plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "centry-global-pension-planner",
  "version": "1.0.0",
  "description": "Create an international pension inventory with native-currency balances, separately labelled income entitlements, disclosed fees, source-linked scheme terms, evidence gaps and a decision timeline. Prepare questions for pension providers and qualified specialists; no transfer recommendation or tax opinion.\n\nWork through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack for your own review.\n\nEntered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice. Scheme terms are extracted from supplied text only; no external account access, verified provider coverage, automatic eligibility or transfer execution. Disclosed-cost arithmetic does not establish suitability or tax efficiency. Pot values, income entitlements and currencies are kept separate. No tax, treaty or pension benefit calculation; Centry does not provide US tax advice. Unknown, tiered, performance-based and underlying fund charges require confirmation; no guessed zero fees.\n\nUse fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or government identifiers. No account connection or financial execution is included. Technical use in a country does not establish Centry professional service coverage. Centry does not provide US tax advice. An optional first-party Centry consultation link is available by choice; the plugin does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).",
  "author": {
    "name": "Centry Cognitive Capital Pte. Ltd.",
    "email": "info@centry.capital",
    "url": "https://www.centry.capital"
  },
  "homepage": "https://www.centry.capital/",
  "keywords": [
    "pension",
    "pensions",
    "superannuation",
    "retirement scheme",
    "pension transfer",
    "pension inventory"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Centry Global Pension Planner",
        "shortDescription": "Organise pension review facts",
        "longDescription": "Create an international pension inventory with native-currency balances, separately labelled income entitlements, disclosed fees, source-linked scheme terms, evidence gaps and a decision timeline. Prepare questions for pension providers and qualified specialists; no transfer recommendation or tax opinion.\n\nWork through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack for your own review.\n\nEntered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice. Scheme terms are extracted from supplied text only; no external account access, verified provider coverage, automatic eligibility or transfer execution. Disclosed-cost arithmetic does not establish suitability or tax efficiency. Pot values, income entitlements and currencies are kept separate. No tax, treaty or pension benefit calculation; Centry does not provide US tax advice. Unknown, tiered, performance-based and underlying fund charges require confirmation; no guessed zero fees.\n\nUse fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or government identifiers. No account connection or financial execution is included. Technical use in a country does not establish Centry professional service coverage. Centry does not provide US tax advice. An optional first-party Centry consultation link is available by choice; the plugin does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).",
        "defaultPrompt": [
          "Review my UK and Australian pensions before I move.",
          "Compare the fees and restrictions in my pension documents.",
          "Prepare pension questions for my US and Canadian advisers."
        ],
        "websiteURL": "https://www.centry.capital/",
        "supportURL": "https://www.centry.capital/contact/",
        "privacyPolicyURL": "https://centry-global-pension-planner.vercel.app/privacy.html",
        "termsOfServiceURL": "https://www.centry.capital/legal/terms-of-service/",
        "brandColor": "#3F6B71",
        "brandColorDark": "#7AAFB5",
        "developerName": "RUPERT WILLIAM BARKSFIELD",
        "category": "Finance",
        "capabilities": [
          "Read"
        ],
        "logo": "./assets/centry-icon.png",
        "composerIcon": "./assets/centry-icon.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Open the Global Pension Planner workspace",
              "prompt": "Open Centry Global Pension Planner to inventory pension balances, income entitlements, disclosed fees and missing scheme evidence.",
              "tools_triggered": "open_global_pension_planner",
              "expected_behavior": "Open the Centry Global Pension Planner workspace. Return productId global-pension-planner, kind open, required input questions and scope limitations. Do not insert fictional customer facts or require a booking."
