Plugin update

.claude-plugin/marketplace.json

@@ -0,0 +1,21 @@
+{
+  "name": "expert-system",
+  "owner": {
+    "name": "STAR MODE",
+    "url": "https://github.com/starmode-base"
+  },
+  "plugins": [
+    {
+      "name": "expert-system",
+      "source": {
+        "source": "github",
+        "repo": "starmode-base/expert-system-plugin"
+      },
+      "version": "2.0.0",
+      "description": "Curated research, FRED macroeconomic data, and SEC company financials with source provenance."
+    }
+  ],
+  "metadata": {
+    "description": "Expert System research, macroeconomic data, and financials plugins."
+  }
+}

.claude-plugin/plugin.json

@@ -1,18 +1,13 @@
 {
   "name": "expert-system",
-  "description": "Search curated research and query real-time macroeconomic data and normalized SEC company financials.",
-  "version": "1.0.0",
+  "version": "2.0.0",
+  "description": "Curated research, FRED macroeconomic data, and SEC company financials with source provenance.",
   "author": {
-    "name": "Starmode"
+    "name": "STAR MODE",
+    "url": "https://github.com/starmode-base"
   },
-  "repository": {
-    "type": "git",
-    "url": "https://github.com/starmode-base/expert-system-plugin"
-  },
-  "userConfig": {
-    "api_key": {
-      "description": "Expert System API key (get one at https://expert-system.starmode.dev/account/api-keys)",
-      "sensitive": true
-    }
-  }
+  "homepage": "https://expert-system.starmode.dev",
+  "repository": "https://github.com/starmode-base/expert-system-plugin",
+  "keywords": ["research", "macroeconomics", "financials", "fred", "sec"],
+  "skills": "./skills/"
 }

.codex-plugin/plugin.json

@@ -0,0 +1,30 @@
+{
+  "name": "expert-system",
+  "version": "2.0.0",
+  "description": "Curated research, FRED macroeconomic data, and SEC company financials with source provenance.",
+  "author": {
+    "name": "STAR MODE",
+    "url": "https://github.com/starmode-base"
+  },
+  "homepage": "https://expert-system.starmode.dev",
+  "repository": "https://github.com/starmode-base/expert-system-plugin",
+  "keywords": ["research", "macroeconomics", "financials", "fred", "sec"],
+  "skills": "./skills/",
+  "mcpServers": "./.mcp.json",
+  "interface": {
+    "displayName": "Expert System",
+    "shortDescription": "Research, macro data, and company financials",
+    "longDescription": "Curated research, FRED macroeconomic data, and SEC company financials with source provenance.",
+    "developerName": "STAR MODE",
+    "category": "Productivity",
+    "websiteURL": "https://expert-system.starmode.dev",
+    "defaultPrompt": [
+      "Find recent research about AI infrastructure.",
+      "Show the latest US inflation observations.",
+      "Compare Apple revenue and operating cash flow."
+    ],
+    "capabilities": ["Read"],
+    "privacyPolicyURL": "https://expert-system.starmode.dev/privacy.html",
+    "termsOfServiceURL": "https://expert-system.starmode.dev/terms.html"
+  }
+}

.github/workflows/ci.yml

@@ -0,0 +1,52 @@
+name: CI
+
+on:
+  pull_request:
+  push:
+    branches: [main]
+  # The server repository does not run this check, so drift originating there
+  # would otherwise go unnoticed until the next plugin change or release.
+  schedule:
+    - cron: "17 11 * * *"
+  workflow_dispatch:
+
+jobs:
+  check:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Check out plugin
+        uses: actions/checkout@v4
+        with:
+          path: expert-system-plugin
+
+      # The cross-repository contract test reads the server's tool registry,
+      # hosted marketplace copy, and policy pages. Both repositories are public,
+      # so the default token is sufficient.
+      - name: Check out server
+        uses: actions/checkout@v4
+        with:
+          repository: starmode-base/expert-system
+          path: expert-system
+
+      - uses: oven-sh/setup-bun@v2
+        with:
+          bun-version: latest
+
+      - run: bun install --frozen-lockfile
+        working-directory: expert-system-plugin
+
+      - run: bun run typecheck
+        working-directory: expert-system-plugin
+
+      - run: bun run lint
+        working-directory: expert-system-plugin
+
+      - run: bun run format:check
+        working-directory: expert-system-plugin
+
+      # Without EXPERT_SYSTEM_SERVER_ROOT the cross-repository test is silently
+      # skipped, so a green run here would not prove synchronization.
+      - run: bun run plugin:check
+        working-directory: expert-system-plugin
+        env:
+          EXPERT_SYSTEM_SERVER_ROOT: ${{ github.workspace }}/expert-system

.gitignore

@@ -0,0 +1,4 @@
+node_modules/
+*.tsbuildinfo
+__pycache__/
+dist/

.mcp.json

@@ -0,0 +1,8 @@
+{
+  "mcpServers": {
+    "expert-system": {
+      "type": "http",
+      "url": "https://expert-system.starmode.dev/api/mcp"
+    }
+  }
+}

