.codex-plugin/plugin.json

{
  "name": "parley",
  "version": "1.0.0",
  "description": "Bring Parley into the conversation. Find and update your Projects, Accounts, Contacts, and Tasks, read case files, write notes, and run Automations.",
  "author": {
    "name": "Parley",
    "email": "founders@parley.so",
    "url": "https://www.parley.so"
  },
  "homepage": "https://www.parley.so",
  "repository": "https://github.com/parley-dev/parley-plugin",
  "license": "MIT",
  "keywords": [
    "legal",
    "law firm",
    "case management",
    "matters",
    "clients",
    "tasks"
  ],
  "mcpServers": "./.mcp.json",
  "interface": {
    "displayName": "Parley",
    "shortDescription": "The Legal Agent that works",
    "longDescription": "Parley is where your legal team's casework happens. Connecting to Parley brings your firm's Projects, Accounts, Contacts, and Tasks into the conversation, so you can act on it without switching apps.\n\nWith Parley you can:\n- Find any Project, Account, or Contact. Your records in context, so you can check their status or query their information.\n- Read the files on a Project, including scanned documents, and pull them into your work.\n- Manage your firm's fields, Skills, and Automations, so you can use your firm's knowledge.\n- See what deadlines are due, update a Task, or assign a new one within your team.\n- Write notes or update existing ones on any of your records, so you can maintain your activity log.\n\nParley only sees the materials you can see in Parley. To connect, you need a Parley account. Ask an Owner or Admin at your firm to invite you, or learn more at www.parley.so.\n\nAdding new files from a conversation works in Codex, but not yet in ChatGPT.",
    "developerName": "Parley",
    "category": "Business & Operations",
    "capabilities": [
      "Find Projects, Accounts, and Contacts",
      "Track and update Tasks",
      "Read case files",
      "Write and update notes",
      "Catch up on recent activity",
      "Run Automations"
    ],
    "websiteURL": "https://www.parley.so",
    "supportURL": "https://docs.parley.so/help/getting-support",
    "privacyPolicyURL": "https://www.parley.so/privacy-policy",
    "termsOfServiceURL": "https://www.parley.so/terms-of-service",
    "defaultPrompt": [
      "What's due this week across my projects?",
      "Catch me up on what's happened on my newest project.",
      "Find a contact and show me the projects they're on."
    ],
    "brandColor": "#0D402B",
    "brandColorDark": "#C1E0C9",
    "composerIcon": "./assets/logo.png",
    "logo": "./assets/logo.png"
  },
  "extensions": {
    "com.openai": {
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Find a Contact, and the Account and Project they're linked to",
              "prompt": "Who is Maya Chen in Parley, and which client and projects is she linked to?",
              "tools_triggered": "parley_record_search, parley_record_get, parley_record_list",
              "expected_behavior": "Finds the Contact Maya Chen, says she belongs to the Account Northwind Robotics, and names the Project Northwind Robotics Series B Financing."
            },
            {
              "description": "List the open Tasks on a Project",
              "prompt": "What open tasks are on the Northwind Robotics Series B Financing project?",
              "tools_triggered": "parley_record_search, parley_record_list",
              "expected_behavior": "Lists the two open Tasks on that Project, Circulate the draft stock purchase agreement and Collect board consent signatures, with each Task's status and due date."
            },
            {
              "description": "Add a Task to a Project",
              "prompt": "Add a task to the Northwind Robotics Series B Financing project to schedule the closing call, due next Friday.",
              "tools_triggered": "parley_record_search, parley_record_create",
              "expected_behavior": "Adds a Todo Task to schedule the closing call on the Northwind Robotics Series B Financing Project, due next Friday, and confirms it was added."
            },
            {
              "description": "Summarize a file on a Project",
              "prompt": "Summarize the key terms in the Northwind Series B term sheet in Parley.",
              "tools_triggered": "parley_record_search, parley_file_list, parley_file_read",
              "expected_behavior": "Finds Northwind Series B Term Sheet.pdf on the Project and summarizes it from the file: a $40 million raise at a $160 million pre-money valuation, led by Harbor Ventures, with a five-member board."
            },
            {
              "description": "Save a note on a Project",
              "prompt": "Save a note on the Northwind Robotics Series B Financing project: the board approved the round today, and closing is set for the end of the month.",
              "tools_triggered": "parley_record_search, parley_note_create",
              "expected_behavior": "Saves a note on that Project recording the board's approval and the end-of-month closing, and confirms the note was saved."
            }
          ],
          "negative": [
            {
              "description": "Parley can't move money, so it shouldn't act. It should say it can't send payments.",
              "prompt": "Wire the $25,000 retainer from Northwind Robotics to our operating account."
            },
            {
              "description": "The question has nothing to do with Parley, so Parley shouldn't be used.",
              "prompt": "What's the weather in Chicago tomorrow?"
            },
            {
              "description": "Parley only sees the signed-in user's firm, so it should explain that it can't open another firm's Projects.",
              "prompt": "Show me the matters in another law firm's Parley workspace."
            }
          ]
        },
        "demo_recording_url": "https://youtu.be/AkAMqRXYCww",
        "commerce": false,
        "commerce_description": "Parley doesn't sell anything or take payments in ChatGPT or Codex."
      },
      "publication": {
        "release_notes": "First release: find and update Projects, Accounts, Contacts, and Tasks; read case files; write notes; catch up on activity; and manage fields, Skills, and Automations."
      }
    }
  },
  "apps": "./.app.json"
}