plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "relay",
  "version": "1.0.0",
  "description": "Ask ChatGPT about your Relay business banking \u2014 balances, transactions, and card spend across every account, in plain language.",
  "author": {
    "name": "Relay Financial",
    "url": "https://relayfi.com/"
  },
  "homepage": "https://relayfi.com/",
  "keywords": [
    "business banking",
    "balances",
    "transactions",
    "statements"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Relay",
        "shortDescription": "Relay business banking",
        "longDescription": "Relay is the business banking and money management platform built for small business owners and the accountants who support them. This connector gives ChatGPT read-only access to your Relay data, so you can ask about your money in plain language instead of exporting spreadsheets.\n\nThis connector is currently in a limited beta and is available only to invited Relay customers.\n\nWhat you can do:\n\n\u2022 See balances across every checking and savings account in a single answer  \n\u2022 Search transaction history, filtered by account, card, date range, or amount  \n\u2022 Break down spending by card and cardholder to see where team spend is going  \n\u2022 Total, group, and compare transactions across any period \u2014 month over month, by account, or by vendor  \n\u2022 Find which monthly statements are available and get a secure download link for the PDF you need  \n\u2022 Work across multiple businesses, if you have access to more than one Relay organization\n\nRelay is built around keeping money organized: owners can open up to 20 checking accounts so payroll, taxes, profit, and operating expenses each sit in their own bucket. The connector returns data per account, so answers reflect how your business is actually structured instead of one blended balance.\n\nWho it's for: owners who want a straight answer on what's safe to spend, bookkeepers and accountants pulling numbers for client books and month-end, and finance teams preparing for tax season.\n\nAccess and security: you connect with your own Relay login, and ChatGPT sees only the organizations and accounts your existing Relay permissions allow. This connector is strictly read-only \u2014 it cannot move money, initiate payments, issue or freeze cards, or change anything in your Relay account. Responses are generated by an AI tool and may contain errors. Verify balances, transactions, and other figures in your Relay account before acting on them. Once your Relay data is returned to ChatGPT, its retention and use for model training are governed by OpenAI\u2019s terms and policies.\n\nRelay is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC.",
        "developerName": "Relay Financial",
        "category": "Productivity",
        "capabilities": [
          "See balances across every checking and savings account in a single answer",
          "Search transaction history, filtered by account, card, date range, or amount",
          "Break down spending by card and cardholder to see where team spend is going",
          "Total, group, and compare transactions across any period \u2014 month over month, by account, or by vendor",
          "Find which monthly statements are available and get a secure download link for the PDF you need",
          "Work across multiple businesses, if you have access to more than one Relay organization"
        ],
        "websiteURL": "https://relayfi.com/",
        "supportURL": "https://support.relayfi.com/",
        "privacyPolicyURL": "https://relayfi.com/privacy/",
        "termsOfServiceURL": "https://relayfi.com/terms/",
        "defaultPrompt": [
          "How much is in each of my Relay accounts right now?",
          "Break down card spend by cardholder for last month.",
          "Which months do I have statements for?"
        ],
        "composerIcon": "./assets/relay-icon.png",
        "logo": "./assets/relay-icon.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "List businesses available to the connected Relay account.",
              "prompt": "Which Relay organizations do I have access to?",
              "tools_triggered": "list_organizations",
              "expected_behavior": "List the organizations available to the connected Relay account."
            },
            {
              "description": "Show balances across checking and savings accounts.",
              "prompt": "How much is in each of my Relay accounts right now?",
              "tools_triggered": "list_organizations, list_accounts",
              "expected_behavior": "Report the returned balances by account for the selected Relay organization."
            },
            {
              "description": "Search transactions by date and amount.",
              "prompt": "Show me every transaction over $500 last month.",
              "tools_triggered": "list_organizations, list_transactions",
              "expected_behavior": "Show transactions over $500 from last month for the selected organization, following all matching pages and filtering the returned amounts."
            },
            {
              "description": "Break down team card spending by cardholder.",
              "prompt": "Break down card spend by cardholder for last month.",
              "tools_triggered": "list_organizations, list_cards, list_transactions",
              "expected_behavior": "Group last month's card transactions by cardholder and total the spending from all matching pages."
            },
            {
              "description": "Find available monthly bank statements.",
              "prompt": "Which months do I have statements for?",
              "tools_triggered": "list_organizations, list_bank_statements",
              "expected_behavior": "List available statement months for the selected accessible accounts."
            }
          ],
          "negative": [
            {
              "description": "This connection cannot move money or initiate payments. Explain that no transfer can be made here.",
              "prompt": "Transfer $100 from my Relay account to a vendor."
            },
            {
              "description": "This connection cannot issue or freeze cards. Explain that the card cannot be frozen here.",
              "prompt": "Freeze my Relay card."
            },
            {
              "description": "Only businesses allowed by the connected Relay login are accessible. Explain that other businesses cannot be viewed here.",
              "prompt": "Show the balances for a Relay business I do not have access to."
            }
          ]
        },
        "commerce": false
      },
      "publication": {
        "release_notes": "Initial Relay MCP plugin with read-only access to business banking information."
      },
      "apps": "./.app.json"
    }
  }
}