Update to Formula Genius

Changed files

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plugin.json →

skills/build-checked-workbook/SKILL.md →

skills/build-checked-workbook/agents/openai.yaml →

skills/check-workbook-health/SKILL.md →

skills/check-workbook-health/agents/openai.yaml →

skills/diagnose-formula/SKILL.md →

skills/draft-spreadsheet-automation/SKILL.md →

skills/invoices-to-excel/SKILL.md →

skills/invoices-to-excel/agents/openai.yaml →

skills/lookup-and-match-formulas/SKILL.md →

skills/lookup-and-match-formulas/agents/openai.yaml →

skills/reconcile-tables-with-formula/SKILL.md →

skills/statement-to-excel/SKILL.md →

skills/summarize-statement-spending/SKILL.md →

skills/summarize-statement-spending/agents/openai.yaml →

skills/version-aware-formula/SKILL.md →

skills/write-regex/SKILL.md →

skills/write-regex/agents/openai.yaml →

skills/write-sql-query/SKILL.md →

skills/write-sql-query/agents/openai.yaml →

plugin.json

− removed · + added

--- before
+++ after
@@ -1,31 +1,45 @@
 {
   "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
   "name": "app-69c8990ea8e08191b6e03a3e332b48f8",
-  "version": "1.3.0",
-  "description": "Create and review spreadsheet formulas, SQL, automation scripts, and bank statement Excel exports (Beta).",
+  "version": "1.4.0",
+  "description": "Write, explain, fix and check Excel and Google Sheets formulas; build checked workbooks; scan spreadsheet files; convert statements and invoices to Excel; draft SQL, regex and scripts.",
   "homepage": "https://www.formulagenius.co",
   "extensions": {
     "com.openai": {
       "interface": {
         "displayName": "Formula Genius",
-        "shortDescription": "Formulas, SQL & statement Beta",
-        "longDescription": "Create, explain, debug, compare, and run supported checks on Excel and Google Sheets formulas. Check explicit expected sample answers using a bounded simulator. Draft SQL, regular expressions, VBA, Google Apps Script, and Airtable scripts. Guided skills help with application versions, reconciliation formulas, and reviewable automation drafts. Convert supported bank statement PDFs to Excel in a private review workspace (Beta): choose local text extraction or explicitly consent to AI vision for an English, single-account checking statement up to 3 MiB, 3 pages, and 60 transactions. Every transaction requires individual review before export. Generated code is not executed in your workbook or database; simulation and balanced totals do not prove correctness or completeness.",
+        "shortDescription": "Excel & Google Sheets formulas",
+        "longDescription": "Use Formula Genius when you need spreadsheet logic you can trust. Describe what you want in plain words and get a working Excel or Google Sheets formula, such as XLOOKUP, VLOOKUP, INDEX/MATCH, SUMIFS, COUNTIFS, FILTER, date and text formulas, written for the version and separator you use. Paste a formula to have it explained step by step, fixed when it shows #N/A, #VALUE!, #REF! or a wrong answer, or checked against sample cells and the answers you expect.\n\nBuild a new Excel workbook, such as a budget or expense tracker, inventory list, attendance roster, project tracker, invoice, grade book or profit and loss, with its formulas checked on sample rows before you download it. Attach an .xlsx or CSV file to scan it for error values, broken links, duplicate rows, numbers stored as text and inconsistent formulas. Describe two tables to get formulas that find matches, missing rows and differences.\n\nTurn a bank statement PDF, or invoices and receipts, into an Excel ledger or a QuickBooks or Xero CSV in a private review workspace (Beta). Nothing is sent for AI extraction until you consent, and you review every row before export. Statement extraction supports English, single-account statements up to 3 pages. OFX, QFX and QBO bank files are available on the Formula Genius website.\n\nFormula Genius also drafts SQL queries for MySQL, PostgreSQL, SQL Server and SQLite, regular expressions, Excel VBA macros, Google Apps Script and Airtable scripts.\n\nBuilt for accountants, bookkeepers, analysts, operations teams, students and anyone who works in spreadsheets. Formula Genius drafts and checks; it does not edit your open workbook or run code in your database, and simulated checks cover supported functions only.",
