plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "app-6ab61158d27c8191bcc3f8852a4c6077",
  "version": "1.0.1",
  "description": "Connect your Fintable bank accounts and investments to summarize balances, analyze spending, manage transaction categories, and troubleshoot bank connections.",
  "author": {
    "name": "ISA HASENKO",
    "email": "support@fintable.io",
    "url": "https://fintable.io"
  },
  "extensions": {
    "com.openai": {
      "interface": {
        "capabilities": [
          "Read",
          "Write"
        ],
        "category": "Finance",
        "defaultPrompt": [
          "Summarize my connected account balances.",
          "How much did I spend on groceries last month?",
          "Help me reconnect a bank that stopped syncing."
        ],
        "developerName": "ISA HASENKO",
        "displayName": "Fintable",
        "longDescription": "Fintable connects your bank accounts and investments to ChatGPT so you can summarize balances, explore spending and income, and manage transaction categories and automatic categorization rules. You can also check synchronization status and open secure links to connect or reconnect banks.\n\nA Fintable account and authorization to the relevant Workspace are required. Analysis uses the financial data available in your authorized Workspace; connected balances may not represent your complete net worth. Bank sign-in takes place in your browser, never in chat. Fintable does not transfer money or execute investment trades. Changes to categories, rules, settings, and synchronization can update stored data or connected spreadsheets. Support feedback sends an email after you approve the message.",
        "privacyPolicyURL": "https://fintable.io/privacy-policy",
        "shortDescription": "Keep track of your finances",
        "supportURL": "https://fintable.io/contact",
        "termsOfServiceURL": "https://fintable.io/terms-of-service",
        "websiteURL": "https://fintable.io",
        "logo": "./assets/logo.png",
        "logoDark": "./assets/logo.png",
        "composerIcon": "./assets/logo.png",
        "composerIconDark": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Connected-account balances and net worth",
              "prompt": "What's my net worth now?",
              "tools_triggered": "list_accounts",
              "expected_behavior": "We get a summary of our bank balances and investment holdings, and a calculated net worth figure."
            },
            {
              "description": "Recent cash-flow summary",
              "prompt": "How much did I spend on groceries last month?",
              "tools_triggered": "list_accounts, list_transactions, list_categories, run_categorizer, categorize_transaction",
              "expected_behavior": "ChatGPT categorizes the user's last-month transactions and then produces a category total."
            },
            {
              "description": "Add a financial connection to Fintable",
              "prompt": "Hook up my Amex accounts to Fintable.",
              "tools_triggered": "list_connections, mint_connection_link",
              "expected_behavior": "The user is presented with a secure, expiring, one-time use link. They click the link, then they confirm their Fintable password or 2FA, then use a service like Plaid to setup their financial connection. They then return to ChatGPT which confirms their account is linked."
            },
            {
              "description": "Create an automatic categorization rule",
              "prompt": "All my transactions from \"lundys\" are burger purchases and should be categorized as Restaurants.",
              "tools_triggered": "list_categories, create_category, list_rules, get_rule, create_rule, get_categorizer_status, list_transactions",
              "expected_behavior": "ChatGPT tests a new categorizer rule and confirms with the user that \"are these the transactions you mean?\". Once confirmed, the user can now expect that all transactions in Fintable which match the \"lundys\" string in the appropriate accounts will be auto-categorized as Restaurant spending."
            },
            {
              "description": "Check and repair financial connections",
              "prompt": "Why am I not not seeing my latest Amex data?",
              "tools_triggered": "get_sync_status, update_daily_sync_schedule, list_connections, feedback, update_connection, start_sync",
              "expected_behavior": "ChatGPT uses Fintable diagnostic tools to troubleshoot connection health, prompts the user to reconnect that bank, or submits feedback to the Fintable Support team to get their connection fixed."
            }
          ],
          "negative": [
            {
              "expected_behavior": "Explain the hypothetical calculation without accessing Fintable financial data or calling its tools.",
              "description": "Generic financial education without personal account data.",
              "prompt": "Explain compound interest using a hypothetical $1,000 deposit at 5% annual interest."
            },
            {
              "expected_behavior": "Explain that Fintable cannot transfer funds. Do not invoke a write tool or claim to move money; suggest using the bank directly.",
              "description": "Money-transfer execution is unsupported.",
              "prompt": "Transfer $100 from my checking account to my savings account right now."
            },
            {
              "expected_behavior": "Do not execute a trade or claim that Fintable can do so. Avoid a personalized buy recommendation; offer general educational comparison and clarify that any trading decision and execution remain with the user and their broker.",
              "description": "Investment-trade advice and execution is not supported.",
              "prompt": "Should I buy 10 shares of AAPL or NVDA in my IRA now? Which is a better stock?"
            }
          ]
        },
        "demo_recording_url": "https://cleanshot.com/share/ZjRNgqqH"
      },
      "publication": {
        "release_notes": "Version 1 of the Fintable ChatGPT plugin provides a complete toolbox for linking and analyzing your personal financial data, and building full-featured financial dashboards. \n\nV 1.0.1 - Corrected tool annotations: all 48 tools now declare explicit read-only, destructive and open-world hints that match their actual side effects, including email sends, overwrites and integration validation. Clearer listing description and updated test cases."
      },
      "apps": "./.app.json"
    }
  },
  "homepage": "https://fintable.io"
}