Variable

Required

Default

Notes

SETELL_EXTENSION_KEY

Yes

—

Per-user bearer key minted at go.setell.ai/settings.

SETELL_API_URL

No

https://go.setell.ai

Override for staging / local dev. No trailing slash.

Tool

Title

What it does

setell_get_health

Setell connection health

Verify the connection. Returns the connected userId (opaque), the effective plan tier, and whether Gmail / QuickBooks are connected.

setell_find_jobs

Find Setell jobs

Filter jobs by status, customer email, recency. Returns a paginated list with id, customerName, status, last quote version, total, updatedAt.

setell_get_quote

Get a Setell quote

Fetch a single quote by id. Returns line items, total, status, and key timestamps (sentAt, viewedAt, acceptedAt).

setell_find_customer

Find Setell customers

Search customers by email (exact) or name (partial). Returns id, jobCount, lifetimeValue, lastJobAt.

setell_get_morning_brief

Setell morning brief

Today's snapshot: new inbound jobs in the last 24h, quotes awaiting review, stale sent quotes (>3d), top 3 hot prospects, revenue this week.

setell_get_pricing_signal

Setell pricing signal

Get Setell's pricing-analyst verdict on a quote BEFORE you send it. Returns verdict (PASS / WARN / FLAG), one-paragraph reasoning, optional recommendedAmount counter, structured comparables, the layer of the comparable hierarchy that fired (customer-learned baseline → operator-wide → similar-jobs → industry benchmark), and priceResponse (win-rate-by-price-position curve + expected-profit peak). Surface FLAG verdicts as confirmations; WARN is autonomy-mode-dependent.

setell_propose_parts_list

Setell parts-list proposal

Derive a full parts-list proposal for a job from the operator's OWN history: similar past jobs mined for co-occurring parts, adapted to this job, each part priced from the operator's history with a provenance receipt and evidence support (support.jobCount / support.share). PROPOSAL ONLY — the operator confirms or edits before any quote is created. no_history means no similar past jobs with line items yet.

setell_get_autonomy

Setell autonomy modes

Read the operator's per-action-class autonomy modes. For each class (currently: send_quote): WATCH (pause on WARN/FLAG), TRUST (auto-proceed on WARN with a note, ask on FLAG), or AUTO (auto-proceed on WARN silently). FLAG always asks regardless of mode.

setell_get_shop_profile

Setell shop profile

Read the operator's shop profile — the capability sheet quotes are judged against: machines (name × count, envelope notes), finishing processes (in-house vs outsourced), materials commonly run, and a free-form how-we-run note. Returns an empty sheet when the operator hasn't filled it in — offer setell_update_shop_profile when that's blocking a better estimate.

setell_get_customer_baseline

Setell customer pricing baseline

Read the operator's learned pricing baseline (median / min / max / sampleSize / lastSignedAt) for a specific customer, broken out per job-type. Sampled over SIGNED quotes only — reflects the operator's actual pricing for this relationship.

setell_get_learning_coverage

Setell learning-loop coverage

Aggregate moat metrics: total SIGNED quotes, distinct customers with learned baselines, jobType-narrowed baseline count, operator-wide baseline (sampleSize + lastSignedAt), and a one-word maturityTier (cold-start / warming / mature / deep) summarizing the operator's data depth. Use for narrating analyst verdicts ("your moat for Cooper is deep — 12 signed kitchens to compare against").

setell_get_pricing_calibration

Setell pricing report card

How RIGHT has Setell's pricing memory been? Joins every draft-time price prediction to its real outcome: pointAccuracy (MAPE, median error, signed bias), bandCalibration per memory source (observed vs claimed coverage), winCurve (win rate by price position, realized margin per bucket), verdictOutcomes (did FLAG calls precede price-losses), priceResponse, and caveats you MUST repeat when summarizing (survivorship, censoring, small n).

setell_get_customer_memory

Setell customer memory list

List every CustomerMemory row stored for a specific customer — pricing patterns, preferences, communication style — with the full record shape (memory id, type, content, source job, source tag, confidence, timestamps). Audit what's known before writing via setell_save_customer_memory.

setell_get_quote_tiers

List Setell quote tiers

List the good/better/best option groups generated for a job (most recent first) — each tier's label, summary, line items, total, and baseIsCurrent (false means select will conflict; regenerate instead).

setell_get_job_margin

Setell realized job margin

What the operator ACTUALLY made on a job. Revenue from recorded payments (fallback: the decided quote total); per-line cost from price-book provenance, a high-trust price-book match, or labor hours × loaded labor rate. marginPct is withheld (null) when too little line value has a sourced cost — present the UNKNOWN lines honestly instead of inventing a number. OPERATOR-ONLY data: never share cost or margin with a customer.

setell_get_margin_summary

Setell margin summary

Realized margin across the operator's recent WON jobs: revenue-weighted overall margin (honestly-costed jobs only), per-jobType averages (worst first), the 3 worst jobs, the count below target margin, and how many jobs could not be costed. OPERATOR-ONLY data.

