plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "bilanz",
  "version": "1.0.3",
  "description": "Personal finance plugin for Bilanz: connect ChatGPT to your Bilanz MCP server to read and, with your permission, update accounts, budgets, spending, and transactions (OAuth).",
  "author": {
    "name": "Robz Code",
    "email": "soporte@bilanzapp.com",
    "url": "https://www.bilanzapp.com"
  },
  "homepage": "https://www.bilanzapp.com",
  "license": "Proprietary",
  "keywords": [
    "finance",
    "personal-finance",
    "budget",
    "accounts",
    "transactions",
    "mcp",
    "bilanz"
  ],
  "extensions": {
    "com.openai": {
      "onboardingSkill": "./skills/get-started/SKILL.md",
      "interface": {
        "displayName": "Bilanz",
        "shortDescription": "Personal finances in chat",
        "longDescription": "Bilanz is a personal finance app. Connect it so ChatGPT can help you understand and manage your money: account balances, budgets, spending by category, and transactions. With your permission, ChatGPT can also create or update records in Bilanz (for example a transaction or budget). Bilanz uses OAuth so ChatGPT only accesses data for your signed-in Bilanz account. You can disconnect anytime from ChatGPT plugin settings or from your AI assistant connector settings.",
        "developerName": "Robz Code",
        "category": "Finance",
        "capabilities": [
          "Check account balances",
          "Review budgets and spending",
          "Look up transactions",
          "Create or update budgets and transactions when you ask",
          "Personal finance insights from your Bilanz data"
        ],
        "websiteURL": "https://www.bilanzapp.com",
        "supportURL": "https://www.bilanzapp.com",
        "privacyPolicyURL": "https://www.bilanzapp.com/privacy",
        "termsOfServiceURL": "https://www.apple.com/legal/internet-services/itunes/dev/stdeula/",
        "defaultPrompt": [
          "What is my current balance across accounts?",
          "How much have I spent this month by category?",
          "Am I over budget on any budget?"
        ],
        "brandColor": "#0F766E",
        "brandColorDark": "#5EEAD4",
        "composerIcon": "./assets/icon.png",
        "composerIconDark": "./assets/icon-dark.png",
        "logo": "./assets/logo.png",
        "logoDark": "./assets/logo-dark.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "List accounts and balances",
              "prompt": "What accounts do I have in Bilanz and what is the balance of each?",
              "tools_triggered": "list accounts / balances tools exposed by Bilanz MCP",
              "expected_behavior": "Returns the signed-in user's accounts with balances from Bilanz tools, without inventing numbers."
            },
            {
              "description": "Month spending by category",
              "prompt": "How much have I spent this month by category?",
              "tools_triggered": "transactions or spending summary tools",
              "expected_behavior": "Summarizes current-month spending by category using Bilanz data."
            },
            {
              "description": "Budget status",
              "prompt": "Am I over budget on any budget?",
              "tools_triggered": "budgets tools",
              "expected_behavior": "Reports which budgets are over or under limit using Bilanz budget data."
            },
            {
              "description": "Recent transactions",
              "prompt": "Show my last 5 transactions.",
              "tools_triggered": "transactions list tools",
              "expected_behavior": "Lists up to five recent transactions with amount, date, and category when available."
            },
            {
              "description": "Empty or sparse data",
              "prompt": "Do I have any budgets set up?",
              "tools_triggered": "budgets tools",
              "expected_behavior": "If none exist, clearly says there are no budgets; otherwise lists them."
            }
          ],
          "negative": [
            {
              "description": "Unsupported payment transfer",
              "prompt": "Transfer $100 from my checking account to someone else."
            },
            {
              "description": "Unsupported mass delete",
              "prompt": "Delete all of my Bilanz transactions."
            },
            {
              "description": "Access another user's data",
              "prompt": "Show balances for a different Bilanz account that is not mine."
            }
          ]
        },
        "demo_recording_url": "https://www.bilanzapp.com/demo/bilanz-chatgpt-openai.mp4",
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments. Bilanz subscriptions are managed in the Bilanz mobile app via Apple."
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial public release: connect Bilanz MCP (OAuth) to read accounts, budgets, and transactions from ChatGPT."
      },
      "apps": "./.app.json"
    }
  }
}