customer-update.md): Updates the payment customer resource
- [List](https://docs.pluggy.ai/reference/payment-customers-list.md): Recovers all created payment customers
- [Create](https://docs.pluggy.ai/reference/payment-intent-create.md): Creates the payment intent resource
- [Retrieve](https://docs.pluggy.ai/reference/payment-intent-retrieve.md): Recovers the payment intent resource by its id
- [List](https://docs.pluggy.ai/reference/payment-intents-list.md): Recovers all created payment intents for the payment request provided
- [Payment Recipient](https://docs.pluggy.ai/reference/payment-recipient.md)
- [Create](https://docs.pluggy.ai/reference/payment-recipient-create.md): Creates the payment recipient resource
- [Delete](https://docs.pluggy.ai/reference/payment-recipient-delete.md): Deletes the payment recipient resource by its id
- [Retrieve Institution](https://docs.pluggy.ai/reference/payment-recipient-institutions-retrieve.md): Recovers the payment institution resource by its id
- [Retrieve](https://docs.pluggy.ai/reference/payment-recipient-retrieve.md): Recovers the payment recipient resource by its id
- [Update](https://docs.pluggy.ai/reference/payment-recipient-update.md): Updates the payment recipient resource
- [List Institutions](https://docs.pluggy.ai/reference/payment-recipients-institution-list.md): Recovers all created payment institutions
- [List](https://docs.pluggy.ai/reference/payment-recipients-list.md): Recovers all created payment recipients
- [Create PIX QR payment request](https://docs.pluggy.ai/reference/payment-request-create-pix-qr.md): Creates the PIX QR payment request resource
- [Create](https://docs.pluggy.ai/reference/payment-request-create.md): Creates the payment request resource
- [Delete](https://docs.pluggy.ai/reference/payment-request-delete.md): Deletes the payment request resource by its id
- [Retrieve](https://docs.pluggy.ai/reference/payment-request-retrieve.md): Recovers the payment request resource by its id
- [Update](https://docs.pluggy.ai/reference/payment-request-update.md): Updates the payment request resource
- [List](https://docs.pluggy.ai/reference/payment-requests-list.md): Recovers all created payment requests
- [List Schedules](https://docs.pluggy.ai/reference/payment-schedules-list.md): Recovers all scheduled payments from a payment request
- [Cancel Payment Schedule](https://docs.pluggy.ai/reference/payment-schedules-cancel-specific.md)
- [Cancel Payment Schedule Authorization](https://docs.pluggy.ai/reference/payment-schedules-cancel.md)
- [Get real-time balance](https://docs.pluggy.ai/reference/account-balance-get.md): Fetches the real-time balance for the account directly from the financial institution connector, without requiring a full item sync.
- [List](https://docs.pluggy.ai/reference/accounts-list.md): Recovers all accounts collected for the item provided
- [Retrieve](https://docs.pluggy.ai/reference/accounts-retrieve.md): Recovers the account resource by its id
- [Account](https://docs.pluggy.ai/reference/account.md)
- [Create API Key](https://docs.pluggy.ai/reference/auth-create.md): Validate clientId and clientSecret and return an API Key
- [Create Connect Token](https://docs.pluggy.ai/reference/connect-token-create.md): Creates a connect token
- [Auth](https://docs.pluggy.ai/reference/auth.md)
- [List](https://docs.pluggy.ai/reference/bills-list.md): Recovers all credit card bills collected for the account provided
- [Retrieve](https://docs.pluggy.ai/reference/bills-retrieve.md): Recovers the bill resource by its id
- [List](https://docs.pluggy.ai/reference/categories-list.md): Recovers all categories active from the data categorization. Can be filtered by the parentId of the category.
- [Retrieve](https://docs.pluggy.ai/reference/categories-retrieve.md): Recovers the category resource by its id
- [Create Category Rule](https://docs.pluggy.ai/reference/client-category-rules-create.md): Create a single category rule
- [List Category Rules](https://docs.pluggy.ai/reference/client-category-rules-list.md): Recovers category rules
- [Category](https://docs.pluggy.ai/reference/category.md)
- [Retrieve](https://docs.pluggy.ai/reference/connector-retrieve.md): This endpoint retrieves a specific connector.
- [List](https://docs.pluggy.ai/reference/connectors-list.md): This endpoint retrieves all available connectors.
- [Validate](https://docs.pluggy.ai/reference/connectors-validate.md): Validates a connector parameters usign the connector validation
- [Connector](https://docs.pluggy.ai/reference/connector.md)
- [Retrieve](https://docs.pluggy.ai/reference/consent-retrieve.md): Recovers the consent resource by it's id
- [List](https://docs.pluggy.ai/reference/consents-list.md): Recovers all consents given to the item provided
- [Find by item](https://docs.pluggy.ai/reference/identity-find-by-item.md): Recovers identity of an item if available
- [Retrieve](https://docs.pluggy.ai/reference/identity-retrieve.md): Recovers the identity resource by its id
- [Identity](https://docs.pluggy.ai/reference/identity.md)
- [Investment](https://docs.pluggy.ai/reference/investment.md)
- [List investment transactions](https://docs.pluggy.ai/reference/investment-transactions-list.md): Recovers all investment transactions for the investment provided
- [List](https://docs.pluggy.ai/reference/investments-list.md): Recovers all investments collected for the item provided
- [Retrieve](https://docs.pluggy.ai/reference/investments-retrieve.md): Recovers the investment resource by its id
- [Items](https://docs.pluggy.ai/reference/items.md)
- [Create](https://docs.pluggy.ai/reference/items-create.md): Creates a item and syncs all the products with the financial institution, using as credentials the sent parameters.
- [Delete](https://docs.pluggy.ai/reference/items-delete.md): Delete the item by its primary identifier
- [Retrieve](https://docs.pluggy.ai/reference/items-retrieve.md): Recovers the item resource by its id
- [Send MFA](https://docs.pluggy.ai/reference/items-send-mfa.md): When item is Waiting User Input, this method allows to submit multi-factor authentication value
- [Update](https://docs.pluggy.ai/reference/items-update.md): Triggers new syncronization for the Item, optionally updating the stored credentials.
- [List](https://docs.pluggy.ai/reference/loans-list.md): Recovers all loans collected for the item provided
- [Retrieve](https://docs.pluggy.ai/reference/loans-retrieve.md): Recovers the loan resource by its id
- [Get merchants by CNPJ list](https://docs.pluggy.ai/reference/merchants-get-by-cnpj.md): Retrieves merchant information for a list of CNPJs. Returns an object containing found merchants, valid CNPJs that were not found, and invalid CNPJs.
- [List preauthorization payments](https://docs.pluggy.ai/reference/smart-transfer-preauthorization-payments-list.md): Recovers all payments for a specific preauthorization, ordered by date descending
- [Transaction](https://docs.pluggy.ai/reference/transaction.md)
- [List](https://docs.pluggy.ai/reference/transactions-list-1.md): Recovers all transactions collected for the acount provided
- [Retrieve](https://docs.pluggy.ai/reference/transactions-retrieve.md): Recovers the transaction resource by it's id
- [Update](https://docs.pluggy.ai/reference/transactions-update.md): Update the transaction's category by it's id
- [Create](https://docs.pluggy.ai/reference/webhooks-create.md): Creates a webhook attached to the specific event and provides the notification url
- [Delete](https://docs.pluggy.ai/reference/webhooks-delete.md): Deletes a webhook listener by its id
- [List](https://docs.pluggy.ai/reference/webhooks-list.md): Retrieves all Webhooks associated with your application
- [Retrieve](https://docs.pluggy.ai/reference/webhooks-retrieve.md): Retrieves a specific webhook
- [Update](https://docs.pluggy.ai/reference/webhooks-update.md): Updates a webhook event and/or url listener. Once updated all events that are triggered will replicate the updated logic
- [List preauthorizations](https://docs.pluggy.ai/reference/smart-tranfers-preauthorizations-list.md): Recovers all created preauthorizations
- [Create payment](https://docs.pluggy.ai/reference/smart-transfer-payment-create.md): Creates the smart transfer payment resource
- [Retrieve payment](https://docs.pluggy.ai/reference/smart-transfer-paymentretrieve.md): Recovers the smart transfer payment resource by its id
- [Create preauthorization](https://docs.pluggy.ai/reference/smart-transfer-preauthorization-create.md): Creates the smart transfer preauthorization resource
- [Retrieve preauthorization](https://docs.pluggy.ai/reference/smart-transfer-preauthorization-retrieve.md): Recovers the smart transfer preauthorization resource by its id

