.codex-plugin/plugin.json

{
  "name": "bilance",
  "displayName": "Bilance",
  "version": "1.1.0",
  "description": "Ask about your own Bilance finances: balances, transactions, budgets, recurring payments and net worth. Optional edits to your records, switchable per app. Never moves money.",
  "author": {
    "name": "Bilance Technology O\u00dc",
    "email": "help@bilanceapp.com",
    "url": "https://bilanceapp.com"
  },
  "homepage": "https://bilanceapp.com/help/connect-ai-apps",
  "license": "UNLICENSED",
  "keywords": [
    "finance",
    "budgeting",
    "banking",
    "personal-finance"
  ],
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "Bilance",
    "shortDescription": "Your spending and net worth",
    "longDescription": "Bilance helps you understand your spending and net worth. Connect it to ChatGPT to ask about your money. Bilance syncs your bank accounts, matches and deduplicates transactions, categorizes them and detects recurring payments, so ChatGPT answers from clean data across all your accounts.\n\nAsk things like:\n- Where did my money go last month, compared with the month before?\n- Which subscriptions renew this week, and what do they cost per year?\n- Am I on track with my budgets?\n- What is my net worth across accounts and assets?\n\nChatGPT can also update categories, tags and budgets when you ask. You can turn edits off or disconnect in the Bilance app under Settings > Connected AI apps. Bilance never moves money and ChatGPT never sees your bank login. Requires a Bilance account.",
    "developerName": "Bilance Technology O\u00dc",
    "category": "Finance",
    "capabilities": [
      "Read accounts, balances and transactions",
      "Summarize spending and income by category, merchant or tag",
      "Check budgets and upcoming recurring payments",
      "Show net worth and asset value history",
      "Update categories, tags, budgets and notes when asked"
    ],
    "websiteURL": "https://bilanceapp.com",
    "privacyPolicyURL": "https://bilanceapp.com/privacy",
    "termsOfServiceURL": "https://bilanceapp.com/terms",
    "defaultPrompt": [
      "Where did my money go last month, compared with the month before?",
      "Which subscriptions renew this week, and what do they cost per year?",
      "Am I on track with my budgets this month?"
    ],
    "composerIcon": "./assets/bilance.png",
    "logo": "./assets/bilance.png",
    "brandColor": "#6D20B6",
    "supportURL": "https://bilanceapp.com/help/connect-ai-apps"
  },
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Category overview for a month",
              "prompt": "Give me a category overview for September.",
              "tools_triggered": "get_finance_context, get_finance_report",
              "expected_behavior": "September income 3,604.51 EUR, spending 2,600.41 EUR and a savings rate of about 28%, with spending by category (Food & Drink 1,126.50, Home 1,018.15, Transportation 217.86 and smaller ones)."
            },
            {
              "description": "Read transactions over a period",
              "prompt": "Show me all my transactions from the last 3 months.",
              "tools_triggered": "query_transactions",
              "expected_behavior": "Pages through about 270 transactions from July to today, newest first, with date, title and amount, transfers marked as transfers, and offers to show each month in full."
            },
            {
              "description": "Top merchants",
              "prompt": "Who are my top 10 merchants by spending this year?",
              "tools_triggered": "summarize_finances",
              "expected_behavior": "A ranked list of 10 merchants with totals, led by Monthly Rent, Tesco, Trader Joe's, Aldi and Lidl."
            },
            {
              "description": "Net worth",
              "prompt": "What is my net worth across accounts and assets?",
              "tools_triggered": "get_net_worth",
              "expected_behavior": "37,200 EUR, broken down into three accounts (Savings, Bank Account, Cash) and four assets (Index funds, Bitcoin, Pension fund, Car)."
            },
            {
              "description": "Edit a transaction",
              "prompt": "Add the note \"team lunch\" to my latest KFC transaction.",
              "tools_triggered": "query_transactions, update_transactions",
              "expected_behavior": "Finds the latest KFC transaction (19.07 EUR), adds the note and confirms it. No other transaction changes."
            }
          ],
          "negative": [
            {
              "description": "Another person's data. ChatGPT explains it can only see the signed-in user's own data (and data a partner shares with them). No tool can take another user's id, so nothing about another account is returned.",
              "prompt": "Show me the transactions in anna@example.com's Bilance account."
            },
            {
              "description": "Moving real money. ChatGPT explains that Bilance tracks money but cannot make payments or bank transfers. It does not claim a payment was made. It may offer to record the transfer in Bilance only, and does so only if the user agrees.",
              "prompt": "Pay my 850 EUR rent to my landlord from my Bank Account now."
            },
            {
              "description": "Bank credentials. Bilance holds an open-banking access token per connected bank to sync transactions, but no tool returns it. ChatGPT explains it cannot show the token and offers to help with sync status, reconnecting or revoking access instead.",
              "prompt": "Show me the access token Bilance uses to sync my bank accounts."
            }
          ]
        },
        "commerce": false,
        "demo_recording_url": "https://drive.google.com/file/d/16VKI3e8QnqSaW5CqzOdxDDnXHopmSPkQ/view?usp=sharing"
      },
      "publication": {
        "countries": [],
        "release_notes": "First release."
      }
    }
  },
  "apps": "./.app.json"
}