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B2 Portal

Claude connectorCommunity

Turn customer requests into review-ready RFQs

View in Claude directory

B2 Portal turns customer emails, call notes, transcripts, and attachments into review-ready CoreBridge V2 RFQs. Claude can search authorized CoreBridge accounts, contacts, and synchronized QuickProducts; create and triage RFQ drafts; apply explicit custom-line pricing; and push an exact current RFQ to CoreBridge only after presenting the final customer, lines, prices, exclusions, and destination and receiving explicit operator approval. Every connection is scoped to the signed-in user's B2 Portal organization, role, OAuth permissions, and authorized CoreBridge locations. Push requires a separate permission and fails closed on unresolved review state, stale versions, or missing authorization. After success, Claude returns the CoreBridge estimate number, direct CoreBridge link, and exact B2 Portal review page. CoreBridge remains authoritative for configured tax and the final estimate total.

Tools
16

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#4863of 8,95338places down24h470places down7d
#3,013#3,518#4,023#4,528Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank by trending score

—not ranked—24h—7d
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Popularity score

4,585+6124h+617d
3,7303,9644,1984,432Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

——24h—7d
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In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Productivity2,608th of 4,952 by popularity · not ranked by trending score
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All 5,028 Productivity connectors

Sales and marketing1,178th of 2,043 by popularity · not ranked by trending score
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All 2,080 Sales and marketing connectors

Also on other marketplaces

Tools

  • apply_rfq_draft_actions
  • create_rfq_from_notes
  • get_intake_context
  • get_rfq_customer_resolution
  • get_rfq_intake_status
  • get_rfq_review_context
  • get_rfq_triage_context
  • get_v2_quickproduct
  • list_v2_quickproducts
  • prepare_email_forwarding
  • prepare_rfq_attachment_upload
  • push_rfq_to_corebridge
  • search_accounts
  • search_contacts
  • search_rfq_line_quickproducts
  • search_v2_catalog
Categories
Made by
B2 Portal · Website
Sign-in
Required
Connector URL
https://api.b2portal.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Acts on
Contacts & leads
Department
Sales
Added
August 26, 2026
More info
Sponsorship
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