Kaseya Quote Manager Server
FreeNot checkedRead-only MCP server providing AI assistants with access to Kaseya Quote Manager entities including quotes, sales orders, procurement, catalog, and CRM data via
About
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.
README
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:
- Download
kaseya-quote-manager-mcp.mcpbfrom the latest release - Open the file (double-click or drag into Claude Desktop)
- 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_statusdiscovery tools. - Decision-tree navigation — call
kqm_navigateto 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
Installing Kaseya Quote Manager Server
This server has no published package — it is built from source. Open the repository and follow its README.
▸ github.com/wyre-technology/kaseya-quote-manager-mcpFAQ
Is Kaseya Quote Manager Server MCP free?
Yes, Kaseya Quote Manager Server MCP is free — one-click install via Unyly at no cost.
Does Kaseya Quote Manager Server need an API key?
No, Kaseya Quote Manager Server runs without API keys or environment variables.
Is Kaseya Quote Manager Server hosted or self-hosted?
A hosted option is available: Unyly runs the server in the cloud, no local setup required.
How do I install Kaseya Quote Manager Server in Claude Desktop, Claude Code or Cursor?
Open Kaseya Quote Manager Server on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.
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