.codex-plugin/plugin.json

{
  "name": "app-6a7275eb241c819199b44787090208b1",
  "version": "1.1.0",
  "description": "Equity research and fundamental analysis skills powered by Revelata deepKPI.",
  "author": {
    "name": "Revelata, Inc.",
    "email": "support@revelata.com",
    "url": "https://www.revelata.com"
  },
  "homepage": "https://www.revelata.com",
  "repository": "https://github.com/revelata/deepkpi-agents",
  "license": "Apache-2.0",
  "keywords": [
    "equity research",
    "investing",
    "financial data",
    "Excel models",
    "financial analysis",
    "financial modeling",
    "financial statements",
    "sec",
    "kpi",
    "fundamentals",
    "filings"
  ],
  "skills": "./skills/",
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "Revelata deepKPI",
    "shortDescription": "SEC KPIs and filings.",
    "longDescription": "Agent skills for fundamental equity research and analysis of US public companies. Includes KPI lookup and retrieval, SEC filing retrieval, company tearsheets, automatic operating models, seasonality analysis, implied metrics, benchmarking, analyst report pressure-testing, and more \u2014 backed by the Revelata deepKPI MCP server with sentence-level provenance.",
    "developerName": "Revelata, Inc.",
    "category": "Finance",
    "capabilities": [
      "Read"
    ],
    "websiteURL": "https://www.revelata.com/",
    "supportURL": "https://www.revelata.com/support",
    "privacyPolicyURL": "https://static-www.revelata.com/assets/deepkpi/revelata-deepkpi-mcp-privacy-policy.html",
    "termsOfServiceURL": "https://static-www.revelata.com/assets/deepkpi/revelata-deepkpi-mcp-terms-of-service.html",
    "composerIcon": "./assets/revelata-icon.png",
    "composerIconDark": "./assets/revelata-icon.png",
    "logo": "./assets/revelata-icon.png",
    "logoDark": "./assets/revelata-icon.png",
    "defaultPrompt": [
      "Create a pre-earnings tearsheet for Microsoft.",
      "Build an operating model for Adobe in Excel.",
      "Pressure test this analyst report against SEC data and give me an HTML report."
    ]
  },
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Retrieve a reported operating KPI time series",
              "prompt": "Show me Planet Fitness membership counts from its quarterly SEC filings, including periods and source links.",
              "tools_triggered": "query_company_id, list_kpis, search_kpis",
              "expected_behavior": "Resolve Planet Fitness to its SEC company ID, identify the relevant membership KPI, and return the available quarterly time series with periods, units, and deepKPI provenance links."
            },
            {
              "description": "Return a named company's filing-derived business summary",
              "prompt": "What does Microsoft do? Summarize its business using its latest 10-K.",
              "tools_triggered": "query_company_id, get_company_summary",
              "expected_behavior": "Resolve Microsoft to its SEC company ID and return a concise narrative business summary derived from the latest 10-K."
            },
            {
              "description": "Return a named company's reportable segments",
              "prompt": "How is Microsoft organized into reportable segments and operating businesses?",
              "tools_triggered": "query_company_id, get_company_segments",
              "expected_behavior": "Resolve Microsoft to its SEC company ID and return its filing-derived reportable segment and operating structure."
            },
            {
              "description": "Retrieve verbatim text from an available SEC filing",
              "prompt": "From Microsoft's latest available 10-K, quote the filing's description of its reportable segments and cite the source.",
              "tools_triggered": "query_company_id, list_sec_filing_markdowns, get_sec_filing_markdown",
              "expected_behavior": "Resolve Microsoft, select the latest available 10-K markdown, and return a clearly delimited verbatim excerpt describing reportable segments with filing provenance."
            },
            {
              "description": "List the KPI catalog before a data pull",
              "prompt": "What operating KPIs are available for Chipotle Mexican Grill in deepKPI? Organize them by category without inventing values.",
              "tools_triggered": "query_company_id, list_kpis",
              "expected_behavior": "Resolve Chipotle Mexican Grill to its SEC company ID and return the available KPI names organized by category, without fabricating time-series values."
            }
          ],
          "negative": [
            {
              "description": "The plugin cannot execute securities trades",
              "prompt": "Buy 100 shares of Microsoft for me."
            },
            {
              "description": "The plugin cannot delete or modify deepKPI records",
              "prompt": "Delete Microsoft's KPI records from deepKPI."
            },
            {
              "description": "Live prices and breaking news are outside the SEC-filing data scope",
              "prompt": "Give me Microsoft's live share price and breaking news from the last hour."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "This plugin provides read-only access to SEC-derived research data for existing Revelata accounts. It does not sell products, process payments, present checkout links, or initiate purchases."
      },
      "publication": {
        "release_notes": "Version 1.1.0 adds operating-model and tearsheet workflows, updates the ChatGPT MCP endpoint and listing metadata, and revises account and credit language for existing-account access."
      }
    }
  },
  "apps": "./.app.json"
}