plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "estii",
  "version": "1.0.3",
  "description": "Estii gives technology services teams one commercial model for every deal, aligning sales, delivery and finance around scope, effort, pricing, margin, revenue and schedule before committing to delivery.",
  "author": {
    "name": "Estii",
    "url": "https://www.estii.com"
  },
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Estii",
        "shortDescription": "Scope, price and approve deals",
        "longDescription": "Estii helps technology services businesses make better commercial decisions before committing to delivery.\n\nEstii gives technology services teams one commercial model for every deal, aligning sales, delivery and finance around scope, effort, pricing, margin, revenue and schedule before committing to delivery.\n\nConnect Estii to your AI assistant to work directly with your commercial data. Ask what a scope change does to your margin, explore pricing alternatives, review an estimate before approval, or see what your pipeline means for capacity next quarter.\n\nWork directly with your live deals, rates, resources and reusable content, rather than copying estimates or spreadsheets into a conversation.\n\n**What you can do:**\n\n- Find, review and compare deals, versions and variants\n- Build and update deals, including scope, estimates, roles and pricing\n- Reuse proven work items and templates from your Work Library\n- Analyse pipeline, revenue forecasts and resource capacity\n- Export deal information to Excel, JSON or Markdown\n- Request approvals and update deal outcomes\n\nEvery action respects your Estii permissions and space rules. Changes can be previewed before they're applied, and approvals follow the same process as the app.\n\nSign in with your Estii account.",
        "developerName": "Estii",
        "category": "Business & Operations",
        "defaultPrompt": [
          "Show me my deals in Estii.",
          "Review a deal before I send it for approval.",
          "Find discovery work in my Estii library."
        ],
        "websiteURL": "https://www.estii.com",
        "supportURL": "https://www.estii.com/contact",
        "privacyPolicyURL": "https://www.estii.com/privacy",
        "termsOfServiceURL": "https://www.estii.com/terms",
        "logo": "./assets/icon.png",
        "composerIcon": "./assets/icon.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "List deals in Estii Review. Use the reviewer space for this and every subsequent case.",
              "prompt": "List my deals in the Estii Review space.",
              "tools_triggered": "estii_space_list if space resolution is needed; estii_deal_list with space=\"reviewer\".",
              "expected_behavior": "Return Website Build (id 6abX3o1P) as a draft deal. Use only data returned from Estii Review; do not include deals from other spaces."
            },
            {
              "description": "Read the seeded Website Build commercial summary in Estii Review.",
              "prompt": "Show me the Website Build deal in Estii Review.",
              "tools_triggered": "estii_deal_list or estii_deal_search to resolve the deal; estii_deal_show with space=\"reviewer\", ref=\"6abX3o1P\".",
              "expected_behavior": "Show Website Build in USD with price $3,200, cost $1,600 and margin 50%, consistent with the returned commercial summary. Explain any subsequent fixture changes using actual returned values."
            },
            {
              "description": "Preview a new task without applying it. The seeded Website Build deal has a Pages feature. This case must leave the deal unchanged and can be repeated.",
              "prompt": "In Estii Review, preview adding a task called QA under Pages in the Website Build deal. Do not apply the change.",
              "tools_triggered": "estii_context; estii_deal_list or estii_deal_search if needed; estii_deal_find to resolve the Pages feature; estii_deal_add with space=\"reviewer\", ref=\"6abX3o1P\", path=\"features/R5ie5yWu/tasks\", pairs=[\"name=QA\"], dry_run=true.",
              "expected_behavior": "Display a proposed QA task under Pages and explicitly say it has not been applied. No write call may use dry_run=false or omit dry_run. A subsequent read must confirm no QA task was added."
            },
            {
              "description": "Find reusable Discovery content using the local library matcher in Estii Review.",
              "prompt": "Find discovery in my Estii Review work library.",
              "tools_triggered": "estii_library_find with space=\"reviewer\", query=\"discovery\", ai=false or omitted.",
              "expected_behavior": "Return the Discovery library item (id YwRUsrAz), with its actual description and a strong name match. Do not invent library results or start a model-assisted match."
            },
            {
              "description": "Export the seeded Website Build deal to Excel without changing it, then open the actual exported workbook in ChatGPT using available file tools. The download is available for fifteen minutes; Work mode may be needed to inspect it.",
              "prompt": "Export the Website Build deal in Estii Review to Excel and open the exported workbook in ChatGPT.",
              "tools_triggered": "estii_deal_list or estii_deal_search if needed; estii_deal_export with space=\"reviewer\", ref=\"6abX3o1P\", format=\"xlsx\"; available ChatGPT file tools to retrieve and inspect the returned workbook.",
              "expected_behavior": "Return an HTTPS download link for a nonempty .xlsx file, retrieve that actual export and open it in ChatGPT when file tools are available. Show the actual workbook contents when the host supports it. A link alone does not complete the open-and-inspect request. If the current mode cannot inspect files, explain the limitation or offer Work mode without claiming the workbook is open. Do not reconstruct the export from summary data. No deal data changes."
            }
          ],
          "negative": [
            {
              "description": "General industry question requiring no account data. Answer generally without calling any Estii tools or claiming a figure was sourced from the user's deals.",
              "prompt": "What's a typical gross margin for a technology consultancy?"
            },
            {
              "description": "Standalone writing request with no request to access or modify Estii. Draft the summary without calling Estii tools or claiming to have saved a proposal.",
              "prompt": "Write an executive summary for a cloud migration proposal."
            },
            {
              "description": "General contract explanation requiring no Estii account data. Explain the distinction without calling Estii tools.",
              "prompt": "Explain the difference between time and materials and fixed-price contracts."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "Users purchase Estii subscriptions on the Estii website. The plugin does not provide purchasing or checkout.",
        "demo_recording_url": "https://dl.estii.com/share/chat-gpt-plugin-submission-2026-10-20.mov"
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial release of Estii for ChatGPT. Connect your Estii account to review and manage deals, scope, estimates, pricing and reusable work, analyse forecasts, and export deal information."
      },
      "apps": "./.app.json"
    }
  }
}