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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 salesbuildrHow this skill is triggered — by the user, by Claude, or both
Slash command
/salesbuildr:quotesThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
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.
Manages Autotask quotes and line items: creates customer quotes, adds products/services/bundles, handles pricing/discounts, links to opportunities, builds proposals. Covers full lifecycle.
Manages Salesbuildr sales opportunities: search pipelines, create new ones, update stages/values, link to companies/contacts.
Guides Odoo Sales and CRM configuration: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, forecasting, and workflows.
Share bugs, ideas, or general feedback.
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}