         "category": "Productivity",
         "websiteURL": "https://www.formulagenius.co",
         "privacyPolicyURL": "https://www.formulagenius.co/privacy",
         "termsOfServiceURL": "https://www.formulagenius.co/terms",
         "capabilities": [
-          "Create version-aware spreadsheet formulas",
-          "Explain, debug, and compare formulas",
-          "Check explicit expected formula samples",
-          "Draft reconciliation formulas for described tables",
-          "Draft SQL, regex, and spreadsheet scripts",
-          "Review bank statement PDFs for Excel export (Beta)"
+          "Write Excel and Google Sheets formulas from plain English",
+          "Lookup formulas: XLOOKUP, VLOOKUP, INDEX/MATCH and FILTER",
+          "Conditional totals and counts: SUMIFS, COUNTIFS, AVERAGEIFS",
+          "Formulas for a specific Excel version, locale and separator",
+          "Explain any formula step by step",
+          "Fix formula errors such as #N/A, #VALUE!, #REF! and #NAME?",
+          "Check a formula against sample cells and expected answers",
+          "Compare two formulas for accuracy, speed and readability",
+          "Build Excel workbooks with formulas checked on sample rows",
+          "Templates: budget, inventory, attendance, invoice, grade book, P&L",
+          "Scan an .xlsx or CSV for errors, duplicates and broken links",
+          "Date and text formulas: TEXT, DATEDIF, LEFT and SPLIT",
+          "Bank statement PDF to Excel or QuickBooks/Xero CSV (Beta)",
+          "Invoices and receipts to Excel or QuickBooks/Xero CSV (Beta)",
+          "Write SQL for MySQL, PostgreSQL, SQL Server and SQLite",
+          "Build and explain regular expressions",
+          "Draft Excel VBA macros",
+          "Draft Google Apps Script for Google Sheets",
+          "Draft Airtable automation scripts",
+          "Design reconciliation formulas for two described tables"
         ],
         "defaultPrompt": [
-          "Create an Excel 2016 formula to match orders by ID.",
-          "Check my formula against sample cells and expected answers.",
-          "Open the bank statement to Excel Beta review workspace."
+          "Write an Excel formula that looks up a price by SKU from another sheet.",
+          "Fix my formula: =VLOOKUP(A2,Prices!A:B,2) returns the wrong price.",
+          "Build a monthly budget tracker in Excel with checked formulas."
         ],
         "developerName": "DEXIUM LABS LLC",
         "supportURL": "https://www.formulagenius.co/faq",
@@ -37,7 +51,79 @@
         "logoDark": "./assets/icon.png"
       },
       "publication": {
-        "release_notes": "Adds five guided Skills for version-aware formulas, formula diagnosis and explicit sample checks, reconciliation formulas, automation drafts, and bank statement to Excel review (Beta). Preserves existing formula, SQL, regex and scripting tools and the published MCP connection. Statement AI extraction requires explicit consent and individual review before Excel export. No workbook/database execution, autonomous accounting or sidebar workspace is claimed."
+        "release_notes": "Brings back a short, formula-first listing. Adds tools to build Excel workbooks with formulas checked on sample rows (custom or from templates), to scan an attached .xlsx or CSV for problems, to show credits left, and an invoices and receipts to Excel review workspace (Beta). Reviewed statements and invoices can also be exported as a QuickBooks or Xero CSV. OFX, QFX and QBO bank files stay on the website. Adds seven Skills: lookup and match formulas, SQL queries, regular expressions, checked workbooks, workbook health, invoices to Excel and spending summaries. Every Skill now names the requests it does not cover. Statement and invoice extraction still require explicit consent and row-by-row review before export. Existing tools and the MCP connection are unchanged.",
