Productivity
B2 Portal
by B2 Portal
Overview
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 an RFQ intake; resolve unambiguous customer and line-item decisions; apply explicit custom-line pricing; and return the exact signed-in B2 Portal review page. Every connection is scoped to the signed-in user’s B2 Portal organization, membership role, OAuth scopes, and authorized CoreBridge locations. Claude can prepare and edit the B2 Portal RFQ draft, but it cannot push an RFQ to CoreBridge. A signed-in operator performs final review and controls the CoreBridge push from B2 Portal.