.prettierignore

@@ -0,0 +1,2 @@
+bun.lock
+dist/

AGENTS.md

@@ -0,0 +1,22 @@
+# Agent guidelines
+
+## Server–plugin synchronization
+
+Expert System is maintained in two repositories, normally checked out as siblings:
+
+- `expert-system` owns the MCP server, OAuth, tool schemas and response semantics, website, and public privacy/terms pages.
+- `expert-system-plugin` owns the plugin manifests, shared skills, installation documentation, packaging tests, and plugin releases. Do not duplicate the plugin package in the server repository.
+
+When changing MCP tool names, arguments, responses, errors, limits, pagination, units, fiscal-period semantics, endpoint URLs, or OAuth requirements, inspect the corresponding code and instructions in **both** repositories. Update affected plugin skills, `agents/openai.yaml` dependencies, manifests, tests, and documentation together with server changes. The server contract is defined by `src/server/mcp/tools.ts` and its referenced schemas/operations; do not infer it from stale skill text.
+
+The plugin's `.claude-plugin/marketplace.json` is canonical. Keep the server's `public/marketplace.json` identical whenever plugin versions, descriptions, or source references change. Keep identity and version metadata synchronized across the plugin's portable, Claude, and Codex manifests; transport declarations must point to the same MCP endpoint. Policy URLs in plugin metadata must correspond to pages hosted by the server.
+
+For changes affecting this shared contract or a plugin release, run this command **from the plugin repository**, in addition to each repository's relevant checks:
+
+```bash
+EXPERT_SYSTEM_SERVER_ROOT=../expert-system bun run plugin:check
+```
+
+Use the actual server checkout path if the repositories are not siblings. The cross-repository test is skipped when `EXPERT_SYSTEM_SERVER_ROOT` is unset; a standalone green run is not synchronization validation. The check verifies tool names, marketplace parity, and policy files, but does not validate argument/response semantics or live OAuth behavior. Review affected schemas and workflows and run relevant server tests; perform client smoke tests when connection or packaging behavior changes. Update contract assertions only for intentional changes, never merely to make drift checks pass.
+
+Preserve compatibility with already-installed plugin versions where possible. For breaking changes, document the required plugin version and rollout order in `documents/plugin-release.md` in the plugin repository. If work spans both repositories, link the companion PRs and report checks for each. If a companion checkout is unavailable, report the synchronization work and checks still needed; do not claim the change is release-ready.

README.md

@@ -1,43 +1,98 @@
-# Expert System Plugin for Claude Code
+# Expert System
 
-A Claude Code plugin that gives Claude access to real-time research intelligence, macroeconomic indicators, and normalized SEC company financials.
+Research intelligence, FRED macroeconomic observations, and normalized SEC company financials for Claude Code and Codex. Version **2.0.0** uses OAuth and one shared set of skills.
 
-## Skills
+Service: [expert-system.starmode.dev](https://expert-system.starmode.dev) · [Support](https://github.com/starmode-base/expert-system-plugin/issues) · [Privacy](https://expert-system.starmode.dev/privacy.html) · [Terms](https://expert-system.starmode.dev/terms.html)
 
-| Skill | Command | What it does |
-|-------|---------|-------------|
-| **Research** | `/expert-system:research` | Search recent news, analysis, and insights from tech blogs, X posts, podcast transcripts, earnings calls, and expert commentary |
-| **Macro** | `/expert-system:macro` | Query macroeconomic indicators — GDP, unemployment, inflation, interest rates, housing, consumer sentiment |
-| **Financials** | `/expert-system:financials` | Query deterministic, normalized SEC company financial metrics by ticker or CIK |
+## Capabilities
 
-All three skills also trigger automatically based on context — you don't need to invoke them by name.
+| Skill      | Example                                            | Workflow                                                           |
+| ---------- | -------------------------------------------------- | ------------------------------------------------------------------ |
+| Research   | “What are experts saying about AI infrastructure?” | Search previews → selected takeaways → bounded source verification |
+| Macro      | “Show recent US inflation and unemployment.”       | Resolve supported FRED series → retrieve dated observations        |
+| Financials | “Compare Apple's revenue and operating cash flow.” | Discover metrics → retrieve company series with filing provenance  |
 
-## Install
+Results preserve source links, observation dates, units, and fiscal-period semantics. These capabilities do not provide live stock prices, forecasts, or trading. There are 11 data tools; the server also offers a free `get_profile` identity utility. Data calls share the account's REST quota, including valid calls that return empty or partial results.
 
