Sellable portfolio
Your agent can search the product catalog so recommendations stay inside what you actually sell, price/cost/markup, manufacturer/MPN, categories, bundles.
How you set it up
Read/brief walkthrough- What you can do today. Have Claude search the sellable product catalog in Salesbuildr and brief you before recommendations go further, bring your own agent in your Azure / tenant so Salesbuildr does not need blanket access to mail, Teams, or calendar.
- Salesbuildr Public API access. Issue scoped credentials and authenticate with the
api-keyheader on your tenant’s/public-apibase. - Endpoint families for this scenario. This scenario uses product reads so agent recommendations stay inside your listed, sellable catalog. Paths:
GET /product. - Keep humans in the loop for decisions. Catalog navigation informs recommendations; commercial decisions stay with your team.
What you can do today
This example shows Claude looking up sellable products in the Salesbuildr catalog and briefing you before recommendations go further.
What the API can do
Salesbuildr’s Public API also lets you create and update records, and soft-delete (unlist) where supported, details in the API reference / Public API help.
Writing through Claude
Step-by-step Claude recipes for creating quotes or moving deals aren’t published here yet. Ask on a demo if you want that path. A person should still review before anything reaches a customer.
What that looks like
Live exampleIllustrative session, fictional Acme MSP sample data only. Your agent talks to Salesbuildr over the Public API.
Try this prompt
Paste into Claude (or another HTTP-capable agent) after you wire the Salesbuildr Public API. Uses GET /product. Fictional placeholders only.
See this with your stack
Book a short demo, explore how your agent of choice could work with Salesbuildr for this use case.