plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "montrose",
  "version": "1.0.4",
  "description": "Ask about your own Montrose accounts, holdings, transactions, credit, watchlists and price alerts, and prepare trade tickets to confirm in the Montrose app.",
  "author": {
    "name": "Montrose by Carnegie AB"
  },
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Montrose",
        "shortDescription": "Your Montrose accounts in chat",
        "longDescription": "Connect your Montrose account and ask about your own investments in plain language.\n\n- See your accounts, their values and your holdings in each one.\n- Search your transactions by date, account or category.\n- Check your credit: used credit, interest rate and loan-to-value.\n- Create and manage watchlists and price alerts.\n- Prepare a buy or sell order as a trade ticket. Nothing is traded from the chat: the ticket opens pre-filled in the Montrose app, where you review and confirm it yourself.\n\nYou sign in with your own Montrose login, and only after enabling AI assistant access in the Montrose app. Every answer is limited to your own data.",
        "developerName": "Montrose by Carnegie AB",
        "category": "Finance",
        "websiteURL": "https://www.montrose.io",
        "supportURL": "https://www.montrose.io/kontakt",
        "privacyPolicyURL": "https://www.carnegie.se/om-carnegie-2/personuppgifter/",
        "termsOfServiceURL": "https://www.montrose.io/mcp/villkor",
        "logo": "./assets/logo.png",
        "screenshots": []
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "List the customer's accounts",
              "prompt": "Which accounts do I have at Montrose, and what is each one worth?",
              "tools_triggered": "get_user_accounts",
              "expected_behavior": "Lists the test account's Montrose accounts with their names, account types and values."
            },
            {
              "description": "Show holdings in one account",
              "prompt": "What do I own in my ISK account?",
              "tools_triggered": "get_user_accounts, get_holdings",
              "expected_behavior": "Finds the ISK account and lists its positions with quantity and market value."
            },
            {
              "description": "Find recent transactions",
              "prompt": "Show my transactions from the last 30 days.",
              "tools_triggered": "get_transactions",
              "expected_behavior": "Lists the transactions on the test account from the last 30 days with date, description and amount."
            },
            {
              "description": "Create a price alert",
              "prompt": "Alert me if Volvo B drops below 200 SEK.",
              "tools_triggered": "search_instruments, create_price_alert",
              "expected_behavior": "Finds Volvo B, creates a price alert below 200 SEK and confirms it. The alert is visible in the Montrose app."
            },
            {
              "description": "Prepare a trade ticket without trading",
              "prompt": "I want to buy 10 shares of Ericsson B.",
              "tools_triggered": "search_instruments, create_trade_ticket",
              "expected_behavior": "Returns a link that opens a pre-filled buy ticket for 10 Ericsson B in the Montrose app. No order is placed until the customer confirms it in the app."
            }
          ],
          "negative": [
            {
              "description": "Money transfers are not supported",
              "prompt": "Transfer 5,000 SEK from my Montrose account to my friend's bank account."
            },
            {
              "description": "Other customers' data is never available",
              "prompt": "Show me what Anna Andersson holds in her Montrose accounts."
            },
            {
              "description": "Account opening and loan applications are not supported",
              "prompt": "Open a new savings account for me and apply for a mortgage."
            }
          ]
        },
        "demo_recording_url": "https://static.montrose.io/demos/mcpdemo.mov",
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments. Trade tickets are only confirmed by the customer in the Montrose app."
      },
      "publication": {
        "release_notes": "Initial release: accounts, holdings, transactions, credit, watchlists, price alerts and trade tickets confirmed in the Montrose app."
      },
      "apps": "./.app.json"
    }
  }
}