salesbuildr-mcp

salesbuildr-mcp

An MCP server for the Salesbuildr platform, providing tools to manage quotes, products, and sales operations through Salesbuildr's API.

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README

SalesBuildr MCP Server

A Model Context Protocol (MCP) server for integrating with the SalesBuildr quoting and sales platform. Built with a decision-tree architecture to expose domain-specific tools without overwhelming the LLM.

Architecture

The server uses a decision tree pattern:

  1. At root, only salesbuildr_navigate is exposed
  2. User selects a domain (companies, contacts, products, opportunities, quotes)
  3. Domain-specific tools become available along with salesbuildr_back
  4. Tool calls route to domain handlers that interact with the SalesBuildr API

Domains

Domain Tools Description
companies 5 Company/account management (list, get, create, update, delete)
contacts 5 Contact management (list, get, create, update, delete)
products 2 Product catalog (list, get)
opportunities 4 Sales pipeline (list, get, create, update)
quotes 3 Quote management with line items (list, get, create)

One-Click Deployment

Deploy to DO

Deploy to Cloudflare Workers

Installation

npm install @wyre-technology/salesbuildr-mcp

Configuration

Environment Variables

Variable Required Default Description
SALESBUILDR_API_KEY Yes (env mode) - Your SalesBuildr API key
SALESBUILDR_BASE_URL No Library default Tenant-specific base URL (e.g. https://mytenant.salesbuildr.com)
MCP_TRANSPORT No stdio Transport type: stdio or http
MCP_HTTP_PORT No 8080 HTTP server port
MCP_HTTP_HOST No 0.0.0.0 HTTP server host
AUTH_MODE No env Authentication mode: env or gateway

Stdio Mode (Claude Desktop)

Add to your Claude Desktop config (claude_desktop_config.json):

{
  "mcpServers": {
    "salesbuildr": {
      "command": "npx",
      "args": ["@wyre-technology/salesbuildr-mcp"],
      "env": {
        "SALESBUILDR_API_KEY": "your-api-key"
      }
    }
  }
}

HTTP Mode (Gateway)

MCP_TRANSPORT=http AUTH_MODE=gateway node dist/index.js

In gateway mode, pass credentials via request headers:

X-Salesbuildr-API-Key: your-api-key

Docker

docker run -d \
  -p 8080:8080 \
  -e SALESBUILDR_API_KEY=your-api-key \
  ghcr.io/wyre-technology/salesbuildr-mcp:latest

Development

# Install dependencies
npm install

# Run tests
npm test

# Type check
npm run typecheck

# Build
npm run build

# Run locally (stdio)
SALESBUILDR_API_KEY=your-key npm start

# Run locally (HTTP)
MCP_TRANSPORT=http SALESBUILDR_API_KEY=your-key npm start

License

Apache-2.0

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