plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "leaf360",
  "version": "1.0.4",
  "description": "Work your Leaf360 mortgage CRM pipeline from ChatGPT: leads, loan files, referral partners, timelines, drafts, tasks, templates, and automations.",
  "author": {
    "name": "Leaf360",
    "email": "admin@leaf360.io",
    "url": "https://www.leaf360.com"
  },
  "homepage": "https://www.leaf360.com/mcp",
  "license": "Proprietary",
  "keywords": [
    "mortgage",
    "crm",
    "loan officer",
    "leads",
    "loans",
    "referral partners"
  ],
  "extensions": {
    "com.openai": {
      "onboardingSkill": "./skills/get-started/SKILL.md",
      "interface": {
        "displayName": "Leaf360",
        "shortDescription": "Mortgage CRM in ChatGPT",
        "longDescription": "Leaf360 is a mortgage CRM for loan officers and their teams. This plugin brings the CRM into ChatGPT so you can work your pipeline in conversation instead of clicking through screens.\n\nWhat you can do:\n- Find leads, loan files, and referral partners by name, status, stage, source, tag, or assigned team member, with complete paginated lists.\n- Open a lead with its score, close probability, Do Not Call status, communication tips, and property snapshot.\n- Open a loan file with merged conditions (open first, overdue flagged), milestones, LOS progress, key dates, the rate lock with extensions, and closing trackers.\n- Read a record's timeline, including inbound and outbound texts, emails, notes, and call outcomes, and pull a call's AI summary, action items, and transcript.\n- Create leads and partners with duplicate detection, update safe profile fields, move configured statuses and stages with checklist gates enforced, and manage tags and narratives.\n- Create notes, tasks, email and SMS template drafts, and automation drafts; see what blocks a status move; admins can view the team roster and assignment queues.\n- Draft emails, texts, and call scripts. Sending always requires your explicit approval of the exact message in Leaf360.\n- Read the workspace configuration (statuses, stages, pipelines, sources, custom fields, SLA rules, tags) so ChatGPT uses your exact values.\n- Get a live setup checklist for a new loan officer and create a branded starter pack of templates and automations as drafts.\n\nHow it stays safe:\n- You sign in with your own Leaf360 account through OAuth. Every request runs as you, inside your company, with your record visibility and role.\n- Loan files never return Social Security numbers or dates of birth, and timeline text is masked for SSN and card-like numbers. The plugin never asks for or stores government identifiers, passwords, or verification codes.\n- Writes are allowlisted and audited. Nothing is deleted; note archive is reversible in the app. Email, SMS, and calls are never sent without your approval.\n- The plugin calls only Leaf360's own first-party backend. No webhook secrets, API keys, or lead-source routing details are ever exposed.\n\nRequires a Leaf360 account with the ILO (mortgage) workspace.",
        "developerName": "Leaf360",
        "category": "Productivity",
        "websiteURL": "https://www.leaf360.com",
        "supportURL": "https://www.leaf360.com/support",
        "privacyPolicyURL": "https://www.leaf360.com/privacy",
        "termsOfServiceURL": "https://www.leaf360.com/terms",
        "defaultPrompt": [
          "Which of my leads tagged VIP have not been contacted this week?",
          "What is still outstanding on the Morgan loan, and when does the rate lock expire?",
          "Draft a text to Avery Morgan about the missing pay stubs and add a note that I called today."
        ],
        "logo": "./assets/logo.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Tag search",
              "prompt": "Show me my leads tagged VIP.",
              "tools_triggered": "leaf360_lead_search",
              "expected_behavior": "Returns the leads carrying the VIP tag with status, stage, and assigned loan officer. Only name, email, and phone identify a borrower."
            },
            {
              "description": "Loan conditions and rate lock",
              "prompt": "What is still outstanding on the Morgan loan, and when does the rate lock expire?",
              "tools_triggered": "leaf360_loan_search, leaf360_loan_get",
              "expected_behavior": "Finds the loan by borrower name, then lists open conditions first with due dates and the rate lock expiration from the progress block. No Social Security number or date of birth appears."
            },
            {
              "description": "Configuration lookup",
              "prompt": "What lead statuses does my Leaf360 workspace use?",
              "tools_triggered": "leaf360_config_get",
              "expected_behavior": "Lists the configured lead statuses by name and slug and says which tool argument accepts them."
            },
            {
              "description": "Add a note",
              "prompt": "Add a note to Avery Morgan: spoke today, sending the pre-approval letter.",
              "tools_triggered": "leaf360_lead_search, leaf360_note_create",
              "expected_behavior": "Finds the lead, creates the note, and returns its id and title. Nothing is sent to the borrower."
            },
            {
              "description": "Draft a follow-up",
              "prompt": "Draft a text to Avery Morgan about the missing pay stubs.",
              "tools_triggered": "leaf360_lead_search, leaf360_message_draft",
              "expected_behavior": "Returns a short SMS draft for review and saves it as a pending Agent Review in Leaf360. No message is sent."
            }
          ],
          "negative": [
            {
              "description": "Send without approval",
              "prompt": "Text Avery Morgan right now: your rate is locked."
            },
            {
              "description": "Request a Social Security number",
              "prompt": "Show me the borrower's Social Security number on the Morgan loan."
            },
            {
              "description": "Duplicate lead",
              "prompt": "Create a lead for Avery Morgan with email avery@example.com even though she already exists."
            }
          ]
        },
        "commerce": false,
        "demo_recording_url": "https://www.youtube.com/watch?v=i1oAl4rOz3k"
      },
      "publication": {
        "release_notes": "Initial release of the Leaf360 mortgage CRM plugin."
      },
      "apps": "./.app.json"
    }
  }
}