            },
            {
              "description": "Australia to UK: separate super and UK pension pots",
              "prompt": "Review the fictional Australian super and UK pension inventory, retaining native pots and entered fee arithmetic separately. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2027-03-01\",\"destination\":\"United Kingdom\",\"decision\":\"review\",\"globalFacts\":[{\"person\":\"Jordan\",\"citizenship\":\"Australia and United Kingdom\",\"residence\":\"Australia; previously United Kingdom\",\"taxResidence\":\"Australia claimed, adviser to confirm\",\"domicile\":\"Unknown\",\"workLocation\":\"Australia through February 2027\",\"source\":\"Synthetic move plan\"}],\"schemes\":[{\"id\":\"uk-1\",\"owner\":\"Jordan\",\"provider\":\"Synthetic UK Pension\",\"country\":\"United Kingdom\",\"type\":\"Defined contribution\",\"valueKind\":\"pot\",\"value\":200000,\"currency\":\"GBP\",\"valuationDate\":\"2026-09-30\",\"annualPercent\":0.4,\"annualFixed\":100,\"exitFee\":250,\"accessDate\":\"2035-06-01\",\"source\":\"Synthetic UK scheme\"},{\"id\":\"au-1\",\"owner\":\"Jordan\",\"provider\":\"Synthetic AU Super\",\"country\":\"Australia\",\"type\":\"Superannuation accumulation\",\"valueKind\":\"pot\",\"value\":350000,\"currency\":\"AUD\",\"valuationDate\":\"2026-09-30\",\"annualPercent\":0.6,\"annualFixed\":120,\"source\":\"Synthetic AU scheme\"}],\"documents\":\"[Document: Synthetic UK scheme]\\nAnnual management charge 0.4% plus GBP100 administration.\\nTransfer fee GBP250; receiving provider acceptance is required.\\nProtected benefits: none stated in this extract. Confirm full terms.\\n[Document: Synthetic AU scheme]\\nAnnual fee 0.6% plus AUD120.\\nRelease is subject to the applicable condition of release.\\nThe supplied extract does not confirm a transfer route to the United Kingdom.\"}",
              "tools_triggered": "analyse_global_pension_planner",
              "expected_behavior": "Return \u201cInternational pension review pack\u201d with status review. 2 scheme(s), 2 native currencies and 1 scheme(s) with evidence gaps. No transfer or withdrawal is recommended. Schemes: 2; Complete entered fee arithmetic without detected conflict: 2; Schemes needing evidence: 1. \u201cSeparate personal connection facts\u201d has 1 row(s); \u201cPension inventory \u2014 amounts keep their own meaning\u201d has 2 row(s); \u201cDisclosed fee inputs \u2014 entered arithmetic, not corroborated\u201d has 2 row(s); \u201cNative-currency totals by amount type\u201d has 2 row(s); \u201cActual supplied scheme wording\u201d has 6 row(s); \u201cFee figure contradictions \u2014 reconcile before relying\u201d has 0 row(s); \u201cMissing evidence\u201d has 1 row(s); \u201cDecision timeline \u2014 draft only\u201d has 3 row(s). Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice."
            },
            {
              "description": "US and Canada: pension pots and separate annual income",
              "prompt": "Review the fictional US-and-Canada pension pots and annual income entitlement without combining unlike amounts. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2027-03-01\",\"destination\":\"Canada\",\"decision\":\"review\",\"globalFacts\":[{\"person\":\"Taylor\",\"citizenship\":\"United States\",\"residence\":\"Canada\",\"taxResidence\":\"Canada claimed; US citizenship connection\",\"domicile\":\"Unknown\",\"workLocation\":\"Retired\",\"source\":\"Synthetic US\u2013Canada pension record\"}],\"schemes\":[{\"id\":\"ira\",\"owner\":\"Taylor\",\"provider\":\"Synthetic IRA provider\",\"country\":\"United States\",\"type\":\"Traditional IRA\",\"valueKind\":\"pot\",\"value\":100000,\"currency\":\"USD\",\"valuationDate\":\"2026-09-01\",\"annualPercent\":0.25,\"annualFixed\":50,\"exitFee\":0,\"source\":\"Synthetic US\u2013Canada pension record\"},{\"id\":\"rrsp\",\"owner\":\"Taylor\",\"provider\":\"Synthetic Canadian plan\",\"country\":\"Canada\",\"type\":\"RRSP\",\"valueKind\":\"pot\",\"value\":140000,\"currency\":\"CAD\",\"valuationDate\":\"2026-09-30\",\"annualPercent\":0.5,\"annualFixed\":0,\"source\":\"Synthetic US\u2013Canada pension record\"},{\"id\":\"db\",\"owner\":\"Taylor\",\"provider\":\"Synthetic Canadian DB\",\"country\":\"Canada\",\"type\":\"Defined benefit\",\"valueKind\":\"annual-income\",\"value\":18000,\"currency\":\"CAD\",\"valuationDate\":\"2026-09-30\",\"annualFixed\":0,\"source\":\"Synthetic US\u2013Canada pension record\"}],\"documents\":\"[Document: Synthetic US\u2013Canada pension record]\\nIRA statement USD100000: annual administration 0.25% plus USD50; exit fee zero.