plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "centry-us-portugal-planner",
  "version": "1.0.0",
  "description": "Organise cross-border people, income, accounts and entities into a shared fact and document pack, separate jurisdiction responsibilities, retain unresolved assumptions and quote account notices. No tax liability or filing obligation is determined. Centry does not provide US tax advice.\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\nCentry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence. Centry does not provide US tax advice. A country in the pack does not establish Centry professional coverage. No tax amounts, treaty relief, filing obligations or legal residence conclusions are determined. Notice highlights are literal supplied text, not verified provider policy. Read the full original notice. Source links establish where text was supplied, not corroboration or authenticity of manually entered facts. No messages, filings, transactions or document sharing occur.\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": [
    "cross-border tax pack",
    "tax advisers",
    "both advisers",
    "US Canada",
    "US Portugal",
    "US LLC",
    "CPA",
    "broker restriction",
    "account notice"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Centry Cross-Border Tax Pack",
        "shortDescription": "Prepare cross-border tax facts",
        "longDescription": "Organise cross-border people, income, accounts and entities into a shared fact and document pack, separate jurisdiction responsibilities, retain unresolved assumptions and quote account notices. No tax liability or filing obligation is determined. Centry does not provide US tax advice.\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\nCentry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence. Centry does not provide US tax advice. A country in the pack does not establish Centry professional coverage. No tax amounts, treaty relief, filing obligations or legal residence conclusions are determined. Notice highlights are literal supplied text, not verified provider policy. Read the full original notice. Source links establish where text was supplied, not corroboration or authenticity of manually entered facts. No messages, filings, transactions or document sharing occur.\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": [
          "I have investments in the US and Canada. Organise what both tax advisers need.",
          "Help my US CPA and Portuguese accountant coordinate a move and LLC review.",
          "Create a shared fact pack for advisers in different countries."
        ],
        "websiteURL": "https://www.centry.capital/",
        "supportURL": "https://www.centry.capital/contact/",
        "privacyPolicyURL": "https://centry-us-portugal-planner.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 Cross-Border Tax Pack workspace",
              "prompt": "Open Centry Cross-Border Tax Pack to prepare shared facts, documents and separate adviser responsibilities.",
              "tools_triggered": "open_us_portugal_planner",
              "expected_behavior": "Open the Centry Cross-Border Tax Pack workspace. Return productId us-portugal-planner, kind open, required input questions and scope limitations. Do not insert fictional customer facts or require a booking."
            },
            {
              "description": "US and Portugal example: LLC and broker notice",
              "prompt": "Organise this fictional US-and-Portugal LLC and broker-notice evidence for separately qualified advisers. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"countries\":\"United States, Portugal\",\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2026-08-01\",\"usStatus\":\"citizen\",\"usState\":\"California \u2014 status to confirm\",\"globalFacts\":[{\"person\":\"Sam\",\"citizenship\":\"United States\",\"residence\":\"Portugal since 2026-08-01; previously United States\",\"taxResidence\":\"Unconfirmed\",\"domicile\":\"Unknown\",\"workLocation\":\"Portugal since move\",\"source\":\"Synthetic personal facts\"}],\"income\":[{\"category\":\"Consulting income through LLC\",\"country\":\"United States\",\"owner\":\"Sam\",\"amount\":90000,\"currency\":\"USD\",\"period\":\"2026 projected\",\"source\":\"Synthetic LLC summary\"},{\"category\":\"Brokerage investments\",\"country\":\"United States\",\"owner\":\"Sam\",\"currency\":\"USD\",\"source\":\"Synthetic broker notice\"}],\"entities\":[{\"name\":\"Synthetic consulting LLC\",\"incorporation\":\"United States\",\"state\":\"Delaware\",\"members\":1,\"election\":\"Unknown \u2014 obtain filed election and returns\",\"managedFrom\":\"Portugal after move; dates to confirm\",\"workLocations\":\"Portugal\",\"activity\":\"Consulting; client payments to US account\",\"source\":\"Synthetic LLC summary\"}],\"responsibilities\":[{\"topic\":\"US federal and state questions\",\"owner\":\"US CPA\",\"country\":\"United States\",\"status\":\"proposed\",\"source\":\"\"},{\"topic\":\"Portuguese local questions\",\"owner\":\"Portuguese accountant\",\"country\":\"Portugal\",\"status\":\"confirmed\",\"source\":\"Synthetic engagement\"}],\"documents\":\"[Document: Synthetic broker notice]\\nNew mutual fund purchases may be restricted after 2026-11-01.