/get-quote

Get a ConnectWise CPQ quote with its tabs, line items, customers, and terms

wyre-technology@wyre-technology

GitHub

From plugin

msp-claude-plugins

39200 skills141 agents200 commands

Install

$ npx -y skills add wyre-technology/msp-claude-plugins --agent claude-code

How it fires

How this command gets triggered: by you, by Claude, or both.

Fires itselfClaude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/get-quote

Context preview

What this command does when you run it.

Get a ConnectWise CPQ quote with its tabs, line items, customers, and terms

Command definition

get-quote.md

description: Get a ConnectWise CPQ quote with its tabs, line items, customers, and terms
argument-hint: "<id_or_number> [version]"
arguments: [id_or_number, version]

Get ConnectWise CPQ Quote

Arguments

`id_or_number` (required) — Quote GUID `id`, or the integer `quoteNumber`
`version` (optional) — With a quote number: `latest`, or a version integer. Omit to list versions.

Prerequisites

ConnectWise CPQ credentials configured

Steps

1. **Resolve to a GUID.**

Given a GUID, use it directly.
Given a quote number, call `cpq_get_quote_versions` with `quoteNumber` and

`version` (`latest` unless a version was named), then take `id` from the result. With no `version`, list the versions and ask which one.

2. **Fetch the quote** with `cpq_get_quote` using the GUID. This returns the full QuoteView and renders the quote card.

3. **Fetch the sections** with `cpq_search_quote_tabs`, `conditions=idQuote = "<guid>"`.

4. **Fetch the line items** with `cpq_search_quote_items`, `conditions=idQuote = "<guid>"`, `includeFields=id,idQuoteTabs,description,mfgPartNumber,quantity,basePrice,extendedPrice,cost,isOptional`, `pageSize=100`, paging until short.

5. **Fetch customers and terms** with `cpq_list_quote_customers` and `cpq_list_quote_terms` for the quote GUID.

6. **Display** the header (number/version, name, account, status flags, dates), then line items grouped by tab, then totals (`subtotal`, `tax`, `quoteTotal`, `grossMargin`), then the customer contacts and any payment terms. Mark optional lines — they are excluded from `quoteTotal`.

Examples

By quote number, latest version

/get-quote id_or_number=1042 version=latest

By GUID

/get-quote id_or_number=3f1c8d2e-1b44-4a90-9f6a-1d0f2e5b7c11

Error Handling

| Error | Resolution | |-------|------------| | 404 on the GUID | The GUID addresses one version — it may have been superseded or deleted; look it up by quote number | | No line items returned | The quote may genuinely be empty, or the condition was built with an unquoted GUID — `idQuote` needs double quotes | | 401 | Verify credentials and that the key owner is an API user |