.codex-plugin/plugin.json

{
  "author": {
    "name": "ZTABS"
  },
  "description": "CRM, client project management, invoicing and time tracking for marketing agencies, design studios, consultants, freelancers and service businesses.",
  "interface": {
    "capabilities": [
      "CRM and client management",
      "Sales pipeline and deal summaries",
      "Account and contact search",
      "Client project management",
      "Task creation and updates",
      "Project deadlines and overdue tasks",
      "Time tracking and timers",
      "Billable time summaries",
      "Invoice and estimate tracking",
      "Recording received invoice payments",
      "Expense record management",
      "Support ticket management",
      "Existing file share links"
    ],
    "category": "Business & Operations",
    "defaultPrompt": [
      "Review my marketing agency's open deals by pipeline stage and show the deal values.",
      "Show overdue tasks and upcoming deadlines across my client projects, with their current statuses.",
      "List unpaid client invoices, identify overdue balances and summarize billable time for this month."
    ],
    "developerName": "ZTABS",
    "displayName": "Agiled",
    "longDescription": "Agiled is a CRM for marketing agencies, creative agencies, design studios, consultants, freelancers and service businesses. Connect your Agiled account to manage client relationships, sales pipelines, client projects, tasks, time tracking and invoicing from your conversation. Coaches, photographers and virtual assistants can use the same client and project workflows to organize their service business.\n\nSALES AND CLIENT MANAGEMENT\nFind accounts, contacts and deals, review sales pipelines and summarize opportunities by stage. Build a client brief from the records in your workspace, check deal values and identify records to follow up on. Create or update accounts, contacts and deals when you ask to save a change. Use agency CRM workflows to keep prospective clients and existing client relationships organized.\n\nPROJECTS AND TASKS\nReview client projects, task statuses, priorities and due dates. Find overdue work, see upcoming deadlines and summarize delivery across projects. Create a project or task, update task details and keep project records current. Marketing and creative agencies can review client delivery; consultants can organize engagements and milestones; freelancers and design studios can track work for each client.\n\nTIME TRACKING\nReview time entries, start or stop a timer, add an entry for work already completed and update recorded time. Ask for a summary of billable hours across client projects or check time recorded during a specific period. Connect the work your team tracks with the client records, projects and invoices you already manage in Agiled.\n\nINVOICES, ESTIMATES AND EXPENSES\nFind unpaid invoices, identify overdue balances and review client amounts and due dates. Look up estimates, expenses and payment records, convert an estimate to an invoice and update supported finance records. Record a payment that you have already received against an invoice. Recording a payment updates Agiled's records; it does not charge a card or transfer money. Finance actions follow your workspace permissions and accounting configuration.\n\nCLIENT SUPPORT AND FILE SHARING\nReview support tickets, create or update a ticket, assign it to a teammate and change its status. Add an internal ticket reply or activity record to keep context with the request. Find existing file records and create a share link when requested. Combine client, project and support information to prepare a useful account summary before a meeting or a follow-up.\n\nWORKFLOWS FOR YOUR BUSINESS\nA marketing agency can review its sales pipeline, client delivery and overdue invoices in one conversation. A creative agency or design studio can find a client's records, check project deadlines and review tracked hours. A consultant can prepare an engagement summary and update next steps. A freelancer, coach, photographer or virtual assistant can keep client details, service projects and billing organized without switching between separate record searches.\n\nTRY ASKING\n\u201cReview my agency's open deals by pipeline stage and show the deal values.\u201d\n\u201cShow overdue tasks and upcoming deadlines across my client projects.\u201d\n\u201cFind this client's account, contacts, deals and active projects.\u201d\n\u201cSummarize billable time for this month and list unpaid client invoices.\u201d\n\u201cCreate a task in this client project with the title and due date I provide.\u201d\n\nRequires an Agiled account and a connected workspace. Agiled accesses only the records and actions allowed by your current role and approved permissions. Results come from your connected workspace; review the returned records and provide the details needed before requesting changes.",
    "privacyPolicyURL": "https://agiled.app/legal/privacy-policy",
    "shortDescription": "CRM for agencies & consultants",
    "supportURL": "https://agiled.app/contact-us",
    "termsOfServiceURL": "https://agiled.app/legal/terms-of-service",
    "websiteURL": "https://agiled.app",
    "logo": "./assets/icon.png",
    "composerIcon": "./assets/icon.png"
  },
  "name": "app-6aa91f21d6c48191b1e2a1034b3a2d6e",
  "version": "1.0.1",
  "keywords": [
    "CRM for marketing agencies",
    "agency CRM",
    "client management",
    "creative agencies",
    "design studios",
    "consultants",
    "freelancers",
    "service businesses",
    "sales pipeline",
    "project management",
    "task management",
    "time tracking",
    "invoicing",
    "estimates",
    "expenses",
    "client support"
  ],
  "extensions": {
    "com.openai": {
      "publication": {
        "release_notes": "Expanded listing with industry-specific CRM, client project, time tracking, invoicing and support workflows; added capabilities and starter prompts. No MCP permission or server changes."
      }
    }
  },
  "mcpServers": "./.mcp.json",
  "apps": "./.app.json"
}