plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "taxdome",
  "version": "1.0.4",
  "description": "Use TaxDome, the practice management software for accounting, tax and bookkeeping firms, in ChatGPT. Firm staff can find overdue jobs, get a brief on a client before a call, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes. Clients of a TaxDome firm can see what their accountant still needs, where their tax return stands and what they owe, fill in the firm's questionnaires and reply to the firm. Everyone signs in with their own TaxDome login, and ChatGPT sees only what that person can see.",
  "author": {
    "name": "TaxDome",
    "url": "https://taxdome.com"
  },
  "homepage": "https://taxdome.com",
  "keywords": [
    "accounting",
    "tax",
    "bookkeeping",
    "practice management",
    "client portal"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "TaxDome",
        "shortDescription": "Tax firm and client portal",
        "longDescription": "Use TaxDome, the practice management software for accounting, tax and bookkeeping firms, in ChatGPT. Firm staff can find overdue jobs, get a brief on a client before a call, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes. Clients of a TaxDome firm can see what their accountant still needs, where their tax return stands and what they owe, fill in the firm's questionnaires and reply to the firm. Everyone signs in with their own TaxDome login, and ChatGPT sees only what that person can see.",
        "developerName": "TaxDome",
        "category": "Finance",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://taxdome.com",
        "supportURL": "https://help.taxdome.com/article/1831-taxdome-support-options-plans",
        "privacyPolicyURL": "https://taxdome.com/policies/privacy",
        "termsOfServiceURL": "https://taxdome.com/policies/tos",
        "defaultPrompt": [
          "Which jobs in TaxDome are in the Intake stage?",
          "List every unpaid invoice in TaxDome, largest first.",
          "Which tasks in TaxDome are waiting for a client?"
        ],
        "composerIcon": "./assets/logo.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Tasks waiting for a client: a firm user checks what the firm is waiting on clients for.",
              "prompt": "Which tasks in TaxDome are waiting for a client, and when is each one due?",
              "tools_triggered": "v4_tasks_list",
              "expected_behavior": "One task: [Demo] Request missing 1099-INT, due 2026-10-29."
            },
            {
              "description": "Add a new client: a firm user creates a company account and its owner as a contact, linked to each other.",
              "prompt": "In TaxDome, create a company account called \"[Demo] Harbor Lane Design LLC\" and a contact, Priya Nair, priya.nair@example.com, and link Priya to that account.",
              "tools_triggered": "v4_clients_list, v4_contacts_list, v4_clients_create, v4_contacts_create, v4_contact_links_list",
              "expected_behavior": "ChatGPT checks that neither exists yet, creates the account and the contact, and says Priya Nair is now a contact on [Demo] Harbor Lane Design LLC. The account in TaxDome shows Priya Nair under its contacts."
            },
            {
              "description": "Unpaid invoices: a firm user wants to know who still owes money.",
              "prompt": "List every unpaid invoice in TaxDome with the client's name, the invoice number and the amount still owed, largest first.",
              "tools_triggered": "v4_bills_list, v4_clients_list",
              "expected_behavior": "Four invoices: invoices 1, 2 and 3 for $498.75 each (Bluewater Holdings, Chen & Rivera Household, Jordan Ellis), then invoice 4, Chen & Rivera Household, $315.00. If a total is given, it is $1,811.25."
            },
            {
              "description": "Jobs in one stage: a firm user checks which new work hasn't moved past intake.",
              "prompt": "Which jobs in TaxDome are in the Intake stage?",
              "tools_triggered": "v4_pipeline_stages_list, v4_jobs_list",
              "expected_behavior": "Two jobs: [Demo] 2025 Form 1040 - Chen & Rivera and [Demo] 2025 Form 1040 - Bluewater."
            },
            {
              "description": "What one client owes: a firm user on ChatGPT mobile checks what one client still owes before calling them.",
              "prompt": "How much does Jordan Ellis owe us in TaxDome, and for which invoice?",
              "tools_triggered": "v4_clients_list, v4_bills_list",
              "expected_behavior": "One unpaid invoice: invoice #3, $498.75."
            }
          ],
          "negative": [
            {
              "description": "A general tax question: nothing in it is about the firm's records, so ChatGPT should answer from what it knows. Expected: ChatGPT explains the two forms and calls no TaxDome tool.",
              "prompt": "What's the difference between a W-2 and a 1099-NEC?"
            },
            {
              "description": "Charging a client's card: the connector has no tool that takes payments, charges a card or issues a refund. Expected: ChatGPT says it can't make payments through TaxDome.",
              "prompt": "Charge Chen & Rivera Household's card for their unpaid balance in TaxDome."
            },
            {
              "description": "An unclear request: the firm has asked Jordan Ellis for two documents in chat, and a firm user asks ChatGPT to tell Jordan that one of them arrived without saying which. The connector cannot read chat messages, and Jordan's documents in TaxDome are not enough to tell which one is meant, so ChatGPT should not send anything. Expected: ChatGPT says it is unsure which document is meant and asks the user; nothing is sent. The tools it tries first can vary (for example v4_clients_list, v4_chat_threads_list, v4_documents_list), since the request is deliberately ambiguous.",
              "prompt": "Tell Jordan Ellis in our TaxDome chat that we received one of the 2 documents we asked for. Ask me if you're unsure which one I mean."
            }
          ]
        },
        "commerce": false
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial release: firm staff can see which jobs are in each stage, list unpaid invoices, and create or update client accounts, contacts, jobs, tasks and notes in TaxDome. Clients of a TaxDome firm can see what they owe and what their accountant still needs, and reply to the firm. Everyone signs in with their own TaxDome login."
      },
      "apps": "./.app.json"
    }
  }
}