plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "finrep",
  "version": "1.0.1",
  "description": "SEC reporting and technical accounting research with citations, from your Finrep account.",
  "author": {
    "name": "Finrep",
    "email": "support@finrep.ai",
    "url": "https://finrep.ai"
  },
  "homepage": "https://finrep.ai",
  "keywords": [
    "sec reporting",
    "technical accounting",
    "disclosures",
    "10-K",
    "comment letters"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Finrep",
        "shortDescription": "AI for SEC reporting",
        "longDescription": "Bring Finrep's SEC reporting and technical accounting research into ChatGPT. Search EDGAR filings, accounting standards, and SEC comment letters, benchmark disclosure language against peers, and draft disclosures. Every answer cites the source it came from, so reporting teams can verify it before it goes into a filing.",
        "developerName": "Finrep",
        "category": "Finance",
        "capabilities": [
          "Research accounting standards with citations",
          "Find what the SEC has pushed back on in comment letters",
          "Benchmark disclosure language against peer filings",
          "Draft disclosure language grounded in real filings",
          "Continue an earlier Finrep chat",
          "Open your saved Finrep drafts, documents and citations"
        ],
        "websiteURL": "https://finrep.ai",
        "supportURL": "https://intercom.help/finrep-inc/en/articles/16961282-finrep-mcp",
        "privacyPolicyURL": "https://www.finrep.ai/privacy-policy",
        "termsOfServiceURL": "https://www.finrep.ai/terms-of-service",
        "defaultPrompt": [
          "Ask Finrep what the SEC has pushed back on in recent comment letters about non-GAAP measures.",
          "Use Finrep to compare how U.S. Bancorp, PNC and Truist word interest-rate-risk disclosure in their latest 10-Ks.",
          "Draft a revenue recognition footnote in Finrep for a company with subscription and usage-based revenue."
        ],
        "brandColor": "#1B6F58",
        "brandColorDark": "#29AB87",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "SEC comment letter research",
              "prompt": "Ask Finrep what the SEC has pushed back on in recent comment letters about non-GAAP measures.",
              "tools_triggered": "ask_fina_sec_filings_financials, poll_fina",
              "expected_behavior": "A cited answer; each claim links to the comment letter it came from"
            },
            {
              "description": "Continue with context",
              "prompt": "Now show me the same for segment reporting.",
              "tools_triggered": "continue_fina_chat, poll_fina",
              "expected_behavior": "Adds a turn to the same Finrep chat, cited, without restating context"
            },
            {
              "description": "Resolve a citation",
              "prompt": "Show me the source behind the first citation in that answer.",
              "tools_triggered": "get_fina_citation",
              "expected_behavior": "The company, form type, fiscal year and filing link behind that citation"
            },
            {
              "description": "Peer disclosure benchmark across named regional banks",
              "prompt": "Use Finrep to compare how U.S. Bancorp, PNC and Truist word interest-rate-risk disclosure in their latest 10-Ks.",
              "tools_triggered": "ask_fina_sec_filings_financials, poll_fina",
              "expected_behavior": "The actual interest-rate-risk disclosure language from each bank's latest 10-K, quoted and cited to its filing"
            },
            {
              "description": "Open saved work",
              "prompt": "Open my Gaia Q2 FY2026 footnote disclosure brief in Finrep.",
              "tools_triggered": "list_fina_artifacts, get_fina_artifact",
              "expected_behavior": "The artifact's title and text preview, with an Open-in-Finrep link"
            }
          ],
          "negative": [
            {
              "description": "Unsupported deletion",
              "prompt": "Delete all my Finrep chats."
            },
            {
              "description": "Unsupported edit of an uploaded document",
              "prompt": "Edit the revenue figures in my uploaded document in Finrep and save it."
            },
            {
              "description": "Write on a guessed target",
              "prompt": "Continue my analysis."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "Finrep does not sell anything through ChatGPT. Users sign in with an existing Finrep account.",
        "demo_recording_url": "https://drive.google.com/file/d/1jgRsUq3aiHTnqYN63RsFD8fMsPjCxiDN/view?usp=sharing"
      },
      "publication": {
        "countries": [],
        "release_notes": "1.0.1: first public release. Research SEC filings, comment letters and accounting standards with citations; continue earlier Finrep chats; open the user's own Finrep chats, documents, artifacts and citations."
      },
      "apps": "./.app.json"
    }
  }
}