+        "translations": {
+          "es-ES": {
+            "subtitle": "F\u00f3rmulas de Excel y Sheets",
+            "description": "Describe lo que necesitas y obt\u00e9n una f\u00f3rmula de Excel o Google Sheets que funcione: BUSCARX, BUSCARV, INDICE/COINCIDIR, SUMAR.SI.CONJUNTO, CONTAR.SI.CONJUNTO, fechas y texto, para tu versi\u00f3n y separador. Pega una f\u00f3rmula para que te la expliquen paso a paso, corregirla cuando muestra #N/A, #\u00a1VALOR! o #\u00a1REF!, o comprobarla con celdas de ejemplo y los resultados que esperas.\n\nCrea un libro de Excel nuevo (presupuesto, inventario, asistencia, proyectos, facturas, calificaciones o p\u00e9rdidas y ganancias) con sus f\u00f3rmulas comprobadas en filas de ejemplo antes de descargarlo. Adjunta un archivo .xlsx o CSV para detectar errores, v\u00ednculos rotos, filas duplicadas y n\u00fameros guardados como texto.\n\nConvierte extractos bancarios en PDF, facturas y recibos en un libro de Excel o un CSV para QuickBooks o Xero en un espacio de revisi\u00f3n privado (Beta): nada se env\u00eda a la IA sin tu consentimiento y revisas cada fila antes de exportar. La extracci\u00f3n de extractos admite documentos en ingl\u00e9s de una sola cuenta y hasta 3 p\u00e1ginas. Los archivos OFX, QFX y QBO est\u00e1n disponibles en el sitio web de Formula Genius.\n\nTambi\u00e9n redacta consultas SQL, expresiones regulares, macros VBA, Google Apps Script y scripts de Airtable. Formula Genius redacta y comprueba; no edita tu libro abierto ni ejecuta c\u00f3digo en tu base de datos."
+          },
+          "pt-BR": {
+            "subtitle": "F\u00f3rmulas de Excel e Sheets",
+            "description": "Descreva o que precisa e receba uma f\u00f3rmula de Excel ou Google Sheets que funciona: PROCX, PROCV, \u00cdNDICE/CORRESP, SOMASES, CONT.SES, datas e texto, para a sua vers\u00e3o e separador. Cole uma f\u00f3rmula para entend\u00ea-la passo a passo, corrigi-la quando mostra #N/D, #VALOR! ou #REF!, ou conferi-la com c\u00e9lulas de exemplo e os resultados que voc\u00ea espera.\n\nCrie uma planilha de Excel nova (or\u00e7amento, estoque, presen\u00e7a, projetos, faturas, notas ou demonstra\u00e7\u00e3o de resultados) com as f\u00f3rmulas conferidas em linhas de exemplo antes do download. Anexe um arquivo .xlsx ou CSV para encontrar erros, v\u00ednculos quebrados, linhas duplicadas e n\u00fameros salvos como texto.\n\nConverta extratos banc\u00e1rios em PDF, notas e recibos em uma planilha de Excel ou um CSV para QuickBooks ou Xero num espa\u00e7o de revis\u00e3o privado (Beta): nada vai para a IA sem o seu consentimento e voc\u00ea revisa cada linha antes de exportar. A extra\u00e7\u00e3o de extratos aceita documentos em ingl\u00eas, de uma \u00fanica conta e com at\u00e9 3 p\u00e1ginas. Arquivos OFX, QFX e QBO est\u00e3o dispon\u00edveis no site da Formula Genius.\n\nTamb\u00e9m escreve consultas SQL, express\u00f5es regulares, macros VBA, Google Apps Script e scripts do Airtable. O Formula Genius escreve e confere; n\u00e3o edita a planilha aberta nem executa c\u00f3digo no seu banco de dados."
+          },
+          "fr-FR": {
+            "subtitle": "Formules Excel et Sheets",
