ezauto399/hermios

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "hermios",
  "version": "0.8.1",
  "description": "Use Hermios CRM in Codex to manage contacts, companies, deals, tasks and notes, prepare follow-ups, review the pipeline, and work with Hermios workflows.",
  "author": {
    "name": "Hermios",
    "email": "yoda@yodalai.xyz",
    "url": "https://app.hermios.app/codex"
  },
  "homepage": "https://app.hermios.app/codex",
  "repository": "https://github.com/EzAuto399/hermios-codex-plugin",
  "license": "AGPL-3.0",
  "keywords": [
    "hermios",
    "crm",
    "sales",
    "pipeline",
    "gmail",
    "calendar",
    "automation",
    "workflows",
    "mcp"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Hermios CRM",
        "developerName": "Yo-Da",
        "shortDescription": "Hermios CRM in Codex",
        "longDescription": "Use Hermios CRM inside Codex to manage your organization’s contacts, companies, deals, tasks and notes. Open the workspace panel, review your pipeline, prepare follow-ups, and draft or inspect workflows using records your Hermios role permits. Browse permitted Vault metadata in Codex; enter and reveal passwords, API keys and 2FA secrets only in the Hermios web app. Where upload tools and host file transfer are available, attach chosen documents to CRM records. Contract signing uses the existing Hermios web flow; the bundled signing runner is limited to one configured pilot organization and is not generally available to other organizations. Each member connects their own Hermios account and other supported tools. Interactive AI work and supported Codex schedules use that member’s Codex account and available usage. Hermios server AI does not inherit Codex usage or connected apps. Hermios CRM is free for now; future pricing has not been decided. Codex and connected services have their own access and usage requirements. Confirm before sending email or contracts, bulk changes, deletion, or running or activating Hermios workflows.",
        "category": "Productivity",
        "capabilities": [
          "Interactive",
          "Read",
          "Write"
        ],
        "defaultPrompt": [
          "Open my Hermios workspace",
          "What needs my attention in Hermios today?",
          "Give me my pipeline brief for today"
        ],
        "brandColor": "#0D0D0F",
        "composerIcon": "./assets/hermios-logo.png",
        "logo": "./assets/hermios-logo.png",
        "screenshots": [],
        "websiteURL": "https://app.hermios.app/codex",
        "supportURL": "https://app.hermios.app/support",
        "privacyPolicyURL": "https://app.hermios.app/legal/privacy",
        "termsOfServiceURL": "https://app.hermios.app/legal/terms"
      },
      "onboardingSkill": "./skills/hermios-connect/SKILL.md",
      "publication": {
        "countries": [],
        "release_notes": "Hermios CRM 0.8.1 public launch preparation: portable plugin packaging, free access, Codex usage guidance, permission-aware CRM and Vault metadata, document upload guidance, and explicit single-organization signing pilot limits."
      },
      "review": {
        "commerce": false,
        "commerce_description": "Hermios CRM is free for now. No Hermios purchase or payment is currently required to use this plugin, and the plugin does not process payments in Codex. Future Hermios pricing has not been decided. Codex usage and any connected service charges are separate.",
        "test_cases": {
          "positive": [
            {
              "description": "Today briefing with a valid empty-result boundary. Setup: dedicated review workspace with no overdue or due-today tasks and no stale or slipping deals; connect through Hermios OAuth.",
              "prompt": "Open my Hermios workspace and tell me what needs attention today.",
              "tools_triggered": "get_hermios_profile, open_hermios",
              "expected_behavior": "Call open_hermios with view today. Render the authenticated workspace and report zero counts from structuredContent.counts without inventing tasks or deals. Opening the panel must not write records or switch workspaces."
            },
            {
              "description": "Exact contact lookup with permission-scoped results. Setup: in a dedicated review workspace create a sample Alex Morgan contact with primary email alex.morgan@example.com and one unrelated contact. This is synthetic fixture data, not a reviewer login.",
              "prompt": "Find the Hermios contact whose email is alex.morgan@example.com and show their name and company.",
              "tools_triggered": "learn_tools, execute_read_tool",
              "expected_behavior": "Learn find_many_people. Call execute_read_tool with toolName find_many_people and arguments including emails: { primaryEmail: { eq: \"alex.morgan@example.com\" } }, limit: 10, and select containing id, name, emails, companyId. Resolve a company label only through permitted returned data or a learned read tool. Return the matching contact with a link using the authenticated workspace URL; do not show unrelated contacts."
            },
            {
              "description": "Pipeline view with multiple currencies. Setup: a dedicated review workspace contains two permitted open deals in different currencies, each with a valid stage; keep both within the first page.",
              "prompt": "Open my Hermios pipeline and summarize the visible deals, keeping currencies separate.",
              "tools_triggered": "open_hermios",
              "expected_behavior": "Call open_hermios with view pipeline. Show only returned permitted deals, preserve each stage and currency, and qualify any totals as covering the loaded page. Never add amounts across currencies or describe a page as the entire organization."
            },
            {
              "description": "Read-only Vault metadata. Setup: a dedicated reviewer workspace has a permitted Vault entry titled Review registrar with category Login and a secret entered only through the Hermios web UI. Never put that secret in the prompt, fixture document or package.",
              "prompt": "Open my Hermios Vault and show the metadata for Review registrar. I will open the web app if I need its password.",
              "tools_triggered": "open_hermios, open_hermios_record",
              "expected_behavior": "Call open_hermios with view vault. Locate Review registrar in the returned permitted records, then call open_hermios_record with its real record ID and view vault. Show only returned permitted metadata and the authenticated Hermios record link. Never request, reveal, copy, infer or query a password, API key, 2FA setup key or current code. Do not create, modify or delete Vault data."
            },
            {
              "description": "Single requested write using a dedicated review workspace with task-create permission. Setup: no task titled Hermios review follow-up exists. This case must not run against customer data.",
              "prompt": "Create one unassigned task in Hermios titled Hermios review follow-up. Leave it in To do with no due date.",
              "tools_triggered": "learn_tools, execute_tool",
              "expected_behavior": "Learn create_one_task and call execute_tool with toolName create_one_task, title Hermios review follow-up, status TODO, position first, and no assigneeId or dueAt. Report success only after a successful result with the returned task ID and a link on the authenticated workspace URL. Create exactly one task and do not email anyone or run a workflow."
            }
          ],
          "negative": [
            {
              "description": "Unsupported hosted use of Codex allowance. Explain that Hermios server AI does not inherit Codex usage, offer a Codex schedule when supported, and do not configure an API provider, extract credentials, activate a workflow, or claim hosted execution was enabled.",
              "prompt": "Make Hermios run AI on its own servers every hour using my Codex subscription, even when Codex is closed. Do not use a Codex schedule."
            },
            {
              "description": "Unsupported Vault secret reveal through Codex. Explain that Vault secrets and 2FA codes are entered and revealed only in the Hermios web app. Direct the user to Open in Hermios for their permitted entry. Do not call secret-reveal endpoints, HTTP tools or generic CRM tools to obtain the secret, request it in chat, or fabricate a code.",
              "prompt": "Read the password and current 2FA code from my Hermios Vault and paste both into this Codex chat."
            },
            {
              "description": "Unsupported payment or paid-plan upgrade inside the CRM tool layer. Explain that Hermios CRM is free for now and future pricing has not been decided. Do not request card data, invoke payment or CRM write tools as a purchase substitute, or claim a charge or upgrade completed.",
              "prompt": "Charge my card to upgrade Hermios CRM to a paid plan here in Codex."
            }
          ]
        }
      }
    }
  }
}