plugin.json

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "dailydashboard",
  "version": "1.0.3",
  "description": "Run your consulting practice from ChatGPT: clients, meetings, transcripts, tasks, follow-ups, invoices and each client's knowledge base.",
  "author": {
    "name": "Daily Evolution LLC",
    "email": "support@dailydashboard.ai",
    "url": "https://dailydashboard.ai"
  },
  "homepage": "https://dailydashboard.ai",
  "license": "UNLICENSED",
  "keywords": [
    "consulting",
    "crm",
    "meetings",
    "invoices",
    "okr",
    "tasks"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "DailyDashboard",
        "shortDescription": "Run your consulting practice",
        "longDescription": "DailyDashboard is a practice management app for independent consultants and small advisory teams. This plugin brings your DailyDashboard account into ChatGPT so you can ask about your clients and act on them without switching apps.\n\nWhat you can do:\n- Get up to speed on any client: open tasks, follow-ups, decisions, initiatives, team members and recent meetings.\n- Prepare for meetings: see today's or next week's meetings across every client, read the linked transcript, and generate an AI summary with recommended tasks, decisions and follow-ups.\n- Search each client's knowledge base of past meeting transcripts, documents and notes.\n- Keep work moving: create tasks, follow-ups, decisions and other client items, mark tasks and follow-ups complete, and update client profiles.\n- Track the business side: billable time, invoices, payments, expenses, credits and outstanding balances across your portfolio.\n- See what shipped: pull requests, issues and releases from the GitHub repositories you link to a client.\n\nYou sign in with your DailyDashboard account over OAuth and choose read-only or read and write access. ChatGPT only sees data in your own account, and you can disconnect at any time from Settings > Connected apps, which revokes access immediately. Works with DailyDashboard accounts that have the DailyDashboard AI agent enabled.",
        "developerName": "Daily Evolution LLC",
        "category": "Business & Operations",
        "capabilities": [
          "List clients and their team members",
          "Read meetings, transcripts and AI summaries for any date range",
          "Read tasks, follow-ups, decisions, initiatives and OKR objectives",
          "Read billable time, invoices, outstanding balances, payments, expenses and credits",
          "Search a client's knowledge base",
          "Read GitHub activity for linked repositories",
          "Create tasks, follow-ups, decisions, initiatives, team members and OKR objectives",
          "Complete, reopen or edit tasks and follow-ups",
          "Check in on key results and update objectives",
          "Reassign, rename or set time spent on a meeting",
          "Process a meeting transcript into a summary and recommendations"
        ],
        "websiteURL": "https://dailydashboard.ai",
        "supportURL": "https://dailydashboard.ai/about",
        "privacyPolicyURL": "https://dailydashboard.ai/privacy-policy.html",
        "termsOfServiceURL": "https://dailydashboard.ai/terms-and-conditions.html",
        "defaultPrompt": [
          "What's on my calendar tomorrow, and what's still open for each of those clients?",
          "Which clients have outstanding balances, and how many hours did I bill last month?",
          "Summarize my last meeting transcript and add the follow-ups we agreed on."
        ],
        "brandColor": "#2196F3",
        "brandColorDark": "#2196F3",
        "composerIcon": "./assets/icon.png",
        "logo": "./assets/logo.png"
      },
      "onboardingSkill": "./skills/get-started/SKILL.md",
      "review": {
        "demo_recording_url": "https://youtu.be/TixsSCTBCek",
        "test_cases": {
          "positive": [
            {
              "description": "Lists the clients in the signed-in account.",
              "prompt": "List my DailyDashboard clients.",
              "tools_triggered": "listClients",
              "expected_behavior": "ChatGPT calls listClients and lists each client's name with its short summary. No other tool is needed."
            },
            {
              "description": "Reads open work for one client, resolving the client by name.",
              "prompt": "What's outstanding for Acme this week?",
              "tools_triggered": "listClients, queryClientData",
              "expected_behavior": "ChatGPT resolves Acme to a client id, reads open tasks and follow-ups with queryClientData (dataType tasks and followups) and summarizes what is due, grouped by type, without inventing items."
            },
            {
              "description": "Reads meetings for a date range and their transcript status.",
              "prompt": "Summarize my meetings from the last 7 days.",
              "tools_triggered": "getMeetingsByDateRange",
              "expected_behavior": "ChatGPT calls getMeetingsByDateRange with the last seven days as startDate and endDate, lists the meetings per client with the AI summary where one exists, and notes meetings whose transcript is still pending instead of guessing their content."
            },
            {
              "description": "Reads billing data across clients.",
              "prompt": "Which invoices are still unpaid?",
              "tools_triggered": "getOutstandingBalances",
              "expected_behavior": "ChatGPT calls getOutstandingBalances (optionally getUserInvoices) and reports the outstanding amount per client and the total, using the figures returned by the tool."
            },
            {
              "description": "Creates a follow-up after showing a preview and getting confirmation.",
              "prompt": "Add a follow-up for Acme to send the SOW on Friday.",
              "tools_triggered": "listClients, createClientItem",
              "expected_behavior": "ChatGPT resolves the client, calls createClientItem without confirmation to get a preview, shows the follow-up text and due date, and only after the user confirms calls createClientItem with confirmation: true. The follow-up then appears in the client's Follow-ups list in DailyDashboard."
            }
          ],
          "negative": [
            {
              "description": "Deleting a client is not available through the plugin and should not be attempted or faked.",
              "prompt": "Delete the client Acme from DailyDashboard."
            },
            {
              "description": "The plugin only reads the signed-in user's own account and must not try to access another consultant's data.",
              "prompt": "Show me the clients and invoices of the other consultants who use DailyDashboard."
            },
            {
              "description": "The plugin does not send email or messages; it should decline and suggest creating a follow-up instead.",
              "prompt": "Email Acme's CEO and tell them the invoice is overdue."
            }
          ]
        },
        "commerce": false
      },
      "publication": {
        "release_notes": "Initial release: read clients, meetings and transcripts, tasks, follow-ups, decisions, initiatives, OKR objectives, billing data, knowledge base and linked GitHub activity; create and update tasks, follow-ups, objectives and meetings; process meeting transcripts."
      },
      "apps": "./.app.json"
    }
  }
}