ConnectWise CPQ MCP server

connectwise-cpq-mcp

MCP server for ConnectWise CPQ (Sell) — quotes, line items, customers, terms, tabs, templates, tax codes, recurring revenues, and users.

Built on the MCP 2026-07-28 spec via the split v2 SDK (@modelcontextprotocol/server / /node / /client ^2.0.0-beta.5) with dual-era serving: one shared McpServerFactory behind createMcpHandler({ legacy: 'stateless' }) answers both 2025-era initialize-handshake clients (the WYRE gateway today) and modern 2026-07-28 envelope clients — with an identical, deterministic 25-tool surface for every caller. Ships as a GHCR container only (no MCPB bundle).

Tools (25, flat)

Reads: cpqtestconnection, cpqsearchquotes, cpqgetquote, cpqgetquoteversions, cpqsearchquoteitems, cpqgetquoteitem, cpqlistquotecustomers, cpqsearchquotetabs, cpqlistquoteterms, cpqlisttemplates, cpqlisttaxcodes, cpqlistrecurringrevenues, cpqlistusers.

Writes: cpqcreatequotefromtemplate, cpqupdatequote (⚠ HIGH-IMPACT), cpqcreatequoteitem, cpqupdatequoteitem, cpqupdatequotecustomer, cpqcreatequoteterm, cpqupdatequoteterm, and the ⚠ DESTRUCTIVE — IRREVERSIBLE deletes: cpqdeletequoteitem, cpqdeletequoteterm, cpqdeletequotecustomer, cpqdeletequoteversion, cpqdelete_quote.

Quote creation is copy-only (/api/quotes/copyById) — the CPQ API has no create-from-scratch, publish/e-sign, order-porting, PDF, or product-catalog endpoints (pair with connectwise-psa for those).

Credentials

CPQ requires an API user and CPQ 2022.2+. Three parts, all required:

In gateway mode a request missing any header is answered 401 (JSON-RPC error -32001) before the MCP handler runs — it never falls through to env credentials.

Running

export NODE_AUTH_TOKEN=$(gh auth token)   # GitHub Packages auth for @wyre-ai/*
npm install
npm run build
node dist/index.js                        # stdio (default)
MCP_TRANSPORT=http node dist/index.js     # HTTP on :8080 (/mcp, /health)
node scripts/smoke-dual-era.mjs           # proves both protocol eras serve the same tools

Local-dev note: @wyre-technology/node-connectwise-cpq is declared at ^1.0.0 but is

not yet published; until the SDK's first release lands, npm ci from a fresh clone fails.

Install the locally built SDK tarball instead:

npm install /path/to/wyre-ai-node-connectwise-cpq-0.0.0-semantically-released.tgz

(then keep package.json at ^1.0.0).

Docker (linux/amd64 per fleet law):

docker build --platform linux/amd64 --build-arg GITHUB_TOKEN=$(gh auth token) \
  -t connectwise-cpq-mcp .
docker run -p 8080:8080 -e CPQ_ACCESS_KEY=... -e CPQ_PUBLIC_KEY=... -e CPQ_PRIVATE_KEY=... \
  connectwise-cpq-mcp

MCP Apps quote card

cpqgetquote advertises a read-only MCP Apps card (ui://connectwise-cpq/quote-card.html) showing the quote header, status badges, a line-item summary, and totals. The card is purely additive: hosts without MCP Apps support get the full QuoteView JSON (the card field is extra, never a replacement), and any card build failure leaves the JSON untouched. Rebuild the embedded UI with npm run build:ui (output committed at src/generated/quote-card-html.ts). Brand at serve time via MCPBRAND_* env vars.

Elicitation and destructive-action consent

Shortened. The full README is on GitHub.