Plaid Migration Guide

Coming in v0.7.0 - This skill will provide comprehensive migration guidance from competing aggregators to Plaid with data mapping, coverage comparison, and transition strategies.

Trigger

Use this skill when the user:

• Is migrating from Yodlee, MX, Finicity, or another aggregator to Plaid
• Needs to compare institution coverage between providers
• Wants to map data fields from another provider to Plaid's schema
• Is planning a phased migration strategy
• Needs to handle dual-provider operation during transition

Required Inputs

• Source provider: Yodlee, MX, Finicity, or other aggregator
• Data types: Transactions, accounts, identity, investments, etc.
• Migration scope: Full replacement or hybrid/gradual