create-quote

create-quote is a command for Claude Code from WYRE-AI/msp-claude-plugins. It costs 15 tokens per session (775 once invoked), scanned A, original, Apache-2.0.

A command that creates a new ConnectWise CPQ quote by copying an existing quote or template. A template is a reusable starting document with predefined sections, items, and terms.

In plain words
What is it for?
Use it to start a customer proposal from a named template or existing quote, then set details such as its name, customer account, or expected close date.
Why use it?
It removes the need to build every quote from an empty document. Copying preserves the structure and pricing setup of the source.

Command for Claude Code

Written for Claude Code: argument-hint in frontmatter.

Part of the connectwise-cpq plugin — 2 skills, 4 commands shipped together

Good fit Use it to start a customer proposal from a named template or existing quote, then set details such as its name, customer account, or expected close date.

Compare 6 commands from other repositories ↓
Install with agentmods
npx agentmods add commands/wyre-ai/msp-claude-plugins/create-quote
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo
git clone --depth 1 https://github.com/WYRE-AI/msp-claude-plugins

Made for: Claude Code.

Or install connectwise-cpq, the plugin that ships this one along with the rest of its 2 skills, 4 commands.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for create-quote

README.md
[![agentmods](https://agentmods.dev/badge/commands/wyre-ai/msp-claude-plugins/create-quote/github.svg)](https://agentmods.dev/commands/wyre-ai/msp-claude-plugins/create-quote)
Your own site
<a href="https://agentmods.dev/commands/wyre-ai/msp-claude-plugins/create-quote"><img src="https://agentmods.dev/badge/commands/wyre-ai/msp-claude-plugins/create-quote/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for create-quote

Your own site · 80×15
<a href="https://agentmods.dev/commands/wyre-ai/msp-claude-plugins/create-quote"><img src="https://agentmods.dev/badge/commands/wyre-ai/msp-claude-plugins/create-quote.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 15 Only the description is in the session, so the agent can decide to use it. The body loads when it is invoked.
When invoked 775 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00015 $0.00775
Opus 5.5 $0.00006 $0.00310
Sonnet 5.5 $0.00003 $0.00155
Haiku 4.5 $0.00002 $0.00077

Measured 1mo ago against content hash 5c07c2ff7f03, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

create-quote scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 1mo ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

msp-claude-plugins/connectwise/cpq/commands/create-quote.md · 76 lines

How it starts

The opening of the file, as written. The whole thing — 76 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Create ConnectWise CPQ Quote

CPQ has no create-from-scratch endpoint. A new quote is always a copy of a template or of an existing quote, then patched into shape.

Arguments

  • template (required) — Template GUID, template name, or the GUID of an existing quote to copy
  • name (optional) — Name for the new quote
  • account (optional) — Customer account name to set on the copy

Prerequisites

  • ConnectWise CPQ credentials configured
  • At least one quote template in the tenant (/list-templates)

Steps

  1. Pick the source. If template is a GUID, use it as templateId. Otherwise pass it as templateName — cpq_create_quote_from_template resolves the name, prompting when several templates match and erroring with the candidate list when it cannot prompt. Run /list-templates first if the name is uncertain.

  2. Copy with cpq_create_quote_from_template, passing templateId or templateName plus newName when a name was given. The copy inherits the source's tabs, line items and terms.

  3. Set the header with cpq_update_quote on the new GUID, e.g. fields={ "accountName": "$account", "expectedCloseDate": "..." }. This tool is high-impact — confirm before touching quoteStatus, isArchive, isLost or any orderPorter* field, which change workflow and customer-facing state.

  4. Adjust the lines with cpq_search_quote_items (conditions=idQuote = "<new-guid>") and cpq_update_quote_item / cpq_create_quote_item / cpq_delete_quote_item.

  5. Report the new quote's id, quoteNumber, quoteVersion and name.

Examples

From a named template

/create-quote template="Managed Services Agreement" name="Acme — Managed Services FY27" account="Acme Corp"

Revise an existing deal by copying the quote itself

/create-quote template=3f1c8d2e-1b44-4a90-9f6a-1d0f2e5b7c11 name="Acme — Renewal FY27"

Notes

  • The customer records on the copy come from the source and sync from the CRM/PSA; correct them with cpq_update_quote_customer. There is no global customer directory to attach from.
  • Publishing, e-signature and porting a won quote into the PSA are not API operations — finish those in the CPQ web app.

Read the full file on GitHub · 76 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 1mo ago First seen · 76 lines · 15 tokens per session scan A 5c07c2ff7f03

Subscribe to this mod's changes

create-quote is a command published in the GitHub repository WYRE-AI/msp-claude-plugins (49 stars, last pushed yesterday), licensed Apache-2.0. It adds 15 tokens to every session and 775 once invoked, about $0.0001 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-04.