ConnectWise CPQ Quotes
De la autor
The ConnectWise CPQ quote lifecycle over the real tool surface: searching quotes, the GUID-vs-quoteNumber dual addressing, versions, creating quotes by copying a template (the API's only create path), patching quote fields, the per-quote customer records and payment/financing terms, tabs as the section structure, and the deletes that cascade.
Instalare
npx skills add WYRE-AI/msp-claude-plugins --skill 'ConnectWise CPQ Quotes' -a claude-code
Se instalează în .claude/skills/ConnectWise-CPQ-Quotes/ · Fiecare comandă descarcă skill-ul direct de pe GitHub cu utilitarul open source skills.
Identic octet cu octet cu commit-ul scanat, cu licența depozitului și un fișier SOURCE.txt.
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De ce 82
aiqbench calculează scorul de încredere din semnale publice. Nu este un audit de securitate, așa că citește un skill înainte să-l instalezi.
Skill-uri similare
Cele mai apropiate de acesta prin ce fac și când sunt folosite.
- ConnectWise CPQ Quote ItemsWYRE-AI/msp-claude-pluginsConnectWise CPQ line items and the tabs that hold them: searching items by quote or tab, the tab requirement on every create, the pricing and margin fields, bundle and optional-line flags, recurring-revenue and PSA mapping fields, JSON Patch updates, and why there is no product catalog to search.Planificare★ 50
- ConnectWise CPQ API PatternsWYRE-AI/msp-claude-pluginsConnectWise CPQ (Sell/Quosal) API fundamentals: three-part Basic auth built from an access key plus an API key pair, the versioned content type, the flat 25-tool `cpq_*` surface, Manage-style `conditions` filtering, `includeFields` trimming of the 200+ property views, page/pageSize paging over bare arrays, RFC 6902 JSON Patch updates, and the endpoints CPQ deliberately does not expose.Inginerie★ 50
- ConnectWise Manage ProjectsWYRE-AI/msp-claude-pluginsConnectWise PSA project management: project lifecycle and status/type values, phases, templates, resource/team allocation, budgeting, billing methods, and project tickets.Altele★ 50
- quotewerksServosity/msp-skillsUse when the user asks to find, read, build, audit or reprice QuoteWerks Web quotes, orders or invoices, add a product to a quote by part number, re-quote an earlier order with current prices, or answer margin, win-rate, open-pipeline and distributor cost-drift questions across QuoteWerks documents. Typed writes preview first and need --confirm. Trigger phrases: `find the Acme quote in QuoteWerks`, `reprice the quote lines`, `which QuoteWerks quotes are stale`, `quotewerks margin by rep`, `re-quote an earlier order`, `use quotewerks`, `run quotewerks`.Redactare★ 63
- ConnectWise Manage Product CatalogWYRE-AI/msp-claude-pluginsConnectWise PSA product catalog: catalog items (SKUs), categories, subcategories, manufacturers, and their use on quotes, opportunities, agreements, and tickets. Covers the full catalog item field reference, common MSP workflows (hardware SKU, software license, managed service, agreement add-on), and the passthrough pattern for fields not surfaced on the MCP tool directly.Altele★ 50
- ScalePad QuoterWYRE-AI/msp-claude-pluginsQuoter through ScalePad: building and publishing quotes, managing the catalog (items, item groups, tiers, options, manufacturers), quote contacts, suppliers and datafeeds, and the OAuth helpers for the standalone api.quoter.com path.Inginerie★ 50
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