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Role-Specific Plugins

Role-specific plugins make Codex easier to customize for a team's day-to-day work. These templates package domain-specific skills, connector bindings, and starter assets so teams can adapt Codex for roles like sales, data analytics, product design, and financial markets. They were built with OpenAI subject matter experts around workflows that are already helping teams move faster internally and with alpha partners. Over the coming weeks, we'll continue expanding this collection with more roles, workflows, and examples.

The plugins are intended to be customized before use. Connector-backed plugins may include placeholder app and connector ids that must be replaced with ids available to the target workspace.

Included Plugins

Plugin Description Connectors
Sales Prepare for meetings, follow up after calls, review pipeline, find account context, and build deal plans. Salesforce, HubSpot, Slack, Google Drive, Gmail, Outlook, Outreach, Clay, ZoomInfo, and other sales tools
Data Analytics Query, visualize, explain, and validate datasets; build dashboards; and investigate metrics. Databricks, Snowflake, BigQuery, Hex, Amplitude, Mixpanel, Statsig, Metabase, ThoughtSpot, Google Drive, Slack, Microsoft 365, and more
Product Design Create product specs, prototypes, UI critiques, and product design artifacts. Sites
Financial Markets Build public-equity research, earnings analysis, valuation work, model updates, long/short pitches, risk reviews, dashboards, and investment memos. FactSet, LSEG, Morningstar, Daloopa, Quartr, S&P, PitchBook, Slack, Google Drive, Gmail, SharePoint, Teams, and more

Repository Layout

.
|-- .agents/plugins/marketplace.json
`-- plugins/
    |-- sales/
    |-- data-analytics/
    |-- product-design/
    `-- financial-markets/

Each plugin generally follows this structure:

plugins/plugin-name/
|-- .codex-plugin/plugin.json   # Plugin manifest and display metadata
|-- .app.json                   # App and connector bindings, when needed
|-- .mcp.json                   # MCP server configuration, when needed
|-- skills/                     # Workflow instructions and domain context
|-- assets/                     # Icons, templates, and examples
`-- README.md                   # Plugin-specific notes, when present

Configure Connectors

Connector-backed plugins declare app bindings in .app.json. Some bindings use placeholder ids:

{
  "apps": {
    "salesforce": {
      "id": "REPLACE_WITH_SALESFORCE_APP_OR_CONNECTOR_ID"
    }
  }
}

Before installing a connector-backed plugin, replace each placeholder with a matching app or connector id available to your workspace.

Placeholder Replace with
REPLACE_WITH_SALESFORCE_APP_OR_CONNECTOR_ID Salesforce or Agentforce Sales
REPLACE_WITH_SITES_APP_OR_CONNECTOR_ID Sites

Canonical shared platform connector ids and existing templated_apps_* template registry ids are portable bindings and should be left unchanged. Do not copy other app or connector ids from another workspace unless their availability across workspaces is documented.

If a plugin lists an optional app that your workspace does not use, remove that app binding before installing the plugin.

Contributing

Fork the repository, make focused changes, and open a pull request.

License

This repository is licensed under the MIT License. See LICENSE.

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