connectwise-sell-mcp 0.1.0

ConnectWise Sell (Quosal) MCP server — 12 tools for quotes, line items, templates, and recurring revenue

ConnectWise Sell MCP Server

FastMCP HTTP server wrapping the ConnectWise Sell (Quosal) REST API. 12 tools covering Quotes, Line Items, Tabs, Customers, Terms, Templates, Recurring Revenue, and Tax Codes.

Note: Quotes cannot be created from scratch via the Sell API — new quotes must be copied from an existing quote or template. Use get_templates to browse templates, then copy_quote to create.

Installation

Via uvx (recommended — no clone, no venv):

uvx connectwise-sell-mcp

Set credentials via environment variables or a .env file in your working directory.

Via pip:

pip install connectwise-sell-mcp
connectwise-sell-mcp

From source:

git clone https://github.com/Mfrostbutter/connectwise-sell-mcp
cd connectwise-sell-mcp
cp .env.example .env
# fill in your SELL_* credentials
python3 -m venv venv && source venv/bin/activate
pip install -r requirements.txt
python3 server.py
# verify: curl http://localhost:8086/health

Transport modes

Mode	How to set	Best for
http (default)	MCP_TRANSPORT=http	Persistent server shared across sessions or team members
stdio	MCP_TRANSPORT=stdio	Cursor, VS Code, Zed, Continue, or any stdio-based MCP client

In stdio mode the server is spawned per-session by the client — no port, no persistent process.

Environment variables

Variable	Required	Default	Notes
SELL_ACCESS_KEY	Yes	—	Found in the Sell URL parameters when logged in
SELL_USERNAME	Yes	—	Sell API username (must be an API user)
SELL_PASSWORD	Yes	—	Sell API password
SELL_BASE_URL	No	https://sellapi.quosalsell.com	Override if your instance uses a different host
MCP_AUTH_TOKEN	No	—	Bearer token for MCP client auth; omit to run without auth
SELL_MCP_PORT	No	8086	HTTP listen port

How to find your access key

Log into ConnectWise Sell and look at the URL — it will contain a parameter like accessKey=XXXXXXXX. That value is your SELL_ACCESS_KEY.

Authentication

The Sell API uses HTTP Basic auth with a compound credential:

Authorization: basic base64(accessKey+username:password)

The server constructs this automatically from your env vars.

Tools (12)

Quotes (5): list_quotes, get_quote, get_quote_versions, copy_quote, update_quote

Quote detail (4): get_quote_items, get_quote_tabs, get_quote_customers, get_quote_terms

Reference (3): get_templates, get_recurring_revenues, get_tax_codes

Client configuration

HTTP mode — Claude Desktop, Claude Code (server runs persistently):

claude_desktop_config.json / .claude/settings.json:

{
  "mcpServers": {
    "connectwise-sell": {
      "type": "http",
      "url": "http://localhost:8086/mcp",
      "headers": { "Authorization": "Bearer your_token_here" }
    }
  }
}

stdio mode — Cursor, VS Code, Zed, Continue, or any stdio client (server spawned per-session):

{
  "mcpServers": {
    "connectwise-sell": {
      "command": "uvx",
      "args": ["connectwise-sell-mcp"],
      "env": {
        "SELL_ACCESS_KEY": "your_access_key",
        "SELL_USERNAME": "your_api_username",
        "SELL_PASSWORD": "your_password",
        "MCP_TRANSPORT": "stdio"
      }
    }
  }
}

Running as a service

[Unit]
Description=ConnectWise Sell MCP
After=network.target

[Service]
User=mcp
WorkingDirectory=/opt/connectwise-sell-mcp
EnvironmentFile=/opt/connectwise-sell-mcp/.env
ExecStart=/opt/connectwise-sell-mcp/venv/bin/python3 server.py
Restart=always

[Install]
WantedBy=multi-user.target

Related

• connectwise-mcp — ConnectWise Manage MCP server (tickets, agreements, companies, time, finance)

License

MIT