ConnectWise CPQ Quotes

ConnectWise CPQ Quotes is a skill for Claude Code from WYRE-AI/msp-claude-plugins. It costs 78 tokens per session (2,346 once invoked), scanned A, original, Apache-2.0.

A guide to the ConnectWise CPQ quote lifecycle: finding, copying, revising, and updating customer proposals. CPQ is software that helps managed service providers assemble and price quotes, while an MSP is a company that manages technology services for other businesses.

In plain words
What is it for?
Use it to search quotes, manage versions, copy templates, update quote fields, and work with quote sections, customers, and payment terms.
Why use it?
It explains which quote information the API handles and which tasks, such as sending or e-signing a proposal, must happen in the CPQ web app.

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 to search quotes, manage versions, copy templates, update quote fields, and work with quote sections, customers, and payment terms.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/wyre-ai/msp-claude-plugins/quotes
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 quotes
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 Quotes

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

Your own site · 80×15
<a href="https://agentmods.dev/skills/wyre-ai/msp-claude-plugins/quotes"><img src="https://agentmods.dev/badge/skills/wyre-ai/msp-claude-plugins/quotes.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 78 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,346 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 $0.00078 $0.02346
Opus 5.5 $0.00031 $0.00938
Sonnet 5.5 $0.00016 $0.00469
Haiku 4.5 $0.00008 $0.00235

Measured 1mo ago against content hash 93d192a42415, 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 Quotes 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/quotes/SKILL.md · 184 lines

How it starts

The opening of the file, as written. The whole thing — 184 lines — stays where its author put it; the contents beside it link to each section on GitHub.

ConnectWise CPQ Quotes

Overview

A CPQ quote is the proposal an MSP sends a client: a header (account, status, dates, totals), one or more tabs that section the proposal, line items on those tabs, customer records synced from the attached CRM/PSA, and optional payment/financing terms. Quotes are versioned — a revision creates a new version under the same quote number rather than mutating the old one.

Everything an MSP does after the quote is built — publishing to Order Porter, e-signature, porting a won quote into the PSA as a sales order — happens in the CPQ web app. The API covers building and reading quotes, not delivering them.

Anti-triggers

CPQ owns one stage of the quote funnel: composing and pricing the quote document. It does not source the SKUs that go into it, it cannot deliver it, and it is not the only tool in the stack that holds something called a quote.

  • The priced SKU master list rather than this deal's document — catalog items, costs, categories and manufacturers live in ConnectWise PSA; use connectwise-psa-product-catalog.
  • "Send the customer the quote", e-signature, or signed-document status — CPQ's API has no publish, send or e-sign verb. isSent and the orderPorter* fields are state you can read (and patch), not actions you can trigger. Delivery and signature tracking are pandadoc-documents.
  • A quote that was built in a different quoting product — Kaseya Quote Manager and SalesBuildr each keep their own quotes, numbering and APIs; use kaseya-quote-manager-quotes or salesbuildr-quotes. Route on the product the quote lives in, not on the word "quote".
  • Adding, repricing or removing a line — the quote header and its line items are separate tool sets; use connectwise-cpq-quote-items.

Key Concepts

Two ways to address a quote

Addressing Used by Notes
GUID id (string) cpq_get_quote, cpq_update_quote, cpq_delete_quote, cpq_create_quote_from_template Unique to one version of one quote
quoteNumber (int) + quoteVersion (int) cpq_get_quote_versions, cpq_delete_quote_version The human-facing number; identifies the quote across its versions

Read the full file on GitHub · 184 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

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 · 184 lines · 78 tokens per session scan A 93d192a42415

Subscribe to this mod's changes

ConnectWise CPQ Quotes is a skill published in the GitHub repository WYRE-AI/msp-claude-plugins (49 stars, last pushed yesterday), licensed Apache-2.0. It adds 78 tokens to every session and 2,346 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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