DealDesk

Plugin dealdesk from marketplace agenthouse in agenthouse-org/dealdesk-plugin. Commands read from the repo's manifest — 1 month ago.

Skills (14)

• dealdesk-craft-quote

  Guide the user to craft an excellent classic DealDesk quote. Use when they want a new classic quote draft, to clone a past quote, or to refine line items — not only portfolio-evaluated pricing.

• dealdesk-create-card

  Create or update a DealDesk desk card (title, stage, description, owner, priority, company/contact, deal estimates, quote value override). Use when the user wants a new card, a stage/owner change, estimates, or directory links. Never delete a card.

• dealdesk-directory-activity

  Read commercial summaries and add or patch notes on a DealDesk company or contact. Use for pipeline context on a customer, not for email logs.

• dealdesk-evaluate-configuration

  Run a side-effect free DealDesk CPQ evaluation against the portfolio. Use when the user wants totals, blockers, or a rule trace without creating a quote.

• dealdesk-export-analysis

  Export DealDesk data for offline analysis with the bounded Deal Intelligence export. Use instead of paging through large card or quote lists.

• dealdesk-find-or-create-customer

  Search the DealDesk customer directory and create a company or contact only when no match exists. Use for company or contact lookup.

• dealdesk-help

  Explain DealDesk capabilities, slash commands, and hard limits. Use when the user asks for help or what they can do with the plugin. Call dealdesk.list_skills before answering when MCP is available.

• dealdesk-log-card-activity

  Add internal notes or log email and other status updates on a DealDesk card timeline. Use for inbound or outbound email, comments, tasks, calls, and meetings. Never store email as a card note.

• dealdesk-manage-cases

  List, create, and update DealDesk cases. Use for local sales/request cases. Not Salesforce Opportunity search. Do not use create_case to set estimates on an existing desk card — use patch_card instead.

• dealdesk-manage-orders

  Work with DealDesk orders. Discover domain orders first, then list/get/create from quote/patch. Never delete orders through MCP.

• dealdesk-portfolio-browse

  Browse portfolio articles and revisions. Discover domain portfolio first.

• dealdesk-publish-portfolio

  Preview a DealDesk portfolio publish and confirm only when blockers are clear. Use when the user asks to publish the portfolio. Never publish without confirm=true.

• dealdesk-quote-from-portfolio

  Evaluate a configuration and create a DealDesk quote from the published portfolio. Use when the user wants a quote, not a price invented in chat.

• dealdesk-share-quote

  Inspect DealDesk quote status and create or update customer share links. Use when the user asks for a quote link, share URL, rich experience link, or quote acceptance status.

Slash commands (11)

• /dealdesk:dealdesk-craft-quote

  Craft or refine a classic DealDesk quote — clone a past quote, draft fresh, or use portfolio-evaluated pricing when asked.

• /dealdesk:dealdesk-create-card

  Create or update a DealDesk desk card. Soft-close with a stage change. Never delete.

• /dealdesk:dealdesk-directory-activity

  Read a company or contact commercial summary and add or patch structured directory notes.

• /dealdesk:dealdesk-evaluate-configuration

  Evaluate a DealDesk configuration without creating a quote.

• /dealdesk:dealdesk-export-analysis

  Export DealDesk data for analysis. Do not page through unbounded lists.

• /dealdesk:dealdesk-find-or-create-customer

  Find a DealDesk company or contact, and create one only when no match exists.

• /dealdesk:dealdesk-help

  Explain what DealDesk can do in this host. Use when the user asks for help, capabilities, available commands, or how to use the DealDesk plugin.

• /dealdesk:dealdesk-log-card-activity

  Log inbound or outbound email on a DealDesk card timeline. Never store email as a card note.

• /dealdesk:dealdesk-publish-portfolio

  Preview a DealDesk portfolio publish, then confirm only when blockers are clear.

• /dealdesk:dealdesk-quote-from-portfolio

  Create a DealDesk quote from the published portfolio after a side-effect free evaluation.

• /dealdesk:dealdesk-share-quote

  Get a DealDesk quote status or customer share links (classic and rich experience). Soft-close with isOpen=false.

MCP servers (1)

• dealdesk

  connects to: https://api.agenthouse.org/mcp/dealdesk

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