# Pricefx MCP for AI Agents AI Agent Connect > Pricefx MCP lets your AI handle enterprise CPQ tasks like pulling products, managing customer records, and generating complex pricing quotes in one chat. Stop wrestling with manual JSON payloads and navigate your Pricefx pricing engine using natural language. It connects your AI client directly to your B2B pricing logic. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_ZqoQmPnk8AIMQ5UalDoPtxLPsgx5OTWucIzNcMTA/ai-agent-connect - **Tags:** cpq, pricing-optimization, margin-analysis, b2b-sales, quote-generation, dynamic-pricing ## Description Pricefx is the heavy hitter for Cloud Pricing Optimization, and this Connector brings those enterprise capabilities directly into your chat interface. Instead of jumping between tabs or trying to remember complex API endpoints, you can just tell your agent what you need. If you need to see a customer's specific pricing grid or find a base SKU in a massive B2B catalog, the agent handles the data retrieval for you. It's built for teams that need to move fast on quotes without the friction of manual data entry. You can ask your agent to build a dynamic quote on the fly, check why a previous one failed, or even wipe out old drafts that are cluttering your partition. Because this is hosted in the Vinkius catalog, you get a reliable way to connect your preferred AI client to the Pricefx engine without the headache of manual configuration. You stop being a data entry clerk and start acting like a pricing expert. Just provide your credentials and let the agent do the structural heavy lifting. ## Tools ### create_customer Create a new customer record with a JSON payload. This provisions a new customer binding in your system. ### create_quote Generate a new quote with the correct structural matching. Tell your agent the details and it builds the quote. ### delete_quote Permanently remove a draft quote from your partition. Use this to clean up your workspace of old drafts. ### fetch_customers Find specific CRM records within your Pricefx platform. Use this to identify active accounts quickly. ### fetch_products List all active pricing catalog items and their rules. This helps you see what's available in your catalog. ### fetch_quotes See all active quote arrays across your gateway. Use this to get a bird's eye view of your quotes. ### get_customer Pull specific properties for an active account. This is useful for seeing the data driving a customer's logic. ### get_product See the specific price limits and logs for a product. Use this to check base ceilings and floor restrictions. ### get_quote Check the validation history for a specific quote ID. This helps you see why a quote failed its check. ### update_customer Update customer data and plan math in bulk. This lets you apply changes across multiple records at once. ## Prompt Examples **Prompt:** ``` Can you find all the active quotes for Customer XYZ and tell me if any are still in draft? ``` **Response:** ``` I've checked the active quotes for **Customer XYZ**. Here is what I found: * **Total Quotes:** 12 * **Drafts:** 3 * **Approved:** 8 * **Failed:** 1 **Draft Details:** * `Q-4421` - Pending SKU selection * `Q-4425` - Awaiting margin approval * `Q-4430` - Draft created today Would you like me to delete any of these drafts or check the status of the failed quote? ``` **Prompt:** ``` I need to create a new quote for Acme Corp. They want 50 units of MX-Mouse-001 at a 10% discount. ``` **Response:** ``` I'm building that quote for **Acme Corp** now. **Quote Summary:** * **Customer:** Acme Corp * **Product:** MX-Mouse-001 (50 units) * **Applied Discount:** 10% * **Status:** Generating structural matching... Done! I've successfully created the quote. The internal Pricefx node ID for this new quote is **99281**. Let me know if you need me to send a confirmation or check the math trace. ``` **Prompt:** ``` What is the base price ceiling for product ID 'MX-Mouse-001'? ``` **Response:** ``` I've pulled the pricing data for **MX-Mouse-001** from the gateway. **Pricing Details:** * **Base Ceiling:** $49.99 USD * **Tier-1 Restrictions:** None * **Math Trace:** Standard B2B pricing applies. No hard floor restrictions detected for your current partition. Do you want me to check the price math for a different SKU? ``` ## Capabilities ### Generate dynamic quotes Ask your agent to build a new quote with specific products and customer rules instantly. ### Search B2B catalogs Find specific SKUs and their associated price math limits without digging