Integration with Claude
The Conga CPQ Model Context Protocol (MCP) integration with Claude brings AI-powered configure, price, and quote capabilities directly into the quoting process. By connecting Claude's large language model (LLM) with Conga CPQ, users can interact with quotes using natural language prompts and perform key quote lifecycle actions without navigating through multiple application screens.
Using Claude, users can create quotes, add and configure products, reprice line items, apply discounts, generate proposal documents, send quotes for approval, and finalize accepted quotes. The integration combines Claude's conversational experience with Conga CPQ's configuration and pricing capabilities to provide a streamlined and efficient workflow throughout the quote lifecycle.
This topic describes the configuration and usage of the Conga CPQ MCP integration with Claude. It includes administrator tasks required to install and configure the integration, such as deploying the CPQ AI Library package, importing skill files, and connecting Claude to Salesforce.
