# quoteBuilderMCP

MCP server for generating SVL equipment quote documents (.docx). Works with Claude Code, Claude Desktop, or any MCP-compatible client.

## What it does

- **`list_equipment`** — Search the built-in equipment library (21 templates) by manufacturer, type, or model
- **`generate_quote`** — Generate a formatted .docx quote document from structured data

The server includes a Word template with SVL branding/styles and an equipment library with pre-built specs for common HVAC equipment (Aaon, Daikin, Cook, Reznor, etc.).

## Install

Requires Python 3.10+.

```bash
pip install git+https://github.com/jacobe603/quoteBuilderMCP.git
```

Or clone and install locally:

```bash
git clone https://github.com/jacobe603/quoteBuilderMCP.git
cd quoteBuilderMCP
pip install .
```

## Quick Start (Claude Code)

This repo includes a `.mcp.json`, so Claude Code will automatically detect the MCP server after install:

```bash
git clone https://github.com/jacobe603/quoteBuilderMCP.git
cd quoteBuilderMCP
pip install -e .
```

Then open the project in Claude Code — the server is ready to use.

To customize the output directory, set the `QUOTE_OUTPUT_DIR` env var in `.mcp.json`:

```json
{
  "mcpServers": {
    "quoteBuilderMCP": {
      "command": "quote-builder-mcp",
      "env": {
        "QUOTE_OUTPUT_DIR": "C:/Users/you/Documents/SVL Quotes"
      }
    }
  }
}
```

If `QUOTE_OUTPUT_DIR` is not set, quotes save to the package's `output/` directory.

### Gemini API Key (optional — for schedule image OCR)

The `analyze_schedule_image` tool uses Google Gemini Flash to extract structured text from equipment schedule images, reducing Claude's vision token usage. To enable it:

1. Get a Gemini API key from [Google AI Studio](https://aistudio.google.com/apikey)
2. Add it to `.mcp.json`:

```json
{
  "mcpServers": {
    "quoteBuilderMCP": {
      "command": "quote-builder-mcp",
      "env": {
        "GEMINI_API_KEY": "your-api-key-here"
      }
    }
  }
}
```

Without the key, all other tools work normally — Claude will just analyze schedule images directly via vision instead.

## Configure in Claude Desktop

Add to your Claude Desktop config (`claude_desktop_config.json`):

```json
{
  "mcpServers": {
    "quoteBuilderMCP": {
      "command": "quote-builder-mcp",
      "env": {
        "QUOTE_OUTPUT_DIR": "C:/Users/you/Documents/SVL Quotes"
      }
    }
  }
}
```

## Usage

Once configured, ask Claude to build a quote:

> "Build an SVL quote for 3 Aaon RN rooftop units for the Maple Grove project"

Claude will:
1. Look up the equipment template from the library
2. Ask you for pricing and salesman info
3. Generate a formatted .docx quote

## Equipment Library

The built-in library includes templates for:

| Manufacturer | Models |
|---|---|
| Aaon | RN, RQ |
| Daikin Applied | Rebel, DPS/DPH, AGZ, 5WH |
| Daikin Comfort | Furnaces/Condensing Units |
| Cook | CRD, ACE, GC, SQN, GI/GR |
| Titus | DESV |
| GreaseMaster | CAH |
| Reznor | UDXC |
| Haier | FlexFit |
| Panasonic | Whispergreen |
| Intec | Boiler Room Monitor |
| Denlar | D1036-R, D1036-D-IF |
| AbsolutAire | AA6-HOX |

## Development

```bash
pip install -e .
quote-builder-mcp
```