plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "docyt",
  "version": "1.0.1",
  "description": "Get financial reports, KPIs, transactions, and business insights from Docyt, right in your AI assistant.",
  "author": {
    "name": "Docyt",
    "url": "https://www.docyt.com"
  },
  "homepage": "https://www.docyt.com",
  "keywords": [
    "accounting",
    "bookkeeping",
    "financial reports",
    "hospitality",
    "kpi"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Docyt",
        "shortDescription": "Financial reports in your chat",
        "longDescription": "Ask about your business. Get answers from Docyt.\n\nConnect Docyt to your AI assistant and get the financial information you need, simply by asking. No switching between apps or searching through reports.\n\nWhat can you do?\n\n\u2022 Explore your financials: Get profit and loss statements, balance sheets, and cash flow reports for any business or period.\n\u2022 Track performance: Compare financial results across months or years and monitor key hospitality metrics like occupancy, ADR, and RevPAR.\n\u2022 See the bigger picture: Get a consolidated view of performance across your businesses and properties.\n\u2022 Find transactions: Check how much you paid a vendor or look up bank transactions.\n\u2022 Stay on top of your accounting: Find missing bank statements and see how many transactions need review.\n\nYour data stays under your control\nYour assistant can only access the businesses, financial reports, KPIs, portfolio insights, and banking information available through your Docyt account. Your existing access permissions always apply.\n\nWhat to know\nThe connector is read-only. You can explore and analyze your financial data, but actions like categorizing transactions, uploading documents, and completing month-end close still happen in Docyt.\nYour answers reflect the latest data available in Docyt. If reports are refreshing or transactions are still under review, your assistant will let you know that the numbers may change.\n\nGetting started\nSimply sign in with your Docyt account and approve access. You can disconnect at any time through your assistant or Docyt settings.\nWhether you manage one business, multiple properties, or accounting for several clients, just specify the business you want to explore or ask for a portfolio-wide view.\n\nhttps://www.docyt.com/help/connect-ai-assistant/",
        "developerName": "Docyt",
        "category": "Finance",
        "capabilities": [
          "Read financial reports",
          "Read business and portfolio KPIs",
          "Search bank transactions",
          "Check bank statement status"
        ],
        "websiteURL": "https://www.docyt.com/",
        "supportURL": "https://www.docyt.com/contact/",
        "privacyPolicyURL": "https://www.docyt.com/privacy/",
        "termsOfServiceURL": "https://www.docyt.com/terms/",
        "defaultPrompt": [
          "Show the P&L for my business for last month.",
          "Which of my businesses have bank statements missing?",
          "Give me a portfolio summary for last month."
        ],
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "List the businesses the signed-in user can access",
              "prompt": "Which businesses can I see in Docyt?",
              "tools_triggered": "list_businesses",
              "expected_behavior": "Returns the businesses the reviewer account can access by name. The reviewer account has one business, Docyt ledger 3. No internal ids or handles are shown."
            },
            {
              "description": "Year-to-date performance of the business",
              "prompt": "How did my business do this year?",
              "tools_triggered": "list_reports, get_report_data",
              "expected_behavior": "Returns a year-to-date profit and loss summary for Docyt ledger 3 (revenue, expenses, net result). If the report is still refreshing, the answer says that the numbers may change."
            },
            {
              "description": "Hospitality KPIs for the year",
              "prompt": "Show my business KPIs for this year.",
              "tools_triggered": "get_business_kpis",
              "expected_behavior": "Returns the year-to-date KPI view for Docyt ledger 3, including gross revenue (about $8,000 YTD, from March 2026: $5,000 room revenue and $3,000 miscellaneous income), occupancy, ADR and RevPAR, and flags any KPI that is not available."
            },
            {
              "description": "Transactions waiting for review",
              "prompt": "How many transactions are pending review?",
              "tools_triggered": "get_transaction_summary",
              "expected_behavior": "Returns the count of bank transactions waiting for review for Docyt ledger 3, with the total and verified counts (about 122 pending of 128 total, 6 verified at recording time)."
            },
            {
              "description": "Overall financial health summary",
              "prompt": "Summarize the financial health of my business for this year.",
              "tools_triggered": "get_report_data, get_business_kpis, get_transaction_summary",
              "expected_behavior": "Combines the year-to-date P&L, the KPI view and the transaction review status for Docyt ledger 3 into one short assessment, and states clearly when data is incomplete or not yet reconciled."
            }
          ],
          "negative": [
            {
              "description": "Write request on a read-only connector",
              "prompt": "Categorize all my uncategorized transactions as Office Supplies."
            },
            {
              "description": "Payment request, which the connector does not support",
              "prompt": "Pay the outstanding invoice to my largest vendor."
            },
            {
              "description": "Business the signed-in user cannot access",
              "prompt": "Show the P&L for Northwind Holdings for last month."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments. It only reads financial data from the user's Docyt account.",
        "demo_recording_url": "https://drive.google.com/file/d/1iITavf_6UrI0VNxxQgirspF63kUjnZMh/view?usp=sharing"
      },
      "publication": {
        "release_notes": "Initial release. Read-only access to Docyt financial reports, business and portfolio KPIs, bank transactions and bank statement status."
      },
      "apps": "./.app.json"
    }
  }
}