plaid-openapi-agent/skills/transfer/SKILL.md

name, description

name	description
transfer-routes	Handle 42 OpenAPI operation(s) under /transfer for the transfer route group.

transfer API Routes

Handle 42 OpenAPI operation(s) under /transfer for the transfer route group.

Use the generated operation tools to make real API calls. Do not invent API responses. If a tool reports missing setup, return the exact setup field name to the caller. For write, update, or delete operations, state the intended action before calling the tool.

Operations

transfer_get

• Operation ID: transfer_get
• Route: POST /transfer/get
• Mode: WRITE
• Summary: Retrieve a transfer
• Body: JSON request body accepted.

transfer_recurring_get

• Operation ID: transfer_recurring_get
• Route: POST /transfer/recurring/get
• Mode: WRITE
• Summary: Retrieve a recurring transfer
• Body: JSON request body accepted.

transfer_authorization_create

• Operation ID: transfer_authorization_create
• Route: POST /transfer/authorization/create
• Mode: WRITE
• Summary: Create a transfer authorization
• Body: JSON request body accepted.

transfer_authorization_cancel

• Operation ID: transfer_authorization_cancel
• Route: POST /transfer/authorization/cancel
• Mode: WRITE
• Summary: Cancel a transfer authorization
• Body: JSON request body accepted.

transfer_balance_get

• Operation ID: transfer_balance_get
• Route: POST /transfer/balance/get
• Mode: WRITE
• Summary: (Deprecated) Retrieve a balance held with Plaid
• Body: JSON request body accepted.

transfer_capabilities_get

• Operation ID: transfer_capabilities_get
• Route: POST /transfer/capabilities/get
• Mode: WRITE
• Summary: Get RTP eligibility information of a transfer
• Body: JSON request body accepted.

transfer_configuration_get

• Operation ID: transfer_configuration_get
• Route: POST /transfer/configuration/get
• Mode: WRITE
• Summary: Get transfer product configuration
• Body: JSON request body accepted.

transfer_ledger_get

• Operation ID: transfer_ledger_get
• Route: POST /transfer/ledger/get
• Mode: WRITE
• Summary: Retrieve Plaid Ledger balance
• Body: JSON request body accepted.

transfer_ledger_distribute

• Operation ID: transfer_ledger_distribute
• Route: POST /transfer/ledger/distribute
• Mode: WRITE
• Summary: Move available balance between ledgers
• Body: JSON request body accepted.

transfer_ledger_deposit

• Operation ID: transfer_ledger_deposit
• Route: POST /transfer/ledger/deposit
• Mode: WRITE
• Summary: Deposit funds into a Plaid Ledger balance
• Body: JSON request body accepted.

transfer_ledger_withdraw

• Operation ID: transfer_ledger_withdraw
• Route: POST /transfer/ledger/withdraw
• Mode: WRITE
• Summary: Withdraw funds from a Plaid Ledger balance
• Body: JSON request body accepted.

transfer_originator_funding_account_update

• Operation ID: transfer_originator_funding_account_update
• Route: POST /transfer/originator/funding_account/update
• Mode: WRITE
• Summary: Update the funding account associated with the originator
• Body: JSON request body accepted.

transfer_originator_funding_account_create

• Operation ID: transfer_originator_funding_account_create
• Route: POST /transfer/originator/funding_account/create
• Mode: WRITE
• Summary: Create a new funding account for an originator
• Body: JSON request body accepted.

transfer_metrics_get

• Operation ID: transfer_metrics_get
• Route: POST /transfer/metrics/get
• Mode: WRITE
• Summary: Get transfer product usage metrics
• Body: JSON request body accepted.

transfer_create

• Operation ID: transfer_create
• Route: POST /transfer/create
• Mode: WRITE
• Summary: Create a transfer
• Body: JSON request body accepted.

transfer_recurring_create

• Operation ID: transfer_recurring_create
• Route: POST /transfer/recurring/create
• Mode: WRITE
• Summary: Create a recurring transfer
• Body: JSON request body accepted.

transfer_list

• Operation ID: transfer_list
• Route: POST /transfer/list
• Mode: WRITE
• Summary: List transfers
• Body: JSON request body accepted.

transfer_recurring_list

• Operation ID: transfer_recurring_list
• Route: POST /transfer/recurring/list
• Mode: WRITE
• Summary: List recurring transfers
• Body: JSON request body accepted.

transfer_cancel

• Operation ID: transfer_cancel
• Route: POST /transfer/cancel
• Mode: WRITE
• Summary: Cancel a transfer
• Body: JSON request body accepted.

transfer_recurring_cancel

• Operation ID: transfer_recurring_cancel
• Route: POST /transfer/recurring/cancel
• Mode: WRITE
• Summary: Cancel a recurring transfer.
• Body: JSON request body accepted.

