API USE CASE

Structured catalog navigation

Your agent can walk categories or the category tree so humans and agents browse the portfolio the same way your CPQ is organized.

Book a demo Back to API & Agents

How you set it up

Read/brief walkthrough

What you can do today. Have Claude navigate category structure in Salesbuildr and brief you before catalog 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-key header on your tenant’s /public-api base.
Endpoint families for this scenario. This scenario uses category and category/tree reads so browsing matches how your CPQ organizes the portfolio. Paths: GET /category, GET /category/tree.
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 navigating category structure in Salesbuildr and briefing you before catalog 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 example

Illustrative session, fictional Acme MSP sample data only. Your agent talks to Salesbuildr over the Public API.

Agent ↔ Salesbuildr Example session

YouShow me how our catalog is organized under Security, use the category tree.

AgentI can read categories with GET /category or walk GET /category/tree so we navigate the same structure your CPQ uses.

SalesbuildrSample path: Security → Endpoint → MDR; also Security → Backup → SaaS Protection (Datto SaaS Protection DATTO-SAAS-25 lives here). Structure only, no full product dump.

GET /categoryGET /category/tree

AgentAcme need: SaaS backup under Security, Datto SaaS Protection lives on the Backup path.

Paste-ready where-to-find note:

---
Where to find · Datto SaaS Protection (Acme MSP)
Need: SaaS backup / Microsoft 365 protection for ~40 seats
Catalog path: Security → Backup → SaaS Protection
SKU: DATTO-SAAS-25 · Datto SaaS Protection
Also nearby: Security → Endpoint → MDR · Security → Identity → Microsoft 365

Open CPQ on that path; do not dump the full catalog into the thread.
---

Human review before quoting from a path, confirm the SKU is listed on the active book.

Try this prompt

Paste into Claude (or another HTTP-capable agent) after you wire the Salesbuildr Public API. Uses GET /category and GET /category/tree. Fictional placeholders only.

You are browsing our CPQ the same way humans do, using Salesbuildr Public API reads only.

Task: Walk categories via GET /category and/or GET /category/tree on my tenant /public-api (api-key header). Orient a path for fictional "Acme MSP" / [COMPANY] needs.

Summarize the catalog navigation path (roots → children). Do not change categories. Summarize for me; don't send anything externally.

How to try this with Claude →

See this with your stack

Book a short demo, explore how your agent of choice could work with Salesbuildr for this use case.

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Structured catalog navigation

How you set it up

What that looks like

Try this prompt

Related use cases

Sellable portfolio

On-brand building blocks

Prospecting → account context

See this with your stack