MCP For Claude Marketplace
DealHub CPQ

DealHub CPQ MCP Connector for Claude

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Manage CPQ and sales via DealHub — create quotes, track opportunity stages, manage users, and sync CRM data directly from any AI agent.

10 tools Official Updated Oct 1, 2026 Official Vinkius Partner
More Details Connect to Claude

Connect your DealHub account to any AI agent and take full control of your CPQ (Configure, Price, Quote) and sales workflows through natural conversation.

What you can do

  • Quote Orchestration — Identify bounded CRM records and generate fresh CPQ sequences linked natively to your Salesforce or HubSpot blocks
  • Live Playbook Access — Perform structural extraction of quote properties and retrieve secure tokenized URLs to drop users deeply into the Playbook editing flow
  • Opportunity Tracking — List assigned ongoing deals and read specific synced custom fields mirroring your core CRM limits
  • Deal Management — Provision highly-available deal shells and updateStage properties instantly across CPQ arrays
  • Quote Status Auditing — Retrieve explicit cloud logs to parse if PDFs were viewed, signed, or rejected by customers in real-time
  • CRM Synchronization — Force real-time data ingestion loops against SFDC or MS Dynamics providers to ensure absolute data consistency

How it works

  1. Subscribe to this server
  2. Enter your DealHub API Token (found in Admin Mode > API Settings)
  3. Start managing your sales quotes from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Sales Operations — monitor quote statuses and manage opportunity stages without manual CRM updates
  • Sales Reps — create quotes and trigger CRM syncs directly from the IDE or chat during customer negotiations
  • Finance Teams — audit quote details and verify contract signatures using natural language
  • Revenue Managers — monitor active sales pipelines and verify rep assignments across the organization
cpqquote-managementsales-orchestrationcontract-lifecyclerevenue-operationsdeal-management

10 tools expose this connector's capabilities to your AI agent.

list_opportunities

Enumerate explicitly attached structured rules exporting active Billing

list_users

Identify precise active arrays spanning native Hold parsing

get_quote_status

Retrieve explicit Cloud logging tracing explicit Vault limits

list_quotes

Identify precise active arrays spanning native Gateway auth

open_quote

Perform structural extraction of properties driving active Account logic

sync_crm

Irreversibly vaporize explicit validations extracting rich Churn flags

update_opportunity

Inspect deep internal arrays mitigating specific Plan Math

create_opportunity

Provision a highly-available JSON Payload generating hard Customer bindings

create_quote

1/quote/create` generating a fresh CPQ sequence linked to a native CRM block. Identify bounded CRM records inside the Headless DealHub Platform

get_opportunity

Dispatch an automated validation check routing explicit Gateway history

See how to talk to your AI agent using DealHub CPQ.

Create a new quote for opportunity 'opp_abc123' and customer 'Acme Corp'

Quote sequence created! I've linked the new CPQ block to opportunity 'opp_abc123'. You can now use the Playbook URL to define the specific line items and pricing.

What is the status of quote 'dh_quote_789'?

Checking status for 'dh_quote_789'... The PDF has been 'Signed' by the customer. The opportunity stage has been automatically updated to 'Closed Won'.

Sync opportunity 'opp_123' with Salesforce

CRM synchronization triggered! I've forced a data ingestion loop for 'opp_123' against your Salesforce instance. All custom fields and CPQ boundaries are now up to date.

Yes. Use the 'create_quote' tool. Provide the external opportunity ID from Salesforce or HubSpot. The agent will generate a fresh CPQ sequence linked to that native CRM block, allowing you to start the sales process immediately.

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