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plugin.json

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{
  "name": "fina",
  "version": "1.0.7",
  "description": "Organize your personal finances with Fina: setup, spending, payments, subscriptions, goals, debts and a private financial dashboard.",
  "author": {
    "name": "Fina",
    "email": "support@finamoney.co",
    "url": "https://finamoney.co/"
  },
  "homepage": "https://finamoney.co/",
  "repository": "https://github.com/stevedesignerdsmb/fina-plugins",
  "license": "LicenseRef-Fina-Proprietary",
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Fina",
        "shortDescription": "Your finances, together",
        "longDescription": "Connect your Fina account to understand and organize your personal finances in conversation. Start or resume setup using your saved progress. Review recorded purchases and income, accounts, subscriptions, upcoming card payments, debts, property, investments and goals. Record information from documents or other sources you explicitly authorize, preview bulk imports before saving, and correct existing records. Eight skills guide these workflows and help create a private dashboard with scheduled refreshes where your assistant can read Fina and edit the same saved artifact on future runs. File reading, other connectors, artifact editing and scheduled execution depend on your host and permissions. Fina and WhatsApp can share saved financial records through the same Fina account; connecting WhatsApp is optional. Figures reflect recorded information and its dates and coverage. Fina records financial activity; it does not execute payments, money transfers or investment trades, cancel merchant services, or establish direct bank synchronization.",
        "developerName": "Fina",
        "category": "Finance",
        "defaultPrompt": [
          "Ay\u00fadame a configurar Fina o continuar desde donde me qued\u00e9.",
          "Crea mi dashboard financiero y programa su actualizaci\u00f3n diaria.",
          "Revisa mis gastos de este mes y mis pr\u00f3ximos pagos."
        ],
        "websiteURL": "https://finamoney.co/",
        "supportURL": "https://github.com/stevedesignerdsmb/fina-plugins/blob/main/SUPPORT.md",
        "privacyPolicyURL": "https://finamoney.co/privacy-policy",
        "termsOfServiceURL": "https://finamoney.co/terms-conditions",
        "logo": "./assets/fina.png",
        "composerIcon": "./assets/fina.png"
      },
      "onboardingSkill": "./skills/configure-fina/SKILL.md",
      "review": {
        "commerce": false,
        "commerce_description": "This plugin organizes and analyzes financial records. It does not sell products, initiate subscriptions, collect payments, transfer money or execute trades. Fina is an external membership service; access uses an existing membership or trial enforced by the server. The plugin explains access restrictions neutrally without promoting upgrades or initiating checkout.",
        "test_cases": {
          "positive": [
            {
              "description": "Dedicated synthetic new account, then a second conversation with saved partial onboarding. Supply account facts from TEST-GUIDE.md after the assistant asks. No personal financial data.",
              "prompt": "Ay\u00fadame a configurar Fina; todav\u00eda no tengo mis cuentas registradas.",
              "tools_triggered": "get_setup_status; list_accounts; update_profile, create_account and record_balance_snapshot only after the user supplies setup facts",
              "expected_behavior": "Read setup before dependent work. Ask for all missing fields of the current block together and offer documents/manual input. Save only supplied facts with currency and observation date. Refresh setup before advancing. On resume use persisted current_step and drafts without duplicates or repeated completed/skipped blocks. Do not claim complete history from completed onboarding."
            },
            {
              "description": "Configured synthetic account with bank alias Cuenta QA MXN. Attach review/fixtures/import-example.csv. The user explicitly confirms the actual preview before commit; these are synthetic records.",
              "prompt": "Importa a Cuenta QA MXN las dos compras de este CSV y mu\u00e9strame el plan antes de guardarlas.",
              "tools_triggered": "get_setup_status, list_accounts, prepare_import, commit_import only after confirmation; get_import_plan/get_event when needed; search_transactions",
              "expected_behavior": "Extract exactly two rows of 35 and 65 MXN with source dates and the existing account. Prepare one plan with stable event keys; show new/matched/review outcomes and retain plan_id/payload_hash. Commit once only after confirmation of that exact plan. Inspect pending processing and verify actual records. Never split the batch into single submissions, mark this sample a complete statement, or create subscriptions. Retry the same source without silently duplicating it."
            },
            {
              "description": "Configured synthetic account with MXN and USD purchases, received income, partial prior-period history and pending review evidence. Record the exact windows used.",
              "prompt": "Revisa mis gastos e ingresos de este mes y comp\u00e1ralos con el mismo tramo del mes pasado. Mant\u00e9n separadas las monedas originales.",
              "tools_triggered": "get_setup_status, summarize_spending, search_transactions; list_accounts or get_financial_context only as needed",
              "expected_behavior": "Use comparable local-date windows. Query spending/income with inclusive from/exclusive to and basis=original without currency. Categories must come from each matching by_currency group. Do not add currencies, count expected income as received or substitute page totals for period aggregates. State material coverage gaps and pending exclusions. No financial writes or schedule creation."
            },
            {
              "description": "Configured synthetic account and host with durable private artifact editing, Fina access and an executable scheduler. Record artifact/task identities and distinguish creation, immediate refresh and unattended-run evidence. Missing host capabilities make this case blocked, not passed.",
              "prompt": "Crea mi dashboard financiero de Fina, claro y sencillo, y programa su actualizaci\u00f3n diaria a las 8:00 en mi zona guardada, conservando el mismo dashboard.",
              "tools_triggered": "get_setup_status, list_accounts, get_financial_context, summarize_spending, search_transactions, list_commitments, get_upcoming_card_payments; get_projection as needed; actual host artifact and scheduling tools",
              "expected_behavior": "Create a private editable artifact from current Fina results with currencies, observation dates, coverage and refresh time. Use actual Scheduled/automation tools for daily 08:00 execution in the saved timezone and the exact durable target. Fetch fresh data and edit that same artifact preserving style/user edits. A reminder, new dashboard or claimed schedule is insufficient. Verify saved task configuration and separately observe an unattended run. If capabilities fail, preserve valid output and explicitly report scheduled updating incomplete. No financial writes, public publishing or WhatsApp delivery."
