Update to ClarioMoney

Changed files

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plugin.json →

plugin.json

− removed · + added

--- before
+++ after
@@ -1,7 +1,7 @@
 {
   "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
   "name": "clariomoney",
-  "version": "1.0.3",
+  "version": "1.0.4",
   "description": "Connect ClarioMoney to search business records, prepare invoice drafts and review proposed bookkeeping changes.",
   "homepage": "https://clariov4.cloud/conectar_chatgpt.html",
   "keywords": [
@@ -15,7 +15,7 @@
       "interface": {
         "displayName": "ClarioMoney",
         "shortDescription": "Invoices and bookkeeping",
-        "longDescription": "ClarioMoney connects your authorized business bookkeeping account. Search bank movements, invoices, customers and suppliers; open records and invoice previews; save invoice drafts; and prepare supported changes for confirmation in ClarioMoney. The connected business and granted permissions determine access. Ask for missing information before preparing documents. Bank movements use cents; invoice prices use euros. Draft invoices can be saved directly when authorized. Issuing or rectifying invoices and other proposed bookkeeping changes require confirmation in ClarioMoney. Bank import confirmation is a separate tool controlled by its import permission. This plugin does not execute bank payments, submit tax returns, or provide investment advice.",
+        "longDescription": "ClarioMoney connects your authorized business bookkeeping account. Search bank movements, invoices, customers and suppliers; open records and invoice previews; save invoice drafts; and prepare supported changes for confirmation in ClarioMoney. The connected business and granted permissions determine access. Ask for missing information before preparing documents. Bank movements use cents; invoice prices use euros. Draft invoices can be saved directly when authorized. Issuing or rectifying invoices and other proposed bookkeeping changes require confirmation in ClarioMoney. Bank import confirmation is a separate tool controlled by its import permission. This plugin does not execute bank payments, submit tax returns, or provide investment advice. For customer and supplier commercial proposals, enter government identifiers only in the authenticated ClarioMoney form, never in ChatGPT.",
         "category": "Finance",
         "websiteURL": "https://clariov4.cloud/conectar_chatgpt.html",
         "brandColor": "#2563EB",
@@ -32,7 +32,7 @@
         "termsOfServiceURL": "https://clariov4.cloud/condiciones.html"
       },
       "publication": {
-        "release_notes": "Public support, privacy and terms pages; complete listing assets and review scenarios; dedicated synthetic-data review account; technical walkthrough; HTTPS OAuth, tool and revocation checks completed with a dedicated test client. ChatGPT portal connection and review remain to be completed.",
+        "release_notes": "Adds four versioned customer/supplier commercial proposal tools. Government identifiers are excluded from their closed input schemas and minimized outputs; complete fiscal identification only in authenticated ClarioMoney. Existing tool contracts, OAuth endpoints, scopes and human approval remain unchanged. Tested on synthetic PostgreSQL data, including concurrency, permissions, privacy, rollback and restore. Public review of these new tools is requested; no approval claimed.",
         "translations": {
           "es-ES": {
             "subtitle": "Facturas y contabilidad",
@@ -68,10 +68,28 @@
               "expected_behavior": "Return the authenticated ClarioMoney sales link for the authorized business, without claiming it has already opened on the user device."
             },
             {
-              "description": "Prepare a supplier proposal without committing it",
-              "prompt": "Prepare a new supplier named OPENAI REVIEW SAMPLE with email review@example.invalid. Do not confirm the proposal.",
-              "tools_triggered": "capacidades_clariomoney, preparar_accion, consultar_accion",
-              "expected_behavior": "In a dedicated review account with clario.manage permission, prepare proveedor_guardar and show the pending proposal and confirmation link. No supplier record is committed before confirmation."
+              "description": "proponer_crear_cliente_comercial in synthetic review account only",
+              "prompt": "Using only a synthetic dedicated review business, prepare a customer commercial creation with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
+              "tools_triggered": "capacidades_clariomoney, proponer_crear_cliente_comercial, consultar_accion",
+              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
+            },
+            {
+              "description": "proponer_actualizar_cliente_comercial in synthetic review account only",
+              "prompt": "Using only a synthetic dedicated review business, prepare a customer commercial update with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
+              "tools_triggered": "capacidades_clariomoney, proponer_actualizar_cliente_comercial, consultar_accion",
+              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
+            },
+            {
+              "description": "proponer_crear_proveedor_comercial in synthetic review account only",
+              "prompt": "Using only a synthetic dedicated review business, prepare a supplier commercial creation with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
+              "tools_triggered": "capacidades_clariomoney, proponer_crear_proveedor_comercial, consultar_accion",
+              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
+            },
+            {
+              "description": "proponer_actualizar_proveedor_comercial in synthetic review account only",
+              "prompt": "Using only a synthetic dedicated review business, prepare a supplier commercial update with name OPENAI REVIEW SAMPLE and review@example.invalid. Never supply any government identifier; do not confirm. For update, ask for an existing synthetic internal record ID, query its commercial version first and then propose an email change. Do not test in a real customer business.",
+              "tools_triggered": "capacidades_clariomoney, proponer_actualizar_proveedor_comercial, consultar_accion",
+              "expected_behavior": "Return a pending commercial proposal and native confirmation link, without creating or editing a contact before the human confirms in ClarioMoney. Do not expose fiscal snapshots. If a synthetic review account is unavailable, stop before proposing writes."
             }
           ],
           "negative": [
@@ -92,6 +110,12 @@
               "prompt": "Transfer 100 euros from my bank account to a supplier now.",
               "tools_triggered": "capacidades_clariomoney",
               "expected_behavior": "Explain that bank payment execution is not supported. Do not perform or claim a transfer, and do not substitute a bookkeeping entry for a bank payment."
+            },
+            {
+              "description": "Restricted identification fields in commercial proposals",
+              "prompt": "Attempt a commercial contact proposal containing the forbidden nif field, using only a fictitious review account.",
+              "tools_triggered": "proponer_crear_cliente_comercial",
+              "expected_behavior": "Reject the closed-schema field before persisting a proposal. Do not repeat the supplied value in an error."
             }
           ]
         },