# ConnectWise CPQ (oci · ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4)

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

- Trust score: 41/100 (low)
- Registry status: active
- Liveness: live
- Owner verified: no
- Last scored: 2026-08-22

## Components

- oci · `ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4`: 41/100 (this document), [markdown](https://verifymcp.io/servers/wyre-technology-connectwise-cpq-mcp/ghcr-io-wyre-technology-connectwise-cpq-mcp-v1-0-4.md), [page](https://verifymcp.io/servers/wyre-technology-connectwise-cpq-mcp/ghcr-io-wyre-technology-connectwise-cpq-mcp-v1-0-4)

## Channel facts

- Registry: `oci`
- Package: `ghcr.io/wyre-technology/connectwise-cpq-mcp:v1.0.4`
- Transport: `stdio`

## Trust breakdown

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. Scores are 0–100 per category. Scoring method: https://verifymcp.io/docs/scoring (what has changed: https://verifymcp.io/docs/scoring/changelog)

Scored 2026-08-22.

- **Supply Chain Security**: 0/100
  - Malware scan not yet available for this package.
  - 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.
  - Install-script risk not yet assessed.
  - 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.
- **Provenance & Transparency**: 45/100
  - Source repository is publicly reachable at the declared URL.
  - Provenance check failed: no build-provenance attestation is published.
  - Clear OSI-approved license (Apache-2.0).
  - Actively maintained (last published 1 days ago).
  - Disclosure check failed: no security disclosure policy was found in the source repository.
- **Schema Quality & AI Usability**: 87/100
  - 100% of prompts and resources have a non-trivial description (not blank, and not just the item's name).
  - AI-judged instruction clarity (excellent).
  - Tool/resource definitions use about 2587 tokens (~99/item across 26 items; 25 tools + 1 resources), lean.
  - Usage-examples check failed: none of the tools include examples.
- **Stability & Change Management**: 0/100
  - Stability not yet verified: not enough scan history yet (needs a 30-day window).
- **Tool Coverage**: 100/100
  - 100% of tools have a non-trivial description (not blank, and not just the tool's name).
  - 100% of tool parameters carry a description.
- **Capabilities**: 100/100
  - Implements a current MCP spec version (2026-07-28).
  - Supports UI / widget rendering.

**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

### Claude

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

### Codex

```bash
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

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

### Other

```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 recorded for this component, newest first. Days that predate change tracking, or that we cannot explain, say so: "we were watching and nothing happened" and "we were not watching" are different claims.

### 2026-08-20 (score 41)

First indexed and scored.

## MCP tools (25)

### `cpq_test_connection` (~23 tokens)

Verify ConnectWise CPQ credentials and report the authenticated API user.

### `cpq_search_quotes` (~201 tokens)

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 parameters:

- `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).

### `cpq_get_quote` (~37 tokens)

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

Input parameters:

- `id` (string, required): Quote GUID id.

### `cpq_get_quote_versions` (~62 tokens)

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

Input parameters:

- `quoteNumber` (number, required): Integer quote number.
- `version` (number|string): Optional: 'latest' or a version integer. Omit to list all versions.

### `cpq_search_quote_items` (~199 tokens)

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

Input parameters:

- `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).

### `cpq_get_quote_item` (~30 tokens)

Get a quote line item by id.

Input parameters:

- `id` (string, required): Quote item GUID id.

### `cpq_list_quote_customers` (~32 tokens)

List the customer records attached to a quote.

Input parameters:

- `quoteId` (string, required): Quote GUID id.

### `cpq_search_quote_tabs` (~190 tokens)

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

Input parameters:

- `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).

### `cpq_list_quote_terms` (~130 tokens)

List payment/financing term options on a quote.

Input parameters:

- `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, required): Quote GUID id.

### `cpq_list_templates` (~21 tokens)

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

### `cpq_list_tax_codes` (~114 tokens)

List tax codes and rates.

Input parameters:

- `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).

### `cpq_list_recurring_revenues` (~117 tokens)

List recurring-revenue period definitions.

Input parameters:

- `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).

### `cpq_list_users` (~120 tokens)

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

Input parameters:

- `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).

### `cpq_create_quote_from_template` (~136 tokens)

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 parameters:

- `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.

### `cpq_update_quote` (~152 tokens)

⚠ 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 parameters:

- `fields` (object): Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
- `id` (string, required): Quote GUID id.
- `patch` (array): Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.

### `cpq_create_quote_item` (~102 tokens)

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 parameters:

- `idQuote` (string, required): Quote GUID id.
- `idQuoteTabs` (string): Quote tab GUID id (elicited if omitted and the quote has several tabs).
- `item` (object, required): Line item fields (e.g. mfgPartNumber, description, quantity, basePrice, cost).

### `cpq_update_quote_item` (~95 tokens)

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

Input parameters:

- `fields` (object): Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
- `id` (string, required): Quote item GUID id.
- `patch` (array): Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.

### `cpq_update_quote_customer` (~101 tokens)

Update a customer record on a quote via JSON Patch.

Input parameters:

- `fields` (object): Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
- `id` (string, required): Customer record GUID id.
- `patch` (array): Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.
- `quoteId` (string, required): Quote GUID id.

### `cpq_create_quote_term` (~56 tokens)

Add a payment/financing term option to a quote.

Input parameters:

- `quoteId` (string, required): Quote GUID id.
- `term` (object, required): Term fields (e.g. name, periods, interestRate, paymentAmount).

### `cpq_update_quote_term` (~98 tokens)

Update a quote term via JSON Patch.

Input parameters:

- `fields` (object): Partial object of fields to set — each entry becomes an RFC 6902 replace op. Use this OR `patch`, not both.
- `id` (string, required): Quote term GUID id.
- `patch` (array): Raw RFC 6902 JSON Patch operations. Use this OR `fields`, not both.
- `quoteId` (string, required): Quote GUID id.

### `cpq_delete_quote_item` (~101 tokens)

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

Input parameters:

- `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, required): Quote item GUID id.

### `cpq_delete_quote_term` (~112 tokens)

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

Input parameters:

- `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, required): Quote term GUID id.
- `quoteId` (string, required): Quote GUID id.

### `cpq_delete_quote_customer` (~112 tokens)

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

Input parameters:

- `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, required): Customer record GUID id.
- `quoteId` (string, required): Quote GUID id.

### `cpq_delete_quote_version` (~115 tokens)

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

Input parameters:

- `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, required): Integer quote number.
- `quoteVersion` (number, required): Integer version to delete.

### `cpq_delete_quote` (~108 tokens)

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

Input parameters:

- `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, required): Quote GUID id.

## Diagnostics

Captured diagnostic sections: Provenance. The full working is on the page: https://verifymcp.io/servers/wyre-technology-connectwise-cpq-mcp/ghcr-io-wyre-technology-connectwise-cpq-mcp-v1-0-4#diagnostics

## Score history

- 2026-08-22: 41
- 2026-08-21: 41
- 2026-08-20: 41

## Links

- Repository: https://github.com/wyre-technology/connectwise-cpq-mcp
- Changelog RSS feed: https://verifymcp.io/servers/wyre-technology-connectwise-cpq-mcp/ghcr-io-wyre-technology-connectwise-cpq-mcp-v1-0-4.xml
- Changelog JSON feed: https://verifymcp.io/servers/wyre-technology-connectwise-cpq-mcp/ghcr-io-wyre-technology-connectwise-cpq-mcp-v1-0-4.json
- HTML version of this page: https://verifymcp.io/servers/wyre-technology-connectwise-cpq-mcp/ghcr-io-wyre-technology-connectwise-cpq-mcp-v1-0-4