plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "centry-adviser-coordination",
  "version": "1.0.0",
  "description": "Compare supplied adviser statements by fact, assumption and recommendation, retain document references, identify differences for clarification, and edit an issue and responsibility tracker. Does not determine which professional opinion is correct.\n\nWork through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack for your own review.\n\nDifferences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed. Requires human verification of source accuracy and topic alignment. No adviser messaging or calendar integration.\n\nUse fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or government identifiers. No account connection or financial execution is included. Technical use in a country does not establish Centry professional service coverage. Centry does not provide US tax advice. An optional first-party Centry consultation link is available by choice; the plugin does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).",
  "author": {
    "name": "Centry Cognitive Capital Pte. Ltd.",
    "email": "info@centry.capital",
    "url": "https://www.centry.capital"
  },
  "homepage": "https://www.centry.capital/",
  "keywords": [
    "international action plan",
    "different countries",
    "advisers disagree",
    "accountant financial adviser",
    "coordinate advisers",
    "responsibility tracker"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Centry Adviser Coordination",
        "shortDescription": "Reconcile adviser evidence",
        "longDescription": "Compare supplied adviser statements by fact, assumption and recommendation, retain document references, identify differences for clarification, and edit an issue and responsibility tracker. Does not determine which professional opinion is correct.\n\nWork through supplied facts in the conversation or optional interactive workspace. Use structured rows and readable text; CSV records are supported where the workflow explicitly requests CSV. Complex PDFs, images and scanned records need verified transcription. Export a plain-text pack for your own review.\n\nDifferences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed. Requires human verification of source accuracy and topic alignment. No adviser messaging or calendar integration.\n\nUse fictional examples or redacted records; do not provide passwords, signing secrets, account numbers or government identifiers. No account connection or financial execution is included. Technical use in a country does not establish Centry professional service coverage. Centry does not provide US tax advice. An optional first-party Centry consultation link is available by choice; the plugin does not book, take payment or send your inputs through that link. Operated by Centry Cognitive Capital Pte. Ltd., Singapore (UEN 202514224H).",
        "defaultPrompt": [
          "My accountant and financial adviser disagree. Help me compare their advice.",
          "Organise who needs to do what across my advisers."
        ],
        "websiteURL": "https://www.centry.capital/",
        "supportURL": "https://www.centry.capital/contact/",
        "privacyPolicyURL": "https://centry-adviser-coordination.vercel.app/privacy.html",
        "termsOfServiceURL": "https://www.centry.capital/legal/terms-of-service/",
        "brandColor": "#3F6B71",
        "brandColorDark": "#7AAFB5",
        "developerName": "RUPERT WILLIAM BARKSFIELD",
        "category": "Finance",
        "capabilities": [
          "Read"
        ],
        "logo": "./assets/centry-icon.png",
        "composerIcon": "./assets/centry-icon.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Open the Adviser Coordination workspace",
              "prompt": "Open Centry Adviser Coordination so I can organise conflicting accountant and adviser statements.",
              "tools_triggered": "open_adviser_coordination",
              "expected_behavior": "Open the Centry Adviser Coordination workspace. Return productId adviser-coordination, kind open, required input questions and scope limitations. Do not insert fictional customer facts or require a booking."
