Integration · CRM & sales

Connect Claude & ChatGPT to QuoteWerks

Ask your AI which quotes are open, what is on a quote or which sales reps are in use, and get the answer from QuoteWerks Web. It can list and search tables like documents, document items and contacts, run your saved Management Reports and pass questions to QuoteWerks' built-in assistant. With a write-enabled key it can also create new rows.

Connect QuoteWerks free

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

Try asking

“Show me the open quotes over 10,000 from this month.”
The AI asks QuoteWerks' built-in assistant in plain language and returns the answer. You can ask follow-up questions in the same thread.
“Which items are on quote 1024?”
It finds the quote in the documents table and lists its document items.
“Run our monthly sales report.”
It runs the saved Management Report you point to and returns the results.

What your AI can do

Quotes, items and contacts

List, search and read rows in QuoteWerks tables such as documents, document items and contacts, with filters, sorting and related records.

Reports and questions

Run saved Management Reports and ask QuoteWerks' built-in assistant questions in plain language.

Fields and new records

Read a table's columns and distinct values, and create new rows when your API key allows write access.

“Which quote statuses and sales reps do we use?”
It lists the distinct values of the status and sales rep columns.
“Find the contact for Nordic Foods and show their details.”
It searches the contacts table and reads the matching row.
“Add a new contact, Jane Miller at Acme.”
It checks the contact table's fields first, then creates the row. This needs an API key with write access.

10 tools for QuoteWerks

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

add_rowChanges dataAdd a new row to a table (`table_name`) with the field values in `body`. Check the table's fields first.
ask_assistantChanges dataAsk QuoteWerks' built-in assistant a plain-language question (`message`), e.g. 'open quotes over 10,000 this month'. Pass `history` from the previous answer to continue.
get_current_userGet the QuoteWerks Web user and account you are connected as.
get_rowGet one row of a table by `table_name` and `item_id`, e.g. a single quote or contact.
get_table_fieldsGet the columns of a table (`table_name`). Use before searching or adding rows so you use the correct field names.
list_column_valuesList the distinct values used in one column (`table_name`, `column_name`), e.g. all quote statuses or sales reps.
list_rowsList rows of a table (`table_name`), e.g. quotes or contacts, with optional `sort` and filter, one page at a time.
list_tablesList the QuoteWerks data tables you can read, such as documents (quotes), document items and contacts. Start here to find the right `table_name`.
run_reportChanges dataRun a saved QuoteWerks Management Report by `report_rec_guid` and return its results, with optional parameters in `body`.
search_rowsChanges dataSearch rows of a table (`table_name`) with a `filter`, optional `sort`, `fields`, related records via `include`, and `page`. Use to find quotes, items or contacts.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose QuoteWerks from the app list.
2
Paste your key
Paste a QuoteWerks Web API key. This works with QuoteWerks Web, not Desktop. In QuoteWerks Web go to the API settings under Setup > Options, click New, enter a description and click OK, then click the new key in the list to copy it. Tick Allow write access if the AI should create or change records.
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 QuoteWerks?

It can list the tables you can read, look up their fields and distinct values, and list, search and read rows such as quotes, document items and contacts. It can run saved Management Reports, ask QuoteWerks' built-in assistant, and create new rows if your key has write access.

Does the AI see my QuoteWerks API key?

No. Your QuoteWerks API key is encrypted at rest and never shown to the AI. After you save it, it is 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. Creating rows can require your approval before it runs, and you can leave write access off on the key itself. 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 QuoteWerks Web account.

Does it work with QuoteWerks Desktop?

No. The connection uses the QuoteWerks Web REST API, so you need QuoteWerks Web and an API key created in the API settings under Setup > Options.