Update to Antevo Wealth

Changed files

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.app.json →

.codex-plugin/plugin.json →

assets/logo.png →

mcp.json →

plugin.json →

plugin.json

− removed · + added

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+{
+  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
+  "name": "app-6a9906f1027081918108471ed671995b",
+  "version": "1.2.0",
+  "description": "Ask about your own Antevo Wealth book in plain language, and record holdings you own after approving each change.",
+  "author": {
+    "name": "VestAI LTD"
+  },
+  "extensions": {
+    "com.openai": {
+      "interface": {
+        "displayName": "Antevo Wealth",
+        "shortDescription": "Ask about your own portfolio",
+        "longDescription": "Connect your Antevo Wealth account and ask about your own book in plain language: net worth across accounts, real assets and liabilities; positions, allocation and concentration; today's brief for your household; risk, drift and stress results; credit, goals and your calendar.\n\nFor example: \"Where am I most concentrated, by holding, sector and currency?\"\n\nTell it what you hold and it records it for you. It sets out exactly what it will add and writes nothing until you say yes. It never buys, sells or moves money.\n\nEvery answer is dated and names its source. You need an Antevo Wealth account to sign in.",
+        "developerName": "VestAI LTD",
+        "category": "Finance",
+        "capabilities": [],
+        "websiteURL": "https://antevo.ch/wealth",
+        "supportURL": "https://antevo.ch/contact",
+        "privacyPolicyURL": "https://antevo.ch/policies/privacy-policy",
+        "termsOfServiceURL": "https://antevo.ch/policies/terms-of-use",
+        "defaultPrompt": [
+          "Brief me on today for my household.",
+          "Where am I most concentrated, by holding, sector and currency?",
+          "I hold 200 Nestl\u00e9 shares at UBS. Record them for me."
+        ],
+        "logo": "./assets/logo.png",
+        "composerIcon": "./assets/logo.png"
+      },
+      "review": {
+        "test_cases": {
+          "positive": [
+            {
+              "description": "Today's brief for the signed-in household",
+              "prompt": "Brief me on today for my household.",
+              "tools_triggered": "get_today_brief",
+              "expected_behavior": "Returns the household's brief for today (headline, holdings, drift, open breaches, alerts and calendar), dated and naming its source. The demo account shows its sample household."
+            },
+            {
+              "description": "Net worth across the estate",
+              "prompt": "What is my net worth?",
+              "tools_triggered": "get_net_worth",
+              "expected_behavior": "States net worth in the household's reporting currency with assets and liabilities, the as-of date and the source. Figures are quoted as returned, never estimated."
+            },
+            {
+              "description": "Positions and exposure to a country",
+              "prompt": "What do I hold, and how much of it is exposed to Switzerland?",
+              "tools_triggered": "get_portfolio_positions, get_exposure_to",
+              "expected_behavior": "Lists the household's positions with values, then the value and share of the book exposed to Switzerland, dated and sourced."
+            },
+            {
+              "description": "Create a portfolio after the user approves the plan",
+              "prompt": "Create a portfolio called Review Test in my household.",
+              "tools_triggered": "create_portfolio",
+              "expected_behavior": "First returns a plan: an empty CHF portfolio called Review Test, nothing bought or sold, marked added by assistant. Only after the user replies yes does it call create_portfolio again with confirm and the plan id, then confirms the portfolio exists. (If Review Test already exists from an earlier run, it says the name is taken.)"
+            },
+            {
+              "description": "Record a holding the user already owns, after approval",
+              "prompt": "Record 10 shares of Nestl\u00e9 (ISIN CH0038863350) in Review Test.",
+              "tools_triggered": "add_position",
+              "expected_behavior": "First returns a plan naming NESTLE SA-REG, the ISIN, pricing from NESN.SW, CHF and an estimated value, and notes the demo household already holds Nestl\u00e9 in another portfolio. Only after the user replies yes does it record the holding, marked added by assistant. Nothing is bought or sold."
+            }
+          ],
+          "negative": [
+            {
+              "description": "Declines to trade: the connector records holdings the user already owns and never buys or sells. Expected: a clear refusal and no tool that writes anything.",
+              "prompt": "Buy 10 Nestl\u00e9 shares for me."
+            },
+            {
+              "description": "Declines to move money: no tool can transfer funds. Expected: a refusal explaining it only reads the book and records holdings.",
+              "prompt": "Transfer CHF 10,000 from my UBS account to my bank."
+            },
+            {
+              "description": "Writes nothing without a yes: the user declines the plan. Expected: add_position returns a plan, the user replies no, and nothing is recorded.",
+              "prompt": "Add 50 Roche shares to Review Test. (When the plan appears, reply: no.)"
+            }
+          ]
+        },
+        "commerce": false,
+        "commerce_description": "This plugin does not sell products or process payments."
+      },
+      "publication": {
+        "release_notes": "Antevo Wealth can now record what you hold. Tell it about a portfolio or a holding and it sets out exactly what it will add, then writes it only after you say yes. It never buys, sells or moves money. An empty account now gets the same three ways in as the app: connect a broker, add a holding by hand, or add a property."
+      },
+      "apps": "./.app.json"
+    }
+  }
+}