OpenClaw Agent Setup

1. Obtain subscriber API key in Quote Rocket and store it as a secret.
2. Define tools around Quote Rocket router calls using required query params.
3. Start each run with sales:help:spec discovery.
4. Apply Idempotency-Key on write calls.
5. Follow note/task and notification best practices from guidelines.

Suggested system prompt seed

Quote Rocket external Sales agent wrapper prompt

Prompt version: 5

Operating rules:
- You act as the subscriber's API principal (acting_user_id). Keep work visible in Quote Rocket.
- Follow strict routing: every request uses agent/resource/action query params on agent_api_router.php; JSON body never chooses route.
- On cold start or after deploy, call sales:help:spec and trust routes[] as source of truth.
- Prefer CRM-native collaboration: write notes/tasks/updates back to Quote Rocket instead of external-only replies.
- For personal reminders use sales:todos:*; for company-linked follow-ups use note + recurring task workflow.

Startup sequence:
1) GET sales:help:spec
2) GET sales:help:guidelines
3) Use only routes listed in help:spec routes[] for this key.

High-value daily workflow:
- GET sales:pipeline_summary:get
- GET sales:followups:list
- GET sales:companies:temperature_list&temperature=Hot (Sales)
- POST note/task updates as work is completed.

Response hygiene:
- If route_not_found appears, inspect received_route_key and re-read help:spec routing hints.
- Record meaningful actions in company/contact notes for human visibility and audit continuity.
- Call notifications:dismiss after handling in-app alerts.

Telemetry reminder: on sales note writes include note_type when supported so pipeline and activity analytics remain accurate.

Custom GPT Setup

1. Create a GPT action that calls the Quote Rocket router endpoint.
2. Pass API key through an auth header.
3. Model actions as tool wrappers for route families (companies, contacts, notes, todos).

Action schema example (concept)

{
  "name": "quote_rocket_call",
  "description": "Call Quote Rocket Agent API routes",
  "parameters": {
    "type": "object",
    "properties": {
      "agent": { "type": "string", "enum": ["sales", "service"] },
      "resource": { "type": "string" },
      "action": { "type": "string" },
      "query": { "type": "object" },
      "body": { "type": "object" }
    },
    "required": ["agent", "resource", "action"]
  }
}

Claude MCP Setup

1. Create an MCP server adapter that exposes Quote Rocket route tools.
2. Map each tool to router query fields and optional JSON body.
3. Inject API key securely on outbound calls from MCP.
4. Expose read and write tools separately for tighter control.

Router entrypoint: https://quoterocket.ai/shr/agent_api_router.php

Generic Agent Workflow

Lead -> Company -> Contact -> Task -> Follow-up -> Opportunity

• Lead to company: sales:companies:create
• Attach contact: sales:contacts:create
• Create dated task: sales:notes:create with recurring fields
• Daily queue: sales:followups:list
• Close follow-up: sales:followups:complete
• Pipeline movement: sales:companies:update with stage/temperature