ConnectWise CPQ

OCI · GHCR.IO/WYRE-TECHNOLOGY/CONNECTWISE-CPQ-MCP:V1.0.4 · SCANNED AUG 22

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

Available components

oci · ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4 41

41 41 Trust /100

Trust breakdown (6 categories)

How this component scores in each security and reliability category. Every signal is checked automatically from public evidence about the published package, including repeated runs of it in an isolated sandbox, and we only credit what we can confirm. How we score →

Supply Chain Security0

Malware scan not yet available for this package.Unverified
Known CVEs could not be checked: this artifact ships no SBOM, so there is no dependency list to read. Publishing one would let us assess it.Unverified
Install-script risk not yet assessed.Unverified
Dependency health could not be checked: this artifact ships no SBOM, so there is no dependency list to read. Publishing one would let us assess it.Unverified

Provenance & Transparency45

Source repository is publicly reachable at the declared URL. View diagnostics → Pass
Provenance check failed: no build-provenance attestation is published. See how to fix → View diagnostics → Fail
Clear OSI-approved license (Apache-2.0).Pass
Actively maintained (last published 1 days ago).Pass
Disclosure check failed: no security disclosure policy was found in the source repository. See how to fix → Fail

Schema Quality & AI Usability87

100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).Pass
AI-judged instruction clarity (excellent).Pass
Tool/resource definitions use about 2587 tokens (~99/item across 26 items; 25 tools + 1 resources), lean.Pass
Usage-examples check failed: none of the tools include examples. See how to fix → Fail

Stability & Change Management0

Stability not yet verified: not enough scan history yet (needs a 30-day window).Unverified

Tool Coverage100

100% of tools have a non-trivial description (not blank, and not just the tool's name).Pass
100% of tool parameters carry a description.Pass

Capabilities100

Implements a current MCP spec version (2026-07-28).Pass
Supports UI / widget rendering.Pass

Unverified: 2 categories

Categories scored 0 because we could not verify them: a data source with nothing on this package, evidence we could not reach, or a check we could not run. We only credit what we can confirm.

Install

Add this component to your MCP client. Where a client-specific snippet is available, pick your client below and copy it straight into your config; otherwise use the connection detail shown.

oci · ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4

Claude Codex opencode Hermes Other

# add to Claude Code

claude mcp add wyre-technology-connectwise-cpq-mcp -- docker run --rm -i ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4

# add to Codex CLI

codex mcp add wyre-technology-connectwise-cpq-mcp -- docker run --rm -i ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4

// opencode.json

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "wyre-technology-connectwise-cpq-mcp": {
      "type": "local",
      "command": [
        "docker",
        "run",
        "--rm",
        "-i",
        "ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4"
      ],
      "enabled": true
    }
  }
}

# ~/.hermes/config.yaml

mcp_servers:
  wyre-technology-connectwise-cpq-mcp:
    command: "docker"
    args: ["run", "--rm", "-i", "ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4"]

// mcp.json

{
  "mcpServers": {
    "wyre-technology-connectwise-cpq-mcp": {
      "command": "docker",
      "args": [
        "run",
        "--rm",
        "-i",
        "ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4"
      ]
    }
  }
}

Changelog

Every change we have recorded for this component, newest first. Security-relevant changes are always shown. ▲ marks a change for the better, ▼ a change for the worse; unmarked changes are neutral.

20 Aug 26 41

First indexed and scored.

Diagnostics

Diagnostic detail from the automated scan of this channel: what the scanner observed at each step, so you can see exactly where a check passed or failed. It is informational only and never changes the trust score.

Captured 22 Aug 2026 · Analysed oci/ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4

Provenance No attestation

The registry publishes no build provenance for this version, so there is nothing to verify.

Result	No attestation
Ecosystem	oci
Reason	No attestation published

MCP tools · 25 exposed · ~2,564 tokens

The tools this component advertises to a client, with an estimated token cost for each. Expand a tool to see its parameters and schema. The per-tool counts are indicative and are not scored directly; the schema's total context footprint is one signal in Schema Quality & AI Usability.

Tool Tokens

cpq_create_quote_from_template ~136

Create a new quote by copying a template or existing quote — the API's only quote create path. Provide templateId, or templateName to resolve (ambiguous names are elicited). newName renames the copy via a follow-up PATCH.

Input Output Examples

Name	Type	Req	Description
newName	string	–	Optional name for the new quote (applied via follow-up PATCH).
templateId	string	–	GUID of the template (or quote) to copy.
templateName	string	–	Template name to resolve when the GUID is unknown. Ambiguous matches are elicited; without elicitation support, candidates are listed as an error.

No output schema declared.

No examples provided.

cpq_create_quote_item ~102

Add a line item to a quote tab. If idQuoteTabs is omitted, a single tab is used automatically and multiple tabs prompt a selection.