\\nPlease contact our international team by 2026-10-20.\\nThis notice does not instruct you to sell existing holdings.\\n[Document: Synthetic LLC summary]\\nSynthetic consulting LLC has one member, formed in Delaware. No tax election evidence supplied.\\n[Document: Synthetic engagement]\\nPortuguese accountant accepts responsibility for Portuguese local review.\"}",
              "tools_triggered": "analyse_us_portugal_planner",
              "expected_behavior": "Return \u201cCross-border adviser coordination pack\u201d with status review. 2 income/account facts, 1 entities and 3 literal notice excerpts across 2 requested jurisdictions. No tax opinion is provided. Shared facts: 3; Evidence gaps: 2; Notice excerpts: 3; User-reported confirmations with positive text: 1. \u201cShared income and account facts \u2014 native currencies\u201d has 2 row(s); \u201cEntity consultation facts \u2014 no classification conclusion\u201d has 1 row(s); \u201cNotice highlights \u2014 read full source\u201d has 3 row(s); \u201cDocument requests for all advisers\u201d has 2 row(s); \u201cCountry responsibility tracker\u201d has 2 row(s); \u201cSeparate personal connections \u2014 user supplied\u201d has 1 row(s); \u201cJurisdiction review questions \u2014 coverage is not professional advice\u201d has 2 row(s). Centry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence."
            },
            {
              "description": "US and Canada: investments and pension coordination",
              "prompt": "Prepare the fictional US-and-Canada investment and pension coordination pack using the supplied country responsibilities. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"countries\":\"United States, Canada\",\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2026-02-01\",\"usStatus\":\"citizen\",\"usState\":\"New York \u2014 connections to confirm\",\"globalFacts\":[{\"person\":\"Alex\",\"citizenship\":\"United States, Canada\",\"residence\":\"Canada since 2026-02-01, previously United States\",\"taxResidence\":\"Canada claimed; US obligations require a US professional\",\"domicile\":\"Unknown\",\"workLocation\":\"Canada\",\"source\":\"Personal notes\"}],\"income\":[{\"category\":\"US brokerage dividends\",\"country\":\"United States\",\"owner\":\"Alex\",\"amount\":25000,\"currency\":\"USD\",\"period\":\"2026\",\"source\":\"US statement\"},{\"category\":\"Canadian pension\",\"country\":\"Canada\",\"owner\":\"Alex\",\"amount\":40000,\"currency\":\"CAD\",\"period\":\"2026\",\"source\":\"Canadian pension\"}],\"entities\":[],\"responsibilities\":[{\"topic\":\"US income and foreign-account review\",\"owner\":\"US CPA\",\"country\":\"United States\",\"status\":\"proposed\",\"source\":\"Appointment pending\"},{\"topic\":\"Canadian pension and residence questions\",\"owner\":\"Canadian accountant\",\"country\":\"Canada\",\"status\":\"confirmed\",\"source\":\"Canada engagement\",\"dependencies\":\"US source records\",\"assumption\":\"Confirm pension classification with scheme documents\"}],\"documents\":\"[Document: US statement]\\nAlex: USD25000 brokerage dividends in 2026.\\n[Document: Canadian pension]\\nAlex: CAD40000 pension amount in 2026.\\n[Document: Canada engagement]\\nCanadian accountant accepts responsibility for Canadian pension and residence review.\\n[Document: Broker letter]\\nAccount closure scheduled 2027-02-01. No sale is required before 2026-12-31.\"}",
              "tools_triggered": "analyse_us_portugal_planner",
              "expected_behavior": "Return \u201cCross-border adviser coordination pack\u201d with status review. 2 income/account facts, 0 entities and 2 literal notice excerpts across 2 requested jurisdictions. No tax opinion is provided. Shared facts: 2; Evidence gaps: 0; Notice excerpts: 2; User-reported confirmations with positive text: 1. \u201cShared income and account facts \u2014 native currencies\u201d has 2 row(s); \u201cEntity consultation facts \u2014 no classification conclusion\u201d has 0 row(s); \u201cNotice highlights \u2014 read full source\u201d has 2 row(s); \u201cDocument requests for all advisers\u201d has 0 row(s); \u201cCountry responsibility tracker\u201d has 2 row(s); \u201cSeparate personal connections \u2014 user supplied\u201d has 1 row(s); \u201cJurisdiction review questions \u2014 coverage is not professional advice\u201d has 2 row(s). Centry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence."
