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SalesBuildr
SalesBuildr CRM - contacts, companies, opportunities, quotes
Installation
Install this plugin individually:
/plugin marketplace add wyre-technology/msp-claude-plugins --plugin salesbuildr Or install all MSP plugins at once:
/plugin marketplace add wyre-technology/msp-claude-plugins Features
- Companies Contacts
- Opportunity Tracking
- Product Catalog
- Quote Generation
Skills
This plugin provides 5 skills that teach Claude about SalesBuildr:
| Skill | Description |
|---|---|
companies-contacts | Salesbuildr companies and contacts: company search, contact filtering by company, and contact creation with its required fields. |
opportunities | Salesbuildr opportunities: pipeline search, opportunity creation, stage updates, and deal values, plus how opportunities link companies and contacts to potential revenue. |
products | Salesbuildr product catalog: product search, pricing lookup, category browsing, and how products become quote line items. |
quotes | Salesbuildr quotes: quote creation with product line items, quote search, and retrieving quote details, plus how quotes link to companies, contacts, and opportunities. |
api-patterns | Salesbuildr API fundamentals: api-key header authentication, offset-based from/size pagination, error handling, and the 500 requests per 10 minutes rate limit. |
Agents
This plugin provides 2 agents for autonomous task execution:
| Agent | Description |
|---|---|
margin-analyzer | Use this agent when an MSP sales manager or finance lead needs to analyze quote margin health across recent quotes in Salesbuildr. |
quote-builder | Use this agent when an MSP sales team member needs to build, review, or standardize quotes in Salesbuildr. |
Commands
Available slash commands:
| Command | Description |
|---|---|
/create-contact | Create a new contact in Salesbuildr |
/create-opportunity | Create a new opportunity in Salesbuildr |
/create-quote | Create a new quote with line items in Salesbuildr |
/get-quote | Get detailed information for a specific Salesbuildr quote |
/search-companies | Search for companies in Salesbuildr |
/search-contacts | Search for contacts in Salesbuildr, optionally filtered by company |
/search-opportunities | Search for opportunities in the Salesbuildr sales pipeline |
/search-products | Search the Salesbuildr product catalog |
/search-quotes | Search for quotes in Salesbuildr |
/update-opportunity | Update an opportunity's status, value, or other details |
API Reference
| Base URL | |
| Authentication | |
| Rate Limit | |
| Documentation |
Example Usage
Create a new contact in Salesbuildr
/create-contactCreate a new opportunity in Salesbuildr
/create-opportunityCreate a new quote with line items in Salesbuildr
/create-quoteGet detailed information for a specific Salesbuildr quote
/get-quoteSearch for companies in Salesbuildr
/search-companiesSearch for contacts in Salesbuildr, optionally filtered by company
/search-contactsSearch for opportunities in the Salesbuildr sales pipeline
/search-opportunitiesSearch the Salesbuildr product catalog
/search-productsSearch for quotes in Salesbuildr
/search-quotesUpdate an opportunity's status, value, or other details
/update-opportunityUsing Skills
/skill salesbuildr:companies-contacts
Salesbuildr companies and contacts: company search, contact filtering by company, and contact creation with its required fields.