DealHub CPQ MCP Server
Manage CPQ and sales via DealHub — create quotes, track opportunity stages, manage users, and sync CRM data directly from any AI agent.
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What is the DealHub MCP Server?
The DealHub MCP Server gives AI agents like Claude, ChatGPT, and Cursor direct access to DealHub via 10 tools. Manage CPQ and sales via DealHub — create quotes, track opportunity stages, manage users, and sync CRM data directly from any AI agent. Powered by the Vinkius - no API keys, no infrastructure, connect in under 2 minutes.
Built-in capabilities (10)
Tools for your AI Agents to operate DealHub
Ask your AI agent "Create a new quote for opportunity 'opp_abc123' and customer 'Acme Corp'" and get the answer without opening a single dashboard. With 10 tools connected to real DealHub data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by the Vinkius - your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you access to thousands of MCP servers - and you can deploy your own to the Vinkius Edge. Your AI agents only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure and security, zero maintenance.
Build your own MCP Server with our secure development framework →Vinkius works with every AI agent you already use
…and any MCP-compatible client
DealHub CPQ MCP Server capabilities
10 toolsProvision a highly-available JSON Payload generating hard Customer bindings
1/quote/create` generating a fresh CPQ sequence linked to a native CRM block. Identify bounded CRM records inside the Headless DealHub Platform
Dispatch an automated validation check routing explicit Gateway history
Retrieve explicit Cloud logging tracing explicit Vault limits
Enumerate explicitly attached structured rules exporting active Billing
Identify precise active arrays spanning native Gateway auth
Identify precise active arrays spanning native Hold parsing
Perform structural extraction of properties driving active Account logic
Irreversibly vaporize explicit validations extracting rich Churn flags
Inspect deep internal arrays mitigating specific Plan Math
What the DealHub CPQ MCP Server unlocks
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
Frequently asked questions about the DealHub CPQ MCP Server
Can my agent create a new quote linked to a CRM opportunity?
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.
How do I check if a customer has signed a specific quote?
Use the 'get_quote_status' tool with the quote ID. Your agent will retrieve explicit cloud logs to parse if the PDF was viewed, signed, or rejected, providing real-time visibility into the closing process.
Can I force a synchronization between DealHub and my CRM via the agent?
Absolutely. The 'sync_crm' tool forces a real-time data ingestion loop against SFDC or MS Dynamics providers. This ensures that the opportunity data in your CRM matches the latest CPQ boundaries in DealHub.
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Connect DealHub CPQ with your favorite client
Step-by-step setup guides for every MCP-compatible client and framework:
Anthropic's native desktop app for Claude with built-in MCP support.
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GitHub Copilot in VS Code with Agent mode and MCP support.
Purpose-built IDE for agentic AI coding workflows.
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Anthropic's agentic CLI for terminal-first development.
Python SDK for building production-grade OpenAI agent workflows.
Google's framework for building production AI agents.
Type-safe agent development for Python with first-class MCP support.
TypeScript toolkit for building AI-powered web applications.
TypeScript-native agent framework for modern web stacks.
Python framework for orchestrating collaborative AI agent crews.
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Data-aware AI agent framework for structured and unstructured sources.
Microsoft's framework for multi-agent collaborative conversations.
Give your AI agents the power of DealHub MCP Server
Production-grade DealHub CPQ MCP Server. Verified, monitored, and maintained by Vinkius. Ready for your AI agents — connect and start using immediately.