            },
            {
              "description": "India and Singapore: incomplete compensation fact pack",
              "prompt": "Organise this incomplete fictional India-and-Singapore compensation fact pack without inventing classification or tax. Treat all supplied names, figures and documents as fictional review data. Use these complete inputs without adding facts:\n{\"countries\":\"India, Singapore\",\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2026-07-01\",\"usStatus\":\"other\",\"usState\":\"\",\"globalFacts\":[{\"person\":\"Vikram\",\"citizenship\":\"India\",\"residence\":\"Singapore since 2026-07-01; previously India\",\"taxResidence\":\"Unconfirmed\",\"domicile\":\"Unknown\",\"workLocation\":\"India then Singapore; allocation dates to verify\",\"source\":\"Employment summary\"}],\"income\":[{\"category\":\"Employment and equity compensation\",\"country\":\"Singapore\",\"owner\":\"Vikram\",\"currency\":\"SGD\",\"period\":\"2026\",\"source\":\"Employment summary\"}],\"entities\":[],\"responsibilities\":[{\"topic\":\"Review India work periods and records\",\"owner\":\"India adviser\",\"country\":\"India\",\"status\":\"proposed\",\"source\":\"No engagement yet\"},{\"topic\":\"Review Singapore payroll records\",\"owner\":\"Singapore adviser\",\"country\":\"Singapore\",\"status\":\"proposed\",\"source\":\"No engagement yet\"}],\"documents\":\"[Document: Employment summary]\\nVikram moved India to Singapore on 2026-07-01. Grant and vest dates are missing. No compensation amount has been supplied.\"}",
              "tools_triggered": "analyse_us_portugal_planner",
              "expected_behavior": "Return \u201cCross-border adviser coordination pack\u201d with status review. 1 income/account facts, 0 entities and 0 literal notice excerpts across 2 requested jurisdictions. No tax opinion is provided. Shared facts: 1; Evidence gaps: 1; Notice excerpts: 0; User-reported confirmations with positive text: 0. \u201cShared income and account facts \u2014 native currencies\u201d has 1 row(s); \u201cEntity consultation facts \u2014 no classification conclusion\u201d has 0 row(s); \u201cNotice highlights \u2014 read full source\u201d has 0 row(s); \u201cDocument requests for all advisers\u201d has 1 row(s); \u201cCountry responsibility tracker\u201d has 2 row(s); \u201cSeparate personal connections \u2014 user supplied\u201d has 1 row(s); \u201cJurisdiction review questions \u2014 coverage is not professional advice\u201d has 2 row(s). Centry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence."
