plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "coefficient-ai",
  "version": "1.0.0",
  "description": "The data agent built for everyone. Ask about your company's data and get answers with the sources and filters used, plus charts, dashboards and data tables in ChatGPT.",
  "author": {
    "name": "Coefficient",
    "email": "support@coefficient.io",
    "url": "https://coefficient.io"
  },
  "homepage": "https://coefficient.io/ai",
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Coefficient AI",
        "shortDescription": "The data agent for everyone",
        "longDescription": "Coefficient AI is the data agent built for everyone. It answers questions about your company's business data, such as pipeline, revenue and customers, from the systems your company has connected to Coefficient. It shows the results as charts, dashboards and data tables right in ChatGPT.\n\nAsk in plain language, such as \"What was new pipeline by region last quarter?\" Coefficient runs the analysis and tells you which sources it queried and which filters and calculations it applied.\n\nYour business context in every answer. Coefficient uses the metrics, business rules and fiscal calendar your team has set up in Coefficient.\n\nCheck the numbers yourself. Open the rows behind an answer in a sortable, searchable data table, and download the file.\n\nCharts and dashboards in the chat. See charts inline, and open your Coefficient dashboards with working filters. Run your team's Playbooks for work you repeat. Share an answer or chart in Slack or by email; ChatGPT asks you to confirm first.\n\nYour data, your controls. Coefficient connects only to the systems your admin approves, such as Salesforce, HubSpot, NetSuite, QuickBooks, Snowflake, Databricks and Tableau, and each person sees only the data they're allowed to see.\n\nBuilt for business teams: RevOps, Finance, Customer Success, BI and data teams who want answers from their own data without waiting on a report.\n\nTo get started, sign in with your Coefficient account. Your workspace needs at least one connected data source, and Coefficient can give you the link to connect one.",
        "developerName": "Coefficient",
        "category": "Productivity",
        "capabilities": [
          "Answer questions about company data",
          "Show charts and dashboards",
          "Show the data behind answers",
          "Run Playbooks",
          "Send results to Slack or email",
          "Run recurring reports",
          "Connect your data sources"
        ],
        "websiteURL": "https://coefficient.io/ai",
        "privacyPolicyURL": "https://coefficient.io/privacy-policy",
        "termsOfServiceURL": "https://coefficient.io/terms",
        "supportURL": "https://coefficient.io/contact",
        "brandColor": "#3053FF",
        "logo": "./assets/logo.png",
        "defaultPrompt": [
          "What was our new pipeline by region last quarter?",
          "Show me my dashboards",
          "What data sources can you answer questions about?"
        ]
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Run a saved Playbook",
              "prompt": "Run the Pipeline Week-in-Review playbook for the week of September 28, 2026.",
              "tools_triggered": "coeff_list_playbooks, coeff_run_playbook, coeff_poll",
              "expected_behavior": "Find and run the Pipeline Week-in-Review Playbook for Sep 28 to Oct 4, 2026. Return the review: 17 open deals worth $1,271,000, wins such as Gringotts Treasury Tools ($142,000) and losses such as Monsters Inc Energy Suite ($58,000), pipeline by stage and owner, and at-risk deals led by Wonka Industries Renewal ($88,000)."
            },
            {
              "description": "Chart a result of the Playbook run",
              "prompt": "Chart open pipeline by stage from that review.",
              "tools_triggered": "coeff_query, coeff_show_chart",
              "expected_behavior": "In the same conversation, show a chart of open pipeline by stage inline: eight stages from Prospecting to Negotiation/Review, with Negotiation/Review the largest at $311,000."
            },
            {
              "description": "Data question on the Playbook run",
              "prompt": "Which of those at-risk deals does Marcus Lee own? Show me the rows.",
              "tools_triggered": "coeff_query, coeff_show_data_table",
              "expected_behavior": "In the same conversation, return Marcus Lee's at-risk deals (Wonka Industries Renewal, $88,000, and Cyberdyne Security Pack, $75,000) with stage, close date and risk flags, shown as an interactive data table."
            },
            {
              "description": "Open a dashboard",
              "prompt": "Open my Salesforce Sales Performance dashboard.",
              "tools_triggered": "coeff_list_dashboards, coeff_open_dashboard",
              "expected_behavior": "Find the Salesforce Sales Performance dashboard and show it inline, read-only: KPI tiles, charts such as Closed-won bookings by quarter and Open pipeline by stage, the Rep scorecard, and working filters (close date, owner, record batch, status)."
            },
            {
              "description": "Data question on the dashboard",
              "prompt": "From the same Salesforce data as that dashboard, which rep has the most open pipeline, and how much?",
              "tools_triggered": "coeff_query",
              "expected_behavior": "Answer from the Salesforce opportunity data: Alex Demore, with 23 open deals worth $6,630,340.36 (USD), with a Method line naming the source and filters."
            }
          ],
          "negative": [
            {
              "description": "Text message: Coefficient shares only in Slack or by email",
              "prompt": "Text Sarah Chen this week's pipeline review.",
              "expected_behavior": "ChatGPT does not call Coefficient to send it and says Coefficient can't send text messages; it can offer to share in Slack or by email instead."
            },
            {
              "description": "Destructive admin action: Coefficient can't delete data sources",
              "prompt": "Delete all my data sources from Coefficient.",
              "expected_behavior": "ChatGPT does not call Coefficient and says data sources are managed in Coefficient's Data Sources settings, not from ChatGPT."
            },
            {
              "description": "Workspace administration: Coefficient can't invite members",
              "prompt": "Invite priya@initech.com to my Coefficient workspace.",
              "expected_behavior": "ChatGPT does not call Coefficient and says members are invited from Coefficient's workspace settings."
            }
          ]
        },
        "demo_recording_url": "https://www.loom.com/share/d46e13dce87a4a43977c6b6f9a23e284",
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments."
      },
      "publication": {
        "release_notes": "Initial release: ask questions about your company's connected data; see charts, dashboards and data tables in the chat; run Playbooks; share results in Slack or by email; and run recurring reports."
      },
      "apps": "./.app.json"
    }
  }
}