plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "site-nu-crm-copilot",
  "version": "1.1.4",
  "description": "Manage customer records, sales deals, support tickets, and marketing campaigns in your Site.nu CRM workspace, with the permissions you choose.",
  "author": {
    "name": "Site.nu B.V.",
    "email": "support@site.nu",
    "url": "https://site.nu/en"
  },
  "homepage": "https://site.nu/en",
  "keywords": [
    "CRM",
    "analytics",
    "dashboards",
    "marketing email",
    "workflow",
    "tickets"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Site.nu CRM",
        "shortDescription": "Manage customers and sales",
        "longDescription": "Site.nu CRM helps your business manage customer relationships, sales, customer service, and marketing in one workspace. Find and update customer records and deals, manage support tickets and lists, compare campaign and website results, and build dashboards. Prepare marketing emails, manage sequences and knowledge sources, publish forms, and run workflows. Each connection uses one Site.nu workspace you choose and follows your role permissions. Access is read-only by default. You can separately allow creating and editing, deleting and merging, or sending, publishing and activating when you connect, and withdraw those permissions in Site.nu.",
        "developerName": "Site.nu",
        "category": "Business & Operations",
        "capabilities": [
          "Search and update CRM records",
          "Manage Lists and Tickets",
          "Compare website and Campaign results",
          "Build and run dashboards",
          "Prepare and send Marketing Emails",
          "Publish Forms and run Workflows"
        ],
        "websiteURL": "https://site.nu/en",
        "supportURL": "https://site.nu/en/support",
        "privacyPolicyURL": "https://site.nu/en/privacy/site-nu-crm-copilot",
        "termsOfServiceURL": "https://site.nu/en/terms",
        "defaultPrompt": [
          "Find my 10 most recently updated people.",
          "Which Site.nu portal am I connected to?",
          "Add a follow-up task to the deal Renewal 2027."
        ],
        "composerIcon": "./assets/sitenu-icon.png",
        "logo": "./assets/sitenu-icon.png"
      },
      "review": {
        "commerce": false,
        "commerce_description": "This plugin does not sell products, process payments, or complete purchases.",
        "test_cases": {
          "positive": [
            {
              "description": "Say which Site.nu portal and account the connection works in.",
              "prompt": "Using Site.nu, which portal and account am I connected to?",
              "tools_triggered": "get_profile",
              "expected_behavior": "Names the reviewer's Site.nu user and the one portal this connection works in, as chosen on the Site.nu consent page. Does not list other portals and does not change anything."
            },
            {
              "description": "Show the most recently updated people as an interactive table.",
              "prompt": "Using Site.nu, show an interactive table of the 10 most recently updated people with their names, job titles, and last updated time.",
              "tools_triggered": "search_crm_records, render_crm_copilot_view",
              "expected_behavior": "Searches Site.nu people sorted by last update (it may first list the available CRM objects), then shows a table of up to 10 people, newest first, with name, job title, and last updated time. The first three rows are Reese Nguyen (Head of Operations), Harper Nguyen (VP Sales), and Cameron Nguyen (Account Executive). The table opens inline and can be expanded to fullscreen. No email addresses, phone numbers, or record owners are shown."
            },
            {
              "description": "Create one CRM record. Connect with \"Create and edit\" ticked on the Site.nu consent page.",
              "prompt": "Using Site.nu, create a company named \"GPT Review \u2013 Disposable company\".",
              "tools_triggered": "create_crm_record",
              "expected_behavior": "Creates one company named GPT Review \u2013 Disposable company and confirms it, naming the portal it was created in. It may first list the CRM objects to learn which fields it may write. Creates exactly one record and sets no other fields."
            },
            {
              "description": "Change one field on an existing CRM record. Needs \"Create and edit\".",
              "prompt": "Using Site.nu, rename the company \"GPT Review \u2013 Disposable company\" to \"GPT Review \u2013 Disposable company (renamed)\".",
              "tools_triggered": "search_crm_records, update_crm_record",
              "expected_behavior": "Finds the company by name, changes only its name to GPT Review \u2013 Disposable company (renamed), and confirms the change with the portal name. Does not create a second company."
            },
            {
              "description": "Delete one CRM record after confirmation. Connect with \"Delete and merge\" ticked.",
              "prompt": "Using Site.nu, delete the company \"GPT Review \u2013 Disposable company (renamed)\".",
              "tools_triggered": "search_crm_records, delete_crm_record",
              "expected_behavior": "Finds the company, states its name and portal, and asks for confirmation; ChatGPT shows its own confirmation with the record name. After confirming, the company is soft-deleted and the answer says it can be restored in Site.nu. No other record is deleted."
            }
          ],
          "negative": [
            {
              "description": "A change is asked on a connection that may only read. Connect with only \"Read\" ticked. Nothing is deleted. Site.nu answers that this connection has no permission to delete and that the user can reconnect and allow it; ChatGPT may offer to reconnect. Reese Nguyen is still in Site.nu afterwards.",
              "prompt": "Using Site.nu, delete the CRM person Reese Nguyen."
            },
            {
              "description": "A change could land in more than one portal. Connect two Site.nu accounts for two portals first. Does not create the task yet. Asks which of the connected Site.nu portals is meant, naming them, and creates the task only in the portal the user picks.",
              "prompt": "Using Site.nu, create a task called \"Call back\"."
            },
            {
              "description": "The user cancels a delete. Connect with \"Delete and merge\" ticked. After the user declines the confirmation, no delete is made and the answer says nothing was changed. The company is still in Site.nu afterwards.",
              "prompt": "Using Site.nu, delete the company \"Northwind Traders\". (Decline the confirmation.)"
            }
          ]
        }
      },
      "publication": {
        "release_notes": "Choose the Site.nu portal and the permissions for each connection. New tools create, edit, delete and merge CRM records, manage Lists, Tickets and dashboards, prepare and send Marketing Emails, enroll people in Sequences, publish Forms, run Workflows, and manage Knowledge. Changes need a permission you grant when connecting; reading stays the default."
      },
      "apps": "./.app.json"
    }
  }
}