plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "cratio-crm",
  "version": "1.0.0",
  "description": "Work with your Cratio CRM in ChatGPT: search leads, review calls and tasks, and get sales and call reports.",
  "author": {
    "name": "Cratio Software Pvt. Ltd.",
    "email": "support@cratio.com",
    "url": "https://cratio.com"
  },
  "homepage": "https://cratio.com",
  "license": "UNLICENSED",
  "keywords": [
    "crm",
    "leads",
    "sales",
    "calls",
    "telecalling"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Cratio CRM",
        "shortDescription": "Leads, calls & reports in CRM",
        "longDescription": "Cratio CRM for ChatGPT lets sales and telecalling teams work with their Cratio CRM in plain language. Search and open leads, review call history, transcripts and tasks, and get pipeline, call and weekly performance reports. Where an administrator allows it, create and update leads, tasks and notes. Requires a Cratio CRM account. Each person sees only the data their own account can see.",
        "developerName": "Cratio Software Pvt. Ltd.",
        "category": "Business & Operations",
        "capabilities": [
          "Search leads",
          "Read calls and activities",
          "Run CRM reports"
        ],
        "websiteURL": "https://cratio.com",
        "supportURL": "https://cratio.com/about",
        "privacyPolicyURL": "https://cratio.com/privacy",
        "termsOfServiceURL": "https://cratio.com/terms",
        "logo": "./assets/logo.png",
        "composerIcon": "./assets/icon.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "User asks for their open leads for the current week; the assistant should search leads filtered by stage and recency.",
              "prompt": "Show me my open leads from this week.",
              "tools_triggered": "search_leads",
              "expected_behavior": "A list of open leads assigned to the user, updated or created within the current week, showing name, stage, source, and last activity."
            },
            {
              "description": "User asks a purely aggregate question about team performance, which should route to the metrics tool rather than pulling raw records.",
              "prompt": "What's my team's call conversion rate this month?",
              "tools_triggered": "crm_metrics",
              "expected_behavior": "A conversion-rate figure for the current month, broken down by team member, computed from the calls entity."
            },
            {
              "description": "User asks for a digest-style summary, which should use the dedicated weekly report tool instead of composing multiple raw queries.",
              "prompt": "Give me last week's performance report.",
              "tools_triggered": "weekly_report",
              "expected_behavior": "A digest covering headline numbers, lead sources, team performance, pipeline status, and items needing attention for the prior week."
            },
            {
              "description": "User names a specific lead by name; the assistant should search for the matching lead and fetch its full record.",
              "prompt": "Find the lead named Rajesh Kumar and pull up his details.",
              "tools_triggered": "search, fetch",
              "expected_behavior": "The matching lead's full detail, including notes, activities, and call summary."
            },
            {
              "description": "User asks to change a lead's pipeline stage, a destructive write action on an existing record.",
              "prompt": "Update lead 482's stage to Qualified.",
              "tools_triggered": "update_lead",
              "expected_behavior": "Confirmation that lead 482's stage field was updated to Qualified, or a scope-denied error if this connection lacks write access."
            }
          ],
          "negative": [
            {
              "description": "The connector has no delete tool for any entity; a delete request must not be mapped onto update or bulk-update tools.",
              "prompt": "Delete all leads that haven't converted in the last 90 days.",
              "expected_behavior": "A response explaining that this connector has no delete capability and cannot remove lead records."
            },
            {
              "description": "Off-domain request unrelated to CRM data should not trigger any CRM tool call.",
              "prompt": "What's the weather like in Mumbai today?",
              "expected_behavior": "A response that this connector only has access to Cratio CRM data and cannot answer weather questions."
            },
            {
              "description": "A vague, unbounded bulk-write instruction should not be executed blindly; the assistant should ask for explicit confirmation of scope (which leads, which fields) before calling bulk_update_leads.",
              "prompt": "Bulk update every lead in the system to Closed Won without checking anything.",
              "expected_behavior": "A clarifying question about which leads and criteria to apply, rather than an unconfirmed mass write; bulk_update_leads is only called after the user confirms specific lead ids or filters."
            }
          ]
        },
        "demo_recording_url": "https://drive.google.com/file/d/1G-dDfIBLo052dhpKXRXEz4QWuJASzn6K/view?usp=sharing"
      },
      "apps": "./.app.json"
    }
  }
}