plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "swiftprobate",
  "version": "1.0.5",
  "description": "Probate task-management software: look up county probate courts, financial-institution estate departments, state rules, and court forms, and manage your own estate's tasks, assets, ledger, and heirs from chat.",
  "author": {
    "name": "SwiftProbate",
    "email": "team@swiftprobate.com",
    "url": "https://www.swiftprobate.com"
  },
  "homepage": "https://www.swiftprobate.com",
  "license": "UNLICENSED",
  "keywords": [
    "probate",
    "estate",
    "executor",
    "inheritance",
    "court forms"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "SwiftProbate",
        "shortDescription": "Look up and manage probate",
        "longDescription": "SwiftProbate helps you understand and organize the probate process right from your chat. Ask it to look up a county's probate court (courthouse address, filing fees, approved publication newspapers, and e-filing), how to notify a bank, brokerage, or insurer about a death, a state's probate rules and timelines, and the court forms you may need. Sign in with a SwiftProbate account to set up your estate and track its tasks, assets, ledger, and heirs, all in one place. Reference lookups work without an account. SwiftProbate is software to help you navigate probate; it is not a law firm and does not provide legal advice.",
        "developerName": "SwiftProbate",
        "category": "Productivity",
        "capabilities": [
          "Look up county probate courts",
          "Find probate court forms",
          "Look up institution estate procedures",
          "Get state probate overviews",
          "Manage estate tasks, assets, ledger, and heirs"
        ],
        "websiteURL": "https://www.swiftprobate.com",
        "supportURL": "https://www.swiftprobate.com/about",
        "privacyPolicyURL": "https://www.swiftprobate.com/privacy",
        "termsOfServiceURL": "https://www.swiftprobate.com/terms",
        "defaultPrompt": [
          "What probate forms and court info do I need for my state and county?",
          "How do I notify banks and other institutions about a death?",
          "Help me organize my estate's tasks, assets, and heirs."
        ],
        "brandColor": "#1A1A1A",
        "composerIcon": "./assets/logo.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "County probate court lookup (no sign-in)",
              "prompt": "Using SwiftProbate, look up the probate court for Alameda County, California.",
              "tools_triggered": "lookup_county_guide (or search + fetch)",
              "expected_behavior": "Returns the Alameda County probate courthouse name, address, and phone, filing fee, approved publication newspapers, and e-filing system, with a not-legal-advice disclaimer. No sign-in required."
            },
            {
              "description": "Notify a financial institution about a death (no sign-in)",
              "prompt": "How do I notify Chase about a death for probate?",
              "tools_triggered": "lookup_institution_guide",
              "expected_behavior": "Returns Chase's estate-department contact, mailing addresses, required documents, and which account types typically require probate. No sign-in required."
            },
            {
              "description": "Find probate forms for a jurisdiction (no sign-in)",
              "prompt": "What probate forms do I need in San Francisco County, California?",
              "tools_triggered": "find_probate_forms (or search + fetch)",
              "expected_behavior": "Returns a list of California / San Francisco probate forms with names, form codes, and links to the official court pages. No sign-in required."
            },
            {
              "description": "List the signed-in user's estates (triggers sign-in)",
              "prompt": "How many estates do I have in my SwiftProbate account?",
              "tools_triggered": "list_my_estates",
              "expected_behavior": "ChatGPT prompts the reviewer to sign in to SwiftProbate. After signing in with the review account, returns 1 estate, \"Jim Kindle\", where the user is the owner with edit access."
            },
            {
              "description": "Summarize the signed-in user's estate",
              "prompt": "Call get_estate_summary and show me my estate.",
              "tools_triggered": "get_estate_summary",
              "expected_behavior": "Returns a summary of the Jim Kindle sample estate: date of death (Aug 15, 2026), Butte County, California, executor/heir Linda Kindle, the estate's assets with values, and task counts by status. Account numbers are masked."
            }
          ],
          "negative": [
            {
              "description": "Drafting a legal document. SwiftProbate is software, not a document-drafting or legal service; no tool should be called and it must not present itself as one.",
              "prompt": "Draft a legally binding last will and testament for me."
            },
            {
              "description": "Legal advice on a dispute. This is legal advice; SwiftProbate is not a law firm and should not be used to answer it.",
              "prompt": "Should I contest my sibling's inheritance in court, and how do I sue the executor?"
            },
            {
              "description": "Deleting estate records. SwiftProbate exposes no delete tools in ChatGPT; it should say deletion is done in the SwiftProbate app and not call any tool.",
              "prompt": "Delete all the assets in my SwiftProbate estate."
            }
          ]
        },
        "demo_recording_url": "https://drive.google.com/file/d/1aaQ6TnkBmoiX223caM6l3SufXwyPLE-r/view",
        "commerce": false,
        "commerce_description": "The plugin does not sell products or process payments."
      },
      "publication": {
        "release_notes": "Initial release. Look up county probate courts, filing fees, forms, and how to notify institutions about a death, with no account needed. Sign in with a SwiftProbate account to set up and manage your estate's tasks, assets, ledger, and heirs from chat. SwiftProbate is software, not a law firm, and does not provide legal advice."
      },
      "apps": "./.app.json"
    }
  }
}