plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "yedabase",
  "version": "1.0.2",
  "description": "Search and open investor records: family offices, VCs, funds of funds, permanent-capital investors and RIAs.",
  "author": {
    "name": "YedaBase",
    "email": "t@yedabase.com",
    "url": "https://yedabase.com"
  },
  "homepage": "https://yedabase.com/agent",
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "YedaBase",
        "shortDescription": "Family office & investor data",
        "longDescription": "YedaBase is an investor-research database. Connect it to search and open investor records in ChatGPT across five categories: family offices, VCs and startup investors, funds of funds, principal and permanent-capital investors, and registered investment advisers (RIAs). Family office records are researched and reviewed by the YedaBase team.\n\nWhat you can do:\n- Search investors with structured filters such as category, type, country, state, investment domains, stage and check size.\n- Open a firm's record: overview, inclusion evidence, category-specific fields, decision-makers, news, events, sources and the data date.\n- Find conversation angles for a firm: shared events and podcasts, shared causes, and similar investors.\n- Look up field definitions and allowed values.\n- Open decision-maker records, and read, save to and export your own YedaBase lists and notes, where your account includes them.\n- Follow YedaBase's seven built-in playbooks (Start, Match & Enrich, Investor Shortlist, Investor Research, Way In, Reach Out, Pipeline) to work the database step by step.\n\nYou sign in with your YedaBase account using your email and a one-time code. When you connect, you choose the workspace and what to share: dataset, contacts, and workspace (lists and notes). What you can open depends on your YedaBase account. For firms in the EU, UK, Switzerland, Israel, Canada and some other countries, YedaBase shows contact names and roles only.\n\nYedaBase enriches your data. Your data never enriches YedaBase: the app reads YedaBase records and stores only the lists and notes you choose to save in your own workspace.",
        "developerName": "YedaBase",
        "category": "Finance",
        "websiteURL": "https://yedabase.com",
        "supportURL": "https://yedabase.com/help",
        "privacyPolicyURL": "https://yedabase.com/privacy",
        "termsOfServiceURL": "https://yedabase.com/legal/terms",
        "defaultPrompt": [
          "Find single family offices in Texas that invest in healthcare.",
          "Open Lindell Investments and tell me who the decision-makers are.",
          "Which funds of funds back emerging managers in Europe?"
        ],
        "composerIcon": "./assets/icon.png",
        "composerIconDark": "./assets/icon-dark.png",
        "logo": "./assets/icon.png",
        "logoDark": "./assets/icon-dark.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Find family offices by brief",
              "prompt": "Find single family offices in Texas that invest in healthcare.",
              "tools_triggered": "search_investors",
              "expected_behavior": "Texas single family offices tagged healthcare, with name, type, location and a short summary."
            },
            {
              "description": "Open one firm",
              "prompt": "Open Lindell Investments and tell me who the decision-makers are.",
              "tools_triggered": "search_investors, get_investor, get_person",
              "expected_behavior": "Firm overview plus decision-makers with names, roles and (contacts scope) work emails where the contacts rule allows."
            },
            {
              "description": "Conversation angles",
              "prompt": "What could I talk about with Lindell Investments? Any shared events or causes?",
              "tools_triggered": "get_angles",
              "expected_behavior": "Shared events, podcasts, causes or similar investors, framed as angles, not relationships."
            },
            {
              "description": "Review own shortlist",
              "prompt": "Show me my lists and summarise the firms on my Texas shortlist.",
              "tools_triggered": "my_lists, get_list",
              "expected_behavior": "The list \"Texas family offices: review shortlist\" with 12 firms summarised."
            },
            {
              "description": "Save and note",
              "prompt": "Search single family offices in Texas, then add the first two results to a new list called 'Review test' and note on the first one: 'Reviewed in ChatGPT'.",
              "tools_triggered": "search_investors, save_to_list, add_note",
              "expected_behavior": "The list is created with two firms and the note appears on the firm; running the same save again adds nothing twice."
            }
          ],
          "negative": [
            {
              "description": "General knowledge question. YedaBase holds investor records, not definitions or commentary. Expected: ChatGPT answers from its own knowledge without calling any YedaBase tool.",
              "prompt": "What is a family office and how is it different from a private bank?"
            },
            {
              "description": "Live market data is outside YedaBase, which has no price, index or market tool. Expected: ChatGPT answers by other means or says it cannot give a live quote; no YedaBase tool call.",
              "prompt": "What is the S&P 500 at today?"
            },
            {
              "description": "YedaBase has no scheduling, calendar or messaging tool and never contacts anyone. Expected: ChatGPT explains it cannot book a meeting or contact anyone through YedaBase; at most it opens the firm's record for contact details and leaves the next step to the user.",
              "prompt": "Book a meeting with Lindell Investments next Tuesday."
            }
          ]
        },
        "commerce": false,
        "demo_recording_url": "https://drive.google.com/file/d/1T7YGTYdptfbsfYJGdSyIcSXxh16AoEHS/view?usp=sharing"
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial release. Search and open investor records across family offices, VCs and startup investors, funds of funds, principal and permanent-capital investors, and RIAs; conversation angles; field definitions; the user's own lists and notes with save, note and export; seven built-in playbooks. Works in ChatGPT on web, desktop and mobile."
      },
      "apps": "./.app.json"
    }
  }
}