# DealHub CPQ MCP for AI Agents MCP > DealHub CPQ connects your AI agent directly into your Configure, Price, Quote (CPQ) and sales pipeline. It lets you create complex quotes from existing CRM records, track the exact status of opportunities, manage deal stages, and synchronize data across systems like Salesforce or HubSpot—all through natural conversation. ## Overview - **Category:** sales-automation - **Price:** Free - **Tags:** cpq, quote-management, sales-orchestration, contract-lifecycle, revenue-operations, deal-management ## Description You can take full control of your entire sales cycle using this MCP. Instead of logging into separate portals to check on deals or build estimates, you talk to your agent about it. You prompt the system to create a new quote, and it generates a fully structured CPQ sequence linked directly to your CRM data. Need to know if a client viewed the PDF? It retrieves those detailed cloud logs instantly. The platform lets agents perform structural extractions of quotes and even force real-time data syncs against providers like SFDC or MS Dynamics. This means everything stays consistent, giving you full visibility into every opportunity stage and user assignment without ever leaving your chat interface. Connecting this MCP through the Vinkius catalog gives any compatible AI agent access to these crucial sales tools. ## Tools ### create_opportunity Creates a highly available new opportunity record and links it to specific customer bindings. ### create_quote Generates a fresh CPQ quote sequence, linking the data directly to a native CRM block inside DealHub. ### get_opportunity Runs an automated validation check and returns explicit gateway history for a given opportunity ID. ### get_quote_status Retrieves detailed cloud logging to show if a customer viewed, signed, or rejected the quote PDF. ### list_opportunities Lists all active opportunities and exports structured rules containing current billing details. ### list_quotes Identifies and retrieves a list of currently active quotes linked to the gateway authentication system. ### list_users Retrieves an accurate list of users within the DealHub platform for review or assignment purposes. ### open_quote Performs structural data extraction on a quote, retrieving properties needed to drive account logic. ### sync_crm Forcibly updates and synchronizes rich customer churn flags and validations with external CRM systems. ### update_opportunity Updates an existing opportunity record by inspecting deep internal arrays that contain plan details or mathematical data. ## Prompt Examples **Prompt:** ``` What's the latest on quote 'DHQ-901'? Has it been signed and what stage should I move the opportunity to? ``` **Response:** ``` **Quote Status Report: DHQ-901** * **Signature Status:** Signed by Acme Corp (Date: 2026-06-10). *Action:* PDF viewed on site. * **Opportunity Details:** Current stage is 'Proposal Sent'. * **Recommended Action:** Since the quote was signed, I've automatically updated the opportunity status to **Closed Won**. CRM sync confirmed. ``` **Prompt:** ``` I need a new quote for Acme Corp. Use their existing deal data and link it to the 'Enterprise Tier' plan. ``` **Response:** ``` **Quote Sequence Created!** The CPQ block has been generated successfully and linked to the Opportunity ID: `opp_abc123`. * **Pricing:** $45,000 (Includes 3 seats). * **Line Items:** Base License + Consulting Hours. * **Next Step:** Use this unique URL to define specific line items and finalize the pricing details. ``` **Prompt:** ``` Check out the opportunities assigned to Sarah. Which ones need immediate attention? ``` **Response:** ``` **Active Opportunity Summary (Assigned: Sarah)** The following deals require review based on their current state: * **Deal ID 123:** Stage 'Negotiation'. Needs pricing validation. (Use `get_opportunity`) * **Deal ID 456:** Stage 'Drafting'. Requires user assignment update. (Check users via `list_users`) * **Deal ID 789:** Status Unknown. Last sync attempt failed. Run `sync_crm` immediately. ``` ## Capabilities ### Generate new quotes Creates a fresh CPQ sequence and links it instantly to an existing CRM opportunity record. ### Track deal progress Lists ongoing deals, retrieves specific synced custom fields, or updates the official stage of an opportunity in bulk. ### Check quote status history Retrieves detailed cloud logs to confirm if customers viewed, signed, or rejected a generated PDF document. ### Sync CRM data Forces real-time data ingestion loops between DealHub and external CRMs like Salesforce or MS Dynamics. ### Manage user lists Identifies and retrieves accurate lists of users within the system for review or assignment. ## Use Cases ### A sales rep needs to adjust pricing and generate an updated quote The agent runs the `open_quote` tool on a draft, extracts current account parameters, and then uses that data to run `create_quote`, providing the rep with a new, accurate document immediately. ### A sales operations manager needs to update multiple opportunity stages after a board meeting The agent runs `list_opportunities` to identify all deals in 'Negotiation'. Then, using `update_opportunity`, the manager can move them all to 'Proposal Sent' and ensure visibility across the team. ### Finance needs confirmation that a signed contract was linked correctly The agent uses `get_quote_status` on the quote ID. If it confirms a signature, the finance team can then use `sync_crm` to push the final signed status back into the official CRM record. ### A new rep needs access and visibility across all ongoing deals The agent runs `list_users` for permission checks, followed by `list_opportunities` to get a snapshot of the entire active pipeline, giving the rep immediate context. ## Benefits - Create quotes instantly: Don't manually navigate quote builders. Simply ask your agent to use `create_quote` to generate a new CPQ sequence linked directly to any opportunity. - Know the deal status: Stop guessing if a client opened the PDF. Use `get_quote_status` to retrieve explicit cloud logs detailing views, signatures, and rejections in real time. - Keep data current: Dealing with multiple CRMs is a headache. The `sync_crm` tool forces immediate synchronization of custom fields across all your platforms. - Manage the pipeline effortlessly: Need to change an opportunity stage? Use `update_opportunity` to instantly move deals and ensure Sales Ops visibility without logging into the core CRM. - Full user oversight: Quickly get a comprehensive list of active users using `list_users`, perfect for onboarding new reps or auditing permissions. ## How It Works The bottom line is that after connecting your credentials, your AI client handles all the API calls; you just use natural language to manage complex sales operations. 1. Subscribe to the DealHub CPQ MCP and provide your API Token, which you'll find in DealHub's Admin Mode settings. 2. Connect this MCP through any compatible AI client (like Claude or Cursor) to your workflow environment. 3. Tell your agent what you need—for example, 'Create a quote for opportunity XYZ.' Your agent then executes the necessary actions and returns the structured data. ## Frequently Asked Questions **How does the DealHub CPQ MCP help me manage my sales pipeline without logging into multiple apps?** You can run your entire sales process—from creating a quote to syncing data and checking signatures—within one conversation with your agent. This saves time by keeping all related actions in a single chat window. **Can DealHub CPQ track if the client actually viewed or signed the quote PDF?** Yes, it retrieves explicit cloud logs showing exactly when the document was opened, who saw it, and whether it received a signature. This gives you critical audit trail visibility. **Does DealHub CPQ sync data with Salesforce or other CRMs automatically?** It forces real-time data ingestion loops against major providers like SFDC and MS Dynamics, guaranteeing that your custom fields and opportunity stages are always up to date. **I'm a sales rep. How do I use DealHub CPQ to speed up my quoting process?** Instead of building quotes manually, you just ask the agent to generate one using `create_quote`. It pulls data from your CRM and builds the complex sequence instantly, saving you minutes on every single deal. **What if I change a deal stage in my CRM; will DealHub CPQ know about it?** You can tell the agent to run a sync. This action forces all data boundaries and field values from your primary CRM into the DealHub system, ensuring consistency everywhere.