• STATUS
  • PRICING
  • DETAILS
  • HUMAN

How to manage sales quotes and pricing with your AI

Connect Evoliz to your AI client to pull live pricing and quote statuses without leaving your chat window.

Ask AI about this page

Short answer

How can I check my quotes and prices in chat?

Your AI pulls real-time data from Evoliz to list pending quotes or look up specific product prices. You get immediate answers on deal statuses and item costs through simple text commands. This setup gives you instant access to your sales data.

The outcomes

What you get from your AI

The AI handles the data retrieval so you can stay focused on the customer.

STATUS

Track pending deals

The AI scans your active quotes to find what's still open. You'll see exactly which deals need attention.

PRICING

Get instant prices

Ask for the cost of a specific item. Your agent pulls the current price directly from your product list.

DETAILS

View quote specifics

Pull up the full details of a single quote. You'll get the line items and totals without opening a browser.

HUMAN

Finalize the sale

The AI only reads and retrieves data. You still handle the actual negotiation and closing in Evoliz.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat and your Evoliz database.

  1. Find open deals

    The AI looks through your current sales pipeline to find all active quotes.

    list_quotes

  2. Inspect a quote

    Once you identify a specific deal, the AI pulls the full breakdown for that quote.

    get_quote

  3. Check product lists

    The AI scans your available inventory to find the right items.

    list_articles

  4. Verify item pricing

    The AI grabs the exact price for a specific product you're interested in.

    get_article

Try it

Copy these to start.

Use these prompts to trigger the Evoliz tools.

Starting points

These are basic starting lines. Swap out the names of your products or quote IDs to get specific results.

Evoliz Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_C3gIY5vShLUNISp7i3bLgFO1xY7Xgg3cXZGslw61/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 — Evoliz capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "evoliz-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_C3gIY5vShLUNISp7i3bLgFO1xY7Xgg3cXZGslw61/mcp"
    }
  }
}
Copy into chat04

  • Show me all my pending quotes in Evoliz.

  • What is the price for the 'Industrial Drill' article?

  • Give me the details for quote #5502.

  • List all the articles available in my catalog.

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

Start here

Connect Evoliz once, then ask.

One connection gives your AI access to your Evoliz data. Your login stays encrypted and secure on our side.

Connect Evoliz to your AI

FAQ

How this task behaves

  • 01

    Can the AI change the price on a quote?

    No. The AI can only retrieve existing pricing and quote data.

  • 02

    Can I create a new quote using the AI?

    No. This connection is for reading and retrieving data from Evoliz.

  • 03

    Does the AI see my whole Evoliz account?

    The AI only sees the data accessible through the specific tools provided in the manifest.

  • 04

    Can the AI delete a quote if I ask?

    No. There are no tools available to delete or modify records.

  • 05

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

    You should provide the specific quote ID or name in your prompt so the AI can find the right record.

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

Connect Evoliz to Claude, Cursor, ChatGPT & more