Update to CRM Connector

{
  "canonical_app_id": "asdk_app_6abe7767c1748191ae0f43b1fcab1a6b",
  "connector_id": "asdk_app_6abe7767c1748191ae0f43b1fcab1a6b",
  "created_at": "2026-10-01T15:30:00.351329Z",
  "discoverability": "LISTED",
  "id": "plugin_asdk_app_6abe7767c1748191ae0f43b1fcab1a6b",
  "is_template": false,
  "is_template_instance": false,
  "is_v2_template": false,
  "name": "crm-connector",
  "release": {
    "app_ids": [
      "asdk_app_6abe7767c1748191ae0f43b1fcab1a6b"
    ],
    "app_manifest": {
      "apps": {
        "crm-connector": {
          "id": "asdk_app_6abe7767c1748191ae0f43b1fcab1a6b",
          "required": true
        }
      }
    },
    "app_templates": [],
    "description": "The integration hub for your CRM, field service and accounting apps, in two parts: AI agents that read, change and automate the records of one of your systems right in the chat, and integrations that keep two of your systems in sync.",
    "display_name": "CRM Connector",
    "id": "pluginrel_57d493f3eca48191824ddce9c11d1567",
    "interface": {
      "brand_color": "#0227B6",
      "capabilities": [
        "AI Agents: ask about and update one system's records, with undo",
        "AI Agents: automations you approve once, then run by the platform",
        "AI Agents: see what an agent can do in your system, then plan it",
        "Integrations: see what two systems can sync, and plan one in the chat",
        "Integrations: check your integrations, what failed and why"
      ],
      "category": "Business & Operations",
      "composer_icon_dark_url": null,
      "composer_icon_url": "https://files.openai.com/content?id=file_00000000afa081f49e4b1abda87c6f43",
      "default_prompt": "With CRM Connector Platform, plan an AI agent that can read and update the contacts and deals in my CRM.",
      "default_prompts": [
        "With CRM Connector Platform, plan an AI agent that can read and update the contacts and deals in my CRM.",
        "With CRM Connector Platform, plan an integration that turns won deals in my CRM into draft invoices in my accounting system.",
        "With CRM Connector Platform, automate a workflow in my CRM: when a deal is won, add a kick-off task for the team."
      ],
      "developer_name": "CRM Connector",
      "logo_url": "https://files.openai.com/content?id=file_00000000e7d481f5b22ae66dfd385c0f",
      "logo_url_dark": null,
      "long_description": "The integration hub for your CRM, field service and accounting apps. One plugin, two separate parts: AI agents that work with the records of one of your systems right in the chat, and integrations that keep two of your systems in sync. It connects the CRM, field service, accounting and online store systems businesses run on. Don't see your system? Request it, right in the chat.\n\nPart 1. AI Agents inside one system\nAsk ChatGPT about your own customers, deals, invoices and quotes, and let it do the work in that system for you. Ask what an agent can do in your system without an account, plan it in the chat, and finish it in CRM Connector, where you sign in to your system. Try it on your own records before you switch it on: it reads up to 100 records and makes up to 25 changes you agree to.\n- AI Analyst: it reads your records, counts and adds them up, and finds the same customer in your other connected systems\n- AI Agent: it also changes records when you ask, such as fields, stages, notes, tasks and links, each change shown first, risky ones approved by you in CRM Connector\n- Automations: fixed rules inside that one system (when this happens, only if, then do that), made in the chat, approved once by you with a yes in the chat or in CRM Connector (rules that message your customers in CRM Connector), then run by the platform by itself\n- A change log with undo where the system allows it\n- Nothing in AI Agents syncs between two systems: that is an integration\n\nPart 2. Integrations between two systems\nPlanned in the chat, then they keep two of your systems in sync by themselves, so a new customer, a won deal or a paid invoice shows up where your team works without copying it by hand.\n- See which systems connect and what two systems can sync, no account needed\n- Choose the records that travel, one way or both ways, and the moment they travel: when paid, won, accepted or overdue\n- Ready rules, such as a won deal that becomes a draft invoice\n- Which fields go across, and how each system connects\n- Plan it in the chat and get a link that opens the setup prefilled\n- For CRM Connector customers: your integrations, what failed and why, sync now, pause or resume\n\nYou stay in control:\n- You choose per system and per record type what the assistant may see or change\n- Changing records is a separate permission on the consent page, off unless you allow it\n- An automation never runs before you approve it, and you can pause or remove it at any time\n- It never deletes a record, and records a payment only where your system allows it and after you approve it\n- It runs or pauses an integration only when you ask and confirm, and never deletes one\n- Disconnect at any time in CRM Connector under Settings, AI Assistants",
