• MATCHED
  • DISCREPANCY
  • HISTORY
  • HUMAN

How to verify service pricing with your AI

Connect Clientjoy to your AI client to cross-reference your current service rates against active quotes.

Ask AI about this page

Short answer

How can I check my service pricing using AI?

Your AI pulls your current service catalog and recent sales proposals to compare rates. This ensures the quote you're building matches your established pricing. You'll get a clear breakdown of discrepancies and confirmed rates.

Pricing accuracy outcomes

What you'll find

The AI compares your data to find mismatches.

MATCHED

Confirmed rate accuracy

The AI compares your proposed quote against your service catalog. You get a green light when the numbers align perfectly.

DISCREPANCY

Caught pricing errors

If a quote uses an outdated rate or a non-existent service, the AI flags it immediately. You'll see exactly where the mismatch is.

HISTORY

Proposal audit trail

The AI reviews past sales proposals to see what you've charged similar clients. This helps you maintain consistent pricing across your book of business.

HUMAN

Final manual review

The AI identifies the errors, but you make the final call. You decide whether to honor an old rate or update the client to the current catalog price.

The workflow

What your AI does when the request arrives.

The AI acts as a real-time auditor for your Clientjoy data.

  1. Fetch catalog

    The AI pulls your full list of available services and their standard rates.

    list_service_items

  2. Review proposals

    The AI looks through your existing sales proposals to find relevant pricing history.

    list_sales_proposals

  3. Compare data

    The AI runs a comparison between the service items and the proposal details to find mismatches.

    list_service_itemslist_sales_proposals

  4. Report findings

    The AI presents a summary of which quotes are accurate and which ones need your attention.

    list_sales_proposals

Try it

Copy these to start.

Use these prompts to begin your audit.

Starting points

These are basic prompts. Swap out the specific service names or proposal IDs to target specific data.

Clientjoy Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_wN52pYk4dMp2vVLJ67JZgEC0eTUqsHhvY4s78fLx/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Clientjoy capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clientjoy-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wN52pYk4dMp2vVLJ67JZgEC0eTUqsHhvY4s78fLx/mcp"
    }
  }
}
Copy into chat04

  • Compare the pricing in my 'Website Redesign' service item to the last three sales proposals I sent.

  • Check if the rates in my current draft match the items listed in my Clientjoy service catalog.

  • Review my recent sales proposals and tell me if any of them use outdated service pricing.

  • List all service items from Clientjoy and tell me which ones aren't currently being used in any active proposals.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Clientjoy once, then ask.

Just link your account once. Your login stays encrypted on our side, and you can immediately start asking your AI about your pricing data.

Connect Clientjoy to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my prices in Clientjoy?

    No. The AI can only read your service items and proposals to verify them. You must manually update prices in Clientjoy yourself.

  • 02

    Will the AI create new proposals for me?

    No. This specific workflow is for verifying existing data. The AI cannot write or save new sales proposals to your account.

  • 03

    How does the AI know which service I'm talking about?

    It uses the data from your service catalog to match the names you mention in your chat to the actual items in Clientjoy.

  • 04

    Can I use this to find my most profitable services?

    Yes, by asking the AI to compare the items in your catalog against the totals in your sales proposals.

  • 05

    Does the AI see all my client data?

    The AI only sees the service items and sales proposals that it needs to access to answer your specific question.

  • More questions about Clientjoy? See everything the Clientjoy Connector can do

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