# QuoteWerks MCP

Connects AI coding agents to QuoteWerks Web to inspect and reprice quotes while previewing writes before applying them.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed · ★ 63
- Author: Servosity
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/Servosity/msp-skills/tree/HEAD/skills/quotewerks
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/mcp/quotewerks-mcp

## What it does

The server links AI agents directly to the QuoteWerks Web API using native column schemas. Instead of sending raw queries blindly, it queries a local data mirror. This setup evaluates margins and deal win rates directly on your machine.

Write operations require a typed preview step. You inspect changes before anything updates in QuoteWerks. The bundle installs both the `quotewerks-mcp` server binary and the `quotewerks-cli` command-line utility.

Running HTTP transport mode via `--transport http` is unsafe right now because this build lacks request size and timeout limits. Keep the integration on standard input and output (`stdio`) to prevent unauthorized network calls.

## Requirements
- Environment variables: `QUOTEWERKS_API_KEY`, `QUOTEWERKS_BASE_URL`, `QUOTEWERKS_USER_AGENT`, `QUOTEWERKS_MCP_READ_ONLY`, `QUOTEWERKS_MCP_HTTP_TOKEN`, `PRINTING_PRESS_CLIENT_PROFILE` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Install**
- The MCP registry has no launch command for it: see the repository README

## When to use it
- Draft and adjust quote pricing with typed previews
- Calculate gross margins and win rates against a local data mirror
- Search QuoteWerks Web documents directly inside agent sessions

## Example prompts
- Fetch the latest draft quote for the client and preview price adjustments
- Check our current pipeline margin and win rate report in QuoteWerks

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From the same set: [servosity/msp-skills](https://affpapa.org/en/nevibecode/by/servosity/msp-skills.md) — 73 cards

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NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md