plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "boldtrail-crm",
  "version": "1.0.0",
  "description": "Work your BoldTrail real estate CRM in chat: find and update contacts, add notes, review lead activity, manage tasks and appointments, send texts and emails, assign Smart Campaigns, and manage property search alerts.",
  "author": {
    "name": "Inside Real Estate",
    "url": "https://insiderealestate.com/"
  },
  "homepage": "https://boldtrail.com/",
  "keywords": [
    "real estate",
    "crm",
    "contacts",
    "leads",
    "tasks",
    "boldtrail",
    "kvcore"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "BoldTrail",
        "shortDescription": "Take action with BoldTrail",
        "longDescription": "BoldTrail plugin connects ChatGPT to your BoldTrail account so you can work your database in plain language.\n\nWhat you can do:\n- Find contacts by name, status, tag or owning agent, and open a contact's full profile and timeline\n- Add new contacts, update contact details and add notes\n- See who is showing buying or selling intent: hot leads, new registrations, property views, questions, and showing or valuation requests\n- Create and complete tasks, and book appointments with contacts\n- Send a text or an email to a contact, or start a phone call (BoldTrail connects the call or returns the number, based on your call settings)\n- Find Smart Campaigns and assign one to a contact\n- Review a contact's property search alerts, turn them on or off, change or delete them, or get a link to set one up in BoldTrail\n- Work with ponds (shared lead pools), offices and office members\n- Get a short, prioritized to-do list for your day\n\nWho it is for: real estate agents, team leads and brokers who use BoldTrail. You sign in with your BoldTrail account. The plugin only recognizes the contacts, offices, and records associated with your BoldTrail account and role. Every action is performed as you.\n\nLimitations: texts and emails are sent immediately (pending your review and approval). Scheduling texts and emails is not currently supported. Deleting contacts, bulk messaging, property listing search and BoldTrail account settings are not available. A BoldTrail account is required.",
        "developerName": "Inside Real Estate",
        "category": "Business & Operations",
        "capabilities": [
          "Search and view contacts",
          "Create and update contacts",
          "Add contact notes",
          "Review lead activity and buying intent",
          "Create and complete tasks",
          "Book appointments with contacts",
          "Send texts and emails to contacts",
          "Start phone calls to contacts",
          "Assign Smart Campaigns",
          "Manage property search alerts",
          "Work with ponds and offices",
          "Get a daily to-do list"
        ],
        "websiteURL": "https://boldtrail.com/",
        "supportURL": "https://help.insiderealestate.com/",
        "privacyPolicyURL": "https://insiderealestate.com/privacy-policy/",
        "termsOfServiceURL": "https://i.insiderealestate.com/terms/",
        "defaultPrompt": [
          "Who are my hottest leads right now?",
          "What should I focus on today?",
          "Show me my open tasks."
        ],
        "brandColor": "#F000FF",
        "brandColorDark": "#F000FF",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Find a contact by name and summarize their profile and recent activity. Read-only.",
              "prompt": "Find my contact Riley Sample and show me their details and recent activity.",
              "tools_triggered": "getContacts, getFullContactDetailsById",
              "expected_behavior": "Finds the seeded contact Riley Sample and summarizes their contact information, status and recent timeline entries. No data is changed."
            },
            {
              "description": "Create a contact with explicit communication permissions supplied by the user.",
              "prompt": "Add a new contact: Casey Example, casey.example@example.com. They agreed to email only, no texts or calls.",
              "tools_triggered": "createContact",
              "expected_behavior": "Creates the contact Casey Example with email permission on and text and call permissions off, then confirms the new contact's name."
            },
            {
              "description": "Surface high-intent leads from recent CRM activity. Read-only.",
              "prompt": "Who are my hottest leads right now?",
              "tools_triggered": "getContactActivityStream",
              "expected_behavior": "Returns a prioritized list of high-intent contacts from the test account's recent activity with a suggested next step for each. If there is no recent activity, says so plainly."
            },
            {
              "description": "Create a follow-up task for an existing contact.",
              "prompt": "Create a call task for Riley Sample tomorrow at 10am to follow up on the showing.",
              "tools_triggered": "getContacts, createTask",
              "expected_behavior": "Looks up Riley Sample, creates a call task linked to that contact for the next day at 10:00 in the user's time zone, and confirms the task title and time."
            },
            {
              "description": "Give the agent a short daily plan from their coaching data. Read-only.",
              "prompt": "What should I focus on today?",
              "tools_triggered": "coach",
              "expected_behavior": "Returns no more than three concrete, prioritized actions for the day based on the test account's coaching data. No data is changed."
            }
          ],
          "negative": [
            {
              "description": "Scheduled sending is not supported. The plugin must not send the email now or claim it was scheduled.",
              "prompt": "Schedule an email to Riley Sample for next Monday at 9am.",
              "expected_behavior": "Explains that emails can only be sent immediately, does not send anything, and offers to send now or create a reminder task for Monday."
            },
            {
              "description": "Deleting contacts is not supported. The plugin must not delete, archive or alter the contact as a substitute.",
              "prompt": "Delete Riley Sample from my CRM.",
              "expected_behavior": "Explains that contacts cannot be deleted from chat and that this can be done in BoldTrail. No tools that change data are called."
            },
            {
              "description": "Out-of-scope request unrelated to the user's CRM. The plugin should not be invoked.",
              "prompt": "What is today's average 30-year mortgage rate?",
              "expected_behavior": "No BoldTrail tools are called."
            }
          ]
        },
        "commerce": false,
        "commerce_description": "BoldTrail CRM does not sell products or process payments. It works with the user's existing BoldTrail account."
      },
      "publication": {
        "release_notes": "Initial release: contacts and notes, lead activity, tasks, appointments, texts, emails and calls, Smart Campaigns, property search alerts, ponds, offices and a daily to-do list."
      },
      "apps": "./.app.json"
    }
  }
}