Kaseya Quote Manager MCP Server

Kaseya Quote Manager MCP Server

Read-only MCP server providing AI assistants with access to Kaseya Quote Manager entities including quotes, sales orders, procurement, catalog, and CRM data via 39 tools.

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Kaseya Quote Manager MCP Server

Build Status License Node.js

A Model Context Protocol (MCP) server that gives AI assistants read-only access to Kaseya Quote Manager (Datto Commerce) — quotes, sales orders, purchasing, the product catalog, and customers.

Maintained by Wyre Technology.

Quick Start

Claude Desktop — download, open, done:

  1. Download kaseya-quote-manager-mcp.mcpb from the latest release
  2. Open the file (double-click or drag into Claude Desktop)
  3. Enter your Kaseya Quote Manager API Key when prompted

Claude Code (CLI):

claude mcp add kaseya-quote-manager-mcp \
  -e KASEYA_QUOTE_MANAGER_API_KEY=your-api-key \
  -- npx -y github:wyre-technology/kaseya-quote-manager-mcp

Authentication

Quote Manager authenticates with a single API key sent in the apiKey header. Generate one in Quote Manager under Settings → API. Set it as KASEYA_QUOTE_MANAGER_API_KEY.

Features

  • Read-only by design — the Quote Manager API exposes only list/get; no tool can mutate your data.
  • 39 entity tools across 5 domains, plus kqm_navigate / kqm_status discovery tools.
  • Decision-tree navigation — call kqm_navigate to explore a domain's tools.
  • Rate limiting — respects the API's 60 req/min limit, with retry on 429/5xx.
  • Dual transport — stdio (local) and HTTP Streamable (gateway/Docker).
  • MCPB packaging for one-click Claude Desktop install.

Domains & tools

Tools are named kqm_<entity>_list and kqm_<entity>_get.

Domain Entities
sales quote, quote_section, quote_line, sales_order, sales_order_line, sales_order_payment
procurement purchase_order, purchase_order_line, purchase_order_cost, supplier, product_supplier
catalog product, product_image (list only), category, brand
crm customer, customer_address, contact
org employee, warehouse

list tools accept page, pageSize (max 100), and modifiedAfter where supported, plus entity-specific filters (e.g. quoteNumber, customerID, purchaseOrderID).

Usage example

kqm_navigate { "domain": "sales" }
kqm_quote_list { "page": 1, "pageSize": 50 }
kqm_quote_get { "id": 12345 }
kqm_quote_section_list { "quoteID": 12345 }

Docker

docker build -t kaseya-quote-manager-mcp .
docker run --rm -p 8080:8080 \
  -e MCP_TRANSPORT=http \
  -e KASEYA_QUOTE_MANAGER_API_KEY=your-api-key \
  kaseya-quote-manager-mcp
# Health: curl localhost:8080/health

In the WYRE MCP Gateway the image runs with AUTH_MODE=gateway; the gateway injects the key as the x-kaseya-quote-manager-api-key header per request.

Development

npm install
npm run build
npm test
npm run lint

License

Apache-2.0 © WYRE Technology

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