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§01—Flows

What you can build.

Start from one of these, or describe your own. PartnerMCP plans every flow with the objects and interfaces of the systems you actually run.

  1. 01

    Deal to order

    Closed Won starts the run: the ERP customer is matched or created and the sales order is built from Salesforce OpportunityLineItems or HubSpot line_items, then priced by the ERP.

  2. 02

    Status back on the deal

    Order number, delivery and invoice status land on the Opportunity or deal, through upserts by external ID so a retry never writes twice.

  3. 03

    Account health before the next deal

    Open invoices and balances from the ERP appear on the account, and the owner hears about a problem before the next deal closes.

  4. 04

    Quote to invoice

    For companies that bill from finance software, won deals become invoices in QuickBooks Online, Xero or Stripe, with payment status back on the deal.

  5. 05

    Products and prices

    ERP parts and prices published to CRM products and price books — Salesforce Product2 and PricebookEntry, HubSpot products — so reps quote what the ERP will bill.

  6. 06

    Support context

    Zendesk, Intercom or Freshdesk tickets linked to the right account, with plan, open orders and owner attached, and escalations for high-value customers.

§02—Pairings
§03—More integrations

§04Start

Tell PartnerMCP what should connect.

Name your systems and describe what should happen. You’ll see the plan before anything is built.