• VALIDATION
  • DATA
  • REVISION
  • HUMAN

How to audit pricing and quotes with your AI

Connect Pricefx to your AI client to investigate pricing discrepancies. Your agent handles the data retrieval so you can focus on the logic.

Ask AI about this page

Short answer

How can I use AI to audit my Pricefx quotes?

Your AI pulls specific quote data and product details to find where math or logic failed. You can trace exactly why a price hit a limit or why a quote looks wrong. This breakdown shows how your agent handles the investigation.

Audit outcomes.

Where your findings land.

The AI organizes its findings into these categories.

VALIDATION

Logic error identified

The AI compares the quote against product limits and flags where the math breaks. You get a clear reason for the failure.

DATA

Product details pulled

The agent fetches specific product constraints to see if the pricing matches your rules. This confirms if the error is in the quote or the product setup.

REVISION

Quote cleanup

If a quote is a duplicate or an error, the AI can remove it. This keeps your pricing environment clean.

HUMAN

Manual review needed

When the AI finds a complex logic conflict it can't resolve, it flags the specific quote for you to fix manually.

The workflow

What your AI does when the audit starts.

Your agent acts as a data investigator, pulling raw numbers to verify your pricing rules.

  1. Gather quote data

    The agent pulls the specific quote you are questioning to see the line items and totals.

    fetch_quotes

  2. Inspect specific quote

    It looks at the individual details of a single quote to find the exact math error.

    get_quote

  3. Check product rules

    The AI pulls the product's pricing constraints to see if the quote violated a limit.

    get_product

  4. Remove bad data

    If the audit proves a quote is invalid or a mistake, the agent can clear it out.

    delete_quote

Try it

Copy these to start.

Use these prompts to begin your investigation.

Starting points

Replace the bracketed text with your actual quote IDs or product names.

Pricefx Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_ZqoQmPnk8AIMQ5UalDoPtxLPsgx5OTWucIzNcMTA/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 — Pricefx capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "pricefx-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_ZqoQmPnk8AIMQ5UalDoPtxLPsgx5OTWucIzNcMTA/mcp"
    }
  }
}
Copy into chat04

  • Fetch the details for quote ID 98765 and tell me why the total is so high.

  • Check the pricing limits for product SKU-442 and compare it to quote 12345.

  • List all recent quotes for the North America region and find any that exceed product price floors.

  • Delete quote 55432 because it was a test entry.

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

Start here

Connect Pricefx once, then ask.

Log in to Pricefx once to establish the connection. Your credentials stay encrypted, and you can immediately start auditing via your preferred AI client.

Connect Pricefx to your AI

FAQ

How the audit task behaves.

  • 01

    Can the AI change my pricing rules?

    No. The AI can only read quotes and product data or delete specific quotes. It cannot modify your underlying pricing logic or configuration.

  • 02

    Will the AI delete quotes without asking?

    No. The AI only performs a delete action if you explicitly instruct it to do so in your prompt.

  • 03

    Can it fix a math error automatically?

    No. The AI identifies the error and explains the math, but you must manually correct the data in Pricefx.

  • 04

    Does it work with any AI client?

    Yes, it works with any MCP-compatible client like Claude, Cursor, or Windsurf.

  • 05

    Can I audit multiple quotes at once?

    Yes, you can ask the agent to fetch or list multiple quotes for comparison.

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

Connect Pricefx to Claude, Cursor, ChatGPT & more