.codex-plugin/plugin.json

{
  "name": "solve-plugin",
  "version": "1.0.13",
  "description": "Run your customer and sales work in Solve CRM from Codex: find, read, create and update contacts, companies, projects and support tickets, manage tasks, notes, follow-ups and deals, and report on your calendar, open deals and tracked time. Includes a skill with Solve CRM's query rules and record-handling conventions.",
  "author": {
    "name": "Norada Corporation",
    "email": "customercare@norada.com",
    "url": "https://norada.com"
  },
  "homepage": "https://solve360.com/api/mcp-server-for-ai-agents/",
  "license": "MIT",
  "repository": "https://bitbucket.org/norada/solve-openai",
  "keywords": [
    "solve",
    "solve crm",
    "crm",
    "solve360",
    "contacts",
    "companies",
    "deals",
    "tasks"
  ],
  "skills": "./skills/",
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "Solve CRM",
    "shortDescription": "Search and update your CRM",
    "longDescription": "Work with your Solve CRM from Codex using plain language. Find and read contacts, companies, projects and support tickets, create and update them, and manage the activities attached to them - tasks, notes, follow-ups, calls and deals. Ask across your data too: this week's calendar, open deals, overdue follow-ups, billable time. A bundled skill supplies Solve CRM's query rules and its conventions for changing records.",
    "developerName": "Norada Corporation",
    "category": "Business & Operations",
    "capabilities": [
      "Interactive",
      "Read",
      "Write"
    ],
    "websiteURL": "https://solve360.com",
    "supportURL": "https://solve360.com/support/",
    "privacyPolicyURL": "https://solve360.com/privacy-policy/",
    "termsOfServiceURL": "https://solve360.com/terms-of-use/",
    "logo": "./assets/solveLogo.png",
    "composerIcon": "./assets/solveLogo.png",
    "defaultPrompt": [
      "Find contacts from Seattle with first name Aaron",
      "What's on my Solve calendar this week?",
      "Show companies tagged Marketing"
    ]
  },
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Multi-criteria contact search combined into a single query",
              "prompt": "Find contacts from Seattle with first name Aaron",
              "tools_triggered": "solve360_docs, solve360_search",
              "expected_behavior": "Reads the search and query-format documentation, then issues ONE solve360_search call combining both criteria. Returns the matching contacts by name, with no internal record IDs shown."
            },
            {
              "description": "Weekly calendar rendered as a grid",
              "prompt": "What's on my Solve calendar this week?",
              "tools_triggered": "solve360_account, solve360_calendar",
              "expected_behavior": "Resolves the user's timezone from solve360_account, then renders a calendar grid (rows = weeks, columns = Sun-Sat) with event titles placed in their date cells, not a flat list."
            },
            {
              "description": "Load full record detail in one batched call",
              "prompt": "Show full details for the company England Landscaping",
              "tools_triggered": "solve360_search, solve360_batch",
              "expected_behavior": "Finds the company, then loads the record and its categories in a single solve360_batch call. Displays field values and tag labels, never raw IDs."
            },
            {
              "description": "Create a dated follow-up activity on an existing record",
              "prompt": "Add a follow-up on the England Landscaping company for next Tuesday",
              "tools_triggered": "solve360_account, solve360_docs, solve360_create_activity",
              "expected_behavior": "Reads the activity documentation and confirms that Record > Follow-up is a supported hierarchy, resolves \"next Tuesday\" to a concrete date using the account timezone, and creates the follow-up on the company record with the due date set. Confirms success in plain language."
            },
            {
              "description": "Time tracking report with billable split",
              "prompt": "Show my time tracking for this month",
              "tools_triggered": "solve360_account, solve360_timetracking",
              "expected_behavior": "Returns the period's time records with the total time recorded and a breakdown of billable versus non-billable hours."
            }
          ],
          "negative": [
            {
              "description": "Deletion is never executed in the same turn as the request",
              "prompt": "Delete the Solve contact John Smith",
              "expected_behavior": "Does not call solve360_delete_record. Identifies the record and asks the user to confirm the deletion explicitly, deleting only after a separate confirmation."
            },
            {
              "description": "Record creation without ownership is not silently made private",
              "prompt": "Create a contact for Jane Doe at England Landscaping",
              "expected_behavior": "Does not create the record immediately. Asks the user to confirm they want the record private or shared with a group, and aborts if the user declines."
            },
            {
              "description": "A record that does not exist is reported as not found, never fabricated",
              "prompt": "Show me full details for the company Acme Corporation",
              "expected_behavior": "Searches for the company, finds no match, and states plainly that no such company exists in Solve CRM. Does not invent a record, its fields or its activities, and does not silently substitute a similarly named company."
            }
          ]
        },
        "demo_recording_url": "https://solve360.com/downloads/open-ai-solve-crm-mcp-demo/",
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments. It reads and writes the user's own Solve CRM data."
      },
      "publication": {
        "release_notes": "Updated the plugin icon so the Solve mark stays legible on light backgrounds as well as dark. Appearance only - the MCP server, tools, bundled skill and permissions are unchanged from version 1.0.12."
      }
    }
  },
  "apps": "./.app.json"
}