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Kaseya Quote Manager MCP Server

Kaseya Quote Manager MCP Server

An MCP server for the Kaseya Quote Manager API (v1), the quoting and procurement tool MSPs use to quote, sell and order hardware, software and services. It lets an AI agent read quotes with their sections and lines, sales orders with lines and payments, purchase orders with lines and costs, suppliers, the product catalog, and customers with their contacts and addresses. The API is read-only, so every tool is too.

  • Transport: MCP Streamable HTTP at POST /mcp, health probe at GET /health

  • Stateless and multi-tenant: credentials arrive on every request as HTTP headers and are never stored; every tool is listed from the first tools/list

  • Also provides three MCP prompts: quote-pipeline-review, quote-detail (quote_number), purchasing-summary

  • Python 3.12, uv, FastMCP, httpx

  • License: Apache-2.0, Copyright 2026 MSPbots.ai

Authentication headers

Header

Required

Type

Default

Allowed values

Description

Example

X-Kaseya-Quote-Manager-Api-Key

Yes

string

none

-

Kaseya Quote Manager API key

your-api-key

Where to get it: in Kaseya Quote Manager open My account (profile icon) > Developer API.

How the key is sent: every call goes to https://api.kaseyaquotemanager.com/v1/... with the key in the apiKey request header (never in the URL, so it stays out of access logs).

A request to /mcp without the header gets HTTP 401.

Related MCP server: CyberQP MCP Server

Tools

All tools return a JSON string. Lists take page (from 1) and pageSize (max 100) and return {count, page, has_more, next_page}; most also take modifiedAfter (ISO date-time) to return only records changed since then. Every _get tool takes id.

Area

Tools

Overview

kqm_navigate (domain: sales, procurement, catalog, crm, org), kqm_status

Sales

kqm_quote_list (quoteNumber), kqm_quote_get, kqm_quote_section_list (quoteID), kqm_quote_section_get, kqm_quote_line_list (quoteSectionID), kqm_quote_line_get, kqm_sales_order_list (orderNumber), kqm_sales_order_get, kqm_sales_order_line_list (salesOrderID), kqm_sales_order_line_get, kqm_sales_order_payment_list (salesOrderID), kqm_sales_order_payment_get

Procurement

kqm_purchase_order_list (orderNumber), kqm_purchase_order_get, kqm_purchase_order_line_list (purchaseOrderID), kqm_purchase_order_line_get, kqm_purchase_order_cost_list (purchaseOrderID), kqm_purchase_order_cost_get, kqm_supplier_list, kqm_supplier_get, kqm_product_supplier_list (productID), kqm_product_supplier_get

Catalog

kqm_product_list (manufacturerPartNumber), kqm_product_get, kqm_product_image_list (productID), kqm_category_list, kqm_category_get, kqm_brand_list, kqm_brand_get

CRM

kqm_customer_list, kqm_customer_get, kqm_customer_address_list (customerID), kqm_customer_address_get, kqm_contact_list (customerID), kqm_contact_get

Organisation

kqm_employee_list, kqm_employee_get, kqm_warehouse_list, kqm_warehouse_get

Errors come back as a JSON envelope instead of an exception:

{"error": {"code": "unauthorized", "message": "Kaseya Quote Manager returned HTTP 401 for quote", "retryable": false}}

code is one of not_configured, unauthorized, not_found, invalid_argument, rate_limited, upstream_error. Requests are retried with backoff on 429, 5xx and network errors. Kaseya Quote Manager allows 60 calls per minute and 20,000 per day.

Run locally

uv sync
uv run python -m kaseya_quote_manager_mcp          # listens on 0.0.0.0:8080

or with Docker:

docker build --platform linux/amd64 -t kaseya-quote-manager-mcp:dev .
docker run --rm -p 8080:8080 kaseya-quote-manager-mcp:dev

Configuration (environment variables, all optional): MCP_HTTP_HOST (default 0.0.0.0), MCP_HTTP_PORT (default 8080), LOG_LEVEL (default INFO). Credentials are never read from the environment.

Testing example

# list tools
curl -s http://localhost:8080/mcp \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -H "X-Kaseya-Quote-Manager-Api-Key: your-api-key" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/list","params":{}}'

# quotes changed this month
curl -s http://localhost:8080/mcp \
  -H "Content-Type: application/json" \
  -H "Accept: application/json, text/event-stream" \
  -H "X-Kaseya-Quote-Manager-Api-Key: your-api-key" \
  -d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"kqm_quote_list","arguments":{"modifiedAfter":"2026-10-01T00:00:00Z"}}}'

Unit tests (no network access needed):

uv run pytest

Delivery notes

  • Tool count (41) and prompts (3). Kept as is because the names are an existing contract; the parameters of every tool match the earlier version and the official API exactly.

  • API source. The official OpenAPI document is published at https://api.kaseyaquotemanager.com/docs/v1/swagger.json (API Reference v1, 39 read-only endpoints); the getting-started guide is in the Kaseya Quote Manager help center.

  • Paging. The API returns plain arrays with no total; has_more is true when a page comes back full, and pageSize is capped at the API's maximum of 100.

  • All tools are read-only and annotated as such, matching the API.

License

Apache License 2.0 - see LICENSE and NOTICE.

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