/list-templates

List ConnectWise CPQ quote templates available to copy

Boost this command

wyre-technology@wyre-technology

GitHub

From plugin

msp-claude-plugins

46200 skills146 agents200 commands4 MCP

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/list-templates

Context preview

What this command does when you run it.

List ConnectWise CPQ quote templates available to copy

Command definition

list-templates.md

description: List ConnectWise CPQ quote templates available to copy
argument-hint: "[query]"
arguments: [query]

List ConnectWise CPQ Templates

Templates in CPQ *are* quotes — `cpq_list_templates` returns QuoteView records, and any of them can be the source for `cpq_create_quote_from_template`.

Arguments

`query` (optional) — Filter the returned templates by name, case-insensitively

Prerequisites

ConnectWise CPQ credentials configured

Steps

1. **Fetch** with `cpq_list_templates`. It takes no parameters — no conditions, no paging. 2. **Filter locally** by `query` against `name` if one was given. 3. **Display** each template's `name`, `id`, `quoteTotal` and `modifyDate`, sorted by name. The `id` is what `/create-quote` needs.

Examples

All templates

/list-templates

Find the MSA template

/list-templates query="Managed Services"

Notes

Templates carry their tabs, line items and terms into every copy. A template with no

tabs produces a quote that cannot take line items.

If nothing is returned, the tenant has no templates flagged as such — an existing quote

GUID also works as a copy source.

Error Handling

| Error | Resolution | |-------|------------| | Empty list | No templates configured; copy an existing quote instead, or create a template in the CPQ web app | | 401 | Verify credentials and that the key owner is an API user |