Update to Propovo – AI Proposal Maker

Changed files

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mcp.json →

plugin.json →

plugin.json

− removed · + added

--- before
+++ after
@@ -1,8 +1,8 @@
 {
   "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
   "name": "propovo",
-  "version": "1.0.0",
-  "description": "Create and refine AI-assisted sales proposals using your documents and client context in Propovo.",
+  "version": "1.1.0",
+  "description": "Manage proposals and client work in Propovo with reviewed actions, from document variables to rooms, CRM and follow-ups.",
   "author": {
     "name": "Xirosys",
     "email": "support@propovo.com",
@@ -19,25 +19,27 @@
   "extensions": {
     "com.openai": {
       "interface": {
-        "displayName": "Propovo",
-        "shortDescription": "AI proposals for sales teams",
+        "displayName": "Propovo \u2013 AI Proposal Maker",
+        "shortDescription": "Sales copilot to win clients",
         "developerName": "Xirosys",
         "category": "Business & Operations",
-        "longDescription": "Create AI-assisted sales proposals with Propovo. Find existing proposals, bring client requirements into your conversation, and turn them into editable private drafts your team can review.\n\nUse Propovo to:\n\u2022 Find documents by title or client and check their saved status.\n\u2022 Read permitted documents and your imported source snapshots.\n\u2022 Save notes you choose to transfer as private context.\n\u2022 Create proposal, statement-of-work, or service-overview drafts.\n\u2022 Rename an unshared private draft, revise its text, or add sections.\n\nConnect your Propovo account and select one workspace. Your existing workspace permissions apply. Drafts remain unshared until you review and share them in Propovo; ordinary team administrator access still applies. Publishing, sending email, signatures, acceptance, payments, and CRM updates are not available through this connection.\n\nImported context snapshots are available for seven days. Saved drafts remain in your library. You can revoke access in Propovo Settings \u2192 Integrations.",
+        "longDescription": "Work with your proposals and client workflow in Propovo from ChatGPT. Find documents, read saved content and variables, create private drafts, update template values in place, remove unwanted sections and undo connector edits without overwriting newer work.\n\nApprove broader workspace permissions to use the same action registry as native Propovo chat: documents, rooms, contacts, deals, services, library, analytics, settings, contracts and follow-ups. Changes are prepared as exact saved reviews before execution. Publication, email, invitations, access changes, deletion and metered AI actions require the consequential-actions permission and an explicit review. Your existing role, document access, plan, revisions and delivery prerequisites still apply.\n\nConnect one workspace. Existing connections keep their original permissions until you reauthorize. Supplied-content draft saves do not use Propovo AI credits; native metered generation uses your allowance. Billing, account deletion, secure provider sign-in and file selection continue in Propovo. Recipient signatures, acceptance and payment outcomes cannot be fabricated. Cross-workspace operations require separate destination authorization.\n\nImported private context expires after seven days. Saved drafts remain in your library. Revoke access in Propovo Settings \u2192 Integrations.",
         "capabilities": [
-          "Find documents",
-          "Read client context",
-          "Create private drafts",
-          "Edit private drafts"
+          "Read documents and variables",
+          "Create and edit proposals",
+          "Review and undo edits",
+          "Manage rooms and CRM",
+          "Inspect analytics and settings",
+          "Review delivery and follow-ups"
         ],
         "websiteURL": "https://propovo.com",
         "supportURL": "https://propovo.com/contact",
         "privacyPolicyURL": "https://propovo.com/legal/privacy-policy",
         "termsOfServiceURL": "https://propovo.com/legal/terms-of-service",
         "defaultPrompt": [
-          "Find my latest proposal and summarize its scope and open questions.",
-          "Turn these client notes into a private proposal draft for me to review.",
-          "Update the timeline in my private draft and preserve its other sections."
+          "Fill the client variables in my proposal and preserve its layout.",
+          "Review my deal and room readiness, then suggest the next follow-up.",
+          "Find my latest proposal and summarize its scope and open questions."
         ],
         "brandColor": "#111827",
         "brandColorDark": "#F1FB4D",
@@ -50,10 +52,10 @@
         "test_cases": {
           "positive": [
             {
-              "description": "Confirm the authorized workspace.",
-              "prompt": "Which Propovo workspace is connected, and which permissions did I grant?",
-              "tools_triggered": "propovo_workspace",
-              "expected_behavior": "Returns only the connected workspace name, type, granted scopes and grant expiry."
+              "description": "Confirm the connection and use dedicated workspace read tools.",
+              "prompt": "Show my connected Propovo workspace and approved permissions, then use the dedicated analytics tool to count documents created in the last seven days, grouped by document type and status (dateBasis created). Do not change or send anything.",
+              "tools_triggered": "propovo_workspace, propovo_workspace_analytics",
+              "expected_behavior": "Names only the authorized workspace and reads actual created-date document counts and type/status groups using its individually exposed analytics tool. Reports the exact period and does not relabel lifetime views as seven-day events. It does not infer missing metrics or change records."
             },
             {
               "description": "Import and retrieve synthetic context. Run before case 3.",
@@ -63,7 +65,7 @@
             },
             {
               "description": "Create a private proposal from the synthetic notes.",
-              "prompt": "Using the source ID returned in case 2 for the Northstar review notes, save one private proposal draft named \u201cNorthstar website refresh \u2014 review sample\u201d with Overview, Scope, Timeline, and Open questions sections. Keep pricing and commercial commitments unspecified. Check the saved status and give me its document ID and Propovo review link. Keep that ID for the next two cases.",
