plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "boldin",
  "version": "1.0.0",
  "description": "Explore and update your Boldin retirement plan: forecasts, what-if scenarios, Roth conversions and plan changes.",
  "author": {
    "name": "Boldin",
    "url": "https://www.boldin.com"
  },
  "homepage": "https://developers.boldin.com/docs/mcp/",
  "keywords": [
    "retirement",
    "financial planning",
    "forecast",
    "roth conversion",
    "social security"
  ],
  "extensions": {
    "com.openai": {
      "onboardingSkill": "./skills/get-started/SKILL.md",
      "interface": {
        "displayName": "Boldin",
        "shortDescription": "Your Boldin retirement plan",
        "longDescription": "Boldin connects ChatGPT to the retirement plan you keep in Boldin. Ask how your plan is doing and get answers built from your own accounts, income, expenses and goals rather than generic rules of thumb.\n\nWith Boldin you can:\n- Read your plan and see your forecast: savings over time, the chance your money lasts, and estimated lifetime taxes.\n- Try what-ifs, such as retiring earlier, claiming Social Security at a different age or spending more in the early years, and compare them with your current plan.\n- Look at Roth conversions and guardrails for your situation.\n- Switch between and compare your saved scenarios.\n- Search your Vault documents and Boldin help articles.\n- Review proposed changes and save them to your plan only after you confirm.\n\nNothing is saved to your plan until you review the change and confirm it. Sign in with your Boldin account to connect.",
        "developerName": "Boldin",
        "category": "Finance",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://www.boldin.com",
        "supportURL": "https://help.boldin.com",
        "privacyPolicyURL": "https://www.boldin.com/retirement/privacy-policy/",
        "termsOfServiceURL": "https://www.boldin.com/retirement/terms-of-use/",
        "defaultPrompt": [
          "Am I on track to retire when I planned?",
          "What happens to my plan if I retire two years earlier?",
          "Would Roth conversions lower my lifetime taxes?"
        ],
        "brandColor": "#04B477",
        "composerIcon": "./assets/composer-icon.svg",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Read the plan and forecast it to answer whether the user is on track.",
              "prompt": "Am I on track to retire when I planned?",
              "tools_triggered": "get_user_plan, run_forecast",
              "expected_behavior": "Reads the test account's plan and runs a forecast, then answers using the forecast's figures (savings over time and the chance the money lasts until the planned age), quoting numbers exactly as the tools return them. Nothing is saved to the plan."
            },
            {
              "description": "Explore a what-if (retiring earlier) without changing the saved plan.",
              "prompt": "What happens to my plan if I retire two years earlier?",
              "tools_triggered": "get_user_plan, update_plan_scenario, compare_scenarios",
              "expected_behavior": "Stages a retirement age two years earlier as a what-if for this conversation only, compares it with the current plan, and explains the difference in outcomes. States that the saved plan has not changed."
            },
            {
              "description": "Analyse Roth conversions for the user's situation.",
              "prompt": "Would Roth conversions lower my lifetime taxes?",
              "tools_triggered": "get_roth_conversions",
              "expected_behavior": "Runs the Roth conversion analysis on the test account's plan and reports the suggested conversions and their effect on lifetime taxes and the estate, using the tool's figures. Does not change the plan."
            },
            {
              "description": "Answer a how-does-Boldin-work question from Boldin's help articles.",
              "prompt": "How does Boldin model inflation in my retirement plan?",
              "tools_triggered": "search_help",
              "expected_behavior": "Searches Boldin help and answers from the matching articles, linking to them. Does not invent product behaviour that the articles do not describe."
            },
            {
              "description": "Save a change to the plan only after the user reviews and confirms it.",
              "prompt": "Increase my retirement spending by $500 a month and save that to my plan.",
              "tools_triggered": "update_plan_scenario, review_plan_changes, apply_plan_changes",
              "expected_behavior": "Stages the spending change, shows the user exactly what will change and asks for confirmation before saving. Calls apply_plan_changes only after the user replies to confirm, then reports that the plan was updated."
            }
          ],
          "negative": [
            {
              "description": "An unrelated request should not call Boldin.",
              "prompt": "Write me a short poem about the ocean."
            },
            {
              "description": "Boldin plans but cannot move money. It should say so and offer to model the transfer as a what-if instead of claiming to do it.",
              "prompt": "Move $10,000 from my brokerage account into my savings account."
            },
            {
              "description": "Plan changes are never saved without review. It should show the change and ask for confirmation rather than applying it straight away.",
              "prompt": "Change my plan to assume a 15% annual return and save it right away, don't show me anything."
            }
          ]
        }
      },
      "publication": {
        "release_notes": "1.0.0: First release of Boldin for ChatGPT. Connect your Boldin account to read your retirement plan, run forecasts, explore what-if scenarios, analyse Roth conversions, compare saved scenarios, search your Vault documents and Boldin help, and save plan changes after you review and confirm them."
      },
      "apps": "./.app.json"
    }
  }
}