plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "author": {
    "email": "admin@budgetsyncer.com",
    "name": "Dawnode Oy"
  },
  "description": "Read-only ChatGPT connection to a BudgetSyncer account's bank-sync status and YNAB data.",
  "extensions": {
    "com.openai": {
      "interface": {
        "capabilities": [],
        "category": "Finance",
        "defaultPrompt": [
          "Check my BudgetSyncer bank sync status.",
          "Summarize my YNAB budgets and accounts.",
          "Show the latest transactions available from my linked bank accounts."
        ],
        "developerName": "Dawnode Oy",
        "displayName": "BudgetSyncer",
        "longDescription": "Connect ChatGPT to an existing BudgetSyncer account with OAuth and ask about that account only. It can report the last successful sync, the last attempt, and errors for each saved bank connection. It can list the banks and linked accounts already saved on that account. On that account list, the person's own IBAN is shortened to the first four and last four characters. It can fetch booked and pending transactions for one linked account when you ask about the bank. If the bank limits how often data can be fetched, the reply can be the short preview already stored for that account, up to 20 booked and 20 pending rows, instead of a new live fetch. A transaction reply can include an account number the bank sent, including your own IBAN when the bank included it. It can read the YNAB budgets, accounts, categories, and transactions on the YNAB account already connected. The tools only read. They do not create YNAB transactions, edit categories, move money, or start a bank payment, and they do not receive a bank or YNAB password. BudgetSyncer's separate bank-sync service can still import transactions into the YNAB accounts you select. BudgetSyncer is an independent service operated by Dawnode Oy that works with YNAB. It is not affiliated with, sponsored by, or endorsed by YNAB.",
        "shortDescription": "Read bank sync and YNAB data",
        "websiteURL": "https://budgetsyncer.com",
        "supportURL": "https://budgetsyncer.com/support",
        "privacyPolicyURL": "https://budgetsyncer.com/privacy",
        "termsOfServiceURL": "https://budgetsyncer.com/terms",
        "logo": "assets/budgetsyncer-logo.png",
        "composerIcon": "assets/budgetsyncer-composer.png",
        "brandColor": "#2160F5"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Report the last sync for the signed-in account",
              "prompt": "When did BudgetSyncer last sync my banks, and were there any errors?",
              "tools_triggered": "get_sync_status",
              "expected_behavior": "Call get_sync_status and report the last successful sync, the last attempt, and any errors for each connection and linked account on the signed-in account. Do not invent times or errors that are not in the tool result."
            },
            {
              "description": "List the banks already linked to this account",
              "prompt": "Which banks and accounts are linked in my BudgetSyncer account?",
              "tools_triggered": "list_connections",
              "expected_behavior": "Call list_connections and list only the banks and linked accounts saved on the signed-in account, including each YNAB mapping returned by the tool. Show the account-list IBAN shortened to the first four and last four characters. Do not claim a bank is linked if it is not in the result."
            },
            {
              "description": "Read booked and pending transactions for one linked bank account",
              "prompt": "What booked and pending transactions does my linked bank account show?",
              "tools_triggered": "list_connections, get_bank_transactions",
              "expected_behavior": "Call list_connections first and use a linked account id from that result. Then call get_bank_transactions for that account only. Summarize the booked and pending transactions returned for that account. If the tool returns a stored preview instead of a new live fetch, say that the reply is the stored preview. A transaction row may include an account number when the bank sent one. Do not fetch an account that is not in list_connections."
            },
            {
              "description": "Read YNAB budgets, accounts, and categories",
              "prompt": "What YNAB budgets, accounts, and categories are on my connected YNAB account?",
              "tools_triggered": "list_ynab_budgets, list_ynab_accounts, list_ynab_categories",
              "expected_behavior": "Call list_ynab_budgets, then list_ynab_accounts and list_ynab_categories for a budget id returned by that call. Report only budgets, accounts, and categories present in those results."
            },
            {
              "description": "Read YNAB transactions for a connected budget",
              "prompt": "Show recent transactions in my YNAB budget.",
              "tools_triggered": "list_ynab_budgets, get_ynab_transactions",
              "expected_behavior": "Call list_ynab_budgets, then get_ynab_transactions for a budget id from that result. Summarize the transactions returned for that budget. Do not create, edit, or delete any YNAB transaction."
            }
          ],
          "negative": [
            {
              "description": "Do not trigger for general budgeting advice",
              "prompt": "How does YNAB zero-based budgeting work?",
              "expected_behavior": "Do not call BudgetSyncer tools. This is general budgeting information, not a request for the signed-in account's bank sync, linked accounts, or YNAB records."
            },
            {
              "description": "Do not trigger for a YNAB change the tools cannot make",
              "prompt": "Add a 20 euro grocery transaction to my YNAB budget.",
              "expected_behavior": "Do not call BudgetSyncer tools to create or edit a transaction. The connection cannot add transactions, change categories, or move money."
            },
            {
              "description": "Do not trigger for a bank payment",
              "prompt": "Transfer 100 euros from my bank account to another account.",
              "expected_behavior": "Do not call BudgetSyncer tools. The connection cannot start a payment, transfer money, or reach an account that is not already linked to the signed-in user."
            }
          ]
        },
        "demo_recording_url": "https://youtu.be/SBa65rLfk3I",
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments."
      },
      "publication": {
        "release_notes": "Initial public listing. Read-only tools for sync status, linked bank accounts and transactions, and YNAB budgets, accounts, categories, and transactions."
      },
      "apps": "./.app.json"
    }
  },
  "keywords": [
    "BudgetSyncer",
    "YNAB",
    "bank sync",
    "budget",
    "transactions"
  ],
  "name": "budgetsyncer",
  "version": "0.1.1"
}