plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "present-yield",
  "version": "1.0.0",
  "description": "Ask questions about your company's accounting data from QuickBooks, Xero or Business Central. Read-only.",
  "author": {
    "name": "Present Yield",
    "url": "https://presentyield.com"
  },
  "homepage": "https://presentyield.com",
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Present Yield",
        "shortDescription": "Your books, reviewed for you",
        "longDescription": "Present Yield lets you ask plain-English questions about your company's finances and get answers taken straight from your own accounting books.\n\nConnect your Present Yield account and ask things like:\n- What was our profit and loss for the last period?\n- Who owes us money, and which invoices are overdue?\n- Which bills do we need to pay?\n- Who are our biggest customers and vendors?\n- What did we spend money on last month?\n\nPresent Yield syncs your books from QuickBooks Online, Xero or Microsoft Dynamics 365 Business Central. Figures come from your accounting platform's own reports and transactions, never estimates.\n\nAccess is read-only: Present Yield never creates, edits or deletes anything in your books. You need a Present Yield account with an active plan and at least one connected accounting platform.",
        "developerName": "Present Yield",
        "category": "Finance",
        "capabilities": [
          "Read"
        ],
        "websiteURL": "https://presentyield.com",
        "supportURL": "https://presentyield.com/contact",
        "privacyPolicyURL": "https://presentyield.com/privacy",
        "termsOfServiceURL": "https://presentyield.com/terms",
        "defaultPrompt": [
          "Show me my latest profit and loss",
          "Who owes us money and what is overdue?",
          "What did we spend money on last month?"
        ],
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/icon.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Profit and loss statement from the connected accounting platform.",
              "prompt": "Using Present Yield, show me my latest profit and loss statement.",
              "tools_triggered": "get_company_context, get_financial_report",
              "expected_behavior": "Returns the company's most recent profit and loss as reported by Xero: the period it covers, total income, total expenses and net profit, with the main income and expense lines and the currency. Figures match the Xero Profit and Loss report for that period."
            },
            {
              "description": "Outstanding customer invoices grouped by how overdue they are.",
              "prompt": "Using Present Yield, who owes us money and which invoices are overdue?",
              "tools_triggered": "get_company_context, get_ar_aging",
              "expected_behavior": "Lists unpaid customer invoices with customer name, amount due and due date, grouped into not yet due, 1-30, 31-60, 61-90 and 90+ days overdue, with a total per group. Paid, draft and voided invoices are not included."
            },
            {
              "description": "Outstanding supplier bills grouped by how overdue they are.",
              "prompt": "Using Present Yield, which bills do we still owe and which are overdue?",
              "tools_triggered": "get_company_context, get_ap_aging",
              "expected_behavior": "Lists unpaid supplier bills with supplier name, amount due and due date, grouped into not yet due, 1-30, 31-60, 61-90 and 90+ days overdue, with a total per group. Paid, draft and voided bills are not included."
            },
            {
              "description": "Ranking of the largest customers over a period.",
              "prompt": "Using Present Yield, who were our top 5 customers by amount invoiced over the last 3 months?",
              "tools_triggered": "get_company_context, get_vendor_breakdown",
              "expected_behavior": "States the date range used, then ranks up to 5 customers by amount invoiced in that range, showing each customer's name, total and amount still outstanding, in the company's currency."
            },
            {
              "description": "Spending broken down by expense account.",
              "prompt": "Using Present Yield, what did we spend money on last month, broken down by expense category?",
              "tools_triggered": "get_company_context, get_category_breakdown",
              "expected_behavior": "States last month's exact start and end dates, then lists the expense accounts with spending in that month (for example rent, wages, advertising) with the amount for each and a total, in the company's currency."
            }
          ],
          "negative": [
            {
              "description": "Write action. Present Yield is read-only, so it must not claim to create an invoice; it should explain that it can only read the books.",
              "prompt": "Using Present Yield, create a new invoice for $500 to City Limousines in Xero."
            },
            {
              "description": "Unrelated request. No Present Yield tool should be called and no company financial data should appear. ChatGPT answering on its own is expected.",
              "prompt": "What will the weather be like in London tomorrow?"
            },
            {
              "description": "Investment advice. No Present Yield tool should be called and no company financial data should be used. ChatGPT answering on its own, without the plugin, is expected.",
              "prompt": "Which stocks should I buy this week to get the best return?"
            }
          ]
        },
        "demo_recording_url": "https://res.cloudinary.com/dkm1cynxu/video/upload/v1793072034/Screen_Recording_2026-10-27_at_09.06.40_v7dfjp.mp4",
        "commerce": false
      },
      "publication": {
        "release_notes": "First release: ask read-only questions about your company's accounting data from QuickBooks, Xero or Business Central."
      },
      "apps": "./.app.json"
    }
  }
}