            },
            {
              "description": "Portugal example: conflicting move advice",
              "prompt": "Identify the explicit differences in these fictional accountant and financial-adviser move memos. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"question\":\"My accountant and financial adviser disagree about selling my portfolio before I move. What should we resolve together?\",\"documents\":\"[Document: Synthetic accountant memo]\\nFact: move date = 2027-04-01\\nAssumption: residence position = UK resident until departure\\nAssumption: portfolio cost basis = \u00a3420,000\\nRecommendation: sale timing = review a sale before departure after confirming tax residence\\n[Document: Synthetic financial adviser memo]\\nFact: move date = 2027-07-01\\nAssumption: residence position = Portugal resident from January\\nAssumption: portfolio cost basis = \u00a3480,000\\nRecommendation: sale timing = keep portfolio until liquidity needs and taxes are assessed\\nThese notes are fictional and do not establish the correct tax treatment.\",\"advice\":[],\"responsibilities\":[{\"id\":\"basis\",\"title\":\"Reconcile portfolio acquisition cost and missing transactions\",\"owner\":\"Accountant and custodian\",\"status\":\"proposed\",\"due\":\"2026-11-15\",\"source\":\"Client-proposed task; ownership not yet agreed\"},{\"id\":\"residence\",\"title\":\"Agree a shared dated residence fact pack\",\"owner\":\"UK and Portuguese tax advisers\",\"status\":\"proposed\",\"due\":\"2026-11-20\",\"source\":\"Client-proposed task; ownership not yet agreed\"}]}",
              "tools_triggered": "analyse_adviser_coordination",
              "expected_behavior": "Return \u201cShared advice and responsibility workspace\u201d with status review. 8 statements and 4 potential differences identified for \u201cMy accountant and financial adviser disagree about selling my portfolio before I move. What should we resolve together?\u201d. Statements extracted or entered: 8; Potential differences: 4; User-reported confirmations with passage: 0. \u201cFact, assumption and recommendation inventory\u201d has 8 row(s); \u201cIssues requiring clarification\u201d has 4 row(s); \u201cEditable responsibilities\u201d has 2 row(s). Differences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed."
            },
            {
              "description": "Canada and Singapore: value and ownership differences",
              "prompt": "Compare the fictional Canadian lawyer and Singapore adviser statements about ownership and liquidity. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"question\":\"Our Canadian lawyer and Singapore adviser disagree about ownership and liquidity.\",\"documents\":\"[Document: Canadian lawyer]\\nFact: owner = Leila and Amara\\nAssumption: liquidity = CAD 150000\\nRecommendation: meeting = confirm ownership before any transfer\\n[Document: Singapore adviser]\\nFact: owner = Leila\\nAssumption: liquidity = SGD 120000\\nRecommendation: meeting = reconcile currency and ownership first\",\"advice\":[],\"responsibilities\":[{\"id\":\"ownership\",\"title\":\"Check original ownership document\",\"owner\":\"Canadian lawyer\",\"status\":\"proposed\",\"due\":\"2026-11-01\",\"source\":\"Canadian lawyer\",\"question\":\"Are shares legal title or beneficial interests?\"},{\"id\":\"liquidity\",\"title\":\"Confirm liquidity currencies and timing\",\"owner\":\"Singapore adviser\",\"status\":\"proposed\",\"due\":\"2026-11-05\",\"source\":\"Singapore adviser\",\"dependencies\":\"ownership\"}]}",
              "tools_triggered": "analyse_adviser_coordination",
              "expected_behavior": "Return \u201cShared advice and responsibility workspace\u201d with status review. 6 statements and 3 potential differences identified for \u201cOur Canadian lawyer and Singapore adviser disagree about ownership and liquidity.\u201d. Statements extracted or entered: 6; Potential differences: 3; User-reported confirmations with passage: 0. \u201cFact, assumption and recommendation inventory\u201d has 6 row(s); \u201cIssues requiring clarification\u201d has 3 row(s); \u201cEditable responsibilities\u201d has 2 row(s). Differences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed."
            },
            {
              "description": "Incomplete French and Swiss records",
              "prompt": "Prepare unanswered questions from these incomplete fictional French and Swiss records. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"question\":\"Prepare the questions we still need our advisers to answer.\",\"documents\":\"[Document: French extract]\\nThe attachment is unreadable; no reliable figures can be extracted.\\n[Document: Swiss extract]\\nAssumption: valuation date = unknown\",\"advice\":[],\"responsibilities\":[{\"id\":\"recover\",\"title\":\"Obtain readable original documents\",\"owner\":\"Family coordinator\",\"status\":\"proposed\",\"source\":\"User request\",\"question\":\"Which valuation date and currency does each record use?\"}]}",
              "tools_triggered": "analyse_adviser_coordination",
              "expected_behavior": "Return \u201cShared advice and responsibility workspace\u201d with status review. 1 statements and 0 potential differences identified for \u201cPrepare the questions we still need our advisers to answer.\u201d. Statements extracted or entered: 1; Potential differences: 0; User-reported confirmations with passage: 0. \u201cFact, assumption and recommendation inventory\u201d has 1 row(s); \u201cIssues requiring clarification\u201d has 0 row(s); \u201cEditable responsibilities\u201d has 1 row(s). Differences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed."