Tool

Title

What it does

setell_set_autonomy

Set Setell autonomy mode

Mutator (idempotent). Change the operator's mode for one action class. WATCH allowed for all plans; TRUST and AUTO require Business or Pro. Confirm with the operator before flipping a mode on their behalf — this changes how Boxx behaves on future sends.

setell_update_shop_profile

Update Setell shop profile

Mutator (idempotent). PARTIAL patch of the shop profile — only the fields you pass change, but each provided list REPLACES that whole field, so read setell_get_shop_profile first and send the complete updated list. Steers how Setell judges complexity / cycle-time / finish fit on every future draft — confirm with the operator before writing.

setell_compose_quote

Compose a Setell quote email

Mutator (idempotent-ish). Drafts the quote email body (AI-generated in the operator's brand voice) AND mints a single-use confirmation token bound to this quote version + recipient. Returns the preview shape (quote, email, portalUrl, customer, confirmationToken, confirmationExpiresAt). Token TTL: 15 minutes. Plan-gated.

setell_send_quote

Send a Setell quote

Mutator (destructive — IRREVERSIBLE). Sends the doorbell email via DKIM-delegated Resend (or SETELL_DEFAULT fallback). Requires a valid confirmationToken from setell_compose_quote. Runs the pricing-analyst pre-check first: on WARN/FLAG with WATCH mode, or any FLAG, returns 409 + pricing_pushback for the calling agent to surface; retry with acknowledgePricingWarning: true only after operator confirmation. Same atomic guard as the in-app send_quote — drift (revision, recipient change, expiry, replay) fails closed.

setell_schedule_send

Schedule a Setell quote send

Mutator (idempotent). Stamps scheduledSendAt on the latest quote of a job; the 5-min cron picks it up and dispatches via the canonical pipeline. Bounds: 1 minute to 30 days in the future. Does NOT re-run pricing-analyst (operator already approved) — call setell_get_pricing_signal first if pricing certainty matters.

setell_cancel_scheduled_send

Cancel a scheduled Setell send

Mutator (idempotent). Clears a pending scheduled send on the latest quote of a job. Returns the previous schedule time (or null if none was pending).

setell_save_customer_memory

Setell save customer memory

Mutator (destructive — persists a row). Persist a single operator-confirmed pattern about a customer mid-conversation. Three types: PRICING (rates, discount patterns), PREFERENCE (quote structure / special requirements), COMMUNICATION (tone, timing, expected info). Read back into Boxx and the agent surface the next time this customer is in scope.

setell_generate_quote_tiers

Generate Setell quote tiers

Mutator. Generate good/better/best options around a job's current quote (proven close-rate lifter): GOOD is a leaner lower-priced option, BETTER mirrors the existing baseline verbatim (recommended), BEST is an expanded premium option. Stores the options as a group — does NOT change the active quote; call setell_select_quote_tier once the operator or customer picks one. Plan-gated.

setell_select_quote_tier

Select a Setell quote tier

Mutator. Make a chosen tier the job's active quote. GOOD/BEST create a new quote version from that tier's line items via the deterministic revision engine; BETTER is a no-op (it already IS the baseline). A 409 with code stale means the quote changed since the options were generated — regenerate first. After selecting, compose/send operate on the chosen tier.

URI

Returns

MIME

setell://health

Current connection + plan + integration snapshot. Read this first to verify the MCP server is healthy.

application/json

setell://jobs/{id}

Full job state: customer, every quote version (summaries), recent emails, customer-memory snapshot. Pivot to setell_get_quote for line items on a specific version.

application/json

setell://autonomy

Current per-action-class autonomy modes (WATCH / TRUST / AUTO). Read this when reasoning about how Boxx will behave on the next send.

application/json

setell://learning/coverage

Vertical-moat metrics + maturity tier (cold-start / warming / mature / deep). Use when sizing up how much weight to give pricing-analyst verdicts.

application/json

setell://customers/{id}/baseline

Per-customer learned pricing baseline rows (one per jobType plus customer-wide). Sampled over SIGNED quotes — reflects the operator's actual pricing for this relationship.

application/json

setell://customers/{id}/memory

Every CustomerMemory row stored for a specific customer — pricing patterns, preferences, communication style, each with source tag, confidence, and timestamps. Read before writing via setell_save_customer_memory.

application/json

Slash command

Arguments

What it expands into

/setell-triage-inbox

none

New inbound jobs from the last 24h: customer ask, proposed price band, NEW-vs-needs-clarification recommendation, prioritized by inferred importance.

/setell-stale-jobs

older_than_days?: number = 7

Sent quotes whose last touch is older than {older_than_days} days. For each, attaches customer history and proposes a follow-up matching the customer's historical cadence.

/setell-weekly-revenue

none

Trailing 7-day revenue summary: signed, paid, in-pipeline, week-over-week deltas, the largest open opportunity, anomalies flagged.

/setell-customer-history

customer: string

Resolves a customer by name, attaches their full history, then answers your next question with that context loaded.

/setell-draft-followup

job_id: string

Drafts a follow-up email in your brand voice for the given job. Does not send — sending requires a separate, deliberate action.

/setell-pricing-check

job_id: string

Runs setell_get_pricing_signal and narrates the verdict in the operator's voice (PASS / WARN / FLAG + reasoning + recommended counter). Does not send — operator picks the next action.

/setell-moat-coverage

none

One-paragraph narrative of the operator's Setell vertical-moat depth (maturity tier, customer breadth, sample-size, next milestone). Pulls from setell_get_learning_coverage.

/setell-send-quote

job_id: string

Orchestrates the full compose → pricing-check → confirm → send flow. Stops for operator confirmation before the irreversible send. Uses the same safety stack as the in-app send_quote Boxx tool.