• CRM SYNC
  • NEW DEALS
  • QUOTES
  • HUMAN

How to create and sync quotes with your AI

Connect DealHub CPQ to your agent to provision deal shells and generate sequences that match your CRM data.

Ask AI about this page

Short answer

How can I use my AI to handle DealHub CPQ quotes?

Your agent uses the connector to build new opportunities and generate CPQ sequences. You get a direct way to keep your deal data and CRM records in sync.

The outcomes

What your requests produce

Every command you give your agent results in one of these four states.

CRM SYNC

Updated CRM records

The agent keeps your CRM and DealHub in sync. Your records stay accurate without manual entry.

NEW DEALS

Ready deal shells

Your agent provisions new opportunities instantly. You move from a chat to a live deal shell.

QUOTES

Generated CPQ sequences

The agent builds the specific quote structures you need. You get valid sequences ready for review.

HUMAN

Final review needed

The AI handles the data entry and structure. You step in to approve the final numbers and send the quote.

The workflow

What your AI does when you ask for a quote.

The agent handles the technical setup so you can focus on the deal terms.

  1. Initialize the deal

    The agent starts by setting up the necessary opportunity in your system.

    create_opportunity

  2. Build the quote

    Once the opportunity exists, the agent generates the specific CPQ sequence.

    create_quote

  3. Align the data

    The agent ensures the new quote matches your existing CRM information.

    sync_crm

  4. Verify the record

    The agent checks that the opportunity and quote are correctly linked.

    sync_crm

Try it

Copy these to start.

Use these prompts to trigger actions in DealHub CPQ.

Starting points

Swap out the bracketed info for your actual account names or deal IDs.

DealHub Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/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 — DealHub capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dealhub-cpq-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/mcp"
    }
  }
}
Copy into chat04

  • Create a new opportunity for the Acme Corp account.

  • Generate a quote for the existing opportunity in the North America region.

  • Sync my recent DealHub quote updates back to the CRM.

  • Set up a new deal shell for the upcoming renewal with Globex.

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

Start here

Connect DealHub CPQ once, then ask.

Log in once to link your account. Your credentials stay encrypted on our side, and you can immediately start managing deals through your agent.

Connect DealHub CPQ to your AI

FAQ

How the connector behaves

  • 01

    Can the AI delete my existing quotes?

    No. The connector only has tools to create and sync data, not to delete records.

  • 02

    Does the AI change my CRM pricing automatically?

    No. The agent uses the sync tool to align records, but it does not have the authority to modify your core pricing logic.

  • 03

    Can I use this with any AI client?

    Yes, as long as the client supports the MCP standard, like Claude, Cursor, or Windsurf.

  • 04

    Will the AI send the quote to the customer?

    No. The agent generates the quote sequence, but you must manually review and send it to the client.

  • 05

    Do I need to keep DealHub open?

    No. Once the connection is established, your agent handles the communication with DealHub in the background.

  • More questions about DealHub CPQ? The Connector page answers them. See everything the DealHub CPQ Connector can do

Connect DealHub to Claude, Cursor, ChatGPT & more