transfer_event_list

• Operation ID: transfer_event_list
• Route: POST /transfer/event/list
• Mode: WRITE
• Summary: List transfer events
• Body: JSON request body accepted.

transfer_ledger_event_list

• Operation ID: transfer_ledger_event_list
• Route: POST /transfer/ledger/event/list
• Mode: WRITE
• Summary: List transfer ledger events
• Body: JSON request body accepted.

transfer_event_sync

• Operation ID: transfer_event_sync
• Route: POST /transfer/event/sync
• Mode: WRITE
• Summary: Sync transfer events
• Body: JSON request body accepted.

transfer_sweep_get

• Operation ID: transfer_sweep_get
• Route: POST /transfer/sweep/get
• Mode: WRITE
• Summary: Retrieve a sweep
• Body: JSON request body accepted.

transfer_sweep_list

• Operation ID: transfer_sweep_list
• Route: POST /transfer/sweep/list
• Mode: WRITE
• Summary: List sweeps
• Body: JSON request body accepted.

transfer_migrate_account

• Operation ID: transfer_migrate_account
• Route: POST /transfer/migrate_account
• Mode: WRITE
• Summary: Migrate account into Transfers
• Body: JSON request body accepted.

transfer_intent_create

• Operation ID: transfer_intent_create
• Route: POST /transfer/intent/create
• Mode: WRITE
• Summary: Create a transfer intent object to invoke the Transfer UI
• Body: JSON request body accepted.

transfer_intent_get

• Operation ID: transfer_intent_get
• Route: POST /transfer/intent/get
• Mode: WRITE
• Summary: Retrieve more information about a transfer intent
• Body: JSON request body accepted.

transfer_repayment_list

• Operation ID: transfer_repayment_list
• Route: POST /transfer/repayment/list
• Mode: WRITE
• Summary: Lists historical repayments
• Body: JSON request body accepted.

transfer_repayment_return_list

• Operation ID: transfer_repayment_return_list
• Route: POST /transfer/repayment/return/list
• Mode: WRITE
• Summary: List the returns included in a repayment
• Body: JSON request body accepted.

transfer_platform_requirement_submit

• Operation ID: transfer_platform_requirement_submit
• Route: POST /transfer/platform/requirement/submit
• Mode: WRITE
• Summary: Submit additional onboarding information on behalf of an originator
• Body: JSON request body accepted.

transfer_originator_create

• Operation ID: transfer_originator_create
• Route: POST /transfer/originator/create
• Mode: WRITE
• Summary: Create a new originator
• Body: JSON request body accepted.

transfer_questionnaire_create

• Operation ID: transfer_questionnaire_create
• Route: POST /transfer/questionnaire/create
• Mode: WRITE
• Summary: Generate a Plaid-hosted onboarding UI URL.
• Body: JSON request body accepted.

transfer_diligence_submit

• Operation ID: transfer_diligence_submit
• Route: POST /transfer/diligence/submit
• Mode: WRITE
• Summary: Submit transfer diligence on behalf of the originator
• Body: JSON request body accepted.

transfer_diligence_document_upload

• Operation ID: transfer_diligence_document_upload
• Route: POST /transfer/diligence/document/upload
• Mode: WRITE
• Summary: Upload transfer diligence document on behalf of the originator
• Body: JSON request body accepted.

transfer_originator_get

• Operation ID: transfer_originator_get
• Route: POST /transfer/originator/get
• Mode: WRITE
• Summary: Get status of an originator's onboarding
• Body: JSON request body accepted.

transfer_originator_list

• Operation ID: transfer_originator_list
• Route: POST /transfer/originator/list
• Mode: WRITE
• Summary: Get status of all originators' onboarding
• Body: JSON request body accepted.

transfer_refund_create

• Operation ID: transfer_refund_create
• Route: POST /transfer/refund/create
• Mode: WRITE
• Summary: Create a refund
• Body: JSON request body accepted.

transfer_refund_get

• Operation ID: transfer_refund_get
• Route: POST /transfer/refund/get
• Mode: WRITE
• Summary: Retrieve a refund
• Body: JSON request body accepted.

transfer_refund_cancel

• Operation ID: transfer_refund_cancel
• Route: POST /transfer/refund/cancel
• Mode: WRITE
• Summary: Cancel a refund
• Body: JSON request body accepted.

transfer_platform_originator_create

• Operation ID: transfer_platform_originator_create
• Route: POST /transfer/platform/originator/create
• Mode: WRITE
• Summary: Create an originator for Transfer for Platforms customers
• Body: JSON request body accepted.

transfer_platform_person_create

• Operation ID: transfer_platform_person_create
• Route: POST /transfer/platform/person/create
• Mode: WRITE
• Summary: Create a person associated with an originator
• Body: JSON request body accepted.