      "plugin_category_id": "business & operations",
      "privacy_policy_url": "https://crm-connector.com/privacy-policy",
      "screenshot_urls": [],
      "short_description": "AI agents for your systems",
      "terms_of_service_url": "https://crm-connector.com/terms-of-use",
      "website_url": "https://crm-connector.com/platform"
    },
    "keywords": [
      "crm",
      "accounting",
      "field service",
      "sync",
      "integration",
      "integrations",
      "crm integration",
      "crm integrations",
      "accounting integration",
      "accounting integrations",
      "field service integration",
      "field service integrations",
      "app integration",
      "app integrations",
      "integration hub",
      "connector",
      "connectors",
      "connect apps",
      "crm sync",
      "data sync",
      "contact sync",
      "invoice sync",
      "two way sync",
      "sync apps",
      "invoices",
      "gohighlevel",
      "highlevel",
      "ghl",
      "go high level",
      "quickbooks",
      "quickbooks online",
      "xero",
      "jobber",
      "hubspot",
      "pipedrive",
      "salesforce",
      "zoho",
      "zoho crm",
      "zoho books",
      "keap",
      "infusionsoft",
      "activecampaign",
      "servicem8",
      "simpro",
      "housecall pro",
      "companycam",
      "freshbooks",
      "freeagent",
      "square",
      "stripe",
      "woocommerce",
      "google sheets",
      "spreadsheet",
      "excel",
      "csv",
      "ai agents",
      "ai agent",
      "ai analyst",
      "workflows",
      "workflow",
      "automations",
      "automation",
      "crm automation",
      "service business",
      "crm ai agent",
      "ai crm",
      "ai assistant",
      "chatgpt crm",
      "crm assistant",
      "update crm records",
      "sales pipeline",
      "mcp",
      "mcp server",
      "crm mcp",
      "ai agent for crm",
      "crm ai",
      "gohighlevel ai agent",
      "hubspot ai agent",
      "quickbooks ai agent",
      "bookkeeping",
      "invoicing",
      "quotes",
      "estimates",
      "deals",
      "leads",
      "contacts",
      "pipeline",
      "tasks",
      "follow up",
      "reminders",
      "reporting",
      "scheduling",
      "appointments",
      "jobs",
      "agency",
      "sub-accounts",
      "sales",
      "sales crm",
      "field service management",
      "lead management",
      "customer management",
      "gohighlevel ai",
      "hubspot ai",
      "quickbooks ai",
      "xero ai",
      "zoho ai",
      "zoho books ai",
      "housecall pro ai",
      "monday",
      "monday.com",
      "monday crm",
      "monday ai",
      "monday ai agent",
      "monday mcp",
      "monday.com ai agent",
      "monday boards",
      "pipedrive ai",
      "pipedrive ai agent",
      "pipedrive mcp",
      "zoho invoice",
      "zoho invoice ai",
      "zoho invoice mcp",
      "pipedrive crm",
      "pipedrive leads",
      "work management",
      "project management",
      "teamleader",
      "teamleader focus",
      "teamleader crm",
      "teamleader ai",
      "teamleader ai agent",
      "salesforce ai",
      "salesforce ai agent",
      "salesforce mcp",
      "salesforce crm",
      "dynamics 365",
      "microsoft dynamics",
      "microsoft dynamics 365",
      "dynamics crm",
      "dynamics 365 sales",
      "dynamics 365 ai agent",
      "dataverse",
      "zendesk",
      "zendesk ai",
      "zendesk ai agent",
      "zendesk mcp",
      "zendesk support",
      "help desk",
      "helpdesk",
      "customer support",
      "support tickets",
      "tickets"
    ],
    "mcp_servers": [
      {
        "key": "crm-connector",
        "metadata": {
          "extensions": {
            "com.openai": {
              "auth": {
                "client": {
                  "mode": "dcr"
                },
                "type": "mixed"
              }
            }
          },
          "headers": {},
          "type": "streamable-http",
          "url": "https://platform-mcp.crm-connector.com"
        }
      }
    ],
    "onboarding_skill_name": "plan-an-ai-agent",
    "requires_local_executor": false,
    "skills": [
      {
        "description": "Turn something a CRM Connector customer wants to keep happening by itself inside one of their systems into an automation of their AI agent. Use it when someone asks for a rule such as \"whenever a deal is won, add a kick-off task\" or \"when a new contact has no owner, set one\", or asks which automations run, or to pause, resume, change or remove one.",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "automate-workflows",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "hierarchy",
          "short_description": "Turn something a CRM Connector customer wants to keep happening by itself inside one of their systems into an automation of their AI agent. Use it when someone asks for a rule such as \"whenever a deal is won, add a kick-off task\" or \"when a new contact has no owner, set one\", or asks which automations run, or to pause, resume, change or remove one."
