Kaseya Quote Manager Server
FreeNot checkedRead-only MCP server providing AI assistants with access to Kaseya Quote Manager entities including quotes, sales orders, procurement, catalog, and CRM data via
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Read-only MCP server providing AI assistants with access to Kaseya Quote Manager entities including quotes, sales orders, procurement, catalog, and CRM data via 39 tools.
README
A Model Context Protocol (MCP) server that gives AI assistants read-only access to Kaseya Quote Manager (Datto Commerce) — quotes, sales orders, purchasing, the product catalog, and customers.
Maintained by Wyre Technology.
Quick Start
Claude Desktop — download, open, done:
- Download
kaseya-quote-manager-mcp.mcpbfrom the latest release - Open the file (double-click or drag into Claude Desktop)
- Enter your Kaseya Quote Manager API Key when prompted
Claude Code (CLI):
claude mcp add kaseya-quote-manager-mcp \
-e KASEYA_QUOTE_MANAGER_API_KEY=your-api-key \
-- npx -y github:WYRE-AI/kaseya-quote-manager-mcp
Authentication
Quote Manager authenticates with a single API key sent in the apiKey header. Generate
one in Quote Manager under Settings → API.
Stdio and AUTH_MODE=env read KASEYA_QUOTE_MANAGER_API_KEY. The HTTP transport does not
start unless CONDUIT_S2S_SECRET is a real value. Known placeholders (changeme,
change-me, secret, example, placeholder, replace-me, your-secret,
your-s2s-secret, s2s-secret, replace-with-a-real-secret) are rejected, including when
MCP_ALLOW_INSECURE_DEV=1 is set. The process never logs the secret.
HTTP authentication
With MCP_TRANSPORT=http and a configured secret, every /mcp request must include
X-Gateway-S2S:
X-Gateway-S2S: t=<unix seconds>,v1=<64 lowercase hex chars>
v1 is HMAC-SHA256 of the exact ASCII string t=<unix seconds> (the same prefix that
appears in the header), keyed with CONDUIT_S2S_SECRET, encoded as 64 lowercase hex
characters. The timestamp must be within 300 seconds of the server clock. A missing or
invalid header returns 401.
In AUTH_MODE=gateway (the container image and Compose default), /mcp also requires
X-Kaseya-Quote-Manager-Api-Key. That header is the only credential for the request. A
request without it returns 401 and does not fall back to KASEYA_QUOTE_MANAGER_API_KEY.
/health stays unauthenticated, does not require X-Gateway-S2S, and does not return the
API key. The stdio transport does not use CONDUIT_S2S_SECRET.
Configuration
Copy .env.example.
| Variable | Required | Description |
|---|---|---|
KASEYA_QUOTE_MANAGER_API_KEY |
For stdio and AUTH_MODE=env |
Quote Manager API key. Gateway mode does not read this. |
MCP_TRANSPORT |
No | stdio (default) or http |
AUTH_MODE |
No | gateway (Docker image and Compose default) or env. Gateway mode requires X-Kaseya-Quote-Manager-Api-Key on each /mcp request and never falls back to the environment variable. |
CONDUIT_S2S_SECRET |
Yes for HTTP | Service-to-service secret. The HTTP server logs an error and exits non-zero when this is empty or a known placeholder. Compose will not start without it. Never commit a real value. |
MCP_ALLOW_INSECURE_DEV |
No | Set to exactly 1 only for local development to start HTTP without CONDUIT_S2S_SECRET. The process logs a warning, does not enforce X-Gateway-S2S, and binds 127.0.0.1 only. A non-loopback MCP_HTTP_HOST is overridden and logged. A placeholder secret still refuses to start. |
MCP_HTTP_HOST |
No | Bind address when a secret is configured. Defaults to 127.0.0.1. The container image sets 0.0.0.0. Ignored in favor of 127.0.0.1 when the insecure-dev bypass is on. |
MCP_HTTP_PORT |
No | HTTP port. Defaults to 8080. |
LOG_LEVEL |
No | debug, info, warn, or error. Defaults to info. |
Features
- Read-only by design — the Quote Manager API exposes only
list/get; no tool can mutate your data. - 39 entity tools across 5 domains, plus
kqm_navigate/kqm_statusdiscovery tools. - Decision-tree navigation — call
kqm_navigateto explore a domain's tools. - Rate limiting — respects the API's 60 req/min limit, with retry on 429/5xx.
- Dual transport — stdio (local) and HTTP Streamable (gateway/Docker).
- MCPB packaging for one-click Claude Desktop install.
