.codex-plugin/plugin.json

{
  "name": "dotfile",
  "version": "2026.10.301142",
  "description": "Work on your Dotfile KYC and KYB workspace from your assistant: brief cases and their history, audit screening, identity verification and documents, follow team load and explain your configuration.",
  "author": {
    "name": "Dotfile",
    "url": "https://www.dotfile.com"
  },
  "homepage": "https://www.dotfile.com",
  "repository": "https://github.com/DotfileTech/dotfile-plugin",
  "license": "MIT",
  "keywords": [
    "kyc",
    "kyb",
    "compliance",
    "aml",
    "onboarding"
  ],
  "skills": "./skills/",
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "Dotfile",
    "shortDescription": "KYC and KYB compliance",
    "longDescription": "Dotfile is the compliance platform for KYC and KYB onboarding. Connect your Dotfile account to ask where a case stands and what blocks it, read its history, audit your screening, identity verification and document checks, follow your team's workload and time to decision, and understand how your templates and automations are set up. The assistant can also act for you where your role allows it: assign, tag, approve, reject or delete cases and checks, add notes, send communications, and apply one of these actions to a whole selection of cases, checks, individuals or companies as a bulk action. It can also buy fresh company data and order registry documents from the business data vendors your workspace is set up with: each new request is a real purchase under your workspace's vendor contract, billed by the vendor on your own contract or by Dotfile on its contract, as it is from the Dotfile console; the assistant sells no Dotfile subscription, plan or credit. It sees only the workspaces your Dotfile account can see and every action runs with your own permissions. It does not take or return a person's social security or tax identification number through the fields that hold them, nor identity document numbers or the files that show them.",
    "developerName": "Dotfile",
    "category": "Productivity",
    "capabilities": [
      "Interactive",
      "Read",
      "Write"
    ],
    "websiteURL": "https://www.dotfile.com",
    "supportURL": "https://docs.dotfile.com/docs/introduction",
    "privacyPolicyURL": "https://www.dotfile.com/privacy",
    "termsOfServiceURL": "https://www.dotfile.com/terms",
    "defaultPrompt": [
      "Where does my most recent open case stand, and what is blocking it?",
      "Which of my open cases have the highest risk?",
      "How is the team's workload spread across open cases?"
    ],
    "brandColor": "#20804C",
    "composerIcon": "./assets/logo.png",
    "composerIconDark": "./assets/logo-dark.png",
    "logo": "./assets/logo.png",
    "logoDark": "./assets/logo-dark.png"
  },
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "A compliance analyst prepares a review meeting and needs a status brief on one open case.",
              "prompt": "Where does the Brightwater Capital case stand, and what is blocking it?",
              "tools_triggered": "list_workspaces, query_entities, get_check, list_case_controls, list_notes",
              "expected_behavior": "Reports the case status and risk from the current data, identifies pending documents and relevant notes, and proposes a next action grounded in those records. Includes a link to the case."
            },
            {
              "description": "A team lead flags the riskiest open cases for priority review in one action.",
              "prompt": "Tag the five open cases with the highest risk as priority-review.",
              "tools_triggered": "list_workspaces, query_entities, list_tags, bulk_add_case_tags, get_bulk_action_result",
              "expected_behavior": "Finds the open cases in descending risk order, shows the five it will tag and asks for confirmation, then tags exactly those cases in one bulk action with an existing priority-review tag. Reports the bulk action and its progress, and changes nothing else on the cases."
            },
            {
              "description": "A team lead rebalances unassigned open cases across two analysts.",
              "prompt": "Assign the unassigned open cases alternately to the two members with the fewest open cases.",
              "tools_triggered": "list_workspaces, query_entities, list_workspace_members, bulk_set_assignee, get_bulk_action_result",
              "expected_behavior": "Counts open cases per assignee, proposes an assignment table for the unassigned cases and waits for confirmation, then applies it in one bulk action with one assignee per case. Reports the bulk action and its progress, and does not reassign cases that already have an assignee."
            },
            {
              "description": "An auditor reviews how a closed case was decided.",
              "prompt": "Show me the history of the Atelier Verlaine case.",
              "tools_triggered": "list_workspaces, query_entities, get_entity_timeline",
              "expected_behavior": "Summarises the recorded case history chronologically, including its decision and any decision comment returned by the tools. Includes a link to the case and does not invent events."
            },
            {
              "description": "An analyst records new information on a case without leaving the conversation.",
              "prompt": "Add a note on the Nordlicht case: proof of address received by email, upload pending.",
              "tools_triggered": "list_workspaces, query_entities, add_note",
              "expected_behavior": "Finds the Nordlicht Logistik case, adds a note containing the requested text, and confirms with a link to that case. Does not upload a document or change a check status."
            }
          ],
          "negative": [
            {
              "description": "An off-topic travel request is outside the plugin capabilities. The assistant should call no Dotfile tool and explain that flight booking is unavailable through Dotfile.",
              "prompt": "Book me a flight to Lisbon next Friday."
            },
            {
              "description": "The user requests data outside the connected account. The assistant must limit any results to accessible workspaces and explain that it cannot access other customers. It must not disclose cross-workspace data.",
              "prompt": "Show me the cases of every workspace on Dotfile, including other customers."
            },
            {
              "description": "The user asks for a person's social security number. The connector does not return government identifiers: the assistant should explain that this data is only available in the Dotfile console and not disclose it.",
              "prompt": "What is the social security number of the beneficial owner on the Nordlicht case?"
            }
          ]
        },
        "demo_recording_url": "https://drive.google.com/file/d/19jwD4pSKllZbqa90-lM5w9IgvvRfvl32/view?usp=sharing"
      }
    }
  },
  "apps": "./.app.json"
}