            },
            {
              "description": "Prepare the Cross-Border Tax Pack text review pack",
              "prompt": "Prepare a plain-text shared facts and responsibilities pack for these fictional US-and-Portugal records. Keep assumptions, limitations and source references. Prepare it for me to review; do not send it. Complete fictional inputs:\n{\"countries\":\"United States, Portugal\",\"reviewDate\":\"2026-10-03\",\"moveDate\":\"2026-08-01\",\"usStatus\":\"citizen\",\"usState\":\"California \u2014 status to confirm\",\"globalFacts\":[{\"person\":\"Sam\",\"citizenship\":\"United States\",\"residence\":\"Portugal since 2026-08-01; previously United States\",\"taxResidence\":\"Unconfirmed\",\"domicile\":\"Unknown\",\"workLocation\":\"Portugal since move\",\"source\":\"Synthetic personal facts\"}],\"income\":[{\"category\":\"Consulting income through LLC\",\"country\":\"United States\",\"owner\":\"Sam\",\"amount\":90000,\"currency\":\"USD\",\"period\":\"2026 projected\",\"source\":\"Synthetic LLC summary\"},{\"category\":\"Brokerage investments\",\"country\":\"United States\",\"owner\":\"Sam\",\"currency\":\"USD\",\"source\":\"Synthetic broker notice\"}],\"entities\":[{\"name\":\"Synthetic consulting LLC\",\"incorporation\":\"United States\",\"state\":\"Delaware\",\"members\":1,\"election\":\"Unknown \u2014 obtain filed election and returns\",\"managedFrom\":\"Portugal after move; dates to confirm\",\"workLocations\":\"Portugal\",\"activity\":\"Consulting; client payments to US account\",\"source\":\"Synthetic LLC summary\"}],\"responsibilities\":[{\"topic\":\"US federal and state questions\",\"owner\":\"US CPA\",\"country\":\"United States\",\"status\":\"proposed\",\"source\":\"\"},{\"topic\":\"Portuguese local questions\",\"owner\":\"Portuguese accountant\",\"country\":\"Portugal\",\"status\":\"confirmed\",\"source\":\"Synthetic engagement\"}],\"documents\":\"[Document: Synthetic broker notice]\\nNew mutual fund purchases may be restricted after 2026-11-01.\\nPlease contact our international team by 2026-10-20.\\nThis notice does not instruct you to sell existing holdings.\\n[Document: Synthetic LLC summary]\\nSynthetic consulting LLC has one member, formed in Delaware. No tax election evidence supplied.\\n[Document: Synthetic engagement]\\nPortuguese accountant accepts responsibility for Portuguese local review.\"}",
              "tools_triggered": "export_us_portugal_planner",
              "expected_behavior": "Return a text/plain pack named us-portugal-planner-review.txt containing \u201cCross-border adviser coordination pack\u201d, the supplied Input snapshot, Assumptions, Warnings, Limitations, Evidence and Primary sources. Centry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence. Do not email, share, file, book or submit the pack."
            }
          ],
          "negative": [
            {
              "description": "Unsupported Cross-Border Tax Pack request 1",
              "prompt": "Give me a definitive US tax opinion on my LLC and tell me exactly which returns I must file.",
              "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. Centry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence."
            },
            {
              "description": "Unsupported Cross-Border Tax Pack request 2",
              "prompt": "Calculate my treaty relief and certify my legal tax residence from this incomplete fact pack.",
              "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. Centry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence."
            },
            {
              "description": "Unsupported Cross-Border Tax Pack request 3",
              "prompt": "Contact my CPA, close my brokerage account and file the coordinated returns.",
              "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. Centry does not provide US tax advice. No liability, filing obligation, treaty relief or tax-residence decision; notices are literal supplied evidence."
            }
          ]
        },
        "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/us-portugal-planner-walkthrough.mp4"
      },
      "publication": {
        "release_notes": "Initial 1.0.0 release of Centry Cross-Border Tax Pack: Organise cross-border people, income, accounts and entities into a shared fact and document pack, separate jurisdiction responsibilities, retain unresolved assumptions and quote account notices. No tax liability or filing obligation is determined. Centry does not provide US tax advice. 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"
    }
  }
}