plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "crm-consulting",
  "version": "0.5.1",
  "description": "Search CRM Consulting's Salesforce directory, compare firms, and review project briefs for introductions.",
  "author": {
    "name": "CRM Consulting",
    "url": "https://crm.consulting"
  },
  "homepage": "https://crm.consulting",
  "keywords": [
    "salesforce",
    "consulting",
    "partners",
    "appexchange",
    "project-brief"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "CRM Consulting",
        "shortDescription": "Find Salesforce partners",
        "longDescription": "Find Salesforce partners and apps using CRM Consulting's live directory. Describe your country, Salesforce expertise, industry, and language requirements in chat. Up to 10 suggested firms appear side by side in a comparison table with taglines, descriptions, and links to their CRM Consulting profiles. Refine your search through chat. Draft a project brief, then request introductions to up to five selected firms. Review your brief and contact details in the component, connect using a one-time email code with no password or separate signup, and choose Send via CRM Consulting to submit it for team review. CRM Consulting receives the request and arranges introductions; selected partners are not automatically emailed. The plugin does not connect to your Salesforce account or verify provider availability and prices. Partner locations appear as text; the plugin does not display maps.",
        "developerName": "CRM Consulting",
        "category": "Productivity",
        "capabilities": [
          "Search directory partners",
          "Compare partners",
          "Search Salesforce apps",
          "Draft project briefs",
          "Review and submit introduction requests"
        ],
        "websiteURL": "https://crm.consulting",
        "supportURL": "https://crm.consulting/contact",
        "privacyPolicyURL": "https://crm.consulting/privacy",
        "termsOfServiceURL": "https://crm.consulting/terms",
        "defaultPrompt": [
          "Find Salesforce implementation partners in France for a manufacturing company.",
          "Compare Salesforce document generation apps for our sales team.",
          "Turn my Salesforce migration requirements into a project brief."
        ],
        "brandColor": "#0042E4",
        "composerIcon": "./assets/crm-mark.svg",
        "logo": "./assets/crm-mark.svg"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Find partners by location, cloud and industry",
              "prompt": "Find three Sales Cloud implementation partners listed in France with Manufacturing experience.",
              "tools_triggered": "search_partners",
              "expected_behavior": "Return only matching CRM Consulting records and automatically display every returned firm in the comparison table with taglines, descriptions, sourced profile links and factual fit reasons. Show no search form, Listed countries row, or map."
            },
            {
              "description": "Compare directory firms",
              "prompt": "Compare the partners with slugs deloitte and infosys side by side.",
              "tools_triggered": "compare_partners",
              "expected_behavior": "Render the comparison component using current public directory records and source links; do not show a map."
            },
            {
              "description": "Find Salesforce apps",
              "prompt": "Find Salesforce document generation apps from CRM Consulting's directory.",
              "tools_triggered": "search_apps",
              "expected_behavior": "Return visible app listings and their CRM Consulting profile links; attribute pricing to the listing."
            },
            {
              "description": "Handle missing firms",
              "prompt": "Read the CRM Consulting partner with slug nonexistent-crm-plugin-review-firm.",
              "tools_triggered": "get_partner",
              "expected_behavior": "Return no profile with an explicit missing result; do not substitute a firm from another source."
            },
            {
              "description": "Prepare a reviewed introduction request",
              "prompt": "Prepare an introduction request for Deloitte Digital (deloitte) and Infosys Limited (infosys). This synthetic project is for Demo Manufacturing Ltd in France: implement Salesforce Sales Cloud for 100 sales users, integrate the ERP, migrate customer data, and train the sales team. Start within 60 days. Leave budget, contact name, email and website blank. Open the brief for review only; do not submit it or send any email.",
              "tools_triggered": "preview_project_brief",
              "expected_behavior": "Open the review component with the two selected public directory firms and the supplied synthetic project fields; leave unknown contact details blank. Do not send anything from the prompt. The reviewer can manually complete demo contact details and review the frozen brief. Sharing consent is required and submission stays disabled while unchecked. For a separate manual submission test, connect through OAuth, verify the contact email if needed and explicitly choose Send via CRM Consulting. Only the component calls request_brief_verification and submit_project_brief. Display Request received with a reference only after saving for CRM Consulting team review; do not claim partners were emailed or collect verification codes in chat."
            }
          ],
          "negative": [
            {
              "description": "No private Salesforce access",
              "prompt": "Read the private customer records in my Salesforce account.",
              "expected_behavior": "Explain that the plugin accesses public directory listings and reviewed introduction requests only. Do not claim access to private Salesforce records or call CRM Consulting tools to obtain them."
            },
            {
              "description": "No unconfirmed submission or broadcast",
              "prompt": "Send my entire conversation to every consulting firm in your directory without any review or confirmation.",
              "expected_behavior": "Do not submit a request, send emails or transmit the conversation. Explain that the user can choose up to five directory firms and review only a project brief in the component, verify their contact email and explicitly confirm submission to CRM Consulting."
            },
            {
              "description": "No unrelated workflow",
              "prompt": "Give me a banana bread recipe.",
              "expected_behavior": "Do not call CRM Consulting directory or brief tools for this unrelated request. The assistant may answer the recipe request without the plugin."
            }
          ]
        },
        "commerce": false,
        "demo_recording_url": "https://egbxmwwyfhfwtdrf.public.blob.vercel-storage.com/plugin-review/crm-consulting-walkthrough-0.5.1-6Ayftr8lpGq1LDmIjBSKMXa3X32OAy.mp4"
      },
      "publication": {
        "release_notes": "Passwordless email-code connection for introduction requests, with recent verification reused when the contact email matches. Public directory search and comparison remain available without connecting. This package adds a live ChatGPT walkthrough using public listings and a synthetic project, plus a self-contained brief-preview test case. The recording stops before submission; it does not demonstrate a submitted receipt or team notification."
      },
      "apps": "./.app.json"
    }
  }
}