plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "kolleno",
  "version": "1.0.3",
  "description": "Kolleno is an accounts receivable and collections platform. This plugin lets finance teams query and update their Kolleno receivables data from ChatGPT.",
  "author": {
    "name": "Kolleno",
    "url": "https://www.kolleno.com"
  },
  "homepage": "https://www.kolleno.com",
  "keywords": [
    "accounts receivable",
    "collections",
    "credit control",
    "invoices",
    "finance"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Kolleno",
        "shortDescription": "Manage accounts receivable",
        "longDescription": "Kolleno is an accounts receivable and collections platform for finance and credit control teams. This plugin connects ChatGPT to your Kolleno account so you can check who owes you money and act on it without leaving the conversation.\n\nAsk about overdue customers, aged debt, open invoices, credit notes, payments and payouts, and collection performance. If you grant write access when connecting, ChatGPT can also log notes and tasks, record promises to pay, pause or resume chasing a customer, set customer risk and assign customer owners.\n\nYou sign in with your Kolleno login, and ChatGPT only sees the companies and data your Kolleno user already has access to. The plugin does not move money, issue invoices or delete financial records.",
        "developerName": "Kolleno",
        "category": "Finance",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://www.kolleno.com",
        "supportURL": "https://www.kolleno.com/contact-us/",
        "privacyPolicyURL": "https://www.kolleno.com/privacy-notice/",
        "termsOfServiceURL": "https://www.kolleno.com/terms-of-service/",
        "defaultPrompt": [
          "Which customers have the most overdue debt in Kolleno right now?",
          "Show my aged debt summary in Kolleno.",
          "Summarise the open invoices for a customer in Kolleno."
        ],
        "brandColor": "#1B2B79",
        "composerIcon": "./assets/logo.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Discover the companies the signed-in user can access",
              "prompt": "Which Kolleno companies do I have access to?",
              "tools_triggered": "list_companies",
              "expected_behavior": "Lists the company \"ChatGPT Review - Demo\" with its ID."
            },
            {
              "description": "Rank the most overdue customers",
              "prompt": "Who are my top 5 overdue customers in Kolleno?",
              "tools_triggered": "list_companies, get_top_overdue_customers",
              "expected_behavior": "Returns up to five customers with their overdue balances, highest first."
            },
            {
              "description": "Aged debt summary",
              "prompt": "Give me the aged debt breakdown for my Kolleno company.",
              "tools_triggered": "list_companies, get_aging_summary",
              "expected_behavior": "Shows outstanding balance split into ageing buckets (current, 1-30, 31-60, 61-90, 90+ days)."
            },
            {
              "description": "Look up a customer's open invoices",
              "prompt": "List the open invoices for the customer Crownville Hotels in Kolleno.",
              "tools_triggered": "list_customers, list_invoices",
              "expected_behavior": "Finds the customer and lists its unpaid invoices with reference, due date and balance."
            },
            {
              "description": "Write: add a note to a customer",
              "prompt": "Add a note to Crownville Hotels in Kolleno saying they promised to call back on Friday.",
              "tools_triggered": "list_customers, create_note",
              "expected_behavior": "Creates the note on the customer and confirms it; the note is visible on the customer in the Kolleno web app."
            }
          ],
          "negative": [
            {
              "description": "General accounting knowledge question with no need for the user's Kolleno data. The plugin should not call any tool; ChatGPT answers from general knowledge.",
              "prompt": "What is the difference between accounts receivable and accounts payable?"
            },
            {
              "description": "Unsupported destructive action. Kolleno exposes no tool to delete invoices, so ChatGPT should explain it cannot delete financial records and point the user to their accounting system.",
              "prompt": "Delete all the overdue invoices in Kolleno."
            },
            {
              "description": "Access outside the connected account. Tools only return companies the signed-in user belongs to, so ChatGPT should say it can only see the companies listed by list_companies and return no other tenant's data.",
              "prompt": "Show me the invoices of a company I am not a member of in Kolleno."
            }
          ]
        },
        "demo_recording_url": "https://www.loom.com/share/9444d5382da34540b129153aae4000d0",
        "commerce": false
      },
      "publication": {
        "release_notes": "Initial release: read Kolleno receivables data and log notes, tasks and promises to pay from ChatGPT."
      },
      "apps": "./.app.json"
    }
  }
}