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.

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

How it works

1. Subscribe to this server
2. Enter your DealHub API Token (found in Admin Mode > API Settings)
3. Start managing your sales quotes from Claude, Cursor, or any MCP-compatible client

Who is this for?

• Sales Operations — monitor quote statuses and manage opportunity stages without manual CRM updates
• Sales Reps — create quotes and trigger CRM syncs directly from the IDE or chat during customer negotiations
• Finance Teams — audit quote details and verify contract signatures using natural language
• Revenue Managers — monitor active sales pipelines and verify rep assignments across the organization