ConnectWise CPQ Quote Items

ConnectWise CPQ Quote Items is a skill for Claude Code from WYRE-AI/msp-claude-plugins. It costs 68 tokens per session (1,732 once invoked), scanned A, original, Apache-2.0.

A guide to working with the priced rows in ConnectWise CPQ quotes, such as hardware, licences, labour, and recurring services. It explains how those rows belong to quote sections and how their sale and cost values relate to margin.

In plain words
What is it for?
Use it when searching, creating, or updating quote line items, including optional items, bundles, pricing, costs, recurring revenue, and PSA mappings.
Why use it?
It clarifies how quote items are organised and prevents using CPQ as a product catalogue when product data belongs in ConnectWise PSA.

Skill for Claude Code

Written for Claude Code: when-to-use in frontmatter.

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

Good fit Use it when searching, creating, or updating quote line items, including optional items, bundles, pricing, costs, recurring revenue, and PSA mappings.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/wyre-ai/msp-claude-plugins/quote-items
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.

Any agent
npx skills add WYRE-AI/msp-claude-plugins --skill quote-items
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 ConnectWise CPQ Quote Items

README.md
[![agentmods](https://agentmods.dev/badge/skills/wyre-ai/msp-claude-plugins/quote-items/github.svg)](https://agentmods.dev/skills/wyre-ai/msp-claude-plugins/quote-items)
Your own site
<a href="https://agentmods.dev/skills/wyre-ai/msp-claude-plugins/quote-items"><img src="https://agentmods.dev/badge/skills/wyre-ai/msp-claude-plugins/quote-items/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 ConnectWise CPQ Quote Items

Your own site · 80×15
<a href="https://agentmods.dev/skills/wyre-ai/msp-claude-plugins/quote-items"><img src="https://agentmods.dev/badge/skills/wyre-ai/msp-claude-plugins/quote-items.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 68 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,732 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. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
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 $0.00068 $0.01732
Opus 5.5 $0.00027 $0.00693
Sonnet 5.5 $0.00014 $0.00346
Haiku 4.5 $0.00007 $0.00173

Measured 1mo ago against content hash 3df4d295408f, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

ConnectWise CPQ Quote Items 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/skills/quote-items/SKILL.md · 153 lines

How it starts

The opening of the file, as written. The whole thing — 153 lines — stays where its author put it; the contents beside it link to each section on GitHub.

ConnectWise CPQ Quote Items

Overview

Line items are the priced rows of a CPQ quote — hardware, licences, labour, recurring services. Each item belongs to exactly one tab (a section of the quote), and each tab belongs to one quote. Items carry both sell and cost figures, so margin is computed per line, per tab and per quote.

Anti-triggers

  • Looking up a product, SKU, list price or manufacturer — CPQ has no catalog to search (see below). The priced SKU master list is ConnectWise PSA's; use connectwise-psa-product-catalog and carry the values onto the line yourself.
  • Quote-level fields — status, totals, expiry, versions, quote customers, payment terms — those hang off the quote header, not its lines; use connectwise-cpq-quotes.
  • Line items on another vendor's quote — Kaseya Quote Manager quote lines and SalesBuildr quote products share this vocabulary exactly; use kaseya-quote-manager-quotes or salesbuildr-quotes.

Key Concepts

Items live on tabs, and tabs are read-only

idQuote says which quote; idQuoteTabs says which section of it. The API has no tab create/update/delete — tabs come from the template a quote was copied from, or are added in the CPQ web app.

cpq_create_quote_item resolves the tab for you: with idQuoteTabs omitted it reads the quote's tabs, uses the only one if there is exactly one, and otherwise asks which to use (erroring with the tab list if it cannot ask). A quote with no tabs cannot take items at all — that has to be fixed in CPQ.

There is no product catalog

CPQ's real-time price sourcing (Etilize, distributor feeds) is not exposed over the REST API. You cannot search products, look up a distributor price, or add "a product" by SKU lookup. Items are created by writing their fields directly, or by copying a quote or template that already contains them. etilizeProductId on an existing line records where a line originally came from; it is not a searchable handle.

Practical consequence: the reliable way to build a priced quote is to copy a template that already carries the right lines and adjust quantities and prices, rather than composing lines from scratch.

Read the full file on GitHub · 153 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 · 153 lines · 68 tokens per session scan A 3df4d295408f

Subscribe to this mod's changes

ConnectWise CPQ Quote Items is a skill published in the GitHub repository WYRE-AI/msp-claude-plugins (49 stars, last pushed yesterday), licensed Apache-2.0. It adds 68 tokens to every session and 1,732 once invoked, about $0.0003 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.

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