From salesbuildr
Creates, searches, and retrieves SalesBuildr quotes with line items (products) linked to companies, contacts, and opportunities via REST API endpoints.
npx claudepluginhub wyre-technology/msp-claude-plugins --plugin salesbuildrThis skill uses the workspace's default tool permissions.
Quotes are proposals sent to customers containing one or more products as line items. Each quote is linked to a company and contact, and can optionally be associated with an opportunity.
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Quotes are proposals sent to customers containing one or more products as line items. Each quote is linked to a company and contact, and can optionally be associated with an opportunity.
GET /quotes?search=<term>&company_id=<id>&opportunity_id=<id>&from=0&size=25
Parameters:
search - Search by quote name/numbercompany_id - Filter by companyopportunity_id - Filter by opportunityfrom - Pagination offsetsize - Results per pageGET /quotes/{id}
Returns full quote details including all line items with product information.
POST /quotes
{
"name": "Infrastructure Refresh Q1 2026",
"company_id": 12345,
"contact_id": 67890,
"opportunity_id": 11111,
"items": [
{
"product_id": 100,
"quantity": 2,
"unit_price": 1299.00
},
{
"product_id": 200,
"quantity": 5,
"unit_price": 49.99
}
]
}
Required fields: company_id
| Field | Description |
|---|---|
| id | Unique quote identifier |
| name | Quote title/description |
| company_id | Associated company |
| contact_id | Associated contact |
| opportunity_id | Linked opportunity |
| items | Array of line items |
| total | Calculated total amount |
| status | Quote status |
GET /companies?search=customerGET /contacts?company_id=12345GET /products?search=firewallPOST /quotesGET /opportunities?search=deal nameGET /quotes?company_id=12345GET /quotes/{id}