plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "upmetrics",
  "version": "1.0.0",
  "description": "Read and edit your Upmetrics business plans and financial forecasts from ChatGPT.",
  "author": {
    "name": "Upmetrics",
    "email": "support@upmetrics.co",
    "url": "https://upmetrics.co"
  },
  "homepage": "https://upmetrics.co",
  "keywords": [
    "business plan",
    "financial forecast",
    "startup",
    "finance"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Upmetrics",
        "shortDescription": "Business plans and forecasts",
        "longDescription": "Work on your Upmetrics business plan and financial forecast in ChatGPT: read and summarize the plan, write and edit its chapters, check your numbers and update the forecast. Upmetrics is the business planning app founders, small-business owners and consultants use to write business plans and build financial forecasts.\n\nWhat you can do:\n- Read your business plan: its chapters, what each one says, and its saved versions.\n- Write in it: add, rename, move or duplicate chapters; add and edit sections such as text, SWOT, competitors, milestones and use of funds; save a version before big changes and restore one later.\n- Understand your numbers: the finance summary (revenue, profit, break-even, cash runway), the financial statements, the dashboard, and actuals against plan.\n- Edit your forecast: add, change or remove revenue streams, costs, payroll roles and funding, and rename forecast groups.\n\nHow it works: you sign in to Upmetrics and approve the connection. You can leave editing unticked for a read-only connection. ChatGPT only reaches the companies you own in Upmetrics. Deleting a forecast item first shows what would be removed and needs your confirmation.\n\nLimitations: you need an Upmetrics account that includes AI-assistant connections; if yours does not, the Upmetrics sign-in page says so. Company setup, deleting chapters, finance settings, charts and exports stay in the Upmetrics app. The plugin does not create companies or share plans with other people.",
        "developerName": "Upmetrics",
        "category": "Business & Operations",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://upmetrics.co",
        "supportURL": "https://help.upmetrics.co",
        "privacyPolicyURL": "https://upmetrics.co/terms-and-policies/privacy-policy",
        "termsOfServiceURL": "https://upmetrics.co/terms-and-policies",
        "defaultPrompt": [
          "Summarize the Executive Summary of my Upmetrics business plan.",
          "When does my company break even according to its Upmetrics forecast?",
          "Add a Sustainability chapter to my Upmetrics business plan."
        ],
        "composerIcon": "./assets/logo.svg",
        "composerIconDark": "./assets/logo-dark.svg",
        "logo": "./assets/logo.svg",
        "logoDark": "./assets/logo-dark.svg"
      },
      "publication": {
        "release_notes": "First release. Read and edit Upmetrics business plans (chapters, sections, versions) and financial forecasts (summary, statements, dashboard, actuals against plan, forecast items) from ChatGPT, after signing in to Upmetrics with OAuth."
      },
      "review": {
        "commerce": false,
        "demo_recording_url": "https://upm-assets.s3.us-east-2.amazonaws.com/cdn/storage/features/MCP+connector.mp4",
        "test_cases": {
          "positive": [
            {
              "description": "Reads the plan's structure from the demo account's company.",
              "prompt": "What chapters does the Brightside Coffee Co. business plan in Upmetrics have, and in what order?",
              "tools_triggered": "list_companies, get_plan_outline",
              "expected_behavior": "Lists the chapters of Brightside Coffee Co.'s business plan by title, in plan order. No internal ids are shown."
            },
            {
              "description": "Reads and summarizes the content of one chapter.",
              "prompt": "Summarize the Executive Summary of the Brightside Coffee Co. business plan in Upmetrics.",
              "tools_triggered": "list_companies, get_plan_outline, get_plan_section",
              "expected_behavior": "Gives a short summary of Brightside Coffee Co.'s Executive Summary, based on the chapter's actual text."
            },
            {
              "description": "Reads the forecast's headline numbers.",
              "prompt": "How is Brightside Coffee Co. doing financially according to its Upmetrics forecast? When does it break even?",
              "tools_triggered": "list_companies, get_finance_summary",
              "expected_behavior": "Reports the forecast's revenue, net profit and cash position, and the break-even month (or says the forecast does not break even), in the company's currency."
            },
            {
              "description": "Reads the payroll part of the forecast.",
              "prompt": "What payroll roles and salaries are in the Brightside Coffee Co. forecast in Upmetrics?",
              "tools_triggered": "list_companies, get_forecast_items",
              "expected_behavior": "Lists the payroll roles in the Brightside Coffee Co. forecast with their salaries and start months."
            },
            {
              "description": "Writes to the plan: adds a chapter with a paragraph of text. The demo connection must have editing allowed.",
              "prompt": "Add a chapter called Sustainability to the Brightside Coffee Co. business plan in Upmetrics, with a short paragraph about how we reduce packaging waste.",
              "tools_triggered": "list_companies, get_plan_outline, add_chapter, add_section",
              "expected_behavior": "Confirms that a Sustainability chapter was added with a text section holding the paragraph. The new chapter appears in the plan when the account is opened in the Upmetrics app."
            }
          ],
          "negative": [
            {
              "description": "Billing is out of scope: the plugin has no billing tools and must not promote upgrades. Expected: ChatGPT explains that plans and billing are managed in the Upmetrics app and calls no Upmetrics write tool.",
              "prompt": "Upgrade my Upmetrics account to the Premium plan."
            },
            {
              "description": "Unrelated request: nothing in it concerns business plans or forecasts. Expected: ChatGPT answers without calling any Upmetrics tool.",
              "prompt": "What will the weather be like in Paris tomorrow?"
            },
            {
              "description": "A bulk destructive request. The plugin has no tool that deletes chapters. Expected: nothing is deleted. ChatGPT explains that chapters are deleted in the Upmetrics app and calls no Upmetrics write tool.",
              "prompt": "Delete every chapter in the Brightside Coffee Co. business plan in Upmetrics right now, don't ask me."
            }
          ]
        }
      },
      "apps": "./.app.json"
    }
  }
}