ConnectWise Sell MCP Server

FastMCP HTTP server wrapping the ConnectWise Sell (Quosal) REST API. 12 tools covering Quotes, Line Items, Tabs, Customers, Terms, Templates, Recurring Revenue, and Tax Codes.

Note: Quotes cannot be created from scratch via the Sell API — new quotes must be copied from an existing quote or template. Use get_templates to browse templates, then copy_quote to create.

Installation

Via uvx (recommended — no clone, no venv):

uvx connectwise-sell-mcp

Set credentials via environment variables or a .env file in your working directory.

Via pip:

pip install connectwise-sell-mcp
connectwise-sell-mcp

From source:

git clone https://github.com/Mfrostbutter/connectwise-sell-mcp
cd connectwise-sell-mcp
cp .env.example .env
# fill in your SELL_* credentials
python3 -m venv venv && source venv/bin/activate
pip install -r requirements.txt
python3 server.py
# verify: curl http://localhost:8086/health

Transport modes

In stdio mode the server is spawned per-session by the client — no port, no persistent process.

Environment variables

How to find your access key

Log into ConnectWise Sell and look at the URL — it will contain a parameter like accessKey=XXXXXXXX. That value is your SELL_ACCESS_KEY.

Authentication

The Sell API uses HTTP Basic auth with a compound credential:

Authorization: basic base64(accessKey+username:password)

The server constructs this automatically from your env vars.

Tools (12)

Quotes (5): list_quotes, get_quote, get_quote_versions, copy_quote, update_quote

Quote detail (4): get_quote_items, get_quote_tabs, get_quote_customers, get_quote_terms

Reference (3): get_templates, get_recurring_revenues, get_tax_codes

Client configuration

HTTP mode — Claude Desktop, Claude Code (server runs persistently):

claude_desktop_config.json / .claude/settings.json:

{
  "mcpServers": {
    "connectwise-sell": {
      "type": "http",
      "url": "http://localhost:8086/mcp",
      "headers": { "Authorization": "Bearer your_token_here" }
    }
  }
}

stdio mode — Cursor, VS Code, Zed, Continue, or any stdio client (server spawned per-session):

{
  "mcpServers": {
    "connectwise-sell": {
      "command": "uvx",
      "args": ["connectwise-sell-mcp"],
      "env": {
        "SELL_ACCESS_KEY": "your_access_key",
        "SELL_USERNAME": "your_api_username",
        "SELL_PASSWORD": "your_password",
        "MCP_TRANSPORT": "stdio"
      }
    }
  }
}

Running as a service

[Unit]
Description=ConnectWise Sell MCP
After=network.target

[Service]
User=mcp
WorkingDirectory=/opt/connectwise-sell-mcp
EnvironmentFile=/opt/connectwise-sell-mcp/.env
ExecStart=/opt/connectwise-sell-mcp/venv/bin/python3 server.py
Restart=always

[Install]
WantedBy=multi-user.target

Related

• connectwise-mcp — ConnectWise Manage MCP server (tickets, agreements, companies, time, finance)

License

MIT