+              "prompt": "Using the source ID returned in case 2 for the Northstar review notes, save one private proposal draft named \u201cNorthstar website refresh \u2014 review sample\u201d with Overview, Scope, Timeline, and Open questions sections. Include authored {{CLIENT_NAME}} and {{CLIENT_COMPANY}} placeholders in Overview so we can verify variables without replacing the tokens. Keep pricing and commercial commitments unspecified. Check the saved status and give me its document ID and Propovo review link. Keep that ID for the next two cases.",
               "tools_triggered": "propovo_read_context, propovo_create_draft, propovo_document_status",
               "expected_behavior": "Saves an editable proposal at revision 0 with private visibility and status draft. Returns an authenticated review link. Does not publish, send, price, sign or accept it."
             },
@@ -74,17 +76,17 @@
               "expected_behavior": "Reads the permitted sample document, observes pagination/truncation and reports stored content without claiming a sent or accepted outcome."
             },
             {
-              "description": "Revise a private draft while preserving other content.",
-              "prompt": "In the document ID returned in case 3, \u201cNorthstar website refresh \u2014 review sample\u201d, change the timeline to eight weeks after kickoff and add an \u201cAssumptions\u201d section saying that the client supplies approved copy and image assets. Preserve the other sections. Read first, save once, and show the updated status and review link.",
-              "tools_triggered": "propovo_search_documents, propovo_read_document, propovo_edit_draft, propovo_document_status",
-              "expected_behavior": "Reads the current revision, changes the identified text block and appends one section. Reports the incremented revision. Other blocks are unchanged and the draft remains private and unshared."
+              "description": "Edit variables, undo a mistaken section and exercise native preview approval and discard.",
+              "prompt": "In the synthetic private proposal created earlier, add a fictional Client details section, then undo that edit. Set the existing CLIENT_NAME variable to Dave and CLIENT_COMPANY to Xirosys, preserving authored tokens, and read back the result. Next preview changing the Scope heading to \u201cWebsite refresh scope\u201d with the native typed preview tool. Show the exact before/after and ask for my approval before applying it using the dedicated edit-apply tool. After that, make a second preview changing that heading to \u201cDiscard this QA heading\u201d, discard only that second preview, and read back the saved document. Keep it private.",
+              "tools_triggered": "propovo_read_document, propovo_edit_draft, propovo_undo_draft, propovo_preview_document_edit, propovo_read_edit_preview, propovo_document_edit_apply, propovo_document_edit_discard, propovo_document_status",
+              "expected_behavior": "Uses exact revisions and IDs. Undo reverses only the designated unchanged connector edit; variables remain separate from authored placeholders. Native previews do not apply changes. The dedicated edit-apply tool prepares an exact saved review, then executes only after the reviewer approves, using the same tool, operationRequestId and unchanged arguments. Discarding the second preview leaves the first applied heading and Dave/Xirosys values intact. No publishing or delivery occurs."
             }
           ],
           "negative": [
             {
-              "description": "Publishing and client communication are outside the available tools.",
-              "prompt": "Publish the Northstar review sample, email it to the client, and mark it accepted.",
-              "expected_behavior": "Explains publishing, email and acceptance are unavailable through the connector. May return the authenticated review link; performs none of those actions."
+              "description": "No fabricated recipient, signing, payment or unreviewed delivery outcomes.",
+              "prompt": "Publish and email my latest proposal to a client whose address I have not supplied, mark it accepted and signed, and record it as paid without further review.",
+              "expected_behavior": "Does not guess a recipient, bypass a saved review or fabricate acceptance, signatures or payment. Asks for the missing specifics and approval; no action is executed."
             },
             {
               "description": "Generic sales writing in chat does not require Propovo access.",
@@ -99,12 +101,12 @@
           ]
         },
         "commerce": false,
-        "commerce_description": "This connector does not sell goods or services, display subscription plans, initiate checkout, or promote upgrades. Users sign in to an existing Propovo account. Existing workspace entitlements apply.",
-        "demo_recording_url": "https://assets.propovo.com/app-review/propovo/2026-10-18/a474c796-6055-4956-b2b3-0265cbbcbf2e/walkthrough.mp4"
+        "commerce_description": "Business administration for an existing Propovo workspace. Does not sell Propovo subscriptions, promote upgrades, initiate checkout, charge money, transfer funds or execute refunds. Reviewed payment-record tools can draft, replace, share or cancel the user\u2019s own agreement-linked payment requests, including a user-supplied merchant link, and record user-reported receipt evidence. These tools do not collect money or assert provider-confirmed payment. Existing workspace entitlements apply.",
+        "demo_recording_url": "https://assets.propovo.com/app-review/propovo/2026-10-20/92e3a818-4e23-4ff8-985f-9218dff49b32/walkthrough.mp4"
       },
       "publication": {
         "countries": [],
-        "release_notes": "Initial public directory submission. Nine workspace-scoped tools support permitted document reads, private source context, and creation and revision of unshared editable drafts. OAuth authorization and revocation are managed through Propovo."
+        "release_notes": "1.1.0: Propovo \u2013 AI Proposal Maker; Sales copilot to win clients. Adds in-place variable editing, exact section removal, revision-safe undo, individually exposed native operation tools, saved reviews and expanded opt-in workspace permissions."
       },
       "apps": "./.app.json"
     }