        },
        "name": "automate-workflows",
        "plugin_release_skill_id": "pluginrsk_6af2ef12141c8191a69701a217ea9c0f"
      },
      {
        "description": "Answer questions about what CRM Connector connects before anything is set up. Use it when a person asks which systems CRM Connector supports, what two systems can sync, whether a particular field goes across, or how to connect a system.",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "explore-integrations",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "hierarchy",
          "short_description": "Answer questions about what CRM Connector connects before anything is set up. Use it when a person asks which systems CRM Connector supports, what two systems can sync, whether a particular field goes across, or how to connect a system."
        },
        "name": "explore-integrations",
        "plugin_release_skill_id": "pluginrsk_6af2ef11f428819182d0b09f219d5cb0"
      },
      {
        "description": "Work with the records of a business system the customer connected to AI Agents in CRM Connector. Use it when someone asks about their own customers, deals, invoices or quotes in such a system, asks to update, tag or note them, or asks whether ChatGPT can work with the records of a system they use.",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "manage-business-records",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "hierarchy",
          "short_description": "Work with the records of a business system the customer connected to AI Agents in CRM Connector. Use it when someone asks about their own customers, deals, invoices or quotes in such a system, asks to update, tag or note them, or asks whether ChatGPT can work with the records of a system they use."
        },
        "name": "manage-business-records",
        "plugin_release_skill_id": "pluginrsk_6af2ef12d8288191a3e2b057327cb11a"
      },
      {
        "description": "Help a CRM Connector customer see how their own integrations are doing. Use it when someone asks which integrations they have, whether they are running, what failed and why, what is waiting or what the latest syncs did, or wants one synced now, paused, resumed, or a conflict between two records resolved.",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "monitor-integrations",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "radar",
          "short_description": "Help a CRM Connector customer see how their own integrations are doing. Use it when someone asks which integrations they have, whether they are running, what failed and why, what is waiting or what the latest syncs did, or wants one synced now, paused, resumed, or a conflict between two records resolved."
        },
        "name": "monitor-integrations",
        "plugin_release_skill_id": "pluginrsk_6af2ef11ee608191b84e6c2c4b163ed3"
      },
      {
        "description": "Answer questions about CRM Connector AI Agents before anything is set up. Use it when a person asks whether ChatGPT can work with the customers, deals, invoices or quotes in their own CRM or accounting system, what an AI agent can do in a particular system, which systems have an AI agent, or what the difference between AI Analyst and AI Agent is.",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "plan-an-ai-agent",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "chat",
          "short_description": "Answer questions about CRM Connector AI Agents before anything is set up. Use it when a person asks whether ChatGPT can work with the customers, deals, invoices or quotes in their own CRM or accounting system, what an AI agent can do in a particular system, which systems have an AI agent, or what the difference between AI Analyst and AI Agent is."
        },
        "name": "plan-an-ai-agent",
        "plugin_release_skill_id": "pluginrsk_6af2ef135de081918d034254f1c0a11e"
      },
      {
        "description": "Turn an integration someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\".",
        "interface": {
          "brand_color": null,
          "default_prompt": null,
          "display_name": "plan-an-integration",
          "icon_large_url": null,
          "icon_small_url": null,
          "iconography": "hierarchy",
          "short_description": "Turn an integration someone describes into a CRM Connector plan with a prefilled setup link. Use it when a person wants two business systems connected, for example \"when a deal is won in HubSpot, make a draft invoice in QuickBooks Online\" or \"keep my Xero contacts in Pipedrive\"."
        },
        "name": "plan-an-integration",
        "plugin_release_skill_id": "pluginrsk_6af2ef12070c8191a90646a9aee911b5"
      }
    ],
    "version": "1.4.4"
  },
  "scope": "GLOBAL",
  "share_url": "https://chatgpt.com/plugins/plugin_asdk_app_6abe7767c1748191ae0f43b1fcab1a6b?open_in_app",
  "status": "ENABLED"
}