-```
-/plugin install github://starmode-base/expert-system-plugin
+## Claude Code installation
+
+Once v2 is available on the repository's default branch, run:
+
+```text
+/plugin marketplace add starmode-base/expert-system-plugin
+/plugin install expert-system@expert-system
 ```
 
-## Setup
+Restart Claude Code, open `/mcp`, and follow the Expert System sign-in flow. Approve the OAuth read access and any client tool-permission prompts you intend to allow. No API key is required. Use natural-language requests or `/expert-system:research`, `/expert-system:macro`, and `/expert-system:financials`.
 
-1. Get your API key at [expert-system.starmode.dev/account/api-keys](https://expert-system.starmode.dev/account/api-keys)
+For local development before publication: `claude --plugin-dir /absolute/path/to/expert-system-plugin`. For isolated install testing and GitHub branch validation, see [the release checklist](documents/plugin-release.md).
 
-2. Add your key to `~/.claude/plugins/expert-system/env.json`:
+Update with `/plugin marketplace update expert-system` then `/plugin update expert-system@expert-system`. Remove with `/plugin uninstall expert-system@expert-system`. Manage sign-in separately in `/mcp`; uninstalling a plugin does not delete your service account or billing subscription.
+
+## Codex installation
+
+Clone the desired release of this repository. Register a local marketplace pointing at that checkout using the bundled plugin-creator skill, or create this temporary marketplace layout:
+
+```text
+expert-system-marketplace/
+  .agents/plugins/marketplace.json
+  plugins/expert-system/  # plugin files from the release archive
+```
+
+Use this catalog in `.agents/plugins/marketplace.json`:
 
 ```json
 {
-  "EXPERT_SYSTEM_API_KEY": "esak_..."
+  "name": "expert-system-local",
+  "interface": { "displayName": "Expert System" },
+  "plugins": [
+    {
+      "name": "expert-system",
+      "source": { "source": "local", "path": "./plugins/expert-system" },
+      "policy": { "installation": "AVAILABLE", "authentication": "ON_INSTALL" },
+      "category": "Productivity"
+    }
+  ]
 }
 ```
 
-## Examples
+Register and install it using a Codex CLI with plugin support:
+
+```sh
+codex plugin marketplace add /absolute/path/to/expert-system-marketplace
+codex plugin add expert-system@expert-system-local
+```
+
+Alternatively, select that marketplace in the Codex Plugins UI and install Expert System. Complete its OAuth sign-in prompt, then start a new task so the skills and connection are loaded. Ask naturally or select the research, macro, or financials skill. The three summaries support routing; the host discovers tool schemas as needed rather than this plugin eagerly loading them.
 
-- "What's happening with Nvidia?"
-- "Give me a news briefing on AI development"
-- "What's the current unemployment rate and how has it trended?"
-- "Compare Apple's quarterly revenue and net income with SEC provenance"
+To update, replace the plugin directory with the new release, refresh the marketplace with `codex plugin marketplace upgrade expert-system-local`, and reinstall from the Plugins UI (or remove/add using the CLI). Start a new task. Remove with `codex plugin remove expert-system@expert-system-local`; remove an unused marketplace with `codex plugin marketplace remove expert-system-local`.
 
-## Links
+## Sign-in and troubleshooting
 
-- [Expert System](https://expert-system.starmode.dev)
-- [API Key Management](https://expert-system.starmode.dev/account/api-keys)
+The shared MCP endpoint is `https://expert-system.starmode.dev/api/mcp`. Sign in through the client's connection controls; credentials belong to the client, never plugin files or prompts. The server requests `expert-system:read`. Cancelling sign-in leaves the connection unavailable; retry when ready. An expired or revoked session may require reconnecting. For access denied, verify your account and authorization rather than repeatedly retrying tools.
+
+In Claude Code use `/mcp`; in Codex inspect `/mcp` and the plugin's connection settings. If tools are missing, confirm installation, enable the plugin, reconnect, and start a fresh task. Remove duplicate manually configured Expert System connections if they cause duplicate tools. A quota error requires waiting for renewal or managing your plan, not reinstalling. Report client version and redacted error details through Support; never post tokens or personal data.
+
+For a v1 upgrade, uninstall the old plugin, remove its saved plugin API-key configuration, then install v2 and sign in. Existing REST `/api/v1` integrations continue to use their API keys; revoke an old key only if it is no longer used elsewhere.
+
+## Plugin development and release
+
+The root `plugin.json` and `mcp.json` follow the [portable Agent Plugins format](https://developers.openai.com/plugins/build/plugins). `.claude-plugin/` and `.codex-plugin/` provide client compatibility; both use the same `skills/`. Skill MCP dependencies follow [OpenAI's skill guidance](https://developers.openai.com/plugins/build/skills). The server repository hosts `public/marketplace.json` as a compatibility copy of this repository’s canonical Claude marketplace. Privacy and terms pages are also hosted by the server.
+
+```sh
+bun install --frozen-lockfile
+bun run plugin:check
+claude plugin validate .claude-plugin/plugin.json
+claude plugin validate .
+python3 scripts/package-plugin.py /tmp/expert-system-2.0.0.zip
+bun run typecheck && bun run lint && bun run format
+```
+
+The archive includes only the plugin manifests, README, release checklist, and skills. It excludes application code, environment files, local config, and dependencies. Installation from GitHub still checks out the repository; never commit credentials. Release, clean-profile validation, routing scenarios, monitoring, and rollback are documented in [the release checklist](documents/plugin-release.md).
+
+The plugin checks run without a server checkout. Before release, additionally verify
+the 11-tool contract, hosted marketplace copy, and policy files against the server:
+
+```sh
+EXPERT_SYSTEM_SERVER_ROOT=/absolute/path/to/expert-system bun run plugin:check
+```