B2 Portal

Turn customer requests into review-ready RFQs

B2 Portal turns customer emails, call notes, transcripts, and attachments into review-ready CoreBridge V2 RFQs. Your AI 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.

What you can ask

Turn this customer request into a B2 Portal RFQ and return the review link.
Example path → ·

MCP connector

Server URL: https://api.b2portal.com/mcp
Login: OAuth

Tools

Reads data11

Changes data3

Deletes or can't be undone2

Skills

1 in the ChatGPT listing