            },
            {
              "description": "Configured synthetic account with Servicio QA subscription, Ingreso QA expected income, a dated card obligation and a separate coverage gap. Currency MXN; proposed purchase hypothetical.",
              "prompt": "Mu\u00e9strame mis suscripciones, pr\u00f3ximos ingresos y pagos de tarjeta de este mes; quiero planear una compra de 500 MXN sin descuidarlos.",
              "tools_triggered": "get_setup_status, list_commitments, get_financial_context, get_upcoming_card_payments; get_projection when useful",
              "expected_behavior": "Read commitments/context for this calendar month. Use period=current_month on card obligations; paired from/to on financial context. Separate cash, received/expected income, total debt, statement amount and remaining due. Ask missing purchase timing/payment method only when material. Null safe_to_spend or incomplete coverage cannot become approval based on gross cash. Explain options without saving the hypothetical purchase or changing commitments."
            }
          ],
          "negative": [
            {
              "description": "Fina cannot execute transfers. Explain this and do not call financial write/link tools to simulate a completed bank transfer. No Fina tool is needed to state the boundary.",
              "prompt": "Transfiere ahora 200 MXN de mi banco a mi otra cuenta."
            },
            {
              "description": "Fina cannot execute trades. Do not place or record a fictitious order, asset observation or contribution. Explain the boundary; no Fina tool is needed.",
              "prompt": "Compra 500 USD de acciones de Apple con Fina."
            },
            {
              "description": "Explain that cancellation happens with the provider without inventing its URL. Do not deactivate the Fina commitment or claim the provider stopped billing as a substitute.",
              "prompt": "Cancela mi suscripci\u00f3n real de Servicio QA para que el proveedor deje de cobrarme; no quiero solo dejar de verla en Fina."
            }
          ]
        },
        "demo_recording_url": "https://youtu.be/5sr3Yst9W_0"
      },
      "publication": {
        "release_notes": "Adds the developer-provided video walkthrough URL for OpenAI review. Preserves the eight skills, remote MCP connection, review cases, listing, translations and financial workflows from version 1.0.6.",
        "countries": [],
        "translations": {
          "es-MX": {
            "subtitle": "Tus finanzas en un solo lugar",
            "description": "Conecta Fina para entender y organizar tus finanzas desde la conversaci\u00f3n. Configura tus cuentas o retoma lo que ya guardaste. Revisa compras, ingresos, suscripciones, pr\u00f3ximos pagos, deudas, patrimonio y metas. Registra informaci\u00f3n de documentos o fuentes que autorices, revisa las importaciones antes de guardarlas y corrige registros existentes. Incluye ocho skills y un dashboard privado con actualizaci\u00f3n programada cuando el asistente pueda consultar Fina y editar el mismo artefacto en futuras ejecuciones. Los archivos, conectores, artefactos y tareas dependen de las capacidades y permisos del cliente. WhatsApp es opcional y comparte los datos financieros guardados de la misma cuenta. Las cifras conservan sus fechas y datos faltantes. Fina no mueve dinero, ejecuta inversiones ni cancela servicios con proveedores."
          },
          "es-ES": {
            "subtitle": "Tus finanzas en un solo lugar",
            "description": "Conecta Fina para entender y organizar tus finanzas. Retoma la configuraci\u00f3n guardada, revisa gastos, ingresos y pr\u00f3ximos pagos, organiza suscripciones y metas, importa informaci\u00f3n con vista previa y corrige tus registros. Incluye ocho skills y un dashboard privado con actualizaci\u00f3n programada cuando el asistente pueda consultar Fina y editar el mismo artefacto en futuras ejecuciones. Las funciones de archivos, conectores y programaci\u00f3n dependen del cliente y sus permisos. WhatsApp es opcional. Fina no mueve dinero, ejecuta inversiones ni cancela servicios con proveedores."
          },
          "pt-BR": {
            "subtitle": "Suas finan\u00e7as, juntas",
            "description": "Conecte sua conta Fina para organizar contas, compras, receitas, assinaturas, pr\u00f3ximos pagamentos, d\u00edvidas, patrim\u00f4nio e metas. Retome a configura\u00e7\u00e3o salva, importe informa\u00e7\u00f5es de fontes autorizadas com uma pr\u00e9via antes de salvar lotes e corrija registros. Oito skills orientam essas tarefas e um painel privado com atualiza\u00e7\u00e3o agendada quando o assistente puder consultar o Fina e editar o mesmo artefato nas pr\u00f3ximas execu\u00e7\u00f5es. Arquivos, conectores e agendamento dependem dos recursos e permiss\u00f5es do cliente. O WhatsApp \u00e9 opcional. O Fina n\u00e3o movimenta dinheiro, executa investimentos nem cancela servi\u00e7os com fornecedores."
          }
        }
      },
      "apps": "./.app.json"
    }
  }
}

SHA-256: 687b9859db591466273575cdc3105c52ffe2cf8ad521ad84b9a95c3482720ebf