MCP server for ConnectWise CPQ (Sell) — quotes, line items, customers, terms, and templates.
CPQ_ACCESS_KEYAPI keyrequiredConnectWise CPQ tenant/site access key (from the Sell URL ...home?accesskey=<this>)
CPQ_PRIVATE_KEYAPI keyrequiredConnectWise CPQ private API key (shown once at creation)
Declared by the author in the official MCP registry. Forge does not store, broker, or ever see these values — the config below is scaffolded with placeholders you fill in locally.
Verification confirms publisher identity (repo ownership), not code safety. The security scan covers known CVEs and suspicious install scripts.
Read out of the source npm actually ships, at scan time. The package was never executed. Tools registered dynamically at runtime, or hidden inside bundled or minified code, can be missed — so this is a floor on the tool surface, not a complete census of it.
cpq_test_connectionVerify ConnectWise CPQ credentials and report the authenticated API user.Verify ConnectWise CPQ credentials and report the authenticated API user.
No input schema was published for this tool.
cpq_search_quotesSearch quotes with Manage-style conditions, field selection, and paging. With noSearch quotes with Manage-style conditions, field selection, and paging. With no
No input schema was published for this tool.
cpq_get_quoteGet a quote by GUID id (full QuoteView) — renders the quote card.Get a quote by GUID id (full QuoteView) — renders the quote card.
No input schema was published for this tool.
cpq_get_quote_versionsList all versions of a quote number, or get the latest/a specific version.List all versions of a quote number, or get the latest/a specific version.
No input schema was published for this tool.
cpq_search_quote_itemsSearch quote line items. Filter by quote or tab via conditions (idQuote = "<guid>"Search quote line items. Filter by quote or tab via conditions (idQuote = "<guid>"
No input schema was published for this tool.
cpq_get_quote_itemGet a quote line item by id.Get a quote line item by id.
No input schema was published for this tool.
cpq_list_quote_customersList the customer records attached to a quote.List the customer records attached to a quote.
No input schema was published for this tool.
cpq_search_quote_tabsSearch quote tabs/sections. Filter by quote via conditions (idQuote = "<guid>").Search quote tabs/sections. Filter by quote via conditions (idQuote = "<guid>").
No input schema was published for this tool.
cpq_list_quote_termsList payment/financing term options on a quote.List payment/financing term options on a quote.
No input schema was published for this tool.
cpq_list_templatesList quote templates (the source objects for quote creation).List quote templates (the source objects for quote creation).
No input schema was published for this tool.
cpq_list_tax_codesList tax codes and rates.List tax codes and rates.
No input schema was published for this tool.
cpq_list_recurring_revenuesList recurring-revenue period definitions.List recurring-revenue period definitions.
No input schema was published for this tool.
cpq_list_usersList CPQ users (API users, approvers, admins).List CPQ users (API users, approvers, admins).
No input schema was published for this tool.
cpq_create_quote_from_templateCreate a new quote by copying a template or existing quote — the API's only quoteCreate a new quote by copying a template or existing quote — the API's only quote
No input schema was published for this tool.
cpq_update_quote⚠ HIGH-IMPACT. Update quote fields (name, status, dates, custom fields) via JSON⚠ HIGH-IMPACT. Update quote fields (name, status, dates, custom fields) via JSON
No input schema was published for this tool.
cpq_create_quote_itemAdd a line item to a quote tab. If idQuoteTabs is omitted, a single tab is usedAdd a line item to a quote tab. If idQuoteTabs is omitted, a single tab is used
No input schema was published for this tool.
cpq_update_quote_itemUpdate a quote line item (pricing, quantity, flags) via JSON Patch.Update a quote line item (pricing, quantity, flags) via JSON Patch.
No input schema was published for this tool.
cpq_update_quote_customerUpdate a customer record on a quote via JSON Patch.Update a customer record on a quote via JSON Patch.
No input schema was published for this tool.
cpq_create_quote_termAdd a payment/financing term option to a quote.Add a payment/financing term option to a quote.
No input schema was published for this tool.
cpq_update_quote_termUpdate a quote term via JSON Patch.Update a quote term via JSON Patch.
No input schema was published for this tool.
cpq_delete_quote_itemprivileged⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote line item. Confirm with⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote line item. Confirm with
No input schema was published for this tool.
cpq_delete_quote_termprivileged⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote term option. Confirm with⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote term option. Confirm with
No input schema was published for this tool.
cpq_delete_quote_customerprivileged⚠ DESTRUCTIVE — IRREVERSIBLE. Remove a customer record from a quote. Confirm with⚠ DESTRUCTIVE — IRREVERSIBLE. Remove a customer record from a quote. Confirm with
No input schema was published for this tool.
cpq_delete_quote_versionprivileged⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a specific version of a quote.⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a specific version of a quote.
No input schema was published for this tool.
cpq_delete_quoteprivileged⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote and all of its line items,⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote and all of its line items,
No input schema was published for this tool.
25 of 25 tools published a description.
Tool names and descriptions are written by the publisher and shown verbatim as inert text. They are the strings an MCP client passes to a model, so Forge scans them for prompt-injection patterns — any finding appears with the security scan above. “Privileged” is a keyword match on the tool name, not an audit of what the tool does: a benign-sounding name can still do anything.
MCP server for ConnectWise CPQ (Sell) — quotes, line items, customers, terms, and templates.
Linked names open Forge’s index of every entry observed exposing that tool. Browse all indexed tools.
This entry publishes no npm package, so Forge has no dependency tree for it. That is a gap in coverage — not a statement that it has no dependencies.