agenthouse-org/dealdesk
DealDesk skills and MCP tools for desk cards, email logs, quotes, customers, and portfolio publish.
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.
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.
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.
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.
Export DealDesk data for offline analysis with the bounded Deal Intelligence export. Use instead of paging through large card or quote lists.
Search the DealDesk customer directory and create a company or contact only when no match exists. Use for company or contact lookup.
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.
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.
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.
Work with DealDesk orders. Discover domain orders first, then list/get/create from quote/patch. Never delete orders through MCP.
Browse portfolio articles and revisions. Discover domain portfolio first.
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.
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.
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.