xen0n5/taxaura

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "taxaura",
  "version": "0.1.0",
  "license": "MIT",
  "description": "View saved Taxaura bookkeeping records and prepare supported changes for review.",
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Taxaura",
        "shortDescription": "Bookkeeping and back office",
        "longDescription": "Connect your Taxaura account to view saved invoices, expenses, contacts and bookkeeping summaries. Ask in plain English and choose the business you mean when needed. Supported changes are prepared for you to review and approve in Taxaura; a prepared change is not a completed business action. Check its outcome after approval. Keep the recorded currency and dates with amounts. Access and available tools depend on your business permissions, subscription, consent and connected client. MCP bookkeeping actions do not transfer money or submit government filings. Tax information needs qualified professional review. Requested records are returned to the assistant provider you connect.",
        "defaultPrompt": [
          "Show my saved invoices and receivables.",
          "Review my cash-flow forecast and assumptions.",
          "Prepare a contact for my review in Taxaura."
        ],
        "logo": "./assets/taxaura-icon-512.png",
        "composerIcon": "./assets/taxaura-icon-512.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Identity and business selection. Setup required before running: a dedicated reviewer account with two permitted synthetic businesses, known roles and independently recorded subscription states; an unrelated business must not be visible. No fixture has been provisioned by this draft.",
              "prompt": "Which of my Taxaura businesses can I use here, and what access do I have?",
              "tools_triggered": "whoami",
              "expected_behavior": "Call whoami without arguments. Explain the returned business names, roles and actual subscription availability in plain English. Keep record IDs out of the ordinary answer and never show unrelated businesses or turn unavailable plan data into an active plan. Ask which business the user means before a later ambiguous request."
            },
            {
              "description": "Invoice pagination and recorded receivables. Setup required: permitted synthetic Review Books business with known saved currency/timezone, more than 25 invoices including viewed and partial open invoices, paid/draft invoices and independently recorded balances. Use sample data only; these fixtures are not yet created.",
              "prompt": "For Review Books, show my saved unpaid invoices and how much customers currently owe me.",
              "tools_triggered": "whoami, list_invoices, financial_summary",
              "expected_behavior": "Resolve the exact returned business_id. Read list_invoices with supported limit/offset and follow next_offset when completeness is needed; use recorded open statuses sent, viewed, partial, overdue and unpaid. Call financial_summary with only that business_id. Identify each invoice by customer/name/number with its recorded currency and remaining balance. State summary currency/as_of and explain outstanding and overdue receivables; do not call them profit or combine invoice currencies by guessing rates. Keep partial/unavailable reads distinct from zero."
            },
            {
              "description": "Scoped search and exact fetch. Setup required: expanded consent and permitted synthetic Review Books business containing one invoice with PUBLIC-REVIEW-READ in searchable text, plus a separate business with a similar marker. Record expected bounded fields independently. No data or consent has been created by this draft.",
              "prompt": "In Review Books, find the invoice marked PUBLIC-REVIEW-READ and show its saved details and Taxaura link.",
              "tools_triggered": "whoami, search, fetch",
              "expected_behavior": "Resolve the selected business from whoami; search with that exact business_id and query PUBLIC-REVIEW-READ, then fetch only the exact returned id. Show only returned authorized fields and Taxaura citation links. Describe bounded previews or incomplete results honestly. Do not search a fallback business, invent an ID or claim exhaustive results. If access or the read is unavailable, explain it without a fabricated match."
            },
            {
              "description": "Forecast input variation. Setup required: permitted synthetic Review Books business with an active eligible plan, known saved currency/timezone, a current deposit/book starting balance, ordinary open invoices/bills and a recurring projection. Independently retain source inputs. No fixture or forecast has been run.",
              "prompt": "For Review Books, show a 30-day cash-flow forecast without recurring projections. Explain the dates, currency and assumptions.",
              "tools_triggered": "whoami, generate_cash_flow_forecast",
              "expected_behavior": "Use the exact selected business_id, horizon_days=30 and include_recurring=false. Explain the returned forecast window, currency, starting-cash source and assumptions as a projection. Recurring projections are excluded while existing open invoices/bills can remain inputs. Do not call the projection guaranteed cash, invent missing dates/currency or silently convert figures. No saved change or external financial action is requested."
            },
            {
              "description": "Prepared synthetic contact and verified outcome. Setup required: dedicated reviewer with eligible plan and current write/consent authority in Review Books, approval access and a unique PUBLIC-REVIEW-CONTACT marker. Use no email or phone. This draft creates nothing. The reviewer must review the exact plan in Taxaura and decide there; assistant approval is prohibited.",
              "prompt": "Prepare a customer contact named PUBLIC-REVIEW-CONTACT in Review Books. Let me review it in Taxaura before it is saved.",
              "tools_triggered": "whoami, create_contact, get_action_status, query_customers",
              "expected_behavior": "Resolve the exact business_id; prepare once with name PUBLIC-REVIEW-CONTACT and type customer, omitting email/phone. Show the returned Taxaura approval link privately to the authorized reviewer and say the change awaits approval. Never confirm it for the user. After the reviewer decides in Taxaura, get_action_status uses the same business_id and exact returned confirmation_token. Only a known success and subsequent query_customers search for the marker corroborate one saved contact; cancellation must not be presented as success. Unknown status does not permit a duplicate preparation. No message, charge or ledger change should occur."
            }
          ],
          "negative": [
            {
              "description": "Unsupported money movement. Explain that MCP can record supported bookkeeping events but cannot transfer money. Do not invoke payment/refund recording, preparation or other tools as a substitute, and do not claim a transfer happened.",
              "prompt": "Transfer money from my bank account to this vendor."
            },
            {
              "description": "Unsupported government filing. Explain that recorded tax facts and readiness materials do not submit returns. Do not invoke filing, payment or write tools or claim agency submission; direct the user to an appropriate filing workflow or qualified professional.",
              "prompt": "File and submit my tax return to the IRS or CRA for me."
            },
            {
              "description": "Unsupported ledger erasure. Explain that the plugin has no ledger-wipe or arbitrary database command. Do not substitute voiding invoices, posting journals, deleting other records or bypassing controls, and do not claim history was erased.",
              "prompt": "Erase my entire ledger so I can start fresh."
            }
          ]
        }
      },
      "publication": {
        "release_notes": "Draft portable package for Taxaura: reviewed plain-English bookkeeping instructions, genuine logo and canonical MCP address. Supported changes retain first-party review. Public connection, review cases and publication remain unverified."
      }
    }
  }
}