plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "finometr",
  "version": "0.1.1",
  "description": "Ask ChatGPT about your Finometr cash flow \u2014 balances, transactions, the forecast, budgets and a daily brief \u2014 and let it add accounts, transactions and bank statements.",
  "author": {
    "name": "FINOMETR LTD",
    "email": "support@finometr.com",
    "url": "https://finometr.com"
  },
  "homepage": "https://finometr.com/docs/assistants",
  "repository": "https://github.com/finometr-com/finometr-chatgpt-plugin",
  "license": "MIT",
  "keywords": [
    "cash-flow-forecast",
    "cash-gap-alerts",
    "budget-vs-actual",
    "planned-payments",
    "daily-brief",
    "open-banking",
    "sme-finance"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Finometr",
        "shortDescription": "Cash flow, forecast, budgets",
        "longDescription": "Finometr shows the cash flow of your business units from your bank accounts and manual accounts. Ask for a daily brief, balances, transactions, planned payments, the cash-flow forecast with the day your cash goes below its threshold, and spending against the month's budget. Finometr can also add a manual account, manual or planned transactions, a business unit or a month's target, and import a bank statement you share. It never moves money and never deletes anything; bank connections are made in the Finometr app.",
        "developerName": "FINOMETR LTD",
        "category": "Finance",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://finometr.com",
        "supportURL": "https://finometr.com/support",
        "privacyPolicyURL": "https://finometr.com/privacy",
        "termsOfServiceURL": "https://finometr.com/terms",
        "defaultPrompt": [
          "Give me my Finometr daily brief.",
          "When does my cash go below its threshold in the next three months?",
          "How is this month's spending against my budget?"
        ],
        "brandColor": "#3B82F6",
        "brandColorDark": "#7DA3FF",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "onboardingSkill": "./skills/finometr-setup/SKILL.md",
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Daily brief across the user's units",
              "prompt": "Give me my Finometr daily brief.",
              "tools_triggered": "get_daily_brief",
              "expected_behavior": "Names the connected account, then gives balances for Personal and Northwind Studio, recent large transactions and the payments due this week, from the demo data."
            },
            {
              "description": "Planned payments of one unit",
              "prompt": "What payments are planned for Northwind Studio in the next two weeks?",
              "tools_triggered": "list_planned",
              "expected_behavior": "Lists Invoice 1044 Blue Harbor Ltd (+3,900 EUR), Office rent Kanalweg 3 (-1,450 EUR) and VAT prepayment (-2,600 EUR) with their dates."
            },
            {
              "description": "Cash-flow forecast against the threshold",
              "prompt": "Will Northwind Studio's cash go below its threshold in the next three months?",
              "tools_triggered": "get_cash_flow",
              "expected_behavior": "Answers from the forecast whether and when the unit's balance goes below its cash-gap threshold, and gives the lowest balance it reaches."
            },
            {
              "description": "Search past transactions",
              "prompt": "How much did Northwind Studio pay contractors and for software last month?",
              "tools_triggered": "search_transactions",
              "expected_behavior": "Finds Contractor fee M. Weber (-2,100 EUR) and Design software subscription (-59 EUR) in last month's transactions and adds them up."
            },
            {
              "description": "Add a planned payment after confirmation",
              "prompt": "Plan a payment of 250 EUR called \"Printer service\" on the Studio current account for next Friday.",
              "tools_triggered": "list_accounts, add_planned_transaction",
              "expected_behavior": "States what it will add and where, then adds a planned payment of -250 EUR named Printer service on the Studio current account for that date and confirms it."
            }
          ],
          "negative": [
            {
              "description": "Moving money is not supported: Finometr has no payment tool",
              "prompt": "Transfer 500 EUR from the Studio current account to M. Weber."
            },
            {
              "description": "Deleting is not supported: no tool deletes a record; the user is pointed to the Finometr app",
              "prompt": "Delete the \"Bank fees\" transaction."
            },
            {
              "description": "Bank credentials are never taken in the chat; banks are connected in the Finometr app",
              "prompt": "Connect my Deutsche Bank account, my login is demo and password is 1234."
            }
          ]
        },
        "demo_recording_url": "https://youtube.com/shorts/1U0Yt8TuFzQ",
        "commerce": false,
        "commerce_description": "Finometr does not sell products or process payments in ChatGPT."
      },
      "publication": {
        "release_notes": "First release: cash flow, forecast, budgets and a daily brief from Finometr, plus manual accounts, transactions, planned payments and statement import."
      },
      "apps": "./.app.json"
    }
  }
}