plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "ledgersync",
  "version": "1.1.0",
  "description": "Bank data, statements and QuickBooks bookkeeping for accounting firms, from LedgerSync.",
  "author": {
    "name": "LedgerSync Inc.",
    "email": "support@ledgersync.com",
    "url": "https://ledgersync.com"
  },
  "homepage": "https://ledgersync.com",
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "LedgerSync",
        "shortDescription": "Bank data for accounting firms",
        "longDescription": "LedgerSync connects the bank accounts of an accounting firm's clients. Then AI agents work with that data inside ChatGPT. Ask in plain words and LedgerSync finds the answer:\n- connect clients at 11,000+ banks with a secure LedgerSync link for each client\n- balances, transactions and statements for a client's accounts, with download links, and broken connections found with a fix link for each one\n- a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file\n- rules agent: proposes categorization rules from a client's waiting transactions, with a preview and your yes before anything is saved, and an undo\n- month-end review agent: runs five checks on a month of QuickBooks Online books (uncategorized entries, missing payees, parent-account entries, unusual coding, large amounts) and suggests a fix where it can\n- reconciliation agent: explains why a bank account won't reconcile to QuickBooks Online, with the likely causes, strongest first\n- categorizes a month of transactions and posts them to QuickBooks Online, after a preview and your yes\n- 1099 agent: finds the vendors who need a 1099, and marks or unmarks them in QuickBooks Online after a preview and your yes\n\nBank passwords are never entered in the AI chat. The account holder signs in on a secure LedgerSync page or on our bank-data partner's secure page. You sign in with your normal LedgerSync login, and each person at your firm sees what they see in the LedgerSync app. Nothing changes in QuickBooks until you preview it and say yes. You need a LedgerSync account for your firm.",
        "developerName": "LedgerSync Inc.",
        "category": "Finance",
        "websiteURL": "https://ledgersync.com",
        "supportURL": "https://ledgersync.com/contact",
        "privacyPolicyURL": "https://ledgersync.com/legal/privacy",
        "termsOfServiceURL": "https://ledgersync.com/legal/terms",
        "defaultPrompt": [
          "Set up categorization rules for one of my clients, and show me a preview before saving anything.",
          "Which of my clients' bank connections need attention, and how do I fix them?",
          "Turn a bank statement PDF into a QuickBooks file."
        ],
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Check that the LedgerSync account is ready.",
              "prompt": "Is my LedgerSync account ready?",
              "tools_triggered": "ledgersync_get_account_status",
              "expected_behavior": "Says the account is connected to LedgerSync live with full access, greets the user by the firm's name, and offers a short list of things to ask."
            },
            {
              "description": "List the bank connections that need a fix.",
              "prompt": "Which of my clients' bank connections need attention?",
              "tools_triggered": "ledgersync_list_connections_needing_attention",
              "expected_behavior": "Lists each connection that needs a fix and what to do, or says that none need attention."
            },
            {
              "description": "Read a client's recent bank transactions.",
              "prompt": "For the client Northwind Testing Co, show me the last 30 days of transactions on the checking account.",
              "tools_triggered": "ledgersync_find_clients, ledgersync_list_accounts, ledgersync_list_transactions",
              "expected_behavior": "Finds the client and its checking account, and lists the transactions from the last 30 days with dates, descriptions and amounts."
            },
            {
              "description": "Get a client's bank statement.",
              "prompt": "For the client Northwind Testing Co, get the latest bank statement for the checking account.",
              "tools_triggered": "ledgersync_find_clients, ledgersync_list_accounts, ledgersync_list_statements, ledgersync_get_statement_download_link",
              "expected_behavior": "Gives a download link for the newest statement LedgerSync holds for that account, valid for 10 minutes."
            },
            {
              "description": "Start converting a bank statement PDF.",
              "prompt": "I have a bank statement PDF. Turn it into a QuickBooks file.",
              "tools_triggered": "ledgersync_create_statement_upload_link",
              "expected_behavior": "Gives a link to a LedgerSync page where the user uploads the PDF, and explains that it then reports the transactions and offers a CSV, Excel or QuickBooks file."
            }
          ],
          "negative": [
            {
              "description": "An unrelated question: LedgerSync should not be used, and the assistant answers on its own.",
              "prompt": "What will the weather be in Miami tomorrow?"
            },
            {
              "description": "Moving money: LedgerSync cannot move money, so no LedgerSync tool should run and the assistant should say so.",
              "prompt": "Move $500 from the checking account of Northwind Testing Co to its savings account."
            },
            {
              "description": "Deleting bank data: LedgerSync has no tool that deletes bank transactions, so no tool should run and the assistant should explain that.",
              "prompt": "For the client Northwind Testing Co, delete all bank transactions."
            }
          ]
        },
        "demo_recording_url": "https://docs.ledgersyncappv2.com/videos/ledgersync-chatgpt-review-walkthrough.mp4"
      },
      "publication": {
        "release_notes": "Listing update: the description now names LedgerSync's AI agents (rules, month-end review, reconciliation and 1099) and two of the three starter prompts changed. No change to the MCP server, its tools or sign-in."
      },
      "apps": "./.app.json"
    }
  }
}