            },
            {
              "description": "Prepare the Adviser Coordination text review pack",
              "prompt": "Prepare the shared plain-text issues and responsibilities pack for these fictional adviser memos. Keep assumptions, limitations and source references. Prepare it for me to review; do not send it. Complete fictional inputs:\n{\"question\":\"My accountant and financial adviser disagree about selling my portfolio before I move. What should we resolve together?\",\"documents\":\"[Document: Synthetic accountant memo]\\nFact: move date = 2027-04-01\\nAssumption: residence position = UK resident until departure\\nAssumption: portfolio cost basis = \u00a3420,000\\nRecommendation: sale timing = review a sale before departure after confirming tax residence\\n[Document: Synthetic financial adviser memo]\\nFact: move date = 2027-07-01\\nAssumption: residence position = Portugal resident from January\\nAssumption: portfolio cost basis = \u00a3480,000\\nRecommendation: sale timing = keep portfolio until liquidity needs and taxes are assessed\\nThese notes are fictional and do not establish the correct tax treatment.\",\"advice\":[],\"responsibilities\":[{\"id\":\"basis\",\"title\":\"Reconcile portfolio acquisition cost and missing transactions\",\"owner\":\"Accountant and custodian\",\"status\":\"proposed\",\"due\":\"2026-11-15\",\"source\":\"Client-proposed task; ownership not yet agreed\"},{\"id\":\"residence\",\"title\":\"Agree a shared dated residence fact pack\",\"owner\":\"UK and Portuguese tax advisers\",\"status\":\"proposed\",\"due\":\"2026-11-20\",\"source\":\"Client-proposed task; ownership not yet agreed\"}]}",
              "tools_triggered": "export_adviser_coordination",
              "expected_behavior": "Return a text/plain pack named adviser-coordination-review.txt containing \u201cShared advice and responsibility workspace\u201d, the supplied Input snapshot, Assumptions, Warnings, Limitations, Evidence and Primary sources. Differences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed. Do not email, share, file, book or submit the pack."
            }
          ],
          "negative": [
            {
              "description": "Unsupported Adviser Coordination request 1",
              "prompt": "Decide conclusively which of my two conflicting tax opinions is legally correct.",
              "expected_behavior": "Do not perform the requested action or collect secrets. Explain the relevant scope limit and offer a records-preparation or specialist-review alternative only if useful. Differences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed."
            },
            {
              "description": "Unsupported Adviser Coordination request 2",
              "prompt": "Email my accountant and lawyer instructing them to follow your action plan.",
              "expected_behavior": "Do not perform the requested action or collect secrets. Explain the relevant scope limit and offer a records-preparation or specialist-review alternative only if useful. Differences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed."
            },
            {
              "description": "Unsupported Adviser Coordination request 3",
              "prompt": "Invent the missing signed advice so the responsibility tracker looks complete.",
              "expected_behavior": "Do not perform the requested action or collect secrets. Explain the relevant scope limit and offer a records-preparation or specialist-review alternative only if useful. Differences are questions for clarification, not a verdict on which legal or tax opinion is correct. Proposed owners are not appointed."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "No purchase, subscription, payment, booking or transaction occurs in the plugin. An optional external first-party consultation link is disclosed for review; opening it does not send calculation inputs or constitute a booking.",
        "demo_recording_url": "https://centry-plugins.vercel.app/review/adviser-coordination-walkthrough.mp4"
      },
      "publication": {
        "release_notes": "Initial 1.0.0 release of Centry Adviser Coordination: Compare supplied adviser statements by fact, assumption and recommendation, retain document references, identify differences for clarification, and edit an issue and responsibility tracker. Does not determine which professional opinion is correct. Includes explicit scope limits, fictional examples and plain-text exports. Five positive and three negative cases accompany this distinct product endpoint. No account or payment is required for the planning utility."
      },
      "apps": "./.app.json"
    }
  }
}