.codex-plugin/plugin.json

{
  "name": "meticulate",
  "version": "4.0.0",
  "description": "Meticulate helps B2B sales teams discover companies and prospects, organize lists and Audiences, manage Plays and Sequences, review and approve outbound Drafts, and inspect sending activity from ChatGPT. Teams can also edit targeting and messaging, enrich contact details, and test proposed changes in calibration sessions before publishing them.",
  "author": {
    "name": "Sales Armada, Inc."
  },
  "homepage": "https://meticulate.ai",
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "Meticulate",
    "shortDescription": "Manage prospecting",
    "longDescription": "Meticulate helps B2B sales teams discover companies and prospects, organize lists and Audiences, manage Plays and Sequences, review and approve outbound Drafts, and inspect sending activity from ChatGPT. Teams can also edit targeting and messaging, enrich contact details, and test proposed changes in calibration sessions before publishing them.",
    "developerName": "Sales Armada, Inc.",
    "category": "Business & Operations",
    "capabilities": [
      "Read",
      "Write"
    ],
    "websiteURL": "https://meticulate.ai",
    "supportURL": "https://meticulate.ai",
    "privacyPolicyURL": "https://meticulate.ai/privacy",
    "termsOfServiceURL": "https://meticulate.ai/terms",
    "composerIcon": "./assets/meticulate.png",
    "logo": "./assets/meticulate.png",
    "defaultPrompt": [
      "Show our sending activity for the past week.",
      "Find companies matching our target market.",
      "Review a pending Draft and suggest improvements."
    ]
  },
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Inspect sending activity and explain account readiness. Setup: Use a dedicated demo workspace with sample sending history and configured accounts; no settings are changed.",
              "prompt": "Show our sending activity for the past week and identify sending accounts with warnings or limited capacity. Explain what I should check before increasing outreach.",
              "expected_behavior": "Reports the returned time window, per-channel activity and configured capacity, explains account warnings using relevant product guidance, distinguishes configured capacity from current sendability, and returns workspace-scoped app links without changing settings.",
              "tools_triggered": "get_product_overview, get_product_doc, get_sending_activity, get_product_links"
            },
            {
              "description": "Discover companies and verify a newly populated list. Setup: Use a dedicated demo workspace with company-search and list-creation access; the test creates a private list.",
              "prompt": "Find up to five B2B workflow automation software companies and save the strongest matches to a new private company list named Workflow automation review. Do not start outreach.",
              "expected_behavior": "Uses supported search filters and evidence to select matches, creates the private list, and polls any returned admission task until terminal before verifying membership; reports missing companies or failures explicitly and does not sequence prospects.",
              "tools_triggered": "get_filter_options, start_company_search, get_company_searches, create_company_list, get_company_list_population_status, get_companies"
            },
            {
              "description": "Review and edit an unapproved Draft. Setup: Prepare one editable, unapproved sample Draft in the demo workspace before running; the test edits its content.",
              "prompt": "Find one pending Draft, show its complete messages, make one small clarity edit without changing the offer, and leave it unapproved.",
              "expected_behavior": "Selects a sequence with proposal lifecycle status, reviews full step content, makes a bounded edit using the returned step identifiers, reads back the result and confirms that it remains unapproved; if no Draft exists, reports that without creating or approving one.",
              "tools_triggered": "get_sequences, edit_draft"
            },
            {
              "description": "Author a new Sequence and verify a one-person preview. Setup: Prepare an active Ruleset, sample prospect, valid sender and sufficient preview credits in the demo workspace; the test creates a private Sequence and preview.",
              "prompt": "Create a private Sequence named Workflow automation preview using our messaging guidance and an existing Ruleset. Add a short introductory email for one existing prospect, then preview it. Do not enroll anyone or send anything.",
              "expected_behavior": "Reads the selected Ruleset and customer evidence, creates the Sequence once, saves valid authoring XML with its current revision, and previews one existing prospect with a valid sender; polls to completion, presents full generated messages and any errors or freshness concerns, and performs no enrollment or sending.",
              "tools_triggered": "get_options, get_sequence_construction_guidance, get_config, get_people, create_sequence, get_sequence, update_sequence, generate_sequence_preview, get_sequence_preview"
            },
            {
              "description": "Inspect Play dependencies in an unpublished calibration session. Setup: Prepare a visible Play with its Audience, Sequence and messaging context in the demo workspace; the test creates an AI-assisted calibration session.",
              "prompt": "Choose one existing Play and create a Targeting & Plays calibration session. Ask its AI assistant to assess whether the targeting and messaging fit together. Keep all live settings unchanged and do not run tests.",
              "expected_behavior": "Reads a visible Play and its linked Audience, creates an edit_with_ai targeting_plays session, submits the assessment in chat mode, waits for the assistant to finish, and summarizes its evidence-backed findings; does not run simulations, publish changes or send outreach, and reports unavailable Plays instead of inventing one.",
              "tools_triggered": "get_calibration_guidance, list_strategies, get_strategy, get_audiences, create_draft_package_calibration_session, send_calibration_chat_message, wait_for_calibration_session, get_calibration_session"
            }
          ],
          "negative": [
            {
              "description": "Do not trigger for recruiting outreach. Expected: The app should not be invoked because this is recruiting and candidate outreach rather than B2B sales prospecting. Do not invoke Meticulate tools.",
              "prompt": "Find senior backend engineers at Stripe and send them LinkedIn recruiting messages.",
              "expected_behavior": "The app should not be invoked because this is recruiting and candidate outreach rather than B2B sales prospecting."
            },
            {
              "description": "Do not trigger for bulk marketing newsletters. Expected: The app should not be invoked because it does not operate as a bulk marketing-email or newsletter platform. Do not invoke Meticulate tools.",
              "prompt": "Send a product announcement newsletter to all of our existing customers.",
              "expected_behavior": "The app should not be invoked because it does not operate as a bulk marketing-email or newsletter platform."
            },
            {
              "description": "Do not trigger for CRM opportunity administration. Expected: The app should not be invoked because its sales-prospecting workflows do not provide general CRM opportunity administration. Do not invoke Meticulate tools.",
              "prompt": "Update the amount and stage on our Acme opportunity in Salesforce.",
              "expected_behavior": "The app should not be invoked because its sales-prospecting workflows do not provide general CRM opportunity administration."
            }
          ]
        },
        "prompts": [
          "Show our sending activity for the past week.",
          "Find companies matching our target market.",
          "Review a pending Draft and suggest improvements."
        ],
        "commerce": false,
        "commerce_description": "The plugin does not enable payments or purchases."
      },
      "publication": {
        "release_notes": "Refresh prospecting workflows for current Sequences, Plays, Audiences, discovery, calibration, and Draft review.",
        "countries": []
      }
    }
  }
}