Sales & Distribution 🧪 Community ✓ Claude Code ✓ Claude Desktop Standalone • ConnectWise
ConnectWise CPQ
ConnectWise CPQ (Sell/Quosal) - quotes, line items, templates, quote customers, payment terms
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin connectwise-cpq Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Quote Items
- Quote Generation
Skills
This plugin provides 3 skills that teach Claude about ConnectWise CPQ:
| Skill | Description |
|---|---|
quote-items | ConnectWise 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. |
quotes | 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. |
api-patterns | ConnectWise 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. |
Commands
Available slash commands:
| Command | Description |
|---|---|
/create-quote | Create a ConnectWise CPQ quote by copying a template or an existing quote |
/get-quote | Get a ConnectWise CPQ quote with its tabs, line items, customers, and terms |
/list-templates | List ConnectWise CPQ quote templates available to copy |
/search-quotes | Search ConnectWise CPQ quotes by account, status, or date range |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Create a ConnectWise CPQ quote by copying a template or an existing quote
/create-quoteGet a ConnectWise CPQ quote with its tabs, line items, customers, and terms
/get-quoteList ConnectWise CPQ quote templates available to copy
/list-templatesSearch ConnectWise CPQ quotes by account, status, or date range
/search-quotesUsing Skills
/skill connectwise-cpq:quote-items
ConnectWise 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.