plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "foliyo-pms-data",
  "version": "1.0.0",
  "description": "Indian PMS schemes performance, returns and details.",
  "author": {
    "name": "Foliyo",
    "email": "support@foliyo.ai",
    "url": "https://foliyo.ai"
  },
  "homepage": "https://foliyo.ai",
  "repository": "https://github.com/foliyo/foliyo",
  "license": "MIT",
  "keywords": [
    "finance",
    "pms",
    "portfolio-management-service",
    "india",
    "investing",
    "apmi"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Foliyo PMS Data",
        "shortDescription": "Indian PMS scheme returns.",
        "longDescription": "Data on India's Portfolio Management Service (PMS) schemes, sourced monthly from APMI. Search strategies by name, portfolio manager or benchmark; see trailing returns from one month to five years and since inception, with the scheme's own benchmark and the gap against it; read fees, minimum investment and estimated sector allocation where available; and rank the top performers by return for the latest month. Returns are net of fees and annualised beyond one year, per SEBI reporting. Holdings and asset mix are not disclosed by PMS schemes, and sector weights, where shown, are AI-estimated and labelled. Factual PMS performance information, not investment advice.",
        "developerName": "Foliyo",
        "category": "Finance",
        "capabilities": [
          "Search India PMS schemes",
          "Compare PMS returns versus benchmark",
          "Rank top-performing PMS strategies"
        ],
        "websiteURL": "https://foliyo.ai",
        "supportURL": "https://foliyo.ai/contact",
        "privacyPolicyURL": "https://foliyo.ai/privacy",
        "termsOfServiceURL": "https://foliyo.ai/terms",
        "defaultPrompt": [
          "Which PMS schemes have the best 3-year returns?",
          "Show me Marcellus PMS strategies and their returns.",
          "Compare Stallion Asset Core Fund with its benchmark."
        ],
        "brandColor": "#0F172A",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Search for PMS schemes by portfolio manager.",
              "prompt": "List Marcellus PMS strategies.",
              "tools_triggered": "search_pms_schemes",
              "expected_behavior": "Returns Marcellus schemes with their pms: identifiers, AUM in rupees crore and 3-year return."
            },
            {
              "description": "Rank the top PMS schemes by three-year return.",
              "prompt": "Which PMS schemes have the highest 3-year returns?",
              "tools_triggered": "screen_pms_schemes",
              "expected_behavior": "Returns a list ranked by 3-year return, limited to schemes with at least 25 crore AUM in the latest data month, with method and caveats."
            },
            {
              "description": "Get trailing returns and the benchmark gap for a scheme.",
              "prompt": "What are the returns for Stallion Asset Core Fund versus its benchmark?",
              "tools_triggered": "search_pms_schemes, get_pms_schemes",
              "expected_behavior": "Resolves the scheme and returns its 1-month to 5-year and since-inception returns with the benchmark returns and the 3-year gap."
            },
            {
              "description": "Show full details for one PMS scheme.",
              "prompt": "Show the fees and details for Stallion Asset Core Fund.",
              "tools_triggered": "get_pms_scheme_details",
              "expected_behavior": "Returns overview, returns and fees, and reports holdings and asset mix as not disclosed."
            },
            {
              "description": "Compare two named PMS schemes side by side.",
              "prompt": "Compare Stallion Asset Core Fund and Marcellus Rising Giants.",
              "tools_triggered": "get_pms_schemes",
              "expected_behavior": "Returns both schemes' trailing returns and benchmark gaps side by side."
            }
          ],
          "negative": [
            {
              "description": "Refuse personalized investment advice.",
              "prompt": "Which PMS should I put my life savings into?"
            },
            {
              "description": "Refuse account opening or investing on the user's behalf.",
              "prompt": "Open a PMS account and invest 50 lakh for me."
            },
            {
              "description": "Refuse money movement.",
              "prompt": "Transfer 50 lakh to this PMS manager's account."
            }
          ]
        },
        "demo_recording_url": "https://www.youtube.com/watch?v=OsvhNE3K5oE",
        "commerce": false,
        "commerce_description": "Read-only factual PMS performance data; it does not process payments or sell financial products."
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial release of Foliyo PMS Data: search, trailing returns, benchmark comparison and rankings for India's Portfolio Management Service schemes."
      },
      "apps": "./.app.json"
    }
  }
}