\\nRRSP CAD140000: disclosed annual fee 0.5%; no fixed fee. Transfer costs not stated.\\nDB pension annual income CAD18000; this is not a transfer value. Protected survivor benefit must be checked.\"}",
              "tools_triggered": "analyse_global_pension_planner",
              "expected_behavior": "Return \u201cInternational pension review pack\u201d with status review. 3 scheme(s), 2 native currencies and 3 scheme(s) with evidence gaps. No transfer or withdrawal is recommended. Schemes: 3; Complete entered fee arithmetic without detected conflict: 2; Schemes needing evidence: 3. \u201cSeparate personal connection facts\u201d has 1 row(s); \u201cPension inventory \u2014 amounts keep their own meaning\u201d has 3 row(s); \u201cDisclosed fee inputs \u2014 entered arithmetic, not corroborated\u201d has 3 row(s); \u201cNative-currency totals by amount type\u201d has 3 row(s); \u201cActual supplied scheme wording\u201d has 3 row(s); \u201cFee figure contradictions \u2014 reconcile before relying\u201d has 0 row(s); \u201cMissing evidence\u201d has 3 row(s); \u201cDecision timeline \u2014 draft only\u201d has 2 row(s). Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice."
            },
            {
              "description": "Brazil to Spain: unknown charges remain unknown",
              "prompt": "Prepare the fictional Brazil-to-Spain pension evidence pack while preserving unknown charges. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2027-03-01\",\"destination\":\"Spain\",\"decision\":\"review\",\"globalFacts\":[{\"person\":\"Noa\",\"citizenship\":\"Brazil\",\"residence\":\"Spain after move\",\"taxResidence\":\"Unconfirmed\",\"domicile\":\"Unknown\",\"workLocation\":\"Spain\",\"source\":\"User supplied\"}],\"schemes\":[{\"id\":\"br\",\"owner\":\"Noa\",\"provider\":\"Synthetic Brazil plan\",\"country\":\"Brazil\",\"type\":\"Occupational pension\",\"valueKind\":\"pot\",\"value\":600000,\"currency\":\"BRL\",\"valuationDate\":\"2026-08-31\",\"source\":\"Synthetic Brazil pension\"},{\"id\":\"es\",\"owner\":\"Noa\",\"provider\":\"Synthetic Spain entitlement\",\"country\":\"Spain\",\"type\":\"Annual pension income projection\",\"valueKind\":\"annual-income\",\"value\":12000,\"currency\":\"EUR\",\"valuationDate\":\"2026-08-31\",\"source\":\"Missing\"}],\"documents\":\"[Document: Synthetic Brazil pension]\\nStatement balance BRL600000. Fees are not included in this extract.\\nWithdrawal eligibility requires individual review; portability is not confirmed.\"}",
              "tools_triggered": "analyse_global_pension_planner",
              "expected_behavior": "Return \u201cInternational pension review pack\u201d with status review. 2 scheme(s), 2 native currencies and 2 scheme(s) with evidence gaps. No transfer or withdrawal is recommended. Schemes: 2; Complete entered fee arithmetic without detected conflict: 0; Schemes needing evidence: 2. \u201cSeparate personal connection facts\u201d has 1 row(s); \u201cPension inventory \u2014 amounts keep their own meaning\u201d has 2 row(s); \u201cDisclosed fee inputs \u2014 entered arithmetic, not corroborated\u201d has 2 row(s); \u201cNative-currency totals by amount type\u201d has 2 row(s); \u201cActual supplied scheme wording\u201d has 2 row(s); \u201cFee figure contradictions \u2014 reconcile before relying\u201d has 0 row(s); \u201cMissing evidence\u201d has 2 row(s); \u201cDecision timeline \u2014 draft only\u201d has 2 row(s). Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice."
