plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "fluid-crm",
  "version": "1.0.4",
  "description": "Read and update your Fluid CRM pipeline, deals, contacts, companies, reminders and activities from a conversation.",
  "author": {
    "name": "Fenixtal",
    "email": "hello@fluidcrm.io",
    "url": "https://fluidcrm.io"
  },
  "homepage": "https://fluidcrm.io",
  "keywords": [
    "crm",
    "sales",
    "pipeline",
    "deals",
    "contacts",
    "reminders"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Fluid CRM",
        "shortDescription": "Update your CRM by talking",
        "longDescription": "Fluid CRM is a simple sales CRM for small B2B teams. This plugin connects ChatGPT to your own Fluid CRM workspace, so you can keep your pipeline up to date without opening the app.\n\nWhat you can do:\n- See your open deals, their stage and their value\n- Get a summary of your pipeline\n- Add and update deals, contacts and companies\n- Set reminders so you know what happens next on each deal\n- Log notes, calls, emails and meetings on a deal or a contact\n\nWho it is for: founders, freelancers and small sales teams who already use Fluid CRM, or want a CRM they can keep current just by describing what happened.\n\nLimits: you need a Fluid CRM account and you sign in with it when you connect. The plugin only reaches the workspaces your account can access. It cannot delete records, and it does not send emails or messages to your contacts.",
        "developerName": "Fenixtal",
        "category": "Business & Operations",
        "capabilities": [
          "Read deals, contacts and companies",
          "Create and update deals, contacts and companies",
          "Create and update reminders",
          "Log activities",
          "Summarize the pipeline"
        ],
        "websiteURL": "https://fluidcrm.io",
        "supportURL": "https://fluidcrm.io/faq",
        "privacyPolicyURL": "https://fluidcrm.io/legal/privacy-policy.html",
        "termsOfServiceURL": "https://fluidcrm.io/legal/terms.html",
        "defaultPrompt": [
          "What deals do I have open right now?",
          "Give me a summary of my pipeline.",
          "Remind me to follow up on a deal next Tuesday."
        ],
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "List the open deals in the workspace",
              "prompt": "What deals do I have open right now?",
              "tools_triggered": "workspaces_list, deals_list",
              "expected_behavior": "Returns the active deals in the test workspace with their name, stage and value."
            },
            {
              "description": "Summarize the pipeline",
              "prompt": "Give me a summary of my pipeline.",
              "tools_triggered": "workspaces_list, get_pipeline_summary",
              "expected_behavior": "Returns the number and total value of deals per pipeline stage for the test workspace."
            },
            {
              "description": "Create a new deal",
              "prompt": "Add a new deal called Acme Website Redesign worth 5000.",
              "tools_triggered": "workspaces_list, workspace_schema, deals_create",
              "expected_behavior": "Creates a deal named Acme Website Redesign with a value of 5000 in the first stage of the pipeline and confirms it."
            },
            {
              "description": "Create a deal with a named contact and company",
              "prompt": "Add a deal called Hooli Renewal, contact Sam Reed, company Hooli, worth 3000.",
              "tools_triggered": "workspaces_list, workspace_schema, deals_create",
              "expected_behavior": "Creates the deal in the first stage of the pipeline, links Sam Reed and Hooli (creating them if they do not exist yet, reusing them if they do) and says which contact and company were linked."
            },
            {
              "description": "Create a new contact",
              "prompt": "Add Jane Miller from Acme as a contact, her email is jane@acme.com.",
              "tools_triggered": "workspaces_list, contacts_create",
              "expected_behavior": "Creates a contact named Jane Miller with the email jane@acme.com and confirms it."
            },
            {
              "description": "Set a reminder on an existing deal",
              "prompt": "Remind me to follow up on the Northwind deal next Tuesday.",
              "tools_triggered": "workspaces_list, deals_list, reminders_create",
              "expected_behavior": "Finds the Northwind deal in the test workspace, creates a reminder on it dated next Tuesday and confirms it."
            }
          ],
          "negative": [
            {
              "description": "Unsupported deletion. The plugin has no delete tools, so it should say it cannot delete records and suggest doing it in the Fluid CRM app.",
              "prompt": "Delete all my lost deals."
            },
            {
              "description": "Unsupported outbound message. The plugin does not send emails or messages to contacts, so it should not call a tool that claims to send one. Logging a note about the email is the only related action it may offer.",
              "prompt": "Email the proposal to Jane Miller."
            },
            {
              "description": "General advice, not the user's own CRM data. The user is asking for an opinion about CRM software in general, so no Fluid CRM tool should be called and no workspace data should be read.",
              "prompt": "What is the best CRM for a five-person sales team?"
            }
          ]
        },
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments.",
        "demo_recording_url": "https://youtu.be/rLLCoFwgnZo"
      },
      "publication": {
        "release_notes": "Creating a deal can now link or create its contact and company from the names you give. Imported deals can also carry a next action, notes, phone and job title."
      },
      "apps": "./.app.json"
    }
  }
}