+            "description": "D\u00e9crivez ce qu'il vous faut et obtenez une formule Excel ou Google Sheets qui fonctionne : RECHERCHEX, RECHERCHEV, INDEX/EQUIV, SOMME.SI.ENS, NB.SI.ENS, dates et texte, pour votre version et votre s\u00e9parateur. Collez une formule pour qu'elle soit expliqu\u00e9e \u00e9tape par \u00e9tape, corrig\u00e9e lorsqu'elle affiche #N/A, #VALEUR! ou #REF!, ou v\u00e9rifi\u00e9e avec des cellules d'exemple et les r\u00e9sultats attendus.\n\nCr\u00e9ez un nouveau classeur Excel (budget, stock, pr\u00e9sences, projets, factures, notes ou compte de r\u00e9sultat) dont les formules sont v\u00e9rifi\u00e9es sur des lignes d'exemple avant le t\u00e9l\u00e9chargement. Joignez un fichier .xlsx ou CSV pour rep\u00e9rer les erreurs, liens rompus, lignes en double et nombres stock\u00e9s en texte.\n\nTransformez un relev\u00e9 bancaire PDF, des factures et des re\u00e7us en classeur Excel ou en CSV pour QuickBooks ou Xero dans un espace de v\u00e9rification priv\u00e9 (B\u00eata) : rien n'est envoy\u00e9 \u00e0 l'IA sans votre accord, et vous v\u00e9rifiez chaque ligne avant l'export. L'extraction de relev\u00e9s accepte les relev\u00e9s en anglais, d'un seul compte, jusqu'\u00e0 3 pages. Les fichiers OFX, QFX et QBO sont disponibles sur le site de Formula Genius.\n\nR\u00e9dige aussi des requ\u00eates SQL, des expressions r\u00e9guli\u00e8res, des macros VBA, du Google Apps Script et des scripts Airtable. Formula Genius r\u00e9dige et v\u00e9rifie ; il ne modifie pas votre classeur ouvert et n'ex\u00e9cute pas de code dans votre base de donn\u00e9es."
+          },
+          "de-DE": {
+            "subtitle": "Excel- und Sheets-Formeln",
+            "description": "Beschreiben Sie, was Sie brauchen, und erhalten Sie eine funktionierende Excel- oder Google-Sheets-Formel: XVERWEIS, SVERWEIS, INDEX/VERGLEICH, SUMMEWENNS, Z\u00c4HLENWENNS, Datums- und Textformeln, passend zu Ihrer Version und Ihrem Trennzeichen. F\u00fcgen Sie eine Formel ein, um sie Schritt f\u00fcr Schritt erkl\u00e4ren, bei #NV, #WERT! oder #BEZUG! korrigieren oder mit Beispielzellen und erwarteten Ergebnissen pr\u00fcfen zu lassen.\n\nErstellen Sie eine neue Excel-Arbeitsmappe (Budget, Lagerbestand, Anwesenheit, Projekte, Rechnungen, Notenbuch oder Gewinn- und Verlustrechnung), deren Formeln vor dem Download an Beispielzeilen gepr\u00fcft werden. H\u00e4ngen Sie eine .xlsx- oder CSV-Datei an, um Fehlerwerte, defekte Verkn\u00fcpfungen, doppelte Zeilen und als Text gespeicherte Zahlen zu finden.\n\nWandeln Sie Kontoausz\u00fcge als PDF, Rechnungen und Belege in einem privaten Pr\u00fcfbereich in eine Excel-Tabelle oder eine CSV f\u00fcr QuickBooks oder Xero um (Beta): Ohne Ihre Zustimmung wird nichts an die KI gesendet, und Sie pr\u00fcfen jede Zeile vor dem Export. Die Auszugserkennung unterst\u00fctzt englische Ausz\u00fcge eines einzelnen Kontos mit bis zu 3 Seiten. OFX-, QFX- und QBO-Dateien gibt es auf der Website von Formula Genius.\n\nErstellt au\u00dferdem SQL-Abfragen, regul\u00e4re Ausdr\u00fccke, VBA-Makros, Google Apps Script und Airtable-Skripte. Formula Genius entwirft und pr\u00fcft; es bearbeitet nicht Ihre ge\u00f6ffnete Arbeitsmappe und f\u00fchrt keinen Code in Ihrer Datenbank aus."
+          }
+        }
+      },
+      "review": {
+        "demo_recording_url": "https://drive.google.com/file/d/1kZ2avEL4dtca82nBzmR5Ib1Dc3VePlRt/view",
+        "test_cases": {
+          "positive": [
+            {
+              "description": "Version-aware lookup formula",
+              "prompt": "Write an Excel 2016 formula for B2 that finds the SKU in A2 on the Prices sheet (SKUs in column A, prices in column B) and shows \"Not found\" if it is missing.",
+              "tools_triggered": "generate_formula",
+              "expected_behavior": "Calls generate_formula with Excel 2016 in context and returns an INDEX/MATCH or VLOOKUP formula wrapped in IFERROR or IFNA, not XLOOKUP, with where to place it and its assumptions. Does not claim the formula ran in a workbook."
+            },
+            {
+              "description": "Check a formula against user-supplied expected answers",
+              "prompt": "Check =SUM(A1:A2) in Excel with A1 = 2 and A2 = 3. I expect the answer to be 9.",
+              "tools_triggered": "check_formula_samples",