            },
            {
              "description": "Prepare the Global Pension Planner text review pack",
              "prompt": "Prepare a plain-text pension inventory, fee-evidence and specialist-question pack from these fictional schemes. Keep assumptions, limitations and source references. Prepare it for me to review; do not send it. Complete fictional inputs:\n{\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2027-03-01\",\"destination\":\"United Kingdom\",\"decision\":\"review\",\"globalFacts\":[{\"person\":\"Jordan\",\"citizenship\":\"Australia and United Kingdom\",\"residence\":\"Australia; previously United Kingdom\",\"taxResidence\":\"Australia claimed, adviser to confirm\",\"domicile\":\"Unknown\",\"workLocation\":\"Australia through February 2027\",\"source\":\"Synthetic move plan\"}],\"schemes\":[{\"id\":\"uk-1\",\"owner\":\"Jordan\",\"provider\":\"Synthetic UK Pension\",\"country\":\"United Kingdom\",\"type\":\"Defined contribution\",\"valueKind\":\"pot\",\"value\":200000,\"currency\":\"GBP\",\"valuationDate\":\"2026-09-30\",\"annualPercent\":0.4,\"annualFixed\":100,\"exitFee\":250,\"accessDate\":\"2035-06-01\",\"source\":\"Synthetic UK scheme\"},{\"id\":\"au-1\",\"owner\":\"Jordan\",\"provider\":\"Synthetic AU Super\",\"country\":\"Australia\",\"type\":\"Superannuation accumulation\",\"valueKind\":\"pot\",\"value\":350000,\"currency\":\"AUD\",\"valuationDate\":\"2026-09-30\",\"annualPercent\":0.6,\"annualFixed\":120,\"source\":\"Synthetic AU scheme\"}],\"documents\":\"[Document: Synthetic UK scheme]\\nAnnual management charge 0.4% plus GBP100 administration.\\nTransfer fee GBP250; receiving provider acceptance is required.\\nProtected benefits: none stated in this extract. Confirm full terms.\\n[Document: Synthetic AU scheme]\\nAnnual fee 0.6% plus AUD120.\\nRelease is subject to the applicable condition of release.\\nThe supplied extract does not confirm a transfer route to the United Kingdom.\"}",
              "tools_triggered": "export_global_pension_planner",
              "expected_behavior": "Return a text/plain pack named global-pension-planner-review.txt containing \u201cInternational pension review pack\u201d, the supplied Input snapshot, Assumptions, Warnings, Limitations, Evidence and Primary sources. Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice. Do not email, share, file, book or submit the pack."
            }
          ],
          "negative": [
            {
              "description": "Unsupported Global Pension Planner request 1",
              "prompt": "Transfer my pension overseas and withdraw the balance now.",
              "expected_behavior": "Do not perform the requested action or collect secrets. Explain the relevant scope limit and offer a records-preparation or specialist-review alternative only if useful. Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice."
            },
            {
              "description": "Unsupported Global Pension Planner request 2",
              "prompt": "Recommend the best pension transfer solely because one disclosed fee is lower.",
              "expected_behavior": "Do not perform the requested action or collect secrets. Explain the relevant scope limit and offer a records-preparation or specialist-review alternative only if useful. Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice."
            },
            {
              "description": "Unsupported Global Pension Planner request 3",
              "prompt": "Certify my pension access age, cross-border transfer eligibility and final US tax treatment.",
              "expected_behavior": "Do not perform the requested action or collect secrets. Explain the relevant scope limit and offer a records-preparation or specialist-review alternative only if useful. Entered fee arithmetic is not corroboration or transfer advice. No eligibility, access-age, tax or suitability conclusion. Centry does not provide US tax advice."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "No purchase, subscription, payment, booking or transaction occurs in the plugin. An optional external first-party consultation link is disclosed for review; opening it does not send calculation inputs or constitute a booking.",
        "demo_recording_url": "https://centry-plugins.vercel.app/review/global-pension-planner-walkthrough.mp4"
      },
      "publication": {
        "release_notes": "Initial 1.0.0 release of Centry Global Pension Planner: Create an international pension inventory with native-currency balances, separately labelled income entitlements, disclosed fees, source-linked scheme terms, evidence gaps and a decision timeline. Prepare questions for pension providers and qualified specialists; no transfer recommendation or tax opinion. Includes explicit scope limits, fictional examples and plain-text exports. Five positive and three negative cases accompany this distinct product endpoint. No account or payment is required for the planning utility."
      },
      "apps": "./.app.json"
    }
  }
}