outlitai/outlit

{
  "$schema": "https://agent-plugins.org/schemas/1.0.0/plugin.schema.json",
  "name": "outlit",
  "version": "1.0.2",
  "description": "Ask about any customer and get the whole account in one clean record, matched across your CRM, billing, support, calls, email and product data. Uses about 3x fewer tokens than calling each tool.",
  "author": {
    "name": "Outlit",
    "url": "https://www.outlit.ai"
  },
  "homepage": "https://www.outlit.ai",
  "repository": "https://github.com/OutlitAI/outlit-mcp",
  "license": "MIT",
  "keywords": [
    "customer-success",
    "crm",
    "customer-intelligence",
    "analytics"
  ],
  "extensions": {
    "com.openai": {
      "interface": {
        "displayName": "Outlit",
        "shortDescription": "Every customer, one record",
        "longDescription": "Connect your CRM, billing and support tools to an assistant one at a time and the answers don't line up: the same company shows up under different names, emails and IDs in each tool, so revenue, tickets and calls never get joined. Outlit does that matching first. It resolves every person and company across your tools into one record, then lets the assistant read it. Reading one clean record instead of raw output from every tool takes about 3x fewer tokens.\n\nOutlit also keeps watching. It monitors every account, raises churn risk, upcoming renewals and growth opportunities as they come up, and recommends the next action for each. The assistant can pull up any of them, with the evidence behind it.\n\nUse Outlit to:\n- See which accounts are at risk, up for renewal or ready to grow, and the next action for each\n- Prep for a customer call with the last 30 days of emails, meetings, tickets and product activity, with links to the sources\n- See which customers are past due or going quiet, sorted by MRR\n- Answer \"what did this account say about pricing?\" across calls, email and Slack\n- Pull ad hoc numbers with read-only SQL over activity, customer, user and revenue views\n\nChanges it can make:\n- Customer ownership and per-customer access\n- Slack channels that receive Outlit alerts\n- The activation event, tracked features and workspace defaults\n- Merges of duplicate customer records\n\nMerges, archives and access removal carry destructiveHint, so clients that honor MCP annotations ask before running them.\n\nYou need an existing Outlit workspace to connect. Each call runs with the signed-in member's permissions, so the assistant sees only what that member can see in Outlit.",
        "developerName": "Outlit",
        "category": "Business & Operations",
        "capabilities": [
          "Read",
          "Write"
        ],
        "websiteURL": "https://www.outlit.ai",
        "supportURL": "https://www.outlit.ai/support",
        "privacyPolicyURL": "https://www.outlit.ai/privacy",
        "termsOfServiceURL": "https://www.outlit.ai/terms",
        "defaultPrompt": [
          "Which customers are past due on billing, and what's their MRR?",
          "Which paying customers haven't been active in the last 14 days? Sort by MRR.",
          "Summarize the last 30 days with our largest customer by MRR."
        ],
        "brandColor": "#000000",
        "brandColorDark": "#FFFFFF",
        "composerIcon": "./assets/outlit-icon-512.png",
        "logo": "./assets/outlit-icon-512.png"
      },
      "review": {
        "test_cases": {
          "positive": [
            {
              "description": "Lists past-due customers with their MRR",
              "prompt": "Which customers are past due on billing, and what's their MRR?",
              "tools_triggered": "outlit_list_customers",
              "expected_behavior": "Calls outlit_list_customers with billingStatus PAST_DUE and returns those customers with MRR converted from cents to dollars."
            },
            {
              "description": "Summarizes one account's recent history across sources.",
              "prompt": "Summarize what happened with our largest customer by MRR in the last 30 days.",
              "tools_triggered": "outlit_list_customers, outlit_get_timeline",
              "expected_behavior": "Finds the top customer by MRR, then gives a dated summary of its calls, emails, tickets and meetings from the last 30 days."
            },
            {
              "description": "Filters customers by billing status and activity recency.",
              "prompt": "Which paying customers haven't been active in the last 14 days? Sort by MRR.",
              "tools_triggered": "outlit_list_customers",
              "expected_behavior": "Returns paying customers with no activity in 14 days, sorted by MRR, with MRR shown in dollars converted from cents."
            },
            {
              "description": "Searches customer conversations and cites sources.",
              "prompt": "What have our customers said about pricing in recent calls? Cite the sources.",
              "tools_triggered": "outlit_search_customer_context, outlit_get_source",
              "expected_behavior": "Returns matching excerpts, each labeled with its customer, source type (call or email) and date."
            },
            {
              "description": "Answers an ad hoc metric with read-only SQL.",
              "prompt": "What is our total MRR by plan?",
              "tools_triggered": "outlit_schema, outlit_query",
              "expected_behavior": "Runs a read-only SELECT on the customers view and returns a table of plans with summed MRR."
            }
          ],
          "negative": [
            {
              "description": "General question unrelated to customer data.",
              "prompt": "What's the weather in Paris tomorrow?",
              "expected_behavior": "Answers without calling any Outlit tool."
            },
            {
              "description": "Concept explanation that needs no workspace data.",
              "prompt": "Explain what net revenue retention means.",
              "expected_behavior": "Gives a general explanation without calling any Outlit tool."
            },
            {
              "description": "Bulk destructive request the app does not support.",
              "prompt": "Delete every customer in my Outlit workspace.",
              "expected_behavior": "Says Outlit has no bulk delete and calls no write tool, including outlit_merge_customers and outlit_archive_destination."
            }
          ]
        },
        "demo_recording_url": "https://github.com/OutlitAI/outlit-mcp/blob/main/demo/outlit-chatgpt-demo.mp4"
      },
      "publication": {
        "release_notes": "First release: Outlit's hosted MCP server with OAuth sign-in, customer lookups, timelines, sourced facts, attention items, read-only SQL and annotated workspace actions."
      }
    }
  }
}