plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "logistify-quickbooks-desktop",
  "version": "0.1.0",
  "description": "Look up QuickBooks Desktop customers, suppliers, inventory, orders, invoices, and payments. With your permission, create sales orders in Logistify and queue them for QuickBooks Desktop.",
  "author": {
    "name": "Logistify AI",
    "url": "https://logistify.ai"
  },
  "homepage": "https://logistify.ai",
  "keywords": [
    "quickbooks",
    "quickbooks desktop",
    "erp",
    "sales orders",
    "purchase orders",
    "invoices",
    "inventory",
    "logistify"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Logistify QuickBooks Desktop",
        "shortDescription": "Find and create sales orders",
        "longDescription": "Connect Logistify to look up QuickBooks Desktop customers, suppliers, inventory, sales and purchase orders, invoices, and payments. Turn on Allow changes to create a sales order in ChatGPT. ChatGPT finds the customer and items and asks you to confirm. Logistify saves the order and starts sending it to QuickBooks Desktop. You can check when it arrives. With the same permission, you can send existing Logistify orders and approve purchase order arrival dates and payment matches. Your Logistify role controls what you can see and change. Your Logistify company must have AI Assistants turned on in Settings.",
        "developerName": "Logistify AI",
        "category": "Business & Operations",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://logistify.ai/plugins/quickbooks-desktop/chatgpt/",
        "privacyPolicyURL": "https://logistify.ai/privacy/",
        "defaultPrompt": [
          "Find a sample customer in QuickBooks Desktop and show their sales orders.",
          "Show me five products and their reported stock in QuickBooks Desktop.",
          "Find a sample supplier in QuickBooks Desktop and show their purchase orders."
        ],
        "brandColor": "#111827",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png",
        "supportURL": "https://logistify.ai/support/",
        "termsOfServiceURL": "https://logistify.ai/terms/"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Find the connected company",
              "prompt": "Which Logistify company am I connected to, and which ERP connections can I use?",
              "tools_triggered": "get_profile; list_quickbooks_connections",
              "expected_behavior": "Show only the company and available connections returned. If there is more than one connection, let the reviewer select the sample connection before reading records."
            },
            {
              "description": "Read customer sales orders. Use a sample customer with an order.",
              "prompt": "Find the sample customer from the review instructions and show their sales orders.",
              "tools_triggered": "list_customers; list_sales_orders",
              "expected_behavior": "Use the customer ID returned by the first lookup to filter orders on the same connection. Show the returned order numbers and statuses, and say if more results are available."
            },
            {
              "description": "Read products. Use a sample connection with at least five products.",
              "prompt": "Show me five products and their reported stock in QuickBooks Desktop.",
              "tools_triggered": "list_inventory_items",
              "expected_behavior": "Request up to five items. Show the returned product names and stock values where supplied. Treat missing stock values as unknown and keep the results scoped to the selected connection."
            },
            {
              "description": "Read supplier purchase orders. Use a sample supplier with an order.",
              "prompt": "Find the sample supplier from the review instructions and show their purchase orders.",
              "tools_triggered": "list_vendors; list_purchase_orders",
              "expected_behavior": "Use the ID returned by list_vendors in list_purchase_orders.vendor_ids. Show the returned order numbers and statuses."
            },
            {
              "description": "Create an order in the sample company. Enable Allow changes and use a sample customer and product already linked in Logistify.",
              "prompt": "Create a sales order for two units of the sample product for the sample customer in QuickBooks Desktop. Show me what will be saved before you do it, then check whether it arrived after I confirm.",
              "tools_triggered": "list_customers; list_inventory_items; create_sales_order_in_quickbooks; list_logistify_sales_orders",
              "expected_behavior": "Resolve the customer and product on the same connection. Show the customer, product and quantity and wait for confirmation before creating the order. Report whether Logistify saved it and whether the send was queued. Use the returned Logistify order number in list_logistify_sales_orders.order_numbers to check delivery. Claim the ERP received the order only if the returned status confirms it."
            }
          ],
          "negative": [
            {
              "description": "Deleting customer records is unsupported. Explain the limit without calling a tool to change records.",
              "prompt": "Delete the sample customer permanently from QuickBooks Desktop."
            },
            {
              "description": "Charging a card is unsupported. Explain the limit without asking for card information or claiming a payment was made.",
              "prompt": "Charge the sample customer 500 dollars on their saved card."
            },
            {
              "description": "Changing a saved product price is unsupported. Explain the limit without calling a tool to change a record.",
              "prompt": "Change the saved price of the sample product to 12 dollars in QuickBooks Desktop."
            }
          ]
        },
        "commerce_description": "Users sign in to an existing paid Logistify AI account with AI Assistants enabled. The plugin can create sales orders in the connected business system with the user\u2019s permission. It has no checkout or payment processing and cannot start or upgrade a Logistify subscription."
      },
      "publication": {
        "release_notes": "First directory release for QuickBooks Desktop. Look up business records and create and send sales orders through Logistify with permission.",
        "countries": []
      },
      "apps": "./.app.json"
    }
  }
}