plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "filarise",
  "version": "1.0.1",
  "description": "Read your personal finances in ChatGPT: Filarise accounts, balances, transactions, spending, and income.",
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Filarise",
        "shortDescription": "Accounts, spending, and budget",
        "longDescription": "Read your personal finances from the Filarise account you already use. ChatGPT can see your linked accounts, balances, transactions, spending, and income. It cannot move money or change your bank connection.",
        "developerName": "Filarise",
        "category": "Finance",
        "capabilities": [
          "Read"
        ],
        "websiteURL": "https://filarise.com",
        "supportURL": "https://filarise.com/support",
        "privacyPolicyURL": "https://filarise.com/privacy",
        "termsOfServiceURL": "https://filarise.com/terms",
        "brandColor": "#734ED6",
        "logo": "./assets/logo.png",
        "composerIcon": "./assets/icon.png",
        "defaultPrompt": [
          "How much did I spend this month?",
          "Show my account balances.",
          "Which categories are over budget?"
        ]
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Show linked accounts and current balances.",
              "prompt": "Show my account balances.",
              "tools_triggered": "get_accounts",
              "expected_behavior": "Everyday Chequing 2840.22 CAD and Rewards Visa 412.55 CAD at Demo Bank. Both accounts are connected."
            },
            {
              "description": "Total spending for the current month, grouped by category.",
              "prompt": "How much did I spend this month, broken down by category?",
              "tools_triggered": "get_spending_summary",
              "expected_behavior": "This month's spending in CAD, grouped by category. Includes rent, groceries, and restaurants. Payroll is excluded."
            },
            {
              "description": "Income received during the current month.",
              "prompt": "How much income did I receive this month?",
              "tools_triggered": "get_income_summary",
              "expected_behavior": "This month's income in CAD from Northwind Studio payroll."
            },
            {
              "description": "Find grocery transactions for one merchant, including a user-renamed row.",
              "prompt": "Show my Metro grocery transactions.",
              "tools_triggered": "get_transactions",
              "expected_behavior": "Metro grocery purchases, including one named Weekly groceries."
            },
            {
              "description": "Compare spending between the current month and the previous month.",
              "prompt": "Compare my spending this month with last month.",
              "tools_triggered": "compare_periods",
              "expected_behavior": "This month's spending compared with last month, with the difference in CAD. This month is not a finished month."
            }
          ],
          "negative": [
            {
              "description": "Move money between the user's accounts.",
              "prompt": "Transfer $100 from my chequing account to my Visa."
            },
            {
              "description": "Delete stored transactions.",
              "prompt": "Delete my Metro grocery transactions."
            },
            {
              "description": "Read an account the user does not own.",
              "prompt": "Show my spouse's account balances."
            }
          ]
        },
        "demo_recording_url": "https://vimeo.com/1238940025"
      },
      "publication": {
        "release_notes": "Ask ChatGPT about the accounts you connected in Filarise.\n\nSee balances, recent transactions, and how much you spent or earned.\n\nAccess is read-only: ChatGPT cannot move money, pay bills, or change your bank connection."
      },
      "apps": "./.app.json"
    }
  }
}