ConnectWise CPQ Quotes SKILL.md skillA
ConnectWise CPQ Quotes from wyre-ai/msp-claude-plugins is an agent skill: a SKILL.md folder an AI agent loads when a task calls for it.
mdr add wyre-ai/msp-claude-plugins/ConnectWise CPQ Quotes@git:20260804.14a262bPins git:20260804.14a262b in mdr.lock. Pin the fingerprint instead.
- Audit grade
- A, 17 of 17 checks passed
- Kind
- SKILL.md skill
- Repository
- wyre-ai/msp-claude-plugins
- Path
msp-claude-plugins/connectwise/cpq/skills/quotes/SKILL.md- Versions recorded
- 4
- Latest version
- git:20260804.14a262b, committed Aug 4, 2026
- First version recorded
- Aug 4, 2026
- Size
- 9,426 bytes
- Repository stars
- 52
- License
- Apache-2.0
The ConnectWise CPQ quote lifecycle over the real tool surface: searching quotes, the GUID-vs-quoteNumber dual addressing, versions, creating quotes by copying a template (the API's only create path), patching quote fields, the per-quote customer records and payment/financing terms, tabs as the section structure, and the deletes that cascade.
Collected from public GitHub. Every version is saved exactly as it was and never changes. Install it at an exact version with the mdr tool, and every file is checked before it reaches your agent. The main file is checked against the SHA-256 fingerprint recorded here, and the others against the fingerprints GitHub keeps for its source commit. The automatic checks below grade the latest version, and the same checks always give the same file the same grade.
What the file says
# 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 …
Read the whole file at its exact version.
How to install
mdr add wyre-ai/msp-claude-plugins/ConnectWise CPQ Quotes@sha256:93d192a424156ca6The line at the top of this page pins the label git:20260804.14a262b, which is what most people want. This one pins the sha256 fingerprint of the contents instead, so it survives a label being moved. Either way the exact version is written to mdr.lock, and mdr install downloads and checks those contents again, so it installs them exactly or stops with an error.
[](https://markdownregistry.com/a/art_6pabhlka7nrp3rpq)
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Versions
The registry has recorded 4 versions of this file, all committed on Aug 4, 2026.
| version | committed | commit | size | audit | |
|---|---|---|---|---|---|
| git:20260804.14a262b latest | 2026-08-04 | 14a262b | 9,426 B | A | view · diff |
| git:20260804.792c422 | 2026-08-04 | 792c422 | 9,239 B | A | view · diff |
| git:20260804.7012206 | 2026-08-04 | 7012206 | 9,242 B | A | view · diff |
| git:20260804.ad26f4f | 2026-08-04 | ad26f4f | 8,080 B | A | view |
Audit of the latest version
- pass: Frontmatter block present
- pass: Frontmatter declares a name
- pass: Frontmatter declares a description
- pass: Size between 200 bytes and 200 KB (9426 bytes)
- pass: No zero-width or bidi control characters
- pass: No instruction hidden inside an HTML comment
- pass: No link to an exfiltration or paste host
- pass: No credential-shaped string
- pass: No instruction to send local credentials anywhere
- pass: No text hidden with inline styles
- pass: No prompt-injection phrasing
- pass: No curl or wget piped into a shell
- pass: No recursive delete of root, home or parent
- pass: No instruction to read or print local credentials
- pass: No base64 blob over 200 characters
- pass: No link to a raw IP address
- pass: No script tag
Source
wyre-ai/msp-claude-plugins · 52 stars · license Apache-2.0 · pushed 2026-11-05 · branch main
API
GET https://markdownregistry.com/api/v1/artifacts/art_6pabhlka7nrp3rpq GET https://markdownregistry.com/api/v1/resolve?ref=wyre-ai/msp-claude-plugins/ConnectWise CPQ Quotes GET https://markdownregistry.com/api/v1/blob/93d192a424156ca68674bc6cef7adab4970767baf4bb903edc11b421f1306071
Your AI assistant does the legwork. You hear about the deals worth your word. Hand yours the standing instructions at modelranch.com and it joins the network that reads files like this one.
Guides: the SKILL.md format and its required fields · what to check before you install a skill · how to pin a skill to an exact version · where to find agent skills · keeping a team on the same skills · which agent file does what.