plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "intake",
  "version": "1.0.3",
  "description": "Collect client docs and forms",
  "author": {
    "name": "Intake LLC",
    "url": "https://dointake.com"
  },
  "homepage": "https://dointake.com",
  "keywords": [
    "documents",
    "intake",
    "forms",
    "e-signature",
    "clients"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "capabilities": [
          "List clients and requests",
          "Draft and send document requests",
          "Read uploaded documents' status",
          "Read submitted form answers",
          "Manage deals and templates"
        ],
        "category": "Business & Operations",
        "defaultPrompt": [
          "Which of my clients haven't uploaded everything yet?",
          "Create a request for Jane Smith asking for her 2025 W-2 and a pay stub, but don't send it yet.",
          "Show me the answers to the intake form on my newest request."
        ],
        "developerName": "Intake LLC",
        "displayName": "Intake \u2013 Client Docs",
        "longDescription": "Intake helps small professional firms (accountants, lawyers, lenders) collect documents, intake forms and e-signatures from their clients. From ChatGPT you can see which clients are still missing documents, draft a document request with a checklist and forms, send it to the client's secure portal, review what they uploaded, read submitted form answers, and manage multi-party deals and reusable templates. Sending a request emails the client, so ChatGPT confirms before sending. Answers a firm marks sensitive, payment records and document contents are never returned to ChatGPT.",
        "privacyPolicyURL": "https://dointake.com/privacy",
        "shortDescription": "Collect client docs and forms",
        "supportURL": "https://dointake.com/support",
        "termsOfServiceURL": "https://dointake.com/terms",
        "websiteURL": "https://dointake.com",
        "composerIcon": "./assets/composer-icon.png",
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Find requests that still need client action.",
              "prompt": "Which of my client requests are overdue or still waiting on documents?",
              "tools_triggered": "list_requests",
              "expected_behavior": "Lists the open requests, including Jordan Avery's overdue Inspection Docs request and the requests that are sent but not complete, with client names and progress."
            },
            {
              "description": "Read a client's submitted intake form.",
              "prompt": "Show me Marcus Lee's intake form answers on the closing package.",
              "tools_triggered": "list_requests, get_form_responses",
              "expected_behavior": "Shows the completed Buyer Intake answers (name, email, phone, income, employment status, etc.). Answers the firm marked sensitive are withheld."
            },
            {
              "description": "Draft a new document request without sending it.",
              "prompt": "Create a request for Jordan Avery asking for a 2025 W-2 and a pay stub, but don't send it yet.",
              "tools_triggered": "list_clients, create_request",
              "expected_behavior": "Creates a draft request for Jordan Avery with two checklist items (2025 W-2, pay stub) and confirms it has not been sent."
            },
            {
              "description": "Send a draft request to the client after confirmation.",
              "prompt": "Send Jordan Avery the Tax Documents request.",
              "tools_triggered": "list_requests, send_request",
              "expected_behavior": "Asks the user to confirm, then sends the draft Tax Documents request; the request status becomes sent and the client receives the portal link by email (captured in the demo account's sandbox inbox)."
            },
            {
              "description": "Check what a client has uploaded and what is still missing.",
              "prompt": "What has Marcus Lee uploaded for the closing package, and what's still missing?",
              "tools_triggered": "list_requests, get_request",
              "expected_behavior": "Says the W-2 has been uploaded and the Bank Statement and Pay Stub are still missing, and notes the Quick Questionnaire form hasn't been completed yet."
            }
          ],
          "negative": [
            {
              "description": "Do not trigger for unrelated general questions.",
              "prompt": "What's the weather in Chicago this weekend?"
            },
            {
              "description": "Do not trigger for writing tasks that don't involve Intake data.",
              "prompt": "Write a cover letter for a paralegal job application."
            },
            {
              "description": "Do not trigger for files stored in other services.",
              "prompt": "Find the tax PDFs in my Google Drive from last year."
            }
          ]
        },
        "demo_recording_url": "https://dointake.com/videos/chatgpt-demo.mp4",
        "commerce": false,
        "commerce_description": "This plugin does not sell products or process payments. Payment tools and payment records are not available to ChatGPT."
      },
      "publication": {
        "release_notes": "Initial release: list clients and requests, draft and send document requests, check uploads and read submitted form answers. Payment records, document contents and answers a firm marks sensitive are never returned to ChatGPT."
      },
      "apps": "./.app.json"
    }
  }
}