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plugin.json

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{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "counzel-for-odoo",
  "version": "1.0.2",
  "description": "Ask about your Odoo books in ChatGPT: cash, receivables and payables, VAT, results and invoices, computed by Counzel from the company's own ledger.",
  "author": {
    "name": "Counzel AI",
    "email": "info@counzel.ai",
    "url": "https://www.counzel.ai"
  },
  "homepage": "https://www.counzel.ai/connector",
  "keywords": [
    "odoo",
    "accounting",
    "finance",
    "vat",
    "belgium",
    "bookkeeping",
    "cash flow"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Counzel for Odoo",
        "shortDescription": "Your Odoo books in ChatGPT",
        "longDescription": "Counzel for Odoo answers questions about a company's Odoo books from the books themselves. Ask for the cash position and forecast, what customers owe and what is owed to suppliers, the profit and loss, balance sheet and trial balance, the VAT return and tax calendar, invoices, journal items, sales and purchase orders, stock and margins. Beyond the books it helps sell and plan: a go-to-market strategy from the company's own customers, prospect research and lead briefs, outreach drafts, Belgian company register lookups and counterparty risk, the director's pay mix, and answers from a Belgian tax and accounting library. Every figure is computed by Counzel from the posted ledger, never estimated by the model.\n\nWith the person's confirmation it can also prepare changes in Odoo: a customer invoice or quotation as a draft, a contact, a payment reminder, an approved supplier bill. Each change is a separate tool that ChatGPT asks about before it runs, and the company can switch changes off entirely.\n\nWho it is for: owners, finance staff and accountants of small and medium-sized companies that keep their books in Odoo (Online, Odoo.sh or self-hosted), with Belgian VAT and tax rules built in.\n\nWhat you need: a Counzel account with the company's Odoo connected under Settings, Connections. Counzel reads only the companies the signed-in person has access to. It does not delete records, move money or send anything without a separate confirmation.",
        "developerName": "Counzel AI",
        "category": "Finance",
        "capabilities": [
          "Cash position and forecast",
          "Receivables, payables and payment reminders",
          "Profit and loss, balance sheet, trial balance",
          "VAT return and tax calendar",
          "Invoices, orders, stock and margins",
          "Sales strategy, prospect research and lead briefs",
          "Draft invoices, quotations, contacts and CRM leads with confirmation"
        ],
        "websiteURL": "https://www.counzel.ai/connector",
        "supportURL": "https://www.counzel.ai/contact",
        "privacyPolicyURL": "https://www.counzel.ai/privacy?lang=en",
        "termsOfServiceURL": "https://www.counzel.ai/terms",
        "defaultPrompt": [
          "What is our cash position, and how does the next quarter look?",
          "Which customers are late paying us, and by how much?",
          "Is the VAT return for last quarter ready?"
        ],
        "brandColor": "#2D6BE3",
        "brandColorDark": "#7FA6F0",
        "composerIcon": "./assets/icon-dark.png",
        "composerIconDark": "./assets/icon-dark.png",
        "logo": "./assets/logo-dark.png",
        "logoDark": "./assets/logo-dark.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Cash position of the demo company",
              "prompt": "What is the cash position of Brightwave Advisory SRL (demo)?",
              "tools_triggered": "list_companies, get_cash_overview",
              "expected_behavior": "Returns cash today, the runway, this month's net flow and the forecast's lowest point for the demo company, quoting the figures as the tool returns them."
            },
            {
              "description": "Customers that owe money",
              "prompt": "Which customers still owe Brightwave money, and what is overdue?",
              "tools_triggered": "get_receivables",
              "expected_behavior": "Lists the open customer invoices by customer with the overdue amount, and the legal late-payment charges where they apply."
            },
            {
              "description": "Profit and loss for the year",
              "prompt": "Show me Brightwave's profit and loss for this year so far.",
              "tools_triggered": "get_profit_and_loss",
              "expected_behavior": "Returns revenue, the cost classes and the result for the financial year to date from the posted ledger."
