Integration · CRM & sales

Connect Claude & ChatGPT to Elfsquad CPQ

Ask your AI which quotations are open, what is on a quote or what a feature costs, and get the answer from Elfsquad CPQ. It can create quotations, add and change quote lines, leave comments, and create and update CRM accounts and contacts. It can also read feature models, features and saved configurations.

Connect Elfsquad CPQ free

Free plan, no credit card. Takes about a minute.

Try asking

“Which quotations were created this month and what status are they in?”
The AI lists quotations filtered by date, with their status.
“What is on quotation Q-2041?”
It reads the quotation with its lines, including features, quantities and prices.
“Add two units of the extended warranty to that quote.”
It looks up the feature and adds a line with quantity and price to the quotation.

What your AI can do

Quotations

List, read, create and update quotations and their statuses, add, change or remove quote lines, and add comments.

CRM accounts and contacts

Search, create and update CRM accounts and contacts, and list users and organizations such as your dealers.

Products and configurations

Read feature models, features with article codes and prices, and saved product configurations.

“What is the article code and price of the stainless steel frame option?”
It finds the feature and reads its name, article code and price.
“Create an account for Nordic Machines A/S with contact Peter Holm.”
It searches first to avoid duplicates, then creates the CRM account and a contact linked to it.
“Leave an internal note on the quote that the customer wants delivery in May.”
It adds a comment to the quotation, marked as team-only.

27 tools for Elfsquad CPQ

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_quotation_commentChanges dataAdd a comment `message` to the quotation `quotation_id`; set `is_internal` for a team-only note.
add_quotation_lineChanges dataAdd a line (feature, quantity, price, VAT) to a quotation; pass the line fields including the quotation ID in `body`.
create_crm_accountChanges dataCreate a CRM account with company name, contact name, email, phones, address, VAT and reference. Search first to avoid duplicates.
create_crm_contactChanges dataCreate a CRM contact with name, email, phones and address, linked to an account via `crm_account_id`.
create_quotationChanges dataCreate a quotation; pass its fields (such as debtor, contact, status, reference) in `body`.
delete_quotation_lineMoves moneyPermanently remove a quotation line by ID (`resource_id`).
get_configurationGet one saved configuration by ID (`resource_id`).
get_crm_accountGet one CRM account by ID (`resource_id`).
get_crm_contactGet one CRM contact by ID (`resource_id`).
get_featureGet one feature by ID (`resource_id`), including name, article code and price.
get_feature_modelGet one feature model by ID (`resource_id`).
get_quotationGet one quotation by ID (`resource_id`); use `expand` to include related data such as lines or debtor.
list_configurationsList saved product configurations, with OData `filter`, `orderby`, `limit` and `offset`.
list_crm_accountsList CRM accounts (customers), with OData `filter` (e.g. by company name or email), `orderby`, `limit` and `offset`.
list_crm_contactsList CRM contacts, with OData `filter` (e.g. by account ID or email), `orderby`, `limit` and `offset`.
list_feature_modelsList feature models (configurable product models).
list_featuresList features (products, options and components), with OData `filter`, `select`, `limit` and `offset`.
list_organizationsList organizations (your company and its dealers).
list_quotation_commentsList quotation comments, e.g. `filter` by quotation ID.
list_quotation_linesList quotation lines, e.g. `filter` by quotation ID; supports OData `select`, `expand`, `orderby`, `limit`.
list_quotation_statusesList the quotation statuses configured in Elfsquad, with their IDs.
list_quotationsList quotations using OData options: `filter` (e.g. status or date), `orderby`, `select`, `expand`, `limit` and `offset`.
list_usersList Elfsquad users, e.g. to find a sales rep's ID.
update_crm_accountVisible to othersUpdate a CRM account by ID (`resource_id`); only the fields you pass change.
update_crm_contactVisible to othersUpdate a CRM contact by ID (`resource_id`); only the fields you pass change.
update_quotationVisible to othersUpdate a quotation by ID (`resource_id`); only the fields you pass in `body` change.
update_quotation_lineVisible to othersUpdate a quotation line by ID (`resource_id`); only the fields you pass in `body` change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Elfsquad CPQ from the app list.
2
Paste your key
Paste a Client ID and Secret. In Elfsquad, open the Integrations page (ems.elfsquad.io/integration), create a new OpenId client integration and note its Client ID and Secret.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Elfsquad CPQ?

It can read quotations, quotation lines, statuses and comments, CRM accounts and contacts, users, organizations, feature models, features and configurations. It can create and update quotations, quotation lines, CRM accounts and contacts, add comments and remove quotation lines.

Does the AI see my Elfsquad CPQ credentials?

No. Your Elfsquad Client ID and Secret are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start read-only. Changing a quotation or its lines alters what the customer is offered, and removing a line is permanent. These actions can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Elfsquad account.

Can the AI filter quotations by status or date?

Yes. The list tools accept OData options, so the AI can filter quotations by status or date, sort them and expand related data such as lines or the debtor. It can list the quotation statuses configured in your Elfsquad first to get the right IDs.