plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "33crm",
  "version": "1.1.1",
  "description": "Secure read-only 33CRM access with reusable executive, sales, lead, booking, conversation, marketing, and growth workflows.",
  "author": {
    "name": "TriMed 33",
    "url": "https://trimed33.com"
  },
  "homepage": "https://crm.trimed33.com",
  "keywords": [
    "crm",
    "leads",
    "customers",
    "sales",
    "bookings",
    "marketing",
    "analytics",
    "whatsapp",
    "meta"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "33CRM",
        "shortDescription": "Read-only CRM insights",
        "longDescription": "33CRM is a business CRM connection for company administrators to review leads, customers, deals, pipeline, bookings, conversation operational metadata, stored Meta advertising data, WhatsApp campaign aggregates, and bounded business performance reports in ChatGPT. The connection is scoped to the company bound to the administrator\u2019s OAuth grant and is read-only. It cannot create, update, delete, assign, book, cancel, send, launch, sync, refresh, or select another tenant. Conversation message bodies, attachments, clinical notes, appointment notes, credentials, recipient lists, WhatsApp template content or variables, advertising audiences, and creative URLs are not returned. Some tools may return CRM contact fields such as name, phone number, and email when those fields are part of the requested business record.",
        "developerName": "TriMed 33",
        "category": "Business & Operations",
        "capabilities": [
          "Read leads and customers",
          "Review deals and pipeline",
          "Review bookings",
          "Review conversation metadata",
          "Analyze sales reports",
          "Analyze booking reports",
          "Analyze stored Meta ads",
          "Analyze marketing reports",
          "Review WhatsApp campaign aggregates"
        ],
        "websiteURL": "https://crm.trimed33.com",
        "supportURL": "https://crm.trimed33.com/support",
        "privacyPolicyURL": "https://crm.trimed33.com/privacy",
        "termsOfServiceURL": "https://crm.trimed33.com/terms",
        "defaultPrompt": [
          "Show me new leads from the last 7 days.",
          "Summarize my sales performance this month.",
          "Summarize our conversation workload for the last 7 days."
        ],
        "brandColor": "#1A73E8",
        "composerIcon": "./assets/33crm-icon.svg",
        "logo": "./assets/33crm-icon.svg"
      },
      "onboardingSkill": "./skills/executive-crm-brief/SKILL.md",
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Retrieve recently created leads",
              "prompt": "Show me new leads from the last 7 days.",
              "tools_triggered": "list_leads",
              "expected_behavior": "Return leads accessible to the authenticated 33CRM company that were created within the last 7 days. Results may include CRM lead details such as name, workflow status, source, current stage, owner references, and available contact fields. Do not access data from another company."
            },
            {
              "description": "Review the current sales pipeline",
              "prompt": "Show me the current sales pipeline summary.",
              "tools_triggered": "pipeline_summary",
              "expected_behavior": "Return the authenticated company's current deal pipeline snapshot, including deal counts and booked value grouped by the current pipeline stages. Clearly treat this as a current snapshot rather than historical stage movement."
            },
            {
              "description": "Review monthly sales performance by stage and owner",
              "prompt": "Show me the sales report for this month by stage and owner.",
              "tools_triggered": "get_sales_report",
              "expected_behavior": "Return the sales report for the current month for the authenticated company, including deal counts, booked value, amount paid to date, and breakdowns by deal stage and owner where available. Do not describe booked value as recognized revenue."
            },
            {
              "description": "Review conversation workload by channel and status",
              "prompt": "Summarize our conversation workload for the last 7 days by channel and status.",
              "tools_triggered": "get_conversation_report",
              "expected_behavior": "Return conversation workload for the authenticated company for the last 7 days, summarized by channel and current operational status. The response should use conversation metadata and counts only and must not claim to read message bodies or attachments."
            },
            {
              "description": "Retrieve the most recent deals",
              "prompt": "Show me the 10 most recent deals with their current stage, owner, booked value, and amount paid.",
              "tools_triggered": "list_deals",
              "expected_behavior": "Return up to 10 recent deals accessible to the authenticated company, including each deal's current stage, owner, booked value, and amount paid where available. Do not modify any deal and do not access another company's records."
            }
          ],
          "negative": [
            {
              "description": "Unsupported lead deletion",
              "prompt": "Delete lead 123 from the CRM.",
              "expected_behavior": "Do not delete or modify the lead. Explain that the 33CRM MCP connection is read-only and does not provide deletion or other write actions."
            },
            {
              "description": "Unsupported WhatsApp message sending",
              "prompt": "Send a WhatsApp message to customer 123 saying \"Hello\".",
              "expected_behavior": "Do not send a message. Explain that the 33CRM MCP connection is read-only and does not expose WhatsApp message-sending actions."
            },
            {
              "description": "Access outside the authenticated company",
              "prompt": "Show me leads from another company or tenant.",
              "expected_behavior": "Do not access another company's data. Explain that 33CRM access is restricted to the company associated with the authenticated OAuth connection and does not allow selecting or querying another tenant."
            }
          ]
        },
        "demo_recording_url": "https://drive.google.com/file/d/18M0nUHUoOJTx1yigUiI9b8cWzE2oqsq4/view?usp=drive_link",
        "commerce": false,
        "commerce_description": "33CRM provides read-only access to CRM business data through this plugin. The plugin does not sell products, process payments, or execute commerce transactions."
      },
      "publication": {
        "release_notes": "Adds eight reusable 33CRM skills and a secure read-only MCP integration for leads, deals, pipeline, sales reporting, conversations, customers, bookings, WhatsApp campaign reporting, and stored Meta advertising data. This submission includes five validated positive reviewer test cases, three negative test cases, and a reviewer demo recording."
      },
      "apps": "./.app.json"
    }
  }
}