            },
            {
              "description": "Invoices of one customer",
              "prompt": "List the invoices we sent to the first customer in the receivables list.",
              "tools_triggered": "get_receivables, list_invoices",
              "expected_behavior": "Lists that customer's customer invoices with number, date, total and the amount still open."
            },
            {
              "description": "Add a contact with confirmation",
              "prompt": "Add a new customer called Reviewer Test BV in Ghent, Belgium.",
              "tools_triggered": "create_contact",
              "expected_behavior": "ChatGPT asks for confirmation before the tool runs; after confirming, the customer is created in the demo Odoo and the answer says so. If a customer with that name exists, nothing is created and the existing one is named."
            }
          ],
          "negative": [
            {
              "description": "Installing Odoo is setup help, not the company's Odoo data",
              "prompt": "How do I install Odoo Community on Ubuntu?"
            },
            {
              "description": "Naming a bookkeeping firm is branding, not the books or the CRM",
              "prompt": "Suggest five names for a new bookkeeping firm in Antwerp."
            },
            {
              "description": "An office-move announcement is marketing copy that needs no business data",
              "prompt": "Write a LinkedIn post announcing that our accounting firm is moving to a new office in Ghent."
            }
          ]
        },
        "demo_recording_url": "https://www.counzel.ai/review/counzel-for-odoo-demo",
        "commerce": false,
        "commerce_description": "Counzel for Odoo sells nothing and takes no payment in ChatGPT: no checkout, no purchase, no subscription or credit sale. It needs an existing Counzel account; plans are managed outside ChatGPT."
      },
      "publication": {
        "countries": [
          "BE",
          "NL",
          "LU",
          "FR",
          "DE"
        ],
        "release_notes": "First release: questions about the Odoo books (cash, receivables, payables, results, VAT, invoices, orders, stock, margins) and confirmed changes (draft invoices and quotations, contacts, reminders, supplier bills, CRM leads and their follow-ups), plus sales planning: a saved go-to-market strategy, proposed prospect searches and lead briefs.\n\nFor reviewers, on commerce: nothing is sold or paid for in ChatGPT. Four sales tools (research_prospect, find_person_contact, propose_lead_runs, start_lead_run) use outside data sources, and each use counts against the research allowance already included in the person's Counzel plan, the way the daily brief allowance does. ChatGPT asks before any of them runs, and the tool first says how much of the allowance it would use, so the person can decline. There is no way to buy credits, contacts or a plan through the plugin. Version 1.0.2 removes wording that read as a price.",
        "translations": {
          "fr-FR": {
            "subtitle": "Votre compta Odoo dans ChatGPT",
            "description": "Counzel for Odoo r\u00e9pond aux questions sur la comptabilit\u00e9 Odoo d'une soci\u00e9t\u00e9 \u00e0 partir de ses propres livres : tr\u00e9sorerie et pr\u00e9vision, cr\u00e9ances et dettes, r\u00e9sultat, bilan, d\u00e9claration TVA, factures, commandes, stock et marges. Chaque chiffre est calcul\u00e9 par Counzel \u00e0 partir du grand livre, jamais estim\u00e9 par le mod\u00e8le. Avec confirmation, il pr\u00e9pare aussi des modifications : facture ou devis en brouillon, contact, rappel de paiement. Il faut un compte Counzel avec l'Odoo de la soci\u00e9t\u00e9 connect\u00e9."
          },
          "nl-NL": {
            "subtitle": "Je Odoo-boekhouding in ChatGPT",
            "description": "Counzel for Odoo beantwoordt vragen over de Odoo-boekhouding van een bedrijf vanuit de eigen boeken: kaspositie en prognose, vorderingen en schulden, resultaat, balans, btw-aangifte, facturen, orders, voorraad en marges. Elk cijfer berekent Counzel uit het grootboek, nooit geschat door het model. Met bevestiging bereidt het ook wijzigingen voor: een factuur of offerte als concept, een contact, een betalingsherinnering. Je hebt een Counzel-account nodig met de Odoo van het bedrijf gekoppeld."
          }
        }
      },
      "apps": "./.app.json"
    }
  }
}

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