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Kaseya Quote Manager Server

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

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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

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

from github.com/wyre-technology/kaseya-quote-manager-mcp

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-mcp

FAQ

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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