QuoteWerks MCP

QuoteWerks + AI - for Claude, the ChatGPT desktop app, GitHub Copilot, Gemini CLI, and any agent that speaks MCP

Unofficial. Community-built Claude Code Skill and MCP server for the QuoteWerks

API. Not affiliated with, endorsed by, or sponsored by Aspire Technologies, Inc.

▶ Watch the 30-second demo - demo data is simulated; every command shown exists in the real CLI.

Typed quote tools for QuoteWerks Web that use the real column names, preview typed writes before sending them, and add margin, win-rate and pipeline answers from a local mirror. Works with the AI you already use - ChatGPT (desktop app), Claude Desktop, Codex, Claude Code, Claude Cowork, and GitHub Copilot - plus Gemini CLI. Free, open source, runs on your laptop. Built for MSP owners. No code required.

Works with your agent

Security note (until this connector is reprinted). Do not run HTTP mode

(--transport http), not even on localhost. This build checks a token, but it

predates the fix release's request size and time limits. The MCP tools can

also make changes with your credentials. Use the default stdio transport. If

you set up a tunnel for a remote agent, shut it down. A fix is on the way.

The six agents MSP owners actually use (self-serve, works today):

The ChatGPT desktop app runs quotewerks-mcp locally and shares MCP configuration with Codex (OpenAI). ChatGPT on the web needs a remote (HTTP) server, and this connector's HTTP mode is paused until it is reprinted (see the security note in mcp-install.md), so msp-skills does not support it yet. If your team works there, a hosted gateway is the better pick; check that your AI app is on the gateway's setup list.

Also for the Microsoft and Google stacks

Big install base, but an honest heads-up: Gemini CLI runs the local binary you just installed, while Microsoft 365 Copilot and the Gemini app need a remote server, which msp-skills does not support yet.

Skill-native agents (also covered): Hermes and OpenClaw read this skill's SKILL.md directly *and* speak MCP - see their install sections below. Also works with Cursor, Windsurf, Cline, Continue.dev, and Zed via MCP. Full per-tool wire-up: [docs/which-agent.md](../../docs/which-agent.md).

Run more than one agent? Install across all 51+ supported agents in one command: npx skills add Servosity/msp-skills@latest (requires Node.js, then run the per-skill installer for the CLI/MCP binaries). See docs/which-agent.md.

Install in 60 seconds

Fastest for Claude Desktop - one-click .mcpb

Download QuoteWerks MCP (.mcpb) - then open Claude Desktop > Settings > Extensions and select the file. One click, no JSON, no shell. (Browse every QuoteWerks release on the releases page.)

Prefer the Claude Code plugin? Add the marketplace once, then install - works immediately, no directory listing required:

/plugin marketplace add Servosity/msp-skills

/plugin install quotewerks@msp-skills

Path A - paste one prompt into your AI agent (recommended)

Copy this into Claude Code, Codex CLI, or Claude Cowork:

Install the QuoteWerks Skill and MCP server from Servosity/msp-skills in this agent workspace. If this workspace uses a POSIX shell (macOS, Linux, WSL, or Bash), run bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/quotewerks/install.sh). If it uses Windows PowerShell, run iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/quotewerks/install.ps1 | iex. Then authenticate per the README and run quotewerks-cli --help to explore.

The same prompt works in any agent that can run shell.

Path B - run the installer yourself

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/quotewerks/install.ps1 | iex

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/quotewerks/install.sh)

The installer drops both quotewerks-cli (the CLI) and quotewerks-mcp (the MCP server) into your user bin path. Claude Code, Codex, and Cowork discover the Skill via SKILL.md in this directory.

Verify:

quotewerks-cli --version

Upgrade to the latest version

The installer always fetches the current release - re-run it to upgrade:

macOS / Linux:

bash <(curl -fsSL https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/quotewerks/install.sh)

Windows (PowerShell):

iwr -useb https://raw.githubusercontent.com/Servosity/msp-skills/main/skills/quotewerks/install.ps1 | iex

Claude Desktop .mcpb users: download the latest .mcpb (top of this section) and re-select it in Settings > Extensions. Claude Code plugin users: /plugin update quotewerks@msp-skills.

Add to Claude Desktop, the ChatGPT desktop app, GitHub Copilot, Gemini CLI, or another MCP client

After the installer runs, see [mcp-install.md](./mcp-install.md) and [docs/which-agent.md](../../docs/which-agent.md) for the per-agent wire-up - one section per agent, including the GitHub Copilot servers key and the ChatGPT desktop app. Claude Desktop's Settings > Extensions panel is the simplest path; the MCP config block (for users who prefer editing JSON) is documented in mcp-install.md.

Install for Hermes

From the Hermes CLI:

hermes skills install servosity/msp-skills/skills/quotewerks --force

Inside a Hermes chat session:

/skills install servosity/msp-skills/skills/quotewerks --force

Hermes speaks MCP natively, so it can also use the quotewerks-mcp server directly - same install path, same env vars.

Install for OpenClaw

Tell your OpenClaw agent (copy this):

Install the quotewerks skill from https://github.com/servosity/msp-skills/tree/main/skills/quotewerks. The skill defines how its required CLI (quotewerks-cli) can be installed via the openclaw: frontmatter block.

OpenClaw isn't generally available yet; the frontmatter wiring is pre-shipped and will activate the moment OpenClaw launches.

Authenticate

Create an API key in QuoteWerks Web under Setup > Options > Zapier and API (the API requires a user with MasterRights). Tick Allow write access on the key only if you want the agent to create or change documents; a read-only key is enough for every lookup and report. Then:

export QUOTEWERKS_API_KEY=<your-key>

quotewerks-cli doctor

doctor checks config and paths and verifies the key with one read (GET /api/v1/qw/tables): a rejected key shows as ERROR rejected. It exits 0 by default either way; add --fail-on error to make a failed check exit non-zero in a script.

What this skill does

The pipeline, win-rate, margin, cost-drift and changes reports read a local copy: run quotewerks-cli mirror first, then again whenever you want fresh numbers. Writes (docs create, items add, items reprice, requote) only preview until you add --confirm.

Full command reference: guide.md. For the AI-agent operating contract (--agent, --dry-run, when to confirm before mutating), see AGENTS.md.

What makes this different

Most QuoteWerks integrations, the Zapier app included, make one live API call per record. That's fine for one record. It dies at scale, when you're asking "what was margin by rep across every order last quarter, and which open quotes went thin when the distributor raised cost?"

This skill copies your QuoteWerks documents, line items and product databases into a local SQLite mirror (quotewerks-cli mirror). Aggregate questions become one local query: instant, offline, and the AI sees the answer, not the raw data. cost-drift joins every open-quote line with your product databases, and margin --by manufacturer and winrate roll up headers and lines across every mirrored document - work a stateless API wrapper can't do. Compared with the raw REST API and the Zapier QuoteWerks app, which work one record at a time, it also adds typed quote commands that use the real QuoteWerks column names and preview every typed write before it is sent.

The pain this closes

An MSP account manager asked QuoteWerks for an official MCP server and listed the four jobs that eat the day:

• Quoting from an email. "12 more laptops like the ones you sent in March, plus docks" means hunting down the March document and hand-keying every line into a new quote.
• Quote status. "Where does the Acme quote stand?" means leaving what you are doing to run a Document Lookup.
• Repricing. When distributor cost moves, someone opens each document and to