plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "senitix-crm",
  "version": "1.0.0",
  "description": "Look up and update your Senitix CRM records from chat: deals, contacts, companies, tasks, forecasts and reports.",
  "author": {
    "name": "Senitix",
    "email": "support@senitix.com",
    "url": "https://www.senitix.com"
  },
  "homepage": "https://www.senitix.com",
  "keywords": [
    "crm",
    "sales",
    "pipeline",
    "deals",
    "contacts",
    "forecast"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Senitix CRM",
        "shortDescription": "Your CRM records, in chat",
        "longDescription": "Connect ChatGPT to your Senitix CRM account. Ask about your open deals and their amounts, find a contact or company, see your upcoming tasks, check your sales forecast or run a saved report. Answers come from your live CRM data.\n\nChatGPT acts as you: it only sees the records your Senitix permissions allow, and your organization's admin decides which tools are enabled. Changes (creating or updating records, moving a deal to another stage, completing a task, deciding an approval) are off by default and only your organization's admin can turn them on. Irreversible changes, such as converting a lead or deciding an approval, always ask for your confirmation first. Nothing can be deleted through ChatGPT.\n\nIntended for sales and customer teams using Senitix CRM. Requires a Senitix account with access to the organization you connect.",
        "developerName": "Senitix",
        "category": "Productivity",
        "capabilities": [
          "Search CRM records",
          "Read deals, contacts, companies and leads",
          "Review your tasks and approvals",
          "Read forecasts and run saved reports",
          "Create and update records (admin-enabled)"
        ],
        "websiteURL": "https://www.senitix.com",
        "supportURL": "https://www.senitix.com/contact",
        "privacyPolicyURL": "https://www.senitix.com/company/legal/privacy-policy",
        "termsOfServiceURL": "https://www.senitix.com/company/legal/terms-of-service",
        "defaultPrompt": [
          "Show my open deals and their amounts.",
          "What tasks do I have coming up?",
          "Find the contact James Mitchell and show his company."
        ],
        "brandColor": "#0A422B",
        "brandColorDark": "#CDDF95",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Identify the connected account",
              "prompt": "Who am I connected as in Senitix?",
              "tools_triggered": "whoami",
              "expected_behavior": "Returns ChatGPT Reviewer (chatgpt@senitix.com) in the workspace Senitix ChatGPT Review with the owner/admin role. Lists the CRM areas the user can read and states that changes over ChatGPT (writes) are turned off."
            },
            {
              "description": "List open deals",
              "prompt": "Show my open deals and their amounts.",
              "tools_triggered": "deals_list",
              "expected_behavior": "Three open deals with stage, amount and close date: Apex Digital - Enterprise License Renewal ($8,000), Sterling Consulting - CRM Implementation ($5,000), Cascade Construction - Project Management Add-on ($4,000)."
            },
            {
              "description": "Find a contact and their company",
              "prompt": "Find the contact James Mitchell and tell me his company, job title and phone number.",
              "tools_triggered": "search, contacts_get",
              "expected_behavior": "Apex Digital Solutions, Chief Technology Officer, +1 (415) 555-1010."
            },
            {
              "description": "Review open tasks",
              "prompt": "What open tasks do I have in Senitix?",
              "tools_triggered": "tasks_mine",
              "expected_behavior": "Two open tasks, soonest due first: \"Proposal presentation - Sarah Chen\" and \"Draft integration contract\". The completed \"Discovery call - James Mitchell\" is not listed. Due dates may show as overdue depending on when the review runs."
            },
            {
              "description": "Read notes on a record",
              "prompt": "What did James Mitchell tell us according to my notes?",
              "tools_triggered": "search, notes_list",
              "expected_behavior": "Pinned note: besides the license renewal he is also interested in the Project Management module, and a meeting with CFO David Thompson is planned for budget approval."
            }
          ],
          "negative": [
            {
              "description": "Unrelated request: weather",
              "prompt": "What's the weather in London tomorrow?"
            },
            {
              "description": "Unsupported action: deleting records (the plugin has no delete tools)",
              "prompt": "Delete all my contacts in Senitix."
            },
            {
              "description": "Unrelated request: translation",
              "prompt": "Translate 'good morning' into German."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "Senitix CRM for ChatGPT does not sell products or process payments.",
        "demo_recording_url": "https://www.youtube.com/watch?v=noPz_9bpZvE"
      },
      "publication": {
        "release_notes": "First release of Senitix CRM for ChatGPT: read access to contacts, accounts, leads, deals, activities, notes, products, quotes, contracts, orders, invoices, custom objects, forecasts and reports; optional, admin-enabled write tools (irreversible ones always confirm first) (create and update records, move a deal stage, complete tasks, decide approvals). No delete tools.",
        "translations": {
          "tr-TR": {
            "subtitle": "CRM kay\u0131tlar\u0131n\u0131z ChatGPT'de",
            "description": "ChatGPT'yi Senitix CRM hesab\u0131n\u0131za ba\u011flay\u0131n. A\u00e7\u0131k f\u0131rsatlar\u0131n\u0131z\u0131 ve tutarlar\u0131n\u0131 sorun, bir ki\u015fiyi ya da firmay\u0131 bulun, yakla\u015fan g\u00f6revlerinizi g\u00f6r\u00fcn, sat\u0131\u015f tahmininizi inceleyin veya kay\u0131tl\u0131 bir raporu \u00e7al\u0131\u015ft\u0131r\u0131n. Yan\u0131tlar canl\u0131 CRM verilerinizden gelir.\n\nChatGPT sizin ad\u0131n\u0131za \u00e7al\u0131\u015f\u0131r: yaln\u0131zca Senitix yetkilerinizin izin verdi\u011fi kay\u0131tlar\u0131 g\u00f6r\u00fcr; hangi ara\u00e7lar\u0131n a\u00e7\u0131k olaca\u011f\u0131na kurulu\u015funuzun y\u00f6neticisi karar verir. De\u011fi\u015fiklikler (kay\u0131t olu\u015fturma ve g\u00fcncelleme, f\u0131rsat a\u015famas\u0131n\u0131 de\u011fi\u015ftirme, g\u00f6rev tamamlama, onay karar\u0131 verme) varsay\u0131lan olarak kapal\u0131d\u0131r ve yaln\u0131zca kurulu\u015funuzun y\u00f6neticisi a\u00e7abilir. Geri al\u0131namayan de\u011fi\u015fiklikler (\u00f6rne\u011fin bir aday\u0131 d\u00f6n\u00fc\u015ft\u00fcrmek ya da onay karar\u0131 vermek) her zaman \u00f6nce sizin onay\u0131n\u0131z\u0131 ister. ChatGPT \u00fczerinden hi\u00e7bir kay\u0131t silinemez.\n\nSenitix CRM kullanan sat\u0131\u015f ve m\u00fc\u015fteri ekipleri i\u00e7indir. Ba\u011flanmak i\u00e7in ilgili kurulu\u015fa eri\u015fimi olan bir Senitix hesab\u0131 gerekir."
          }
        }
      },
      "apps": "./.app.json"
    }
  }
}