Input Output Examples

Name	Type	Req	Description
idQuote	string	yes	Quote GUID id.
idQuoteTabs	string	–	Quote tab GUID id (elicited if omitted and the quote has several tabs).
item	object	yes	Line item fields (e.g. mfgPartNumber, description, quantity, basePrice, cost).

No output schema declared.

No examples provided.

cpq_create_quote_term ~56

Add a payment/financing term option to a quote.

Input Output Examples

Name	Type	Req	Description
quoteId	string	yes	Quote GUID id.
term	object	yes	Term fields (e.g. name, periods, interestRate, paymentAmount).

No output schema declared.

No examples provided.

cpq_delete_quote ~108

⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote and all of its line items, tabs, and terms. Confirm with the user before invoking.

Input Output Examples

Name	Type	Req	Description
confirm_destructive_action	boolean	–	Explicit confirmation for this irreversible action. Required only when the client declared no elicitation capability and therefore cannot be prompted (e.g. the gateway); interactive clients are promp…
id	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

cpq_delete_quote_customer ~112

⚠ DESTRUCTIVE — IRREVERSIBLE. Remove a customer record from a quote. Confirm with the user before invoking.

Input Output Examples

Name	Type	Req	Description
confirm_destructive_action	boolean	–	Explicit confirmation for this irreversible action. Required only when the client declared no elicitation capability and therefore cannot be prompted (e.g. the gateway); interactive clients are promp…
id	string	yes	Customer record GUID id.
quoteId	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

cpq_delete_quote_item ~101

⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote line item. Confirm with the user before invoking.

Input Output Examples

Name	Type	Req	Description
confirm_destructive_action	boolean	–	Explicit confirmation for this irreversible action. Required only when the client declared no elicitation capability and therefore cannot be prompted (e.g. the gateway); interactive clients are promp…
id	string	yes	Quote item GUID id.

No output schema declared.

No examples provided.

cpq_delete_quote_term ~112

⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a quote term option. Confirm with the user before invoking.

Input Output Examples

Name	Type	Req	Description
confirm_destructive_action	boolean	–	Explicit confirmation for this irreversible action. Required only when the client declared no elicitation capability and therefore cannot be prompted (e.g. the gateway); interactive clients are promp…
id	string	yes	Quote term GUID id.
quoteId	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

cpq_delete_quote_version ~115

⚠ DESTRUCTIVE — IRREVERSIBLE. Permanently delete a specific version of a quote. Confirm with the user before invoking.

Input Output Examples

Name	Type	Req	Description
confirm_destructive_action	boolean	–	Explicit confirmation for this irreversible action. Required only when the client declared no elicitation capability and therefore cannot be prompted (e.g. the gateway); interactive clients are promp…
quoteNumber	number	yes	Integer quote number.
quoteVersion	number	yes	Integer version to delete.

No output schema declared.

No examples provided.

cpq_get_quote ~37

Get a quote by GUID id (full QuoteView) — renders the quote card.

Input Output Examples

Name	Type	Req	Description
id	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

cpq_get_quote_item ~30

Get a quote line item by id.

Input Output Examples

Name	Type	Req	Description
id	string	yes	Quote item GUID id.

No output schema declared.

No examples provided.

cpq_get_quote_versions ~62

List all versions of a quote number, or get the latest/a specific version.

Input Output Examples

Name	Type	Req	Description
quoteNumber	number	yes	Integer quote number.
version	number\|string	–	Optional: 'latest' or a version integer. Omit to list all versions.

No output schema declared.

No examples provided.

cpq_list_quote_customers ~32

List the customer records attached to a quote.

Input Output Examples

Name	Type	Req	Description
quoteId	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

cpq_list_quote_terms ~130

List payment/financing term options on a quote.

Input Output Examples

Name	Type	Req	Description
conditions	string	–	Manage-style condition string. Strings "double-quoted", booleans True/False, dates bracketed DATE-ONLY (time components are rejected): createDate >= [2026-07-01]. Example: idQuote = "<guid>" and isAr…
page	number	–	1-based page number (default 1).
pageSize	number	–	Results per page (default 100, max 1000).
quoteId	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

cpq_list_recurring_revenues ~117

List recurring-revenue period definitions.

Input Output Examples

Name	Type	Req	Description
conditions	string	–	Manage-style condition string. Strings "double-quoted", booleans True/False, dates bracketed DATE-ONLY (time components are rejected): createDate >= [2026-07-01]. Example: idQuote = "<guid>" and isAr…
page	number	–	1-based page number (default 1).
pageSize	number	–	Results per page (default 100, max 1000).

No output schema declared.

No examples provided.

cpq_list_tax_codes ~114

List tax codes and rates.

Input Output Examples

Name	Type	Req	Description
conditions	string	–	Manage-style condition string. Strings "double-quoted", booleans True/False, dates bracketed DATE-ONLY (time components are rejected): createDate >= [2026-07-01]. Example: idQuote = "<guid>" and isAr…
page	number	–	1-based page number (default 1).
pageSize	number	–	Results per page (default 100, max 1000).

