plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "anvil-crm",
  "version": "1.0.1",
  "description": "Search, read and update the companies, people, deals, leads and activities in your Anvil CRM workspace.",
  "author": {
    "name": "AnvilCRM",
    "email": "support@anvilcrm.com",
    "url": "https://anvilcrm.com"
  },
  "homepage": "https://anvilcrm.com",
  "keywords": [
    "crm",
    "sales",
    "pipeline",
    "deals",
    "contacts",
    "leads"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Anvil CRM",
        "shortDescription": "Agentic CRM for small business",
        "longDescription": "Anvil is a lightweight CRM built for small businesses and growing sales teams. It gives your team one place to keep every customer account current, see what is happening with each one today, and plan the next move.\n\nCompanies, people, deals and leads live together in Anvil, with activities, notes and comments attached to the right record. Pipelines show where every deal stands, and reports and dashboards are built from live CRM data, so your numbers stay current without spreadsheet work. Custom fields and objects let Anvil fit the way your business sells, and every change is kept in an audit trail.\n\nWith Anvil in ChatGPT, you work with your CRM in plain language. Look up a customer and their history, review your pipeline by stage, and find overdue follow-ups and deals that need attention. When your workspace allows it, you can also create and update records, log tasks, calls and meetings, comment on records, and move deals and leads through your pipeline stages.\n\nAnvil in ChatGPT is for teams that use Anvil. You sign in with your Anvil account, choose which workspaces to connect, and decide whether the assistant can make changes. Every request runs with your own permissions, and a workspace admin controls whether AI assistants can read or change data. The assistant cannot write email messages, change billing, or reach workspaces you did not connect, and deleting a record needs an explicit confirmation. A change can cause only two kinds of email, the same as when you make it in the app: a workspace invitation that an admin asks for, and the Google Calendar updates that Google sends to the attendees of a task, call or meeting on a member's connected calendar.",
        "developerName": "AnvilCRM",
        "category": "Business & Operations",
        "capabilities": [
          "Search and read companies, people, deals and leads",
          "Summarize the sales pipeline by stage",
          "Find overdue follow-ups and deals that need attention",
          "Create and update records",
          "Log tasks, calls and meetings",
          "Move deals and leads through pipeline stages",
          "Comment on records"
        ],
        "websiteURL": "https://anvilcrm.com",
        "supportURL": "https://anvilcrm.com/contact",
        "privacyPolicyURL": "https://anvilcrm.com/privacy",
        "termsOfServiceURL": "https://anvilcrm.com/terms",
        "defaultPrompt": [
          "Which of my deals need attention this week?",
          "Summarize my sales pipeline by stage.",
          "Show me everything we know about Acme Corporation."
        ],
        "brandColor": "#F15A24",
        "brandColorDark": "#F15A24",
        "logo": "./assets/logo.png",
        "logoDark": "./assets/logo-dark.png",
        "composerIcon": "./assets/icon.png",
        "composerIconDark": "./assets/icon-dark.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Look up a company and report its details from the demo workspace.",
              "prompt": "Find Acme Corporation in Anvil and tell me its industry, country and account status.",
              "tools_triggered": "whoami, search, fetch",
              "expected_behavior": "Finds the Acme Corporation company record and reports its industry (Technology), country (United States) and account status (Active Client) exactly as stored. It does not invent values for empty fields."
            },
            {
              "description": "Summarize the sales pipeline.",
              "prompt": "Summarize my sales pipeline: which open deals are in each stage?",
              "tools_triggered": "whoami, get_pipeline_summary",
              "expected_behavior": "Lists the pipelines, then shows the stages of the Sales Pipeline in order (New, Screening, Meeting, Proposal) with the open deals in each stage."
            },
            {
              "description": "Find work that needs attention.",
              "prompt": "Which deals and follow-ups in Anvil need my attention right now?",
              "tools_triggered": "whoami, get_needs_attention",
              "expected_behavior": "Lists the overdue follow-ups and at-risk deals that Anvil reports, each with its record name and due date. If no deals are at risk, it says so."
            },
            {
              "description": "Create a follow-up task on a deal (a write; the demo workspace allows agent changes).",
              "prompt": "Create a task on the Acme Enterprise License deal called \"Send revised proposal\", due next Friday.",
              "tools_triggered": "whoami, search, create_task",
              "expected_behavior": "Finds the Acme Enterprise License deal, asks to confirm the write, creates one task titled \"Send revised proposal\" linked to that deal with next Friday as the due date, and confirms it. The task then appears on the deal in Anvil."
            },
            {
              "description": "Comment on a deal (a write; the demo workspace allows agent changes).",
              "prompt": "Add a comment to the TechVentures Consulting deal: \"Customer asked for our security questionnaire.\"",
              "tools_triggered": "whoami, search, add_comment",
              "expected_behavior": "Finds the TechVentures Consulting deal, asks to confirm the write, adds exactly that comment to it once, and confirms. The comment then appears on the deal in Anvil."
            }
          ],
          "negative": [
            {
              "description": "Bulk deletion must not happen. Anvil deletes one named record at a time, only after the user confirms that exact record, so the assistant must refuse to delete everything and ask which record the user means.",
              "prompt": "Delete every contact in my CRM."
            },
            {
              "description": "Billing is out of scope. Anvil CRM cannot change plans or take payments, so the assistant must say it cannot do this and must not call a tool that changes data.",
              "prompt": "Upgrade our Anvil workspace to a higher plan and charge my card."
            },
            {
              "description": "Workspace isolation. The connection covers only the workspaces the user connected, so a request for another organisation's data must return nothing from it and the assistant must say it has no access.",
              "prompt": "Show me the deals in the Anvil workspace of another company, Globex Industries."
            }
          ]
        },
        "demo_recording_url": "https://drive.proton.me/urls/7WQHTNMWF4#k2P4BHkJFN8W",
        "commerce": false,
        "commerce_description": "Anvil CRM does not sell products, show plans, or process payments."
      },
      "publication": {
        "countries": [],
        "release_notes": "Tool annotations now match each tool's behaviour exactly: every read is idempotent, creating a record never changes an existing one, adding a pipeline stage and removing a member are marked as such, and the workspace settings tool no longer offers a currency change it cannot make."
      },
      "apps": "./.app.json"
    }
  }
}