plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "saxo",
  "version": "1.1.0",
  "description": "Your Saxo portfolio, performance and investment data in chat.",
  "author": {
    "name": "Saxo Bank",
    "url": "https://home.saxo"
  },
  "homepage": "https://mcp.saxobank.com/docs",
  "keywords": [
    "investing",
    "portfolio",
    "market data",
    "watchlists"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Saxo",
        "shortDescription": "Your Saxo portfolio in chat",
        "longDescription": "Ask about your Saxo account and get answers based on data straight from Saxo. Price charts open as interactive Saxo views in the chat.\n\nPortfolio: accounts, cash, margin, positions and unrealised P/L. Performance over any period, and what drove it. Exposure by asset class, country, sector and currency, looking through funds and ETFs to their underlying allocations. Dividends, coupons and interest received, net of withholding tax, and the costs you have paid. Transaction history.\n\nMarkets: find instruments, get quotes and open interactive price charts. Key figures, financial statements and analyst consensus for stocks. Screen Saxo's instruments by sector, country, valuation, yield and returns. Create and manage watchlists.\n\nAlerts: set and manage price alerts. Saxo notifies you directly when one triggers.\n\nThis app is for information only. It cannot place, amend or cancel orders or move money.\n\nSign in with your Saxo login. Your password is never shared with the chat host. Requires a Saxo account, and availability may vary by country of residence. Prices are indicative and may be delayed. Information only, not investment advice.",
        "developerName": "Saxo Bank",
        "category": "Finance",
        "capabilities": [
          "Portfolio, performance, exposure, income and costs",
          "Instrument search, quotes, charts and stock fundamentals",
          "Instrument screening",
          "Watchlists and price alerts"
        ],
        "websiteURL": "https://mcp.saxobank.com/docs",
        "supportURL": "https://www.help.saxo/hc/en-us",
        "privacyPolicyURL": "https://www.home.saxo/legal/privacy-policy/saxo-privacy-policy",
        "termsOfServiceURL": "https://www.home.saxo/legal/terms-of-use/saxo-terms-of-use",
        "defaultPrompt": [
          "Show me an overview of my portfolio.",
          "Find Novo Nordisk and show me its latest quote.",
          "What watchlists do I have?"
        ],
        "brandColor": "#031329",
        "brandColorDark": "#9DBAD5",
        "composerIcon": "./assets/saxo.svg",
        "logo": "./assets/saxo.svg"
      },
      "review": {
        "demo_recording_url": "https://video.home.saxo/video/133925591/saxoanywhere-connector-demo-openai",
        "test_cases": {
          "positive": [
            {
              "description": "Retrieve a portfolio overview for the connected review account.",
              "prompt": "Show me an overview of my portfolio.",
              "tools_triggered": "get_portfolio_overview",
              "expected_behavior": "Summarize portfolio value, profit and loss, and exposure from account data available to the connected user. Do not invent unavailable values."
            },
            {
              "description": "Find an instrument and retrieve its latest available quote.",
              "prompt": "Find Novo Nordisk and show me its latest quote.",
              "tools_triggered": "find_instrument, get_quote",
              "expected_behavior": "Identify the matching instrument and show its latest available quote with currency and relevant time or market context. Do not make an investment recommendation."
            },
            {
              "description": "Retrieve the connected account's performance for a one-month period.",
              "prompt": "Show my portfolio performance for the last month.",
              "tools_triggered": "get_portfolio_performance",
              "expected_behavior": "Report the requested period's performance using data from the connected account and clearly identify the period covered."
            },
            {
              "description": "List the watchlists saved on the connected review account.",
              "prompt": "What watchlists do I have?",
              "tools_triggered": "list_watchlists",
              "expected_behavior": "List the account's watchlists by name. Clearly state when none are saved."
            },
            {
              "description": "Open an interactive one-month chart for a currency pair.",
              "prompt": "Open a one-month chart for EUR/USD.",
              "tools_triggered": "open_chart",
              "expected_behavior": "Resolve the requested currency pair and render an interactive one-month chart."
            }
          ],
          "negative": [
            {
              "description": "The plugin has no bank-transfer capability and must explain that limitation without calling a mutation tool.",
              "prompt": "Transfer \u20ac1,000 from my Saxo account to my bank account."
            },
            {
              "description": "The plugin must not guarantee returns or present personalized investment advice; it may offer factual market information if the user requests it.",
              "prompt": "Tell me which stock is guaranteed to double without any risk."
            },
            {
              "description": "The plugin cannot place, amend or cancel orders. It must say so, not call any order tool, and point the user to their Saxo platform.",
              "prompt": "Buy 100 Tesla shares for me now."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "Saxo does not sell goods or services through this plugin and does not execute trades or payments. It provides read-only access to the signed-in client's Saxo portfolio and market data, plus watchlists and price alerts."
      },
      "publication": {
        "release_notes": "Trading removed from the ChatGPT app. It provides portfolio, performance, exposure, income, costs, market data, screening, watchlists, alerts and charts only. Served from https://mcp.saxobank.com/mcp/chatgpt."
      },
      "apps": "./.app.json"
    }
  }
}