Domains & tools
Tools are named kqm_<entity>_list and kqm_<entity>_get.
| Domain | Entities |
|---|---|
sales |
quote, quote_section, quote_line, sales_order, sales_order_line, sales_order_payment |
procurement |
purchase_order, purchase_order_line, purchase_order_cost, supplier, product_supplier |
catalog |
product, product_image (list only), category, brand |
crm |
customer, customer_address, contact |
org |
employee, warehouse |
list tools accept page, pageSize (max 100), and modifiedAfter where supported, plus
entity-specific filters (e.g. quoteNumber, customerID, purchaseOrderID).
Usage example
kqm_navigate { "domain": "sales" }
kqm_quote_list { "page": 1, "pageSize": 50 }
kqm_quote_get { "id": 12345 }
kqm_quote_section_list { "quoteID": 12345 }
Docker
The image listens on 0.0.0.0 inside the container (MCP_HTTP_HOST) and defaults to
AUTH_MODE=gateway. Publish the port on loopback and pass the S2S secret. In gateway mode
the API key arrives on each request as X-Kaseya-Quote-Manager-Api-Key. It is not read
from the environment.
Generate the secret once, export it, and reuse it for the server and for signing requests.
-e CONDUIT_S2S_SECRET (name only) passes the exported value without putting it in the
docker command line.
export CONDUIT_S2S_SECRET="$(openssl rand -hex 32)"
docker build -t kaseya-quote-manager-mcp .
docker run --rm \
-e CONDUIT_S2S_SECRET \
-p 127.0.0.1:8080:8080 \
kaseya-quote-manager-mcp
# Health: curl localhost:8080/health
Compose refuses to start when CONDUIT_S2S_SECRET is unset, sets AUTH_MODE=gateway,
does not pass KASEYA_QUOTE_MANAGER_API_KEY, and publishes 127.0.0.1:8080:8080.
A project .env is interpolation only — the gateway service has no env_file.
# Reuses the CONDUIT_S2S_SECRET exported above.
docker compose up
Single-tenant HTTP (AUTH_MODE=env) still requires the S2S secret, then uses
KASEYA_QUOTE_MANAGER_API_KEY:
docker run --rm \
-e CONDUIT_S2S_SECRET \
-e AUTH_MODE=env \
-e KASEYA_QUOTE_MANAGER_API_KEY=your-api-key \
-e MCP_HTTP_HOST=0.0.0.0 \
-p 127.0.0.1:8080:8080 \
kaseya-quote-manager-mcp
Local HTTP without a secret is development-only. It always binds 127.0.0.1 and logs a
warning. A non-loopback MCP_HTTP_HOST is overridden:
MCP_TRANSPORT=http MCP_ALLOW_INSECURE_DEV=1 npm run start:http
Sign a gateway request with X-Gateway-S2S and the API key header. Build the header
first: v1 is HMAC-SHA256 of the exact ASCII string t=<unix seconds> (no trailing
newline), keyed with CONDUIT_S2S_SECRET, as 64 lowercase hex characters. Use the same
exported CONDUIT_S2S_SECRET the server was started with.
openssl dgst -hmactakes the key as a process argument, so other local users can see it in the process list while it runs. Only run this example on a trusted single-user machine; elsewhere, sign requests from code that reads the secret from the environment.
: "${CONDUIT_S2S_SECRET:?Set CONDUIT_S2S_SECRET to the server secret}"
: "${KASEYA_QUOTE_MANAGER_API_KEY:?Set KASEYA_QUOTE_MANAGER_API_KEY to the Quote Manager API key}"
timestamp="$(date +%s)"
digest="$(
printf 't=%s' "$timestamp" |
openssl dgst -sha256 -hmac "$CONDUIT_S2S_SECRET" |
awk '{print $NF}' |
tr '[:upper:]' '[:lower:]'
)"
X_GATEWAY_S2S="t=${timestamp},v1=${digest}"
curl -sS http://127.0.0.1:8080/mcp \
-H 'content-type: application/json' \
-H 'accept: application/json, text/event-stream' \
-H "x-gateway-s2s: ${X_GATEWAY_S2S}" \
-H "x-kaseya-quote-manager-api-key: ${KASEYA_QUOTE_MANAGER_API_KEY}" \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"kqm_status","arguments":{}}}'
Development
npm install
npm run build
npm test
npm run lint
License
Apache-2.0 © WYRE Technology
Installing Kaseya Quote Manager Server
This server has no published package — it is built from source. Open the repository and follow its README.
▸ github.com/wyre-technology/kaseya-quote-manager-mcpFAQ
Is Kaseya Quote Manager Server MCP free?
Yes, Kaseya Quote Manager Server MCP is free — one-click install via Unyly at no cost.
Does Kaseya Quote Manager Server need an API key?
No, Kaseya Quote Manager Server runs without API keys or environment variables.
Is Kaseya Quote Manager Server hosted or self-hosted?
A hosted option is available: Unyly runs the server in the cloud, no local setup required.
How do I install Kaseya Quote Manager Server in Claude Desktop, Claude Code or Cursor?
Open Kaseya Quote Manager Server on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.
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