.codex-plugin/plugin.json

{
  "author": {
    "name": "CardStack"
  },
  "description": "CardStack connects your credit card wallet to ChatGPT so you can get personalized answers about your Amex, Chase, Capital One, and other credit cards, benefits, rewards, and spending.\n\nAsk which credits are about to expire, which card to use for a purchase, whether you\u2019re getting enough value from an annual fee, where you may be missing rewards, or what benefits you still have left to use.\n\nInstead of searching through Amex, Chase, and Capital One apps, benefit guides, and spreadsheets, CardStack gives ChatGPT access to your actual CardStack wallet so it can help you make better decisions based on the cards you own.\n\nUse CardStack to:\n\n- Keep track of statement credits and benefits before they expire\n- Choose the best card for dining, travel, groceries, and other purchases\n- Understand your points, rewards, and card benefits\n- Review annual fees and the value you\u2019ve received in return\n- Spot opportunities to earn more rewards from the cards already in your wallet\n\nIf you use premium rewards cards from Amex, Chase, Capital One, or other issuers and struggle to keep track of everything they offer, CardStack turns ChatGPT into a more useful credit card assistant.",
  "interface": {
    "capabilities": [],
    "category": "Finance",
    "defaultPrompt": null,
    "developerName": "CardStack",
    "displayName": "CardStack: Credit Card Tracker",
    "longDescription": "CardStack connects your credit card wallet to ChatGPT so you can get personalized answers about your Amex, Chase, Capital One, and other credit cards, benefits, rewards, and spending.\n\nAsk which credits are about to expire, which card to use for a purchase, whether you\u2019re getting enough value from an annual fee, where you may be missing rewards, or what benefits you still have left to use.\n\nInstead of searching through Amex, Chase, and Capital One apps, benefit guides, and spreadsheets, CardStack gives ChatGPT access to your actual CardStack wallet so it can help you make better decisions based on the cards you own.\n\nUse CardStack to:\n\n- Keep track of statement credits and benefits before they expire\n- Choose the best card for dining, travel, groceries, and other purchases\n- Understand your points, rewards, and card benefits\n- Review annual fees and the value you\u2019ve received in return\n- Spot opportunities to earn more rewards from the cards already in your wallet\n\nIf you use premium rewards cards from Amex, Chase, Capital One, or other issuers and struggle to keep track of everything they offer, CardStack turns ChatGPT into a more useful credit card assistant.",
    "privacyPolicyURL": "https://cardstack.money/privacy",
    "shortDescription": "Track rewards, perks & points",
    "supportURL": "https://cardstack.money/support",
    "termsOfServiceURL": "https://cardstack.money/terms",
    "websiteURL": "https://cardstack.money/app/features/mcp",
    "logo": "./assets/icon.png",
    "composerIcon": "./assets/icon.png"
  },
  "name": "cardstack-credit-card-tracker",
  "version": "1.0.0",
  "mcpServers": "./.mcp.json",
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Identify statement credits that may expire soon",
              "expected_behavior": "The response uses the authorized wallet's current-period credit records and identifies relevant credits with card and benefit names, redeemed or unredeemed status, remaining value, and timing such as days until the period ends. It must not infer credit usage from get_cards.",
              "tools_triggered": "get_credits_status",
              "prompt": "Which of my card credits am I about to lose?"
            },
            {
              "description": "Evaluate whether an annual fee is covered by realized value",
              "expected_behavior": "The response returns CardStack's per-card annual-fee coverage calculation for the matching wallet card, including the annual fee, realized value from redeemed credits and rewards, and whether the fee is covered. If the card is not in the wallet, it should say so rather than use generic catalog data.",
              "tools_triggered": "get_fee_coverage",
              "prompt": "Am I getting enough value back from the annual fee on my Amex Platinum?"
            },
            {
              "description": "Value the user's connected points and miles balances",
              "expected_behavior": "The response lists the authorized user's connected loyalty balances and cash valuations, using the user's custom cents-per-point value when available and CardStack's reference value otherwise. It should include data freshness and must not invent balances.",
              "tools_triggered": "get_points_balances",
              "prompt": "What are my points and miles worth?"
            },
            {
              "description": "Prioritize the highest-value card actions for the coming week",
              "expected_behavior": "The response presents CardStack's server-ranked actions across expiring credits, missing-credit alerts, and expiring offers, with the supplied reasons, urgency, and values. The model should present the computed ranking without recalculating it.",
              "tools_triggered": "get_next_best_actions",
              "prompt": "What should I do this week with my cards so I don't waste benefits?"
            },
            {
              "description": "Analyze dining spending and missed rewards for the prior month",
              "expected_behavior": "The response returns the authorized user's dining-category spending for the requested period with earned rewards, missed rewards value, and the best wallet card for that category when available. It should use aggregates and must not expose individual purchases unless the separate detailed-transactions permission is granted.",
              "tools_triggered": "get_spending_analysis",
              "prompt": "What did I spend on dining last month, and did I use the best card?"
            }
          ],
          "negative": [
            {
              "description": "Attempt to make a credit-card payment, which CardStack cannot perform",
              "prompt": "Pay $250 toward my Chase credit card balance right now."
            },
            {
              "description": "Attempt to apply for or open a new financial account",
              "prompt": "Apply for a new Amex Platinum card for me."
            },
            {
              "description": "Request an unrelated banking and investment transaction",
              "prompt": "Move $1,000 from my checking account into an S&P 500 index fund."
            }
          ]
        },
        "demo_recording_url": "https://www.youtube.com/shorts/ZfZiJA_BKlQ",
        "commerce": false
      },
      "publication": {
        "release_notes": "Initial release of the CardStack plugin for ChatGPT.\n\nConnect your CardStack wallet to:\n\n- Track credit card rewards, credits, points, and benefits\nSee which benefits are unused or expiring soon\n- Ask which card to use for a purchase\n- Review annual fees and card value\n- Get personalized answers based on the cards in your wallet\n\nSupports cards and rewards programs from Amex, Chase, Capital One, and other major issuers."
      }
    }
  },
  "apps": "./.app.json"
}