No output schema declared.

No examples provided.

cpq_list_templates ~21

List quote templates (the source objects for quote creation).

Input Output Examples

Input schema present but exposes no named parameters.

No output schema declared.

No examples provided.

cpq_list_users ~120

List CPQ users (API users, approvers, admins).

Input Output Examples

Name	Type	Req	Description
conditions	string	–	Manage-style condition string. Strings "double-quoted", booleans True/False, dates bracketed DATE-ONLY (time components are rejected): createDate >= [2026-07-01]. Example: idQuote = "<guid>" and isAr…
page	number	–	1-based page number (default 1).
pageSize	number	–	Results per page (default 100, max 1000).

No output schema declared.

No examples provided.

cpq_search_quote_items ~199

Search quote line items. Filter by quote or tab via conditions (idQuote = "<guid>" or idQuoteTabs = "<guid>").

Input Output Examples

Name	Type	Req	Description
conditions	string	–	Manage-style condition string. Strings "double-quoted", booleans True/False, dates bracketed DATE-ONLY (time components are rejected): createDate >= [2026-07-01]. Example: idQuote = "<guid>" and isAr…
includeFields	string	–	Comma-separated list of fields to return. Strongly encouraged — QuoteView has 204 properties (e.g. id,name,quoteNumber,quoteVersion,quoteTotal).
page	number	–	1-based page number (default 1).
pageSize	number	–	Results per page (default 100, max 1000).
showAllVersions	boolean	–	Include every quote version, not just the latest (default false).

No output schema declared.

No examples provided.

cpq_search_quote_tabs ~190

Search quote tabs/sections. Filter by quote via conditions (idQuote = "<guid>").

Input Output Examples

Name	Type	Req	Description
conditions	string	–	Manage-style condition string. Strings "double-quoted", booleans True/False, dates bracketed DATE-ONLY (time components are rejected): createDate >= [2026-07-01]. Example: idQuote = "<guid>" and isAr…
includeFields	string	–	Comma-separated list of fields to return. Strongly encouraged — QuoteView has 204 properties (e.g. id,name,quoteNumber,quoteVersion,quoteTotal).
page	number	–	1-based page number (default 1).
pageSize	number	–	Results per page (default 100, max 1000).
showAllVersions	boolean	–	Include every quote version, not just the latest (default false).

No output schema declared.

No examples provided.

cpq_search_quotes ~201

Search quotes with Manage-style conditions, field selection, and paging. With no conditions it asks for (or defaults to) a created-since date range.

Input Output Examples

Name	Type	Req	Description
conditions	string	–	Manage-style condition string. Strings "double-quoted", booleans True/False, dates bracketed DATE-ONLY (time components are rejected): createDate >= [2026-07-01]. Example: idQuote = "<guid>" and isAr…
includeFields	string	–	Comma-separated list of fields to return. Strongly encouraged — QuoteView has 204 properties (e.g. id,name,quoteNumber,quoteVersion,quoteTotal).
page	number	–	1-based page number (default 1).
pageSize	number	–	Results per page (default 100, max 1000).
showAllVersions	boolean	–	Include every quote version, not just the latest (default false).

No output schema declared.

No examples provided.

cpq_test_connection ~23

Verify ConnectWise CPQ credentials and report the authenticated API user.

Input Output Examples

Input schema present but exposes no named parameters.

No output schema declared.

No examples provided.

cpq_update_quote ~152

⚠ HIGH-IMPACT. Update quote fields (name, status, dates, custom fields) via JSON Patch. Changes to quoteStatus, isArchive, isLost, expirationDate, orderPorter* or approval fields can flip customer-facing/workflow state — status, archive, and order-porter changes affect what the customer sees. Confirm with the user before invoking.

Input Output Examples

Name	Type	Req	Description
fields	object	–	Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
id	string	yes	Quote GUID id.
patch	array	–	Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.

No output schema declared.

No examples provided.

cpq_update_quote_customer ~101

Update a customer record on a quote via JSON Patch.

Input Output Examples

Name	Type	Req	Description
fields	object	–	Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
id	string	yes	Customer record GUID id.
patch	array	–	Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.
quoteId	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

cpq_update_quote_item ~95

Update a quote line item (pricing, quantity, flags) via JSON Patch.

Input Output Examples

Name	Type	Req	Description
fields	object	–	Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
id	string	yes	Quote item GUID id.
patch	array	–	Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.

No output schema declared.

No examples provided.

cpq_update_quote_term ~98

Update a quote term via JSON Patch.

Input Output Examples

Name	Type	Req	Description
fields	object	–	Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
id	string	yes	Quote term GUID id.
patch	array	–	Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.
quoteId	string	yes	Quote GUID id.

No output schema declared.

No examples provided.

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Scoring key

80+ high trust
60–79 medium
below 60 low

How we score

Score history · last 30 days

20 Aug 22 Aug