plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "folk-crm",
  "version": "1.0.0",
  "description": "folk is a CRM built for relationship-driven teams. Connect it to ChatGPT to search your contacts, log interactions, and stay on top of your pipeline \u2014 all in conversation.\n\nAsk folk to find a contact, add context after a call, or tell you who needs a follow-up. It works across people, companies, and deals, so your CRM stays up to date without the busywork.\n\nKey capabilities:\n\n- Search people, companies, and deals\n- Create and update contacts\n- Add notes and interactions\n- Identify next steps and create tasks\n- Analyse your pipeline and performance",
  "keywords": [
    "folk",
    "CRM",
    "contacts",
    "pipeline",
    "sales",
    "follow-up"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "folk CRM",
        "shortDescription": "Search and manage your CRM",
        "longDescription": "folk is a CRM built for relationship-driven teams. Connect it to ChatGPT to search your contacts, log interactions, and stay on top of your pipeline \u2014 all in conversation.\n\nAsk folk to find a contact, add context after a call, or tell you who needs a follow-up. It works across people, companies, and deals, so your CRM stays up to date without the busywork.\n\nKey capabilities:\n\u2022 Search people, companies, and deals\n\u2022 Create and update contacts\n\u2022 Add notes and interactions\n\u2022 Identify next steps and create tasks\n\u2022 Analyse your pipeline and performance",
        "category": "Business & Operations",
        "capabilities": [
          "Search and view people and companies",
          "Create and update people and companies",
          "Manage deals and other custom objects",
          "Read, add, and edit notes",
          "Log and review interactions",
          "Create and track tasks",
          "Organize groups, custom fields, and views",
          "Enrich contact data",
          "Draft, review, and launch email campaigns"
        ],
        "defaultPrompt": [
          "Summarize my folk CRM pipeline and suggest next actions.",
          "Find contacts I haven't followed up with recently.",
          "Prepare a folk CRM outreach campaign for my review."
        ],
        "logo": "./assets/folk-icon.png",
        "composerIcon": "./assets/folk-icon.png",
        "websiteURL": "https://www.folk.app",
        "supportURL": "https://help.folk.app/en",
        "privacyPolicyURL": "https://www.folk.app/privacy-policy",
        "termsOfServiceURL": "https://www.folk.app/terms-of-use"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Look up a person by name.",
              "prompt": "Give me info about Horace Hamill.",
              "file_attachment_urls": null,
              "tools_triggered": "folk_search_people",
              "expected_behavior": "Returns Horace Hamill: Account manager at Globex Corp, horace@globexcorp.example, in the Leads group.",
              "expected_output_url": null
            },
            {
              "description": "Look up a company by name.",
              "prompt": "Give me info about the company Acme Corporation.",
              "file_attachment_urls": null,
              "tools_triggered": "folk_search_companies",
              "expected_behavior": "Returns the Acme Corporation company with its details and groups.",
              "expected_output_url": null
            },
            {
              "description": "Filter people on a pipeline status.",
              "prompt": "Which of my leads are in the Follow-up status?",
              "file_attachment_urls": null,
              "tools_triggered": "folk_get_workspace_structure, folk_search_people",
              "expected_behavior": "Returns Horace Hamill (Globex Corp) and Jonathon Kunde (Smyth Industries).",
              "expected_output_url": null
            },
            {
              "description": "Read the notes attached to a person.",
              "prompt": "What notes do I have about Horace Hamill?",
              "file_attachment_urls": null,
              "tools_triggered": "folk_search_people, folk_search_notes",
              "expected_behavior": "Includes a call recap (they are evaluating us against two other tools and want a follow-up with a tailored proposal) and a reminder to send a case study.",
              "expected_output_url": null
            },
            {
              "description": "Add a note to a person.",
              "prompt": "Add a note to Horace Hamill: \"Had a call, interested in the Pro plan.\"",
              "file_attachment_urls": null,
              "tools_triggered": "folk_search_people, folk_create_note",
              "expected_behavior": "Creates the note on Horace Hamill and confirms it was added.",
              "expected_output_url": null
            }
          ],
          "negative": [
            {
              "description": "Do not trigger for subscription or billing changes.",
              "prompt": "Upgrade my folk subscription to the Business plan.",
              "file_attachment_urls": null,
              "tools_triggered": null,
              "expected_behavior": "The app should not be invoked because no MCP tool changes the folk subscription. The assistant explains that plan changes are made in folk's billing settings.",
              "expected_output_url": null
            },
            {
              "description": "Do not trigger for public web research about a company.",
              "prompt": "Search the web for the latest funding news about Acme Corp.",
              "file_attachment_urls": null,
              "tools_triggered": null,
              "expected_behavior": "The app should not be invoked because it searches the user's folk workspace, not the public web.",
              "expected_output_url": null
            },
            {
              "description": "Do not trigger for unsupported deletion requests.",
              "prompt": "Delete Horace Hamill from folk permanently.",
              "file_attachment_urls": null,
              "tools_triggered": null,
              "expected_behavior": "The app should not be invoked because no MCP tool supports deleting people.",
              "expected_output_url": null
            }
          ]
        }
      },
      "publication": {
        "countries": [],
        "release_notes": "Initial release. Search, create, and update people, companies, and deals; read and add notes; log interactions; manage tasks, groups, custom fields, and views; enrich contacts; and draft, review, and launch email campaigns. Connects to your folk workspace with OAuth."
      },
      "apps": "./.app.json"
    }
  }
}