B2 Portal turns customer emails, notes, transcripts, and attachments into review-ready CoreBridge V2 RFQs. Search authorized customers and QuickProducts, resolve draft decisions, apply explicit custom-line pricing, and push the exact current RFQ to CoreBridge only after presenting the final summary and receiving explicit operator approval. After a successful push, open the returned CoreBridge estimate and exact B2 Portal review page.
How to use
- 1Add it in ChatGPT
Open B2 Portal in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick B2 Portal, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Skills 1
- b2portal
Prepare, inspect, amend, and push operator-approved tenant-scoped B2 Portal RFQs through the hosted MCP server. Use for intake from notes or original email, attachments, customer and contact resolution, CoreBridge V2 catalog and QuickProduct work, custom-line pricing, commercial-document review, exact review links, and operator-approved CoreBridge handoff.
Things to ask
- “Turn this customer request into a B2 Portal RFQ and return the review link.”
- “Review this RFQ, resolve every blocker, and tell me what still needs my decision.”
- “Prepare this RFQ, summarize the final CoreBridge send, and ask me before pushing it.”