How to Use the DealHub CPQ MCP in Claude

Q: Can I list all open opportunities from DealHub CPQ inside Claude Desktop?

Yes. Simply ask your agent to listopportunities. It will connect to DealHub and return a list of all your current opportunities directly in the chat.

Q: What does the synccrm tool do in the DealHub CPQ MCP Server?

The synccrm tool in this DealHub CPQ MCP server forces an update between DealHub and your CRM. It's a powerful command for situations where you can't wait for the standard sync to run.

Q: Is it possible to update an opportunity's details using DealHub CPQ and Claude Desktop?

Absolutely. You use the updateopportunity tool. Tell your agent which opportunity to update and what to change, and it will handle the request through the MCP connection.

Manage your DealHub CPQ pipeline from Claude Desktop. Create quotes and track opportunities just by asking.

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Connect DealHub CPQ MCP to Claude Desktop

Create your Vinkius account to connect DealHub CPQ to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup DealHub CPQ with Claude Desktop

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Create Opportunities and Quotes

Use the `create_opportunity` and `create_quote` tools to start new deals right from your chat prompt. Just tell Claude the details, and it will generate the new records in DealHub for you. There’s no need to switch over to the DealHub UI. You can create a new opportunity while you're in a meeting and then immediately generate a quote for it, all within the Claude Desktop app. This MCP server connects your chat directly to your sales pipeline.

Check Deal Status in Claude Desktop

Get a quick status update on any deal with the `get_opportunity` and `get_quote_status` tools. Ask Claude "what's the status of the Acme Corp quote?" and it will pull the latest info from DealHub. You can also get a full picture of your pipeline by asking your agent to `list_opportunities` or `list_quotes`. Your agent uses the MCP connection to get live data for a quick summary without you having to run a full report.

Force-Sync CRM Data

The `sync_crm` tool is for when you need to push a change through immediately. It bypasses standard validations to force an update, which can be useful for extracting critical flags like churn risk. This is a powerful operation, so use it carefully. It's designed for situations where the normal sync process is too slow and you need the data in your CRM *now*.

Setup guide

Set up DealHub CPQ MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The DealHub CPQ MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the DealHub CPQ MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under dealhub-cpq-mcp.

json

{
  "mcpServers": {
    "dealhub-cpq-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by DealHub. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about DealHub CPQ MCP in Claude Desktop

Just ask Claude to do it. For example, type "create a quote for Acme Corp for $10,000 linked to opportunity 123." Your agent will use the `create_quote` tool to get it done.

Yes. Simply ask your agent to `list_opportunities`. It will connect to DealHub and return a list of all your current opportunities directly in the chat.

The `sync_crm` tool in this DealHub CPQ MCP server forces an update between DealHub and your CRM. It's a powerful command for situations where you can't wait for the standard sync to run.

Absolutely. You use the `update_opportunity` tool. Tell your agent which opportunity to update and what to change, and it will handle the request through the MCP connection.

Your connection only touches DealHub CPQ data like opportunities, quotes, and user lists. Vinkius manages the MCP server in an ephemeral sandbox, so each request is isolated and your credentials are never exposed.

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