Case studies

What clients are doing with it

Five real projects on the API platform, anonymised. "Live" is in production today; "In progress" is being built now.

All case studies

Live

Automation partner, no database credentials

A technology reseller's integration partner needed order and quote data out of QuoteWerks to drive automation, and asked for SQL access. Instead, CloudTop exposed four read-only views — documents, line items, customers, products — behind a per-client key. 83,000 documents queryable in minutes, nothing in QuoteWerks changed, no port opened.

Owner: the partner delivers without a security conversation.
Manager: quotes and orders flow into the tools the team already uses.
IT: a key you can rotate, not a login you can't.

Live

The owner asks the pipeline a question from his phone

A hosting company's CEO wanted to know "how many open quotes do we have and what are they worth?" without opening QuoteWerks. His QuoteWerks data was connected to Claude in two minutes via MCP; he now asks in plain English and gets live numbers. Read-only by construction — the AI is offered no write tools at all.

Owner: answers, not reports.
Manager: "which quotes expire this month?" is a sentence, not a spreadsheet.
IT: nothing installed, nothing to patch.

Live

Power BI without an open SQL port

Finance teams usually report in Power BI from QuoteWerks by opening a SQL port to an office IP — a hole in the firewall someone has to maintain. On the API platform, Power BI reads HTTPS endpoints with a key instead. Same dashboards, firewall closed.

Owner: audit question answered.
Manager: reports keep working.
IT: one less exception to defend.

In progress

Quotes into Monday.com, CRM stays on QuoteWerks

A sales team runs its pipeline in Monday.com but quotes in QuoteWerks Desktop. Rather than migrating to a web edition, CloudTop builds a sync from QuoteWerks to Monday boards on the API.

Owner: no licence change.
Manager: one board, always current.
IT: no new product to support.

In progress

Replacing a retiring Salesforce login

A company's QuoteWerks–Salesforce link was built on a login method Salesforce is retiring. The API becomes the QuoteWerks side of the new link, with scoped writes approved field by field.

Owner: no scramble at the deadline.
Manager: nothing changes on screen.
IT: modern auth, documented surface.

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