datagate-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| DATAGATE_API_KEY | Yes | Bearer token from DataGate portal | |
| DATAGATE_BASE_URL | No | Override base URL (default: https://api.dgportal.net) | https://api.dgportal.net |
| DATAGATE_CLIENT_ID | Yes | Integration GUID from DataGate portal |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_customersB | List all customers with pagination. Returns customers with company name, code, address, active status, and billing config. Default page_size is 50, max varies by DataGate config. |
| get_customerA | Get a single customer by ID (UUID). Returns full customer details including address, agreement, account manager, delivery method, tax rate, and custom fields. |
| search_invoicesA | Search invoices with optional filters. Args: invoice_date: Exact invoice date (YYYY-MM-DD). For monthly billing, use the 1st of the month (e.g., "2026-01-01" for December billing). period_start: Billing period start date (YYYY-MM-DD). period_end: Billing period end date (YYYY-MM-DD). page: Page number (1-indexed). page_size: Results per page (default 50). Returns invoices with number, dates, customer, amounts, and status. |
| get_invoice_detailsB | Get full invoice details with line-item transactions. Returns the invoice header plus transactions array. Each transaction has productCode, productLabel, quantity, amount (commission base), tax, and total. |
| list_productsA | List products/services with pricing. Optionally filter by customer_id (UUID). Products include charges with sell amounts, which represent recurring or one-time billing. Args: customer_id: Filter to a specific customer's products. page: Page number (1-indexed). page_size: Results per page (default 50). |
| get_productB | Get a single product by ID with full charge details. |
| list_agreementsA | List billing agreements. Most customers have a single "Default Agreement" with billing frequency and payment terms. Filter by customer_id to see a specific customer's agreements. |
| get_agreementA | Get a single agreement by ID. Note: DataGate returns this as an array (API quirk). |
| list_sitesA | List physical site locations. Sites are addresses associated with customers. Filter by customer_id to see a specific customer's locations. |
| list_customer_usersC | List portal login accounts for customers. |
| list_service_itemsC | List service items, optionally filtered by customer or site. |
| list_rate_cardsD | List rate cards. |
| list_kit_templatesD | List kit templates. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 13 tools
Each tool targets a distinct resource or action: get/list for individual vs collection, with separate tools for agreements, customers, invoices, products, sites, etc. No overlap in functionality.
All tools follow a consistent verb_noun pattern (get_*, list_*, search_*) using snake_case, making the set predictable and easy to navigate.
13 tools cover the core entities of a billing/agreement domain without being excessive. Each tool serves a clear purpose within the scope.
Read operations are present for most entities, but missing individual get endpoints for customer users, kit templates, rate cards, service items, and sites reduces retrieval completeness. No write/update tools, though likely intentional.