plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "stockviz-mutual-funds",
  "version": "0.1.0",
  "description": "Connect to the StockViz Mutual Fund MCP server for authenticated mutual fund research.",
  "author": {
    "name": "StockViz"
  },
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "StockViz Mutual Funds",
        "shortDescription": "Mutual fund research",
        "longDescription": "Explore StockViz mutual fund model portfolios and ask research questions about strategies and historical index metrics through its authenticated MCP server. Separate broker integrations are needed for trade execution.",
        "developerName": "StockViz",
        "category": "Finance",
        "defaultPrompt": "Use StockViz to help me research mutual funds.",
        "websiteURL": "https://stockviz.biz/2026/09/30/introducing-the-stockviz-mutual-fund-mcp-server/",
        "supportURL": "https://stockviz.biz/2012/11/28/contact-us/",
        "privacyPolicyURL": "https://stockviz.biz/privacy-policy/",
        "termsOfServiceURL": "https://stockviz.biz/disclaimer/",
        "logo": "./assets/logo.png",
        "composerIcon": "./assets/logo.png"
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial public submission of the StockViz Mutual Funds MCP connection."
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Discover published strategies",
              "prompt": "What mutual fund strategies are published by StockViz?",
              "tools_triggered": "list_strategies",
              "expected_behavior": "List only returned published strategies, retaining identifiers needed for later requests."
            },
            {
              "description": "Inspect rules and current portfolio; select one strategy returned by the first case.",
              "prompt": "For the first strategy you listed, explain its exact rules and show its current model portfolio, weights and as-of date.",
              "tools_triggered": "get_strategy_definition; get_strategy_portfolio",
              "expected_behavior": "Use the selected returned strategy_id. Report rules, scheme names/codes, weights, provenance and as-of date from responses; identify missing data instead of inventing it."
            },
            {
              "description": "Resolve and summarize a linked backtest; use the selected published strategy.",
              "prompt": "Show the published backtest for that strategy and summarize its performance and data provenance.",
              "tools_triggered": "get_backtest_summary; get_strategy_backtest only if the linked run_id is not already available",
              "expected_behavior": "Use the selected strategy\u2019s linked run_id returned by list_strategies or get_strategy_definition, or resolve it using get_strategy_backtest. Retrieve its summary and report periods, units and provenance. Do not claim backtests are future returns."
            },
            {
              "description": "Compare published backtest series over the run\u2019s full returned coverage. First retrieve the run and its coverage from the selected strategy.",
              "prompt": "Compare Factor Rotation, Factor Equal Weight, and NIFTY 500 TR over the full published backtest period.",
              "tools_triggered": "get_backtest_metrics",
              "expected_behavior": "Use the selected run_id, returned coverage start/end and series [Factor Rotation, Factor Equal Weight, NIFTY 500 TR]. Report only returned metrics with correct percentage conversion and distinguish backtest series from individual factor indices. The supplied development run used factor-momentum-20260925-f3de4481b982, 2005-05-31 to 2026-09-25; discover current values for a fresh run."
            },
            {
              "description": "Check dataset freshness and validation.",
              "prompt": "How fresh is the StockViz research data, and are there any validation problems?",
              "tools_triggered": "get_data_quality",
              "expected_behavior": "Call the tool without arguments and summarize returned freshness and validation status, including warnings or missing timestamps."
            }
          ],
          "negative": [
            {
              "description": "Trading is outside the supplied research-tool capabilities. No StockViz research call should be used to simulate an order.",
              "prompt": "Buy \u20b910,000 of the fund in that model portfolio."
            },
            {
              "description": "Private broker account balances are outside the supplied catalog. Do not use model-portfolio tools as evidence of personal holdings.",
              "prompt": "Show my actual broker holdings and account balance using StockViz."
            },
            {
              "description": "Unsupported index request must not be mapped silently to an approved index. Do not invoke get_index_metrics with an unsupported identifier.",
              "prompt": "Use StockViz to calculate S&P 500 index metrics from January 1, 2020 to December 31, 2025."
            }
          ]
        },
        "demo_recording_url": "https://youtu.be/KIfaZKu2EGk"
      },
      "apps": "./.app.json"
    }
  }
}