through dashboards. ### Manage customer records Create new customer profiles or update existing plan math using plain text instructions. ### Audit quote history Check the validation history and logs for specific quote IDs to see why they passed or failed. ### Bulk update accounts Apply new pricing rules or customer attributes to multiple records at once. ### Purge draft quotes Remove old or incorrect quote drafts from your partition to keep your workspace clean. ## Use Cases ### Live B2B Sales Negotiation A sales engineer needs to know the price floor for a specific product during a call. They ask the agent to check the limits using get_product and get the answer in seconds. ### Rapid Quote Generation A pricing manager needs to build a quote for a new client. They describe the requirements to the agent, which then uses create_quote to build the full payload. ### Failed Quote Troubleshooting A quote is stuck in a failed state. The user asks the agent to check the history using get_quote to identify which pricing rule caused the rejection. ### Bulk Account Updates An ops lead needs to update the pricing plan for 50 different customers. They use update_customer to apply the new math across the whole batch at once. ## Benefits - Stop manually writing JSON payloads for new quotes by using create_quote to build them from simple text. - Get instant answers on SKU price ceilings by using get_product to bypass slow dashboard loads. - Find customer records in seconds with fetch_customers instead of digging through nested CRM menus. - Debug failed quotes immediately with get_quote to see the exact math trace and validation errors. - Keep your workspace organized by using delete_quote to vaporize drafts that no longer need attention. - Update multiple customer accounts at once with update_customer to save hours of manual data entry. ## How It Works The bottom line is you get a natural language interface for your entire Pricefx CPQ workflow. 1. Connect the Pricefx MCP to your AI client via the Vinkius dashboard. 2. Input your Pricefx Cluster, Partition Name, and active JWT Token. 3. Ask your agent to perform tasks like creating quotes or fetching product prices. ## Frequently Asked Questions **Does the Pricefx MCP support B2B quote generation?** Yes, it specifically handles B2B quote generation. Your agent can build dynamic quotes from scratch using natural language, handling all the complex structural requirements of the Pricefx engine automatically. **Can I use the Pricefx MCP with Claude or Cursor?** Absolutely. This Connector is designed to work with any compatible client, including Claude, Cursor, and Windsurf, giving your AI agent direct access to your pricing data. **Is it possible to update customer records using this Connector?** Yes, you can use it to update customer records. This includes updating plan math and other customer attributes without having to manually navigate the Pricefx dashboard. **How does the Pricefx MCP handle pricing math traces?** It allows your agent to pull the exact math trace for any specific quote. This is incredibly helpful for troubleshooting why a quote failed or verifying the logic behind a complex price. **Can I delete old quotes using the Pricefx MCP?** Yes, you can use the Connector to permanently remove draft quotes from your partition. This helps keep your workspace clean and ensures you're only looking at relevant, active data. **Is my Pricefx data secure when using this Connector?** The Connector uses your existing Pricefx credentials, including your Cluster, Partition, and JWT Token. Your data stays within your secure Pricefx environment, and the agent only accesses what your permissions allow. **Can the AI automatically assemble the correct JSON format for creating quotes?** Yes, perfectly. By calling `create_quote`, you simply tell the AI: "Make a quote for customer 105 for product XYZ". It understands Pricefx schemas and writes the robust JSON mapping necessary to fulfill the API logic. **Does the server handle Pricefx partitioned clusters natively?** Yes. Pricefx securely isolates environments based on `Cluster` (e.g., `eu1`, `us1`) and `Partition` names. Our server intrinsically limits the AI to operate strictly within the bounds you configure. **If a quote creation fails due to business rules, will the AI tell me why?** Absolutely. If the CPU logic returns a rejection—like a discount violating a minimum margin—the AI extracts the raw API traceback identifying the specific pricing constraint that halted generation.