## Recipes
- [Deleting your Data](https://docs.pluggy.ai/recipes/deleting-your-data.md)
- [Encrypt parameters](https://docs.pluggy.ai/recipes/encrypt-parameters.md)
- [Generate a Connect Token with permissions to update an existing Item](https://docs.pluggy.ai/recipes/generate-a-connect-token-with-permissions-to-update-an-existing-item.md)
- [PluggyConnect: Continue connecting item in background as soon as user's login is completed](https://docs.pluggy.ai/recipes/pluggyconnect-continue-connecting-item-in-background-as-soon-as-users-login-is-completed.md)
- [Polling an item connector's execution status](https://docs.pluggy.ai/recipes/polling-an-item-connectors-execution-status.md)
- [Update an Item using Pluggy Connect](https://docs.pluggy.ai/recipes/update-an-item-using-pluggy-connect.md)

## Pages
- [FAQ](https://docs.pluggy.ai/faq.md)

## Changelog
- [Atualizações de Produto | Setembro](https://docs.pluggy.ai/changelog/atualizações-de-produto-setembro.md)
- [[Atualizações de Produto] Agosto-25](https://docs.pluggy.ai/changelog/atualizações-de-produto-agosto-25-1.md)
- [[Atualizações de Produto] Julho-25](https://docs.pluggy.ai/changelog/atualizações-de-produto-julho-25.md)
- [[Atualizações de Produto] Junho-25](https://docs.pluggy.ai/changelog/atualizações-de-produto-junho-25.md)
- [[Atualizações de Produto] Maio-25](https://docs.pluggy.ai/changelog/atualizações-de-produto-maio-25.md)