Dealhub CpqをChatGPT、Claude、Geminiに接続

• 01 / 03見積ステータスの確認方法
• 02 / 03見積作成と同期の自動化について
• 03 / 03商談フェーズの更新方法

最速日

731ms

最遅日

1332ms

14日間の傾向

遅延傾向+50%

DealHub Connector

準備完了です。MCPクライアントを選択し、セットアップ手順に従ってください。

コネクタリンクhttps://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/mcpコピー

Claude Desktop

以下の手順で数秒で接続できます。

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.

設定 · claude_desktop_config.jsonコピー

{
  "mcpServers": {
    "dealhub-cpq-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_BvOKZddYSa9RtQN6NiR2tkbEfXM9URHsQ3EmnHWM/mcp"
    }
  }
}

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

各クライアントの手順ガイドはこちらです。 接続方法

Claude向けのガイド付きセットアップ？ DealHubをClaudeや他のAIに設定する

このConnectorが対応するすべてのAIクライアントを見る ↑

• 01

  セールスオペレーション

  CRMの手動更新なしに、見積ステータスの監視や商談ステージの管理を行いたい担当者。

• 02

  営業担当者

  顧客との交渉中に、IDEやチャット画面から直接見積を作成したりCRM同期を実行したりしたい担当者。

• 03

  財務チーム

  自然言語を用いて見積の詳細を監査したり、契約の署名状況を素早く確認したりしたい担当者。

• 04

  レベニューマネージャー

  組織全体の営業パイプラインを監視し、担当者の割り当てを検証したいマネージャー。

• 01

  How do I connect DealHub to my AI client?

  You subscribe to the MCP on Vinkius and enter your DealHub API Token. Once connected, you can use it immediately in any compatible client.

• 02

  Which CRMs can I sync with?

  This MCP supports synchronization with Salesforce, HubSpot, and MS Dynamics.

• 03

  Can I see if a customer signed a quote?

  Yes. You can ask your agent to check the status of a quote, and it will pull logs to see if the PDF was viewed, signed, or rejected.

• 04

  Where do I find my DealHub API Token?

  You can find your token in your DealHub account under Admin Mode in the API Settings section.

• 05

  Can I create quotes from my code editor?

  Yes. If you use an MCP-compatible client like Cursor or VS Code, you can trigger quote creation directly from your workspace.

• 06

  Can my agent create a new quote linked to a CRM opportunity?

  Yes. Use the 'create_quote' capability. Provide the external opportunity ID from Salesforce or HubSpot. The agent will generate a fresh CPQ sequence linked to that native CRM block, allowing you to start the sales process immediately.

• 07

  How do I check if a customer has signed a specific quote?

  Use the 'get_quote_status' capability with the quote ID. Your agent will retrieve explicit cloud logs to parse if the PDF was viewed, signed, or rejected, providing real-time visibility into the closing process.

• 08

  Can I force a synchronization between DealHub and my CRM via the agent?

  Absolutely. The 'sync_crm' capability forces a real-time data ingestion loop against SFDC or MS Dynamics providers. This ensures that the opportunity data in your CRM matches the latest CPQ boundaries in DealHub.

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