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.

DealHub CPQ MCP Server for Windsurf 10 tools — connect in under 2 minutes

Name: DealHub CPQ
Availability: InStock
Author: Vinkius

docs.windsurf.com/windsurf/mcp

Built by Vinkius GDPR 10 Tools IDE

Windsurf brings agentic AI coding to a purpose-built IDE. Connect DealHub CPQ through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.

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The modern way to manage MCP Servers — no config files, no terminal commands. Install DealHub CPQ and 2,500+ MCP Servers from a single visual interface.

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Classic Setup·json

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

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About DealHub CPQ MCP Server

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

Windsurf's Cascade agent chains multiple DealHub CPQ tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.

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

The DealHub CPQ MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

How to Connect DealHub CPQ to Windsurf via MCP

Follow these steps to integrate the DealHub CPQ MCP Server with Windsurf.

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using DealHub CPQ

Open Cascade and ask: "Using DealHub CPQ, help me..." — 10 tools available

Why Use Windsurf with the DealHub CPQ MCP Server

Windsurf provides unique advantages when paired with DealHub CPQ through the Model Context Protocol.

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

DealHub CPQ + Windsurf Use Cases

Practical scenarios where Windsurf combined with the DealHub CPQ MCP Server delivers measurable value.

Automated code generation: ask Cascade to fetch data from DealHub CPQ and generate models, types, or handlers based on real API responses

Live debugging: query DealHub CPQ tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from DealHub CPQ and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine DealHub CPQ data with Cascade's code generation to scaffold entire features in minutes

DealHub CPQ MCP Tools for Windsurf (10)

These 10 tools become available when you connect DealHub CPQ to Windsurf via MCP:

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

get_quote_status

Retrieve explicit Cloud logging tracing explicit Vault limits

list_opportunities

Enumerate explicitly attached structured rules exporting active Billing

list_quotes

Identify precise active arrays spanning native Gateway auth

list_users

Identify precise active arrays spanning native Hold parsing

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

Example Prompts for DealHub CPQ in Windsurf

Ready-to-use prompts you can give your Windsurf agent to start working with DealHub CPQ immediately.

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

"What is the status of quote 'dh_quote_789'?"

"Sync opportunity 'opp_123' with Salesforce"

Troubleshooting DealHub CPQ MCP Server with Windsurf

Common issues when connecting DealHub CPQ to Windsurf through the Vinkius, and how to resolve them.

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

DealHub CPQ + Windsurf FAQ

Common questions about integrating DealHub CPQ MCP Server with Windsurf.

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system — it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.