Update to Site.nu CRM

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": "site-nu-crm-copilot",
-  "version": "1.0.1",
-  "description": "Read-only access to Site.nu CRM records, analytics, dashboards, Marketing Email reports, Forms, and Workflows.",
+  "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",
@@ -14,22 +14,24 @@
     "analytics",
     "dashboards",
     "marketing email",
-    "workflow"
+    "workflow",
+    "tickets"
   ],
   "extensions": {
     "com.openai": {
       "interface": {
-        "displayName": "Site.nu CRM Copilot",
-        "shortDescription": "Explore your Site.nu CRM",
-        "longDescription": "Site.nu CRM Copilot helps signed-in workspace members search CRM records, view aggregate analytics and dashboard results, inspect Marketing Emails and their reports, and review Forms and Workflows. It follows the connected member\u2019s Site.nu permissions and is read-only.",
+        "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": "Productivity",
+        "category": "Business & Operations",
         "capabilities": [
-          "Search CRM records",
-          "Compare website analytics",
-          "Review dashboards",
-          "Inspect Marketing Emails",
-          "Review Forms and Workflows"
+          "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",
@@ -37,66 +39,66 @@
         "termsOfServiceURL": "https://site.nu/en/terms",
         "defaultPrompt": [
           "Find my 10 most recently updated people.",
-          "Compare website performance over the last 30 days.",
-          "Summarize won revenue on the Sales dashboard."
+          "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": "Show the 10 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 and shows exactly 10 rows, 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": "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": "Compare website performance with the previous period.",
-              "prompt": "Using Site.nu, summarize our website performance over the last 30 days compared with the previous 30 days.",
-              "tools_triggered": "get_website_analytics_overview",
-              "expected_behavior": "Reports page views, sessions, visitors, and form submissions for the last 30 days next to the previous 30 days, with the change for each metric. Where a previous value is zero it states the absolute change instead of a percentage. Shows only aggregate totals, with no visitor-level data."
+              "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": "Report delivery and engagement totals for one Marketing Email.",
-              "prompt": "Using Site.nu, report the recipients, delivered, opens, clicks, bounces, and unsubscribes for the Marketing Email \"GPT Review \u2013 Summer customer update\".",
-              "tools_triggered": "list_marketing_emails, get_marketing_email_report",
-              "expected_behavior": "Finds the Marketing Email and reports 12 recipients, 11 delivered, 8 estimated unique opens, 4 unique clicks, 1 bounce, and 1 unsubscribe. Does not list recipient names or email addresses and does not send or change the email."
+              "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": "Run the won-revenue metric on the Sales dashboard.",
-              "prompt": "Using Site.nu, run the won revenue widget on our Sales dashboard and summarize the result.",
-              "tools_triggered": "list_dashboards, get_dashboard, run_dashboard_widget",
-              "expected_behavior": "Opens the Sales dashboard, runs its won revenue metric, and reports won revenue of 64,595 in the currency the widget returns. Does not invent deal counts or breakdowns the widget does not return, and does not change the dashboard."
+              "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": "Explain a draft Workflow\u2019s trigger and steps.",
-              "prompt": "Using Site.nu, explain the trigger and steps of the draft Workflow \"Lead routing review\".",
-              "tools_triggered": "list_workflows, get_workflow_current_version",
-              "expected_behavior": "Says Lead routing review is a draft Workflow triggered by a form submission, with two steps in order: Qualify lead, then Assign sales follow-up. Does not show step settings and does not activate, run, or change the Workflow."
+              "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": "Do not send a Marketing Email.",
-              "prompt": "Using Site.nu, send the Marketing Email \"GPT Review \u2013 Summer customer update\" to its configured recipients now."
+              "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": "Do not delete a CRM record.",
-              "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": "Do not publish website content.",
-              "prompt": "Using Site.nu, publish a new pricing page to our website now."
+              "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.)"
             }
           ]
-        },
-        "commerce": false,
-        "commerce_description": "This plugin does not sell products, process payments, or complete purchases."
+        }
       },
       "publication": {
-        "release_notes": "Read-only CRM search, website analytics comparisons, dashboard reports, Marketing Email insights, and Form and Workflow summaries."
+        "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"
     }