plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "hanna-crm",
  "version": "1.0.3",
  "description": "Search, inspect, create and update records in your Hanna CRM workspace.",
  "author": {
    "name": "Ateities IT, UAB",
    "url": "https://hannacrm.lt/en/"
  },
  "homepage": "https://hannacrm.lt/en/",
  "keywords": [
    "crm",
    "sales",
    "customers",
    "tasks",
    "invoices"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Hanna CRM",
        "shortDescription": "Manage CRM records",
        "longDescription": "Work with your Hanna CRM records directly from ChatGPT. Hanna CRM is a customer relationship management system for sales, service and finance teams; this plugin connects ChatGPT to your own Hanna CRM workspace so you can find, read, create and update CRM records in conversation.\n\nSearch and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, supplier orders, call history and financial records - invoices, pre-invoices, credit notes, payments and expenses - and look up the reference values your workspace uses (statuses, sources, stages, taxes, picklists, staff, roles).\n\nCreate and update tasks, tickets, customers, contacts, leads, opportunities, projects, contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments and expenses.\n\nEverything runs under your own Hanna CRM login: you see and change only what your role allows, in the workspace you choose when connecting. Creating or changing a record can send the notifications, webhooks or accounting exports your administrator has configured. Requests are logged for security auditing.",
        "developerName": "Ateities IT, UAB",
        "category": "Business & Operations",
        "capabilities": [
          "Search customers, contacts and leads",
          "Create and update tasks, tickets and opportunities",
          "Look up invoices, payments and expenses"
        ],
        "websiteURL": "https://hannacrm.lt/en/",
        "supportURL": "https://support.hannacrm.eu/",
        "privacyPolicyURL": "https://hannacrm.lt/en/privacy-policy/",
        "termsOfServiceURL": "https://hannacrm.lt/en/reliability/#we-are-33",
        "defaultPrompt": [
          "Find a customer in Hanna CRM and show their latest details, contacts and open tasks.",
          "Show my open tasks in Hanna CRM for this week.",
          "Create a follow-up task in Hanna CRM for a customer, due next Monday."
        ],
        "composerIcon": "./assets/logo.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Identify the connected staff member.",
              "prompt": "Show my Hanna CRM profile and role.",
              "tools_triggered": "authenticated-staff-profile-tool",
              "expected_behavior": "Returns the signed-in staff member's name, UUID, email, position and role from the connected workspace; no other account's data."
            },
            {
              "description": "Search clients, including the empty result.",
              "prompt": "Find clients matching Submission Demo in Hanna CRM; show the first five matches.",
              "tools_triggered": "clients_search",
              "expected_behavior": "Lists the matching clients the user may see, with UUIDs and pagination; for a name that does not exist, reports no matches without inventing records."
            },
            {
              "description": "Open a selected client from search results.",
              "prompt": "Find the client Submission Demo in Hanna CRM and show its details; ask me to choose if there is more than one match.",
              "tools_triggered": "clients_search, client_get",
              "expected_behavior": "Resolves the UUID from real search results, asks for disambiguation when several match, then shows the detail record."
            },
            {
              "description": "Create a task and read it back.",
              "prompt": "In my Hanna CRM test account, create a task named Submission review follow-up, then show its saved details.",
              "tools_triggered": "task_create, task_get",
              "expected_behavior": "Confirms the details, creates exactly one task, retrieves it by the returned UUID and mentions that configured notifications or webhooks may fire; does not claim success if the server refuses."
            },
            {
              "description": "Update one field only, respecting permissions.",
              "prompt": "Find Submission review follow-up in my Hanna CRM test account and rename it to Submission review completed; leave its other fields unchanged.",
              "tools_triggered": "tasks_search, task_update",
              "expected_behavior": "Disambiguates if several tasks match, changes only the name and reports the result; on a permission refusal reports it without claiming the update happened."
            }
          ],
          "negative": [
            {
              "description": "General advice needs no private CRM access.",
              "prompt": "Explain how a sales funnel works."
            },
            {
              "description": "Public-web research is outside this plugin.",
              "prompt": "Search the public web for the latest electric-car reviews."
            },
            {
              "description": "Bank transfers are not payment records.",
              "prompt": "Transfer 100 euros from my bank account to a supplier."
            }
          ]
        },
        "demo_recording_url": "https://drive.google.com/file/d/13ykwPy9xlZr84LDdax1-PbTVLjT_sXcQ/view?usp=drive_link",
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments; payment tools only record payments in the CRM."
      },
      "publication": {
        "release_notes": "1.0.3 - initial listing. Hanna CRM for ChatGPT and Codex: 105 tools over the connected workspace - search and detail lookup for customers, contacts, leads, opportunities, tasks, projects, tickets (replies, notes, history), contracts, documents, objects, items, invoices, pre-invoices, credit notes, payments, expenses, calls, supplier orders and reference data; create / update for 16 record types. OAuth 2.1 sign-in with PKCE, workspace chosen at sign-in, user permissions enforced server-side."
      },
      "apps": "./.app.json"
    }
  }
}