# io.github.WYRE-AI/connectwise-cpq-mcp

MCP server for ConnectWise CPQ (Sell) — quotes, line items, customers, terms, and templates.

- **Type:** MCP server
- **Trust:** 60/100 (B), scored on the content rubric
- **Verification:** community-indexed — nobody has claimed this listing
- **Version:** 1.0.5
- **Author:** io.github.WYRE-AI
- **License:** Unknown
- **Source:** https://github.com/WYRE-AI/connectwise-cpq-mcp

## Trust

60/100 (B), scored on the content rubric
- Publisher verified: no
- Install scripts: nothing suspicious found
- Prompt-injection scan: clean
- Obfuscation scan: clean
- Evidence age: 1 day

## Security scan

- **Status:** clean
- **Scanned:** 2026-09-25T01:27:15.712Z
- **Version scanned:** HEAD
- **CVEs:** no coverage — this entry has no package coordinates to query OSV against, so "no known CVEs" is NOT asserted for it.

## Tools

25 declared. Statically extracted from the shipped source — a floor on the surface, not a census.
- `cpq_test_connection` — Verify ConnectWise CPQ credentials and report the authenticated API user.
- `cpq_search_quotes` — Search quotes with Manage-style conditions, field selection, and paging. With no
- `cpq_get_quote` — Get a quote by GUID id (full QuoteView) — renders the quote card.
- `cpq_get_quote_versions` — List all versions of a quote number, or get the latest/a specific version.
- `cpq_search_quote_items` — Search quote line items. Filter by quote or tab via conditions (idQuote = "<guid>"
- `cpq_get_quote_item` — Get a quote line item by id.
- `cpq_list_quote_customers` — List the customer records attached to a quote.
- `cpq_search_quote_tabs` — Search quote tabs/sections. Filter by quote via conditions (idQuote = "<guid>").
- `cpq_list_quote_terms` — List payment/financing term options on a quote.
- `cpq_list_templates` — List quote templates (the source objects for quote creation).
- `cpq_list_tax_codes` — List tax codes and rates.
- `cpq_list_recurring_revenues` — List recurring-revenue period definitions.
- `cpq_list_users` — List CPQ users (API users, approvers, admins).
- `cpq_create_quote_from_template` — Create a new quote by copying a template or existing quote — the API's only quote
- `cpq_update_quote` — ⚠ HIGH-IMPACT. Update quote fields (name, status, dates, custom fields) via JSON
- `cpq_create_quote_item` — Add a line item to a quote tab. If idQuoteTabs is omitted, a single tab is used
- `cpq_update_quote_item` — Update a quote line item (pricing, quantity, flags) via JSON Patch.
- `cpq_update_quote_customer` — Update a customer record on a quote via JSON Patch.
- `cpq_create_quote_term` — Add a payment/financing term option to a quote.
- `cpq_update_quote_term` — Update a quote term via JSON Patch.
- `cpq_delete_quote_item` — ⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote line item. Confirm with
- `cpq_delete_quote_term` — ⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote term option. Confirm with
- `cpq_delete_quote_customer` — ⚠ DESTRUCTIVE — IRREVERSIBLE. Remove a customer record from a quote. Confirm with
- `cpq_delete_quote_version` — ⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a specific version of a quote.
- `cpq_delete_quote` — ⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote and all of its line items,

## Install

This entry has no npm package and no hosted endpoint, so there is nothing for an MCP client to launch or connect to. It is indexed as source only.

## Blast radius

Extensive to critical — no package coordinates and no declared endpoint — Forge cannot tell where this would run or whose authority it would borrow. Known so far: deletes data; holds an api key.
- Floor 48, ceiling 60 (tier: unknown)
- `unknown` means the floor and ceiling land in different bands — not measured enough to name one. It does not mean low.
- This is impact, not likelihood. A high radius is not a defect: a filesystem server is supposed to write files. It is never part of the trust score.

## Machine-readable views of this entry

- Signed JSON: https://forgeregistry.com/api/v1/packages/io.github.WYRE-AI%2Fconnectwise-cpq-mcp
- Install plan: https://forgeregistry.com/api/v1/packages/io.github.WYRE-AI%2Fconnectwise-cpq-mcp/install-plan
- Alternatives: https://forgeregistry.com/api/v1/alternatives/io.github.WYRE-AI%2Fconnectwise-cpq-mcp
- HTML page: https://forgeregistry.com/registry/io.github.WYRE-AI%2Fconnectwise-cpq-mcp
- MCP: POST https://forgeregistry.com/api/mcp → `forge_get_package` / `forge_install_plan`

## About this document

Generated by Forge (https://forgeregistry.com) — a compact rendering of the same record served, signed, at the JSON URL above. Trust and scan facts are the registry's own measurements; anything Forge did not measure is named as unmeasured rather than omitted.