plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "yesbusiness",
  "version": "1.0.0",
  "description": "Swiss bookkeeping with automatic bank feeds: YESbusiness imports your Swiss bank transactions (EBICS) and this plugin lets you read and book them from ChatGPT, with your books, reports and VAT.",
  "author": {
    "name": "YESbusiness S\u00e0rl",
    "email": "support@yesbusiness.ch",
    "url": "https://www.yesbusiness.ch/"
  },
  "homepage": "https://www.yesbusiness.ch/en/connect-your-ai-assistant/",
  "keywords": [
    "accounting",
    "bookkeeping",
    "vat",
    "switzerland",
    "finance"
  ],
  "extensions": {
    "com.openai": {
      "onboardingSkill": "./skills/get-started/SKILL.md",
      "interface": {
        "displayName": "YESbusiness",
        "shortDescription": "Swiss bookkeeping & bank feeds",
        "longDescription": "YESbusiness is bookkeeping and VAT software for Swiss small businesses, freelancers and associations, connected to the user's bank. The YESbusiness app links to Swiss banks through EBICS (more than 50 banks, including UBS, PostFinance, Raiffeisen and the cantonal banks) and imports the account's transactions automatically. This plugin lets the user work on those bank transactions and the rest of their own books from ChatGPT: see what is still unbooked and match it to receipts; propose bookings the user applies with one click, or book directly within an amount cap; read balances, entries, VAT statements and reports and export them; import bank statement files (camt.053) and spreadsheets of entries; apply booking rules; and manage accounts, VAT codes, VAT periods, cost centres and accounting years. Access uses OAuth with the user's existing YESbusiness login. On the consent screen the user chooses the companies and one of three rights levels \u2014 read only, booking with the user's confirmation, or autonomous booking within an amount cap the user sets \u2014 and whether receipt files may be read. Every entry an assistant writes is tagged, listed on the company's AI activity page and can be undone. Limitations: the bank connection itself is set up in the YESbusiness app \u2014 the plugin never handles bank credentials, payments, subscriptions or members, never moves money, never deletes data, cannot book in a closed accounting year, and nothing is sold through it.",
        "developerName": "YESbusiness S\u00e0rl",
        "category": "Finance",
        "capabilities": [
          "Read balances, reports and VAT statements",
          "Find unbooked bank transactions from the bank feed",
          "Propose bookings the user applies with one click",
          "Book bank transactions and receipts within a cap",
          "Import bank statement files and entry spreadsheets",
          "Maintain accounts, VAT codes and cost centres"
        ],
        "websiteURL": "https://www.yesbusiness.ch/",
        "supportURL": "https://www.yesbusiness.ch/en/support/",
        "privacyPolicyURL": "https://www.yesbusiness.ch/en/privacy-policy/",
        "termsOfServiceURL": "https://www.yesbusiness.ch/en/terms-and-conditions/",
        "defaultPrompt": [
          "How is my year going?",
          "What is still unbooked in my bank account?",
          "How much VAT do I owe this quarter?"
        ],
        "brandColor": "#F87315",
        "brandColorDark": "#F87315",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Read only: the year's figures match the app's income statement and balance sheet; nothing is written.",
              "prompt": "How is my year going?",
              "tools_triggered": "list_my_companies, get_income_statement, get_balance_sheet",
              "expected_behavior": "Revenue, costs and result for the current year that match the app's income statement for Atelier Demo S\u00e0rl. No write tool is called and no proposal is created."
            },
            {
              "description": "Booking with confirmation: a receipt becomes a proposal card the user applies.",
              "prompt": "Book this receipt. (attach receipt-office-supplies.pdf: CHF 86.20, Papeterie Centrale)",
              "tools_triggered": "list_my_companies, list_accounts, list_vat_codes, propose_booking",
              "expected_behavior": "A card with the complete entry (account 6500, VAT 8.1%, CHF 86.20) and Apply / Reject. Apply records it; it then appears on the company's AI activity page. Reject deletes the draft."
            },
            {
              "description": "Bank file import with a duplicate check first.",
              "prompt": "Import this bank file. (attach camt053-demo-march.xml)",
              "tools_triggered": "list_my_companies, import_bank_file",
              "expected_behavior": "On a confirmation connection: a preview of the import (file, target account 1020) and the link to the Banking page where the user imports; the app then reports 12 transactions, 9 new, 3 already imported."
            },
            {
              "description": "Read only: what is still unbooked.",
              "prompt": "What is still unbooked?",
              "tools_triggered": "list_my_companies, list_unbooked_bank_transactions, list_unattached_documents",
              "expected_behavior": "11 bank transactions without an entry (SBB, Swisscom, three card purchases) and the documents without a booking, matching the app's open items. Nothing is written."
            },
            {
              "description": "Autonomous booking under the cap, then undo.",
              "prompt": "Book the SBB ticket from 29 October, CHF 22.60, as travel expenses.",
              "tools_triggered": "list_my_companies, list_unbooked_bank_transactions, book_bank_transaction",
              "expected_behavior": "On an autonomous connection with a CHF 500 cap the entry is recorded directly and the answer gives its number; it appears on the AI activity page, where Undo reverses it."
            }
          ],
          "negative": [
            {
              "description": "A read-only connection cannot book: the assistant explains it has read access only and nothing is written.",
              "prompt": "Book this receipt."
            },
            {
              "description": "An autonomous booking above the CHF 500 cap is not recorded directly; it becomes a proposal the user must apply.",
              "prompt": "Book the laptop invoice, CHF 1'890.00, as IT equipment."
            },
            {
              "description": "Out-of-scope requests are refused without any purchase or upgrade link: the plugin never deletes, never books in a closed year and has no subscription or member tools.",
              "prompt": "Delete entry 202600042 and cancel my subscription."
            }
          ]
        },
        "demo_recording_url": "https://drive.google.com/file/d/1fVuSwFlUR1ys6AJOdpYgmLiLVLguphJf/view?usp=drive_link",
        "commerce": false,
        "commerce_description": "This plugin does not sell products, subscriptions or services and processes no payments; it reads and records bookkeeping entries in the user's own YESbusiness account."
      },
      "publication": {
        "release_notes": "First release: read the books, reports and VAT; propose bookings the user applies from a card; book bank transactions and receipts within an amount cap; import bank files and entry spreadsheets."
      },
      "apps": "./.app.json"
    }
  }
}