plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "add-to-crm-connector",
  "version": "1.0.0",
  "description": "Find work contact details and add people and companies to your own CRM from the conversation. Search for prospects, check whether someone is already in your CRM, log notes and tasks, and save people to lists. Works with 29+ CRMs.",
  "author": {
    "name": "Add to CRM",
    "url": "https://addtocrm.com"
  },
  "homepage": "https://addtocrm.com",
  "keywords": [
    "crm",
    "contacts",
    "prospecting",
    "sales",
    "enrichment"
  ],
  "extensions": {
    "com.openai": {
      "onboardingSkill": "./skills/prospect-to-crm/SKILL.md",
      "interface": {
        "displayName": "Add to CRM",
        "shortDescription": "Find contacts, add to your CRM",
        "longDescription": "Add to CRM finds work contact details and adds the people you choose to your own CRM, without leaving the conversation.\n\nAsk for a person by name and company, by e-mail address or by profile link, and see their work e-mail, phone numbers where available, current role and company. Search for prospects by job title, seniority, location and company details. Check whether someone is already in your CRM before you add them, then add people or whole companies with your own field mapping, tags and duplicate checks applied. Log notes, calls, meetings and tasks, and save people to lists.\n\nWorks with 29+ CRMs, including Capsule, Attio, Zoho, HubSpot, Close and Pipedrive. You connect your CRM once in Add to CRM. Your CRM credentials stay with Add to CRM and the assistant never sees them.\n\nYou stay in control. Anything that changes your CRM is a clear step you can see and confirm, lookups use the credits in your Add to CRM account, and you can disconnect at any time under Connected AI apps in your account.",
        "developerName": "Add to CRM",
        "category": "Business & Operations",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://addtocrm.com",
        "supportURL": "https://addtocrm.com/contact",
        "privacyPolicyURL": "https://addtocrm.com/privacy",
        "termsOfServiceURL": "https://addtocrm.com/terms",
        "defaultPrompt": [
          "Find contact details for the head of marketing at Stripe and add them to my CRM",
          "Search for VPs of Sales at software companies in Austin and add the best matches to my CRM",
          "Check whether anyone from acme.com is already in my CRM and add the people who are missing"
        ],
        "brandColor": "#0264AC",
        "logo": "./assets/logo.png",
        "composerIcon": "./assets/composer-icon.png"
      },
      "review": {
        "demo_recording_url": "https://www.youtube.com/watch?v=jS2wx6wAsu4",
        "commerce": false,
        "commerce_description": "This plugin does not sell anything. It works with an Add to CRM account the customer already has, and some lookups use credits that account already holds. Nothing can be bought from the assistant.",
        "test_cases": {
          "positive": [
            {
              "description": "The assistant checks which CRM is connected and what is left to spend before doing anything else.",
              "prompt": "What is connected to my Add to CRM account, and how many lookup credits do I have left?",
              "tools_triggered": "get_account",
              "expected_behavior": "The assistant reports the connected CRM (Capsule), the credits left and says nothing is in the way. No personal data of anyone else is returned."
            },
            {
              "description": "Looking up a person who has agreed to be used as the demo contact (the founder of Add to CRM), by name and company.",
              "prompt": "Use Add to CRM to find the work e-mail and current role for Phil McParlane at addtocrm.com",
              "tools_triggered": "find_contact_details",
              "expected_behavior": "A contact card with the demo contact's name, current role and company, a work e-mail address with its verification status, and any other contact details found. The credits used and left are stated (a repeat lookup within 30 days uses none)."
            },
            {
              "description": "Adding the demo contact to the connected CRM, checking for an existing record first (the sample CRM already holds this contact, so the duplicate check is what a reviewer sees).",
              "prompt": "Use Add to CRM to add Phil McParlane at addtocrm.com to my CRM",
              "tools_triggered": "add_person_to_crm",
              "expected_behavior": "The assistant asks permission to add the person to the connected CRM. The CRM is checked first: a person who is not there is added and the assistant says which CRM it wrote to, with a link to the new record; a person who is already there is reported as already in the CRM, with a link, and no second record or change is made. A match on name alone is shown as a possible match and the assistant asks whether it is the same person before anything is written."
            },
            {
              "description": "Searching for prospects by role and place and presenting a selectable list.",
              "prompt": "Use Add to CRM to find 5 VPs of Sales at software companies in Austin",
              "tools_triggered": "search_prospects",
              "expected_behavior": "A results list of people with name, title, company and location and a profile link for each, marking anyone already in the CRM, and the number of people that match. No e-mail addresses are shown, because a search returns none; each person carries only a note on whether an address is likely to be found. A search of a page not searched before uses one lookup credit. A search adds nobody: if the assistant offers to add the people it found, that is a separate step that asks permission first."
            },
            {
              "description": "Finding an existing CRM contact and logging a note on it.",
              "prompt": "In Add to CRM, find Dana Sample (dana.sample@harborline-software.example) in my CRM and log a note on her record: intro call went well, send the proposal next week",
              "tools_triggered": "find_person_in_crm, log_crm_activity",
              "expected_behavior": "The assistant finds the record in the sample CRM, logs the note on that record and reports it with a link to the record. It does not change any other field, schedule a task or send anything."
            }
          ],
          "negative": [
            {
              "description": "A request that has nothing to do with contacts or a CRM.",
              "prompt": "Write me a short poem about autumn."
            },
            {
              "description": "A request for something the plugin does not do: sending e-mail (the assistant says no tool sends e-mail and sends nothing).",
              "prompt": "Use Add to CRM to send an e-mail to everyone in my CRM announcing our new product."
            },
            {
              "description": "A request for something the plugin does not do: deleting CRM data (the assistant says it has no deletion action and changes nothing).",
              "prompt": "Use Add to CRM to delete every contact from my CRM that has not been updated this year."
            }
          ]
        }
      },
      "publication": {
        "countries": [],
        "release_notes": "First release. Find work contact details, search for prospects, add people and companies to your CRM, log notes and tasks, and save people to lists."
      },
      "apps": "./.app.json"
    }
  }
}