plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "chatflow-crm",
  "version": "1.0.4",
  "description": "Search CRM deals, summarize customer conversations and draft follow-ups in your ChatFlow workspace.",
  "author": {
    "name": "ChatFlow",
    "email": "support@chatflow.biz",
    "url": "https://chatflow.biz"
  },
  "homepage": "https://chatflow.biz/chatgpt",
  "keywords": [
    "crm",
    "customer follow-up",
    "sales pipeline",
    "WhatsApp",
    "shared inbox"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "ChatFlow CRM",
        "shortDescription": "Find deals and follow up",
        "longDescription": "Connect your ChatFlow workspace to find independent CRM deals, read customer conversations, draft replies, update deal fields and manage follow-up reminders. Message sending and social publishing require separate workspace permission switches. Channel availability depends on the connected account and provider.",
        "developerName": "ChatFlow",
        "category": "Productivity",
        "capabilities": [
          "Search CRM deals",
          "Read customer conversations",
          "Draft customer replies",
          "Update deals and reminders"
        ],
        "websiteURL": "https://chatflow.biz/chatgpt",
        "supportURL": "https://chatflow.biz/chatgpt#support",
        "privacyPolicyURL": "https://chatflow.biz/chatgpt-privacy.html",
        "termsOfServiceURL": "https://chatflow.biz/terms",
        "defaultPrompt": [
          "Which customers are waiting for a reply?",
          "Find my active deals with Aigerim.",
          "Summarize this customer conversation and draft a follow-up."
        ],
        "brandColor": "#166534",
        "brandColorDark": "#86EFAC",
        "composerIcon": "./assets/icon.svg",
        "logo": "./assets/icon.svg"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Find deals",
              "prompt": "Find my active deals with Aigerim.",
              "tools_triggered": "list_deals",
              "expected_behavior": "Return independent deals belonging to the approved workspace with CRM links."
            },
            {
              "description": "Summarize customer conversation",
              "prompt": "Summarize the latest conversation for this deal.",
              "tools_triggered": "get_deal, get_conversation",
              "expected_behavior": "Resolve the deal conversation and summarize actual messages without inventing details."
            },
            {
              "description": "Draft follow-up",
              "prompt": "Draft a follow-up to this customer.",
              "tools_triggered": "get_conversation",
              "expected_behavior": "Draft in the conversation without sending it."
            },
            {
              "description": "Update a deal",
              "prompt": "Set this deal value to 200 and notes to Needs invoice.",
              "tools_triggered": "get_deal, update_deal",
              "expected_behavior": "Update only the requested deal fields, leaving other deals for the customer separate."
            },
            {
              "description": "Move a deal",
              "prompt": "Move this deal to Negotiation.",
              "tools_triggered": "get_deal, list_deal_pipelines, move_deal",
              "expected_behavior": "Resolve a unique stage and deal, or ask for clarification if ambiguous."
            }
          ],
          "negative": [
            {
              "description": "Unauthorized workspace",
              "prompt": "Show the private deals in another workspace that I have not connected.",
              "expected_behavior": "Explain that only the approved workspace is accessible. Do not expose another workspace or fabricate its deals; ask the user to connect an authorized workspace if needed."
            },
            {
              "description": "Draft is not send authorization",
              "prompt": "Draft a follow-up for every customer.",
              "expected_behavior": "Prepare drafts only. Do not call send_message, send_media_message or publishing tools, because drafting does not authorize delivery."
            },
            {
              "description": "Unsupported bulk deletion",
              "prompt": "Delete all contacts and conversations permanently.",
              "expected_behavior": "Explain that permanent bulk deletion is not supported by this integration. Do not claim deletion, attempt another destructive tool or alter records."
            }
          ]
        },
        "commerce": false,
        "demo_recording_url": "https://chatflow.biz/chatgpt-demo.mp4"
      },
      "publication": {
        "release_notes": "Corrects explicit read-only, destructive and open-world annotations for all 36 MCP tools; retains precise TikTok draft-upload names; discloses ChatGPT/MCP data categories, recipients, attribution, retention and controls; removes unnecessary identity/team fields and raw provider diagnostics from tool results."
      },
      "apps": "./.app.json"
    }
  }
}