Update to LedgerSync

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": "ledgersync",
-  "version": "1.0.0",
+  "version": "1.1.0",
   "description": "Bank data, statements and QuickBooks bookkeeping for accounting firms, from LedgerSync.",
   "author": {
     "name": "LedgerSync Inc.",
@@ -14,7 +14,7 @@
       "interface": {
         "displayName": "LedgerSync",
         "shortDescription": "Bank data for accounting firms",
-        "longDescription": "LedgerSync connects the bank accounts of an accounting firm's clients. Ask in plain words and LedgerSync finds the answer:\n- which clients' bank connections need attention, with a link to fix each one\n- balances, transactions and statements for a client's accounts, with download links\n- a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file\n- a client's bank transactions categorized and posted into QuickBooks Online, after a preview and your yes\n- a client's categorization rules set up, after a preview and your yes, with an undo\n- an email or text to a client with a link to connect their bank, sent by LedgerSync from its own address\n\nBank passwords are never typed in the chat: the account holder signs in on a LedgerSync page or on its bank-data partner's secure page. You sign in with your normal LedgerSync login, and each person at the firm sees what they see in the LedgerSync app. You need a LedgerSync account for your firm.",
+        "longDescription": "LedgerSync connects the bank accounts of an accounting firm's clients. Then AI agents work with that data inside ChatGPT. Ask in plain words and LedgerSync finds the answer:\n- connect clients at 11,000+ banks with a secure LedgerSync link for each client\n- balances, transactions and statements for a client's accounts, with download links, and broken connections found with a fix link for each one\n- a bank statement PDF turned into transactions and a CSV, Excel or QuickBooks file\n- rules agent: proposes categorization rules from a client's waiting transactions, with a preview and your yes before anything is saved, and an undo\n- month-end review agent: runs five checks on a month of QuickBooks Online books (uncategorized entries, missing payees, parent-account entries, unusual coding, large amounts) and suggests a fix where it can\n- reconciliation agent: explains why a bank account won't reconcile to QuickBooks Online, with the likely causes, strongest first\n- categorizes a month of transactions and posts them to QuickBooks Online, after a preview and your yes\n- 1099 agent: finds the vendors who need a 1099, and marks or unmarks them in QuickBooks Online after a preview and your yes\n\nBank passwords are never entered in the AI chat. The account holder signs in on a secure LedgerSync page or on our bank-data partner's secure page. You sign in with your normal LedgerSync login, and each person at your firm sees what they see in the LedgerSync app. Nothing changes in QuickBooks until you preview it and say yes. You need a LedgerSync account for your firm.",
         "developerName": "LedgerSync Inc.",
         "category": "Finance",
         "websiteURL": "https://ledgersync.com",
@@ -22,8 +22,8 @@
         "privacyPolicyURL": "https://ledgersync.com/legal/privacy",
         "termsOfServiceURL": "https://ledgersync.com/legal/terms",
         "defaultPrompt": [
-          "Which of my clients' bank connections need attention?",
-          "Show me last month's bank transactions for one of my clients.",
+          "Set up categorization rules for one of my clients, and show me a preview before saving anything.",
+          "Which of my clients' bank connections need attention, and how do I fix them?",
           "Turn a bank statement PDF into a QuickBooks file."
         ],
         "composerIcon": "./assets/icon.png",
@@ -81,7 +81,7 @@
         "demo_recording_url": "https://docs.ledgersyncappv2.com/videos/ledgersync-chatgpt-review-walkthrough.mp4"
       },
       "publication": {
-        "release_notes": "First release. Ask about your clients' bank connections, balances, transactions and statements; turn statement PDFs into CSV, Excel or QuickBooks files; categorize and post bank transactions into QuickBooks Online and set up categorization rules, each after a preview and your yes; and send clients a link to connect their bank."
+        "release_notes": "Listing update: the description now names LedgerSync's AI agents (rules, month-end review, reconciliation and 1099) and two of the three starter prompts changed. No change to the MCP server, its tools or sign-in."
       },
       "apps": "./.app.json"
     }