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Composite MCP Sales Intelligence

by jaceryan5150
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Python
Remote

Composite MCP Sales Intelligence

Inside sales intelligence for an MSP — bridges ConnectWise (PSA) and TD Synnex StreamOne (distributor) into composite sales workflows via MCP.

Components

1. Sales Agent (sales_agent/)

MCP server with 6 composite tools for sales workflows:

Tool

Description

customer_profile

Aggregates CW company + agreements + configs + tickets + TD Synnex subs

suggest_upsells

Analyzes stack gaps, suggests products from TD Synnex catalog

price_comparison

TD Synnex cost vs CW sell price — margin per product

build_quote

Creates TD Synnex cart as draft quote

renewal_radar

Upcoming CW agreement + TD Synnex subscription expirations

opportunity_enrichment

Enriches CW opportunity with customer context + catalog matches

2. TD Synnex StreamOne Adapter (tdsynnex/)

Full StreamOne Ion V3 API client + 15-tool MCP server for direct distributor operations.

API Coverage: Auth (OAuth2 with token rotation), Customers, Catalog, Orders, Subscriptions, Carts, Provisioning.

Related MCP server: Nexian MCP Hub

Setup

# Python 3.10+ required
python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

# Configure credentials
cp .env.example .env
# Fill in CW + TD Synnex credentials

Running

Sales Agent MCP Server

python -m sales_agent.mcp.server

TD Synnex MCP Server

python -m tdsynnex.mcp.server

Claude Code Integration

Add to your .mcp.json:

{
  "mcpServers": {
    "composite-mcp": {
      "command": "python",
      "args": ["-m", "sales_agent.mcp.server"],
      "cwd": "/path/to/composite-mcp",
      "env": {
        "CW_SITE_URL": "https://your-instance.connectwise.com/v4_6_release/apis/3.0",
        "CW_COMPANY_ID": "your_company_id",
        "CW_PUBLIC_KEY": "...",
        "CW_PRIVATE_KEY": "...",
        "CW_CLIENT_ID": "...",
        "TDSYNNEX_HOSTNAME": "...",
        "TDSYNNEX_ACCOUNT_ID": "...",
        "TDSYNNEX_REFRESH_TOKEN": "..."
      }
    },
    "tdsynnex": {
      "command": "python",
      "args": ["-m", "tdsynnex.mcp.server"],
      "cwd": "/path/to/composite-mcp",
      "env": {
        "TDSYNNEX_HOSTNAME": "...",
        "TDSYNNEX_ACCOUNT_ID": "...",
        "TDSYNNEX_REFRESH_TOKEN": "..."
      }
    }
  }
}

Stack

  • Python 3.10+

  • httpx (async HTTP)

  • pydantic / pydantic-settings (config)

  • MCP Python SDK (tool serving)

  • Ollama (future — AI-powered product matching)

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