+              "expected_behavior": "Calls check_formula_samples with the user's expectation unchanged. Reports the actual result 5 against the expected 9 as a mismatch, without replacing the expectation or calling it a full workbook check."
+            },
+            {
+              "description": "Build a new workbook with checked formulas",
+              "prompt": "Build me a monthly household budget tracker in Excel with income, expense categories and a running balance.",
+              "tools_triggered": "build_workbook",
+              "expected_behavior": "Calls build_workbook (or build_workbook_from_template with the budget template) and shows a private workbook preview with a line saying how many formula checks passed. The .xlsx is offered only through the widget's download action; the reply does not claim a file was downloaded."
+            },
+            {
+              "description": "Health check of an attached workbook",
+              "prompt": "What is wrong with this workbook? Check it for errors and duplicates.",
+              "tools_triggered": "check_workbook_health",
+              "expected_behavior": "Passes the attached .xlsx to check_workbook_health with empty options. For the sample file the report covers 118 cells and 25 formulas and lists, with cell locations, 1 error value, 1 duplicate row, 2 numbers stored as text, 8 whole-column references, 2 mixed-type columns and 1 stray space. States that the file was not changed and formulas were not recalculated.",
+              "file_attachment_urls": [
+                "https://www.formulagenius.co/samples/bookkeeping-sample.xlsx"
+              ]
+            },
+            {
+              "description": "SQL query from a plain-language request",
+              "prompt": "Write a PostgreSQL query that returns the 5 customers with the highest total order amount in 2026, using orders(customer_id, amount, order_date) and customers(id, name).",
+              "tools_triggered": "generate_sql",
+              "expected_behavior": "Calls generate_sql for PostgreSQL and returns one query that joins customers to orders, filters order_date to 2026, sums amount per customer, sorts descending and limits to 5. Explains assumptions briefly and does not claim the query ran on a database."
+            }
+          ],
+          "negative": [
+            {
+              "description": "General spreadsheet history question that needs no tool",
+              "prompt": "When was Microsoft Excel first released, and who made it?"
+            },
+            {
+              "description": "Programming task outside spreadsheets",
+              "prompt": "Write a Python script that renames every photo in a folder to its date taken."
+            },
+            {
+              "description": "Unrelated writing task",
+              "prompt": "Translate this sentence into French: The meeting moved to Thursday afternoon."
+            }
+          ]
+        }
       },
       "apps": "./.app.json"
     }
@@ -46,5 +132,42 @@
     "name": "DEXIUM LABS LLC",
     "email": "support@formulagenius.co",
     "url": "https://www.formulagenius.co"
-  }
+  },
+  "keywords": [
+    "excel",
+    "google sheets",
+    "spreadsheet",
+    "formula",
+    "excel formula",
+    "google sheets formula",
+    "xlookup",
+    "vlookup",
+    "index match",
+    "sumifs",
+    "countifs",
+    "fix formula error",
+    "n/a error",
+    "excel template",
+    "budget template",
+    "inventory tracker",
+    "workbook builder",
+    "data cleaning",
+    "duplicate rows",
+    "match two lists",
+    "reconcile",
+    "bank statement to excel",
+    "pdf to excel",
+    "invoice to excel",
+    "receipts to excel",
+    "sql",
+    "sql query",
+    "regex",
+    "regular expression",
+    "vba",
+    "excel macro",
+    "apps script",
+    "airtable script",
+    "bookkeeping",
+    "accounting"
+  ]
 }