ConnectWise CPQ AI Tools
AI-generatedSummary
Expose selected ConnectWise CPQ operations as tools for an AI agent, with write operations (create, update, delete, replace, copy, deleteVersion, closeAs*) disabled by default. Write operations require enabling 'Allow Write Operations'. The agent can call only the operations selected in the node's configuration, using their operation-specific parameters. Results returned from the vendor are wrapped with special untrusted markers around free-text fields to prevent treating them as executable instructions. If the vendor result payload exceeds 262,144 bytes, the node returns a specific error suggesting to narrow the scope instead of truncating data.
Inputs
- Operations Names or IDs (required) — Select the ConnectWise CPQ operations to expose to the AI agent. You may choose multiple operations by name or supply their IDs with an expression.
- Allow Write Operations — Enable mutating operations such as create, update, delete, replace, copy, delete version, and close-as actions. Defaults to false for read-only access. When disabled, write operations are blocked from the AI agent.
Output shape
A single AI tool provider output for the configured operations.
The output is a single AI tool provider result representing the executed operation. Returned data fields vary by operation. Free-text fields like names, notes, descriptions, terms, and reasons in the results are wrapped with ⟦UNTRUSTED⟧ markers to indicate untrusted textual content. IDs, dates, and numbers are unmarked. If the operation's JSON result exceeds 262,144 bytes, an error is returned indicating the limit was exceeded and suggesting to reduce the number of records, filter fields, or narrow conditions. The node includes layered error handling that wraps vendor errors and highlights permission issues, missing parameters, validation errors, and payload size constraints.