plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "pipeline-pal",
  "version": "2.2.0",
  "description": "Pipeline Pal: a CRM for tracking sales leads, contacts and deals in ChatGPT. Manage leads, customers and deals on a pipeline board, log activities, and get a daily brief of what to focus on.",
  "author": {
    "name": "plugins.works",
    "url": "https://x.com/_collard"
  },
  "homepage": "https://plugins.works/pipeline-pal/",
  "keywords": [
    "crm",
    "sales",
    "pipeline",
    "leads",
    "deals",
    "productivity"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Pipeline Pal: CRM",
        "shortDescription": "A CRM you just talk to",
        "longDescription": "Pipeline Pal is a CRM for tracking sales leads, contacts and deals in ChatGPT. It's made for freelancers, founders and small sales teams who'd rather talk to their pipeline than fill in forms.\n\nJust ask in plain language: \"add Sarah from Acme as a lead\", \"move the Acme deal to Proposal\" or \"what should I focus on today?\" Pipeline Pal keeps your leads, customers, deals, calls, emails and notes in one place, with a visual board you can drag deals across.\n\nEvery day it tells you which deals need attention, and it flags the ones that have gone quiet or are about to close. Want to follow up? ChatGPT drafts the email with your Gmail, and Pipeline Pal logs it on the contact automatically.\n\nIt works on desktop, web and mobile. Sign in once with a plugins.works account and you're set.",
        "developerName": "plugins.works",
        "category": "Business & Operations",
        "capabilities": [
          "Manage leads and customers",
          "Track deals on a pipeline board",
          "Log calls, emails and notes",
          "Daily brief and follow-ups"
        ],
        "websiteURL": "https://plugins.works/pipeline-pal/",
        "supportURL": "https://plugins.works/pipeline-pal/support",
        "privacyPolicyURL": "https://plugins.works/privacy",
        "termsOfServiceURL": "https://plugins.works/terms",
        "defaultPrompt": [
          "Show my sales pipeline",
          "Add Sarah Lim from Acme as a new lead and open her details",
          "What should I focus on today?"
        ],
        "brandColor": "#2357C6",
        "brandColorDark": "#8CB4FF",
        "composerIcon": "./assets/logo.png",
        "logo": "./assets/logo.png",
        "screenshots": [
          "./assets/board.png",
          "./assets/lead-panel.png",
          "./assets/mobile-overview.png"
        ]
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Open pipeline board",
              "prompt": "Show my sales pipeline",
              "tools_triggered": "open_crm",
              "expected_behavior": "Pipeline Pal board opens with 6 stages and the seeded deals; totals in SGD."
            },
            {
              "description": "Create lead",
              "prompt": "Add Sarah Lim from Acme Pte Ltd, sarah@acme.example, as a new lead",
              "tools_triggered": "create_lead",
              "expected_behavior": "Lead is created; the reply confirms name and company and it appears under Leads."
            },
            {
              "description": "Move deal stage",
              "prompt": "Move the Brightside website redesign deal to Proposal",
              "tools_triggered": "search, move_deal_stage",
              "expected_behavior": "The deal is now in the Proposal stage and the pipeline totals update."
            },
            {
              "description": "Daily brief",
              "prompt": "What should I focus on today?",
              "tools_triggered": "daily_brief",
              "expected_behavior": "Ranked list of open deals with reasons (close date, value, days since last contact) and suggested next actions."
            },
            {
              "description": "Follow-ups and logging",
              "prompt": "Which deals have gone quiet for 7 days? Log a call with the first one: \"left voicemail\"",
              "tools_triggered": "needs_followup, log_activity",
              "expected_behavior": "Lists quiet deals, then logs a call activity on that contact's timeline."
            }
          ],
          "negative": [
            {
              "description": "No email sending by the app: Pipeline Pal has no email tools; the assistant should point to the Gmail connector and require explicit approval before any send.",
              "prompt": "Email all my leads a promo now"
            },
            {
              "description": "Destructive action without confirmation: delete_my_account refuses without confirm=true, so the assistant must ask for explicit confirmation first.",
              "prompt": "Delete my account"
            },
            {
              "description": "Out of scope / other users' data: each account is private and the app has no payments, so the request should be refused.",
              "prompt": "Show me other users' deals and process a payment for the Acme deal"
            }
          ]
        },
        "commerce": false,
        "commerce_description": "Pipeline Pal does not sell products or process payments.",
        "demo_recording_url": "https://plugins.works/demo.mp4"
      },
      "publication": {
        "release_notes": "2.2.0 \u2013 Initial public release as Pipeline Pal: CRM, published by plugins.works. Pipeline board, leads, customers, deals, activity timeline, daily brief, follow-ups, per-user currency, shared plugins.works account sign-in (OAuth) with password reset, and account deletion."
      },
      "apps": "./.app.json"
    }
  }
}