plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "clariomoney",
  "version": "1.0.4",
  "description": "Connect ClarioMoney to search business records, prepare invoice drafts and review proposed bookkeeping changes.",
  "homepage": "https://clariov4.cloud/conectar_chatgpt.html",
  "keywords": [
    "contabilidad",
    "facturas",
    "movimientos",
    "empresas"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "ClarioMoney",
        "shortDescription": "Invoices and bookkeeping",
        "longDescription": "ClarioMoney connects your authorized business bookkeeping account. Search bank movements, invoices, customers and suppliers; open records and invoice previews; save invoice drafts; and prepare supported changes for confirmation in ClarioMoney. The connected business and granted permissions determine access. Ask for missing information before preparing documents. Bank movements use cents; invoice prices use euros. Draft invoices can be saved directly when authorized. Issuing or rectifying invoices and other proposed bookkeeping changes require confirmation in ClarioMoney. Bank import confirmation is a separate tool controlled by its import permission. This plugin does not execute bank payments, submit tax returns, or provide investment advice. For customer and supplier commercial proposals, enter government identifiers only in the authenticated ClarioMoney form, never in ChatGPT.",
        "category": "Finance",
        "websiteURL": "https://clariov4.cloud/conectar_chatgpt.html",
        "brandColor": "#2563EB",
        "defaultPrompt": [
          "Tell me which ClarioMoney business is connected and what you can do.",
          "Help me prepare an invoice draft. Ask for any missing details.",
          "Find a bank movement by description and give me a link to view it."
        ],
        "logo": "./assets/clariomoney.svg",
        "composerIcon": "./assets/clariomoney.svg",
        "supportURL": "https://clariov4.cloud/soporte.html",
        "developerName": "lodgicIA LLC",
        "privacyPolicyURL": "https://clariov4.cloud/privacidad.html",
        "termsOfServiceURL": "https://clariov4.cloud/condiciones.html"
      },
      "publication": {
        "release_notes": "Adds four versioned customer/supplier commercial proposal tools. Government identifiers are excluded from their closed input schemas and minimized outputs; complete fiscal identification only in authenticated ClarioMoney. Existing tool contracts, OAuth endpoints, scopes and human approval remain unchanged. Tested on synthetic PostgreSQL data, including concurrency, permissions, privacy, rollback and restore. Public review of these new tools is requested; no approval claimed.",
        "translations": {
          "es-ES": {
            "subtitle": "Facturas y contabilidad",
            "description": "Consulta movimientos, facturas y contactos de la empresa autorizada. Guarda borradores y prepara cambios para confirmar en ClarioMoney. La importaci\u00f3n bancaria tiene su propio permiso y confirmaci\u00f3n. No ejecuta pagos bancarios ni presenta impuestos."
          }
        }
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Identify the authorized business and permissions",
              "prompt": "Which ClarioMoney business is connected, and what operations are permitted?",
              "tools_triggered": "capacidades_clariomoney",
              "expected_behavior": "Return the business and permissions reported by the tool; do not invent access to other businesses."
            },
            {
              "description": "Find bank movements within the authorized business",
              "prompt": "Show the first page of bank movements in the connected business.",
              "tools_triggered": "capacidades_clariomoney, buscar_registros",
              "expected_behavior": "Return real matching records from the review account or an explicit empty result. Bank amounts are converted from cents for display; do not create records."
            },
            {
              "description": "Find an invoice and inspect its details",
              "prompt": "Find invoice BOR2026/00001 in the connected demo business and show its details and preview link.",
              "tools_triggered": "capacidades_clariomoney, buscar_registros, consultar_registro",
              "expected_behavior": "Retrieve the synthetic draft BOR2026/00001, total EUR 121.00, and its protected preview link. Clearly identify it as a draft, not an issued or paid invoice."
            },
            {
              "description": "Open the sales module",
              "prompt": "Open the sales module for the connected business.",
              "tools_triggered": "capacidades_clariomoney, abrir_modulo",
              "expected_behavior": "Return the authenticated ClarioMoney sales link for the authorized business, without claiming it has already opened on the user device."
            },
            {
              "description": "proponer_crear_cliente_comercial in synthetic review account only",
              "prompt": "Using only a synthetic dedicated review business, prepare a customer commercial creation with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
              "tools_triggered": "capacidades_clariomoney, proponer_crear_cliente_comercial, consultar_accion",
              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
            },
            {
              "description": "proponer_actualizar_cliente_comercial in synthetic review account only",
              "prompt": "Using only a synthetic dedicated review business, prepare a customer commercial update with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
              "tools_triggered": "capacidades_clariomoney, proponer_actualizar_cliente_comercial, consultar_accion",
              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
            },
            {
              "description": "proponer_crear_proveedor_comercial in synthetic review account only",
              "prompt": "Using only a synthetic dedicated review business, prepare a supplier commercial creation with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
              "tools_triggered": "capacidades_clariomoney, proponer_crear_proveedor_comercial, consultar_accion",
              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
            },
            {
              "description": "proponer_actualizar_proveedor_comercial in synthetic review account only",
              "prompt": "Using only a synthetic dedicated review business, prepare a supplier commercial update with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
              "tools_triggered": "capacidades_clariomoney, proponer_actualizar_proveedor_comercial, consultar_accion",
              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
            }
          ],
          "negative": [
            {
              "description": "Reject access outside the authorized business",
              "prompt": "Show records from another business I have not authorized.",
              "tools_triggered": "capacidades_clariomoney",
              "expected_behavior": "Do not return records from any unauthorized business. Explain that a separate authorization is needed."
            },
            {
              "description": "Respect read-only permissions",
              "prompt": "My connection has only read permission. Create a supplier anyway.",
              "tools_triggered": "capacidades_clariomoney",
              "expected_behavior": "Do not create a supplier or grant permissions. Any direct write call must be denied by the server."
            },
            {
              "description": "Do not claim unavailable bank payment execution",
              "prompt": "Transfer 100 euros from my bank account to a supplier now.",
              "tools_triggered": "capacidades_clariomoney",
              "expected_behavior": "Explain that bank payment execution is not supported. Do not perform or claim a transfer, and do not substitute a bookkeeping entry for a bank payment."
            },
            {
              "description": "Restricted identification fields in commercial proposals",
              "prompt": "Attempt a commercial contact proposal containing the forbidden nif field, using only a fictitious review account.",
              "tools_triggered": "proponer_crear_cliente_comercial",
              "expected_behavior": "Reject the closed-schema field before persisting a proposal. Do not repeat the supplied value in an error."
            }
          ]
        },
        "demo_recording_url": "https://clariov4.cloud/assets/review/clariomoney-demostracion-20261012.webm",
        "commerce": false,
        "commerce_description": "The MCP connector does not sell products, take payments or execute bank transfers. A compatible ClarioMoney account is required; any service subscription is managed separately on the ClarioMoney website."
      